Help Centre

Add a new candidate record, optionally link it to an open job or create a new one, then save the record.

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

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

Search and manage candidates, open details, add new candidates, and perform bulk actions such as activate, archive, and delete.

Understand balances, request charges and how to top up credits.

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

Configure the entity name, signing banner colour, expiry and reminder timing.

Delete a sent reference check request and make the referee available again so you can resend the request.

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

Use backup and restore options to protect files, recover previous structures and move package data where supported.

Use dashboard totals, PAYG balance and navigation links to find work quickly.

Add recipients, control signing order and check delivery details.

Monitor invitations, reminders, attempts and delivery errors.

Find completed copies and understand the activity information retained with a request.

Build reusable PDF, recipient and signing-field layouts.

Protect requests, signing links, uploaded PDFs and completed copies.

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

Add, review and remove PDF documents before a request is sent.

Filing cabinets group working paper files and can be used to organise files by area, department, year, client type or workflow.

Check every recipient journey, readiness result, credit cost and sender declaration.

Understand draft, sent, partially signed, completed, declined and expired requests.

Guide recipients through consent, document review and field completion.

Understand what happens when a signer declines or a deadline passes.

Manage completed document copies and understand the retention period.

Create, upload and edit Word, Excel and PowerPoint documents online from a working paper file.

Control access to signature requests, reusable content and settings.

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.

Use readiness, red ticks, file status and completion controls to monitor progress before finalising a working paper file.

Understand how document storage should be treated and why access control, encryption and secure hosting matter for personal or confidential documents.