Help Centre

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

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

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

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

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

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

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

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.

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.

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.

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

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

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

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

Select a candidate, pending referee and published form, optionally include candidate info, preview, and send a single reference request.

Create a new KNEWTE account and activate it using the code sent to your email.

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

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

View an invitation, accept or reject it, and understand common messages and errors.

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

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

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

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

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

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…

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