Help Centre

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

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

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

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

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

Add a referee manually for a candidate, including name, job title, contact details, relationship, and notes.

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

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

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

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

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

Create and maintain saved signer records for repeated use.

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

Secure external form for referees to submit reference contact details or responses for a candidate.

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.

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.

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

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

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

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…

Search and manage reference-check requests with single and bulk actions such as archive, activate, and permanent delete.

Understand how the account deletion link works, what messages mean, and how to troubleshoot token issues.

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