Help Centre

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

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

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

Create a new KNEWTE account and activate it using the code sent to your email.

Create a blank working paper file or start from an industry template. Template-created files can still be edited after creation.

Start a draft and complete the guided preparation workflow.

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

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

Invite an existing or new user to a business/app subscription and assign an application role.

Create a job/requisition record used to link candidates and references. Includes required fields, validation and tips.

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

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

Create, edit, archive, activate and delete contact tags for a selected business. Changes apply immediately.

Build reusable PDF, recipient and signing-field layouts.

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

Create a client record before adding working paper files. A client can represent a customer, supplier, project owner or internal record holder.

Purchase an application subscription for one of your businesses and proceed to secure Stripe payment.

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

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

Manage custom reference-check forms (search, create, edit, publish/activate, archive, delete, bulk actions).

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

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

Create and maintain saved signer records for repeated use.

Add recipients, control signing order and check delivery details.

Understand the app, its main areas and the complete electronic signature workflow.

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

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

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.