Help Centre

View, search, sort, filter and download invoice PDFs for your subscriptions.

Use comments, review points and author comments to keep review activity connected to the correct tree node.

Insert clickable tree node references in comments, review points and replies so users can jump to related sections.

Add reviewers, create review files and share controlled snapshots with external reviewers.

Understand how external reviewers sign in, view shared files and add review activity in the reviewer portal.

Understand what the KNEWTE Working Papers app is used for and how it helps teams manage structured files, documents, reviews and completion status.

View and edit a candidate profile, link the candidate to an open job or add a new one, and update compliance and retention settings.

View a subscription, manage top-ups, licenses, package/storage, auto-renewal, renew now and cancel.

View a single verification request, review its history, save review notes and status, resend it, print it, and monitor reminders.

Build a custom reference-check form (up to 25 questions), preview it live, then save and optionally publish it.

Select a candidate, pending referee and published form, optionally include candidate info, preview, and send a single reference request.

View contacts for a selected business, search/filter, open a contact, create new contacts, and apply bulk actions.

Understand the three main panels in File Explorer: tree nodes, document preview and review points.

Common problems and checks for uploads, previews, permissions, cloud sync, session expiry and file completion.

Create a new business record for subscriptions, invoices, and app access. Includes required fields, logo upload, and troubleshooting.

Export a working paper file package and control which nodes are included by marking nodes as excluded from export.

Use the Working Papers dashboard to view file activity, storage use, cloud sync health and shortcuts to clients, cabinets and files.

View and manage role permission overrides per business and app. Changes apply immediately and affect users on next sign-in.

View which users have access to applications and filter by Business, App and Subscription.

View a candidate, manage references and reference requests, create verification checks, and review the audit trail.

View, search and filter subscriptions, open a subscription, and use the advanced slide-in query builder for custom filters.

View an invitation, accept or reject it, and understand common messages and errors.

View and manage which users have access to a selected business, search users, and open per-user access management.

View, search and manage the list of businesses and open a selected business for editing.

Change the number of user licenses for an existing subscription and review prorated fees before saving.

View the complete KNEWTE Reference Check Report, including status, review notes, candidate and referee details, audit history, reminder activity, the reference form sent, and the s…

Change the package/plan for an existing subscription, review prorated credits and charges, then save.

Purchase additional storage for an existing subscription and review the immediate net/VAT/total before saving.

Customise banner/button colours, logo display and default reference email text. Preview changes live and save.

Review renewal totals for a subscription and proceed to secure payment (including additional seats if applicable).