Help Centre

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

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

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

Search and browse the user directory, sort and page results, and open per-user access management.

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

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

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

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

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

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

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

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

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

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

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

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

Build a custom reference-check form (up to 25 questions), preview it live, then save and optionally publish it.

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

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

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

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

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

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

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

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

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…

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

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

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

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