Help Centre

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

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.

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.

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

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

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

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.

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

View a single verification request, review its history, save review notes and status, resend it, print it, and monitor reminders.

Learn how to add, rename, move, flag, delete and organise tree nodes in a working paper file.

Central dashboard showing KPIs and navigation cards for jobs, candidates, reference checks, forms, branding and retention.

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

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

Choose the default candidate data retention rule (Policy 1–6) and set it as the system default.

Upload documents directly to the node they support, including PDF, images, text, HTML, archives and Microsoft Office files.

Deleted tree nodes are moved to the recycle bin first, where they can be restored or permanently deleted.

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

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

Request account deletion and receive a confirmation link by email. Includes rules, messages, and troubleshooting.

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

Use the Working Papers dashboard to view file activity, storage use, cloud sync health and shortcuts to clients, cabinets and files.

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