Help Centre

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

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

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

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

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

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

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.

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

Manage completed document copies and understand the retention period.

Monitor invitations, reminders, attempts and delivery errors.

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

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

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

Add recipients, control signing order and check delivery details.

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 balances, request charges and how to top up credits.

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.

Build reusable PDF, recipient and signing-field layouts.

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

Control access to signature requests, reusable content and settings.

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

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.