Help Centre

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

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

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

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

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

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

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

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

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

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

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

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

Open PDF documents in the online PDF editor, add annotations and save the updated PDF back to the working paper file.

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

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

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

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

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

Resolve common access, document, field, credit, email and signing problems.

Use the Working Paper Files list to open, edit, archive, duplicate, back up and review files.

Search and manage jobs (requisitions), open/edit jobs, and delete single or multiple jobs with confirmation.

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

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

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

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

Stop an active request and understand the effect on recipients and credits.

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

Manage your personal settings, security, 2FA, time zone, saved card, invitations and activity log.

Start a draft and complete the guided preparation workflow.

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