Document Management Software for Structured Client and Project Work

KNEWTE Working Papers is a document management system that gives teams one controlled workspace for structured files, supporting evidence, comments, review points and completion status.

Use it as client file management software or customer file management software for client files, supplier records, project files, compliance packs and internal reviews. Its project documentation software keeps every document attached to the section it supports, so teams can prepare work, review evidence and hand over files with confidence.

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Business Document Management Built Around Your Work

Business document management is rarely about one document. Each client or project can involve sections, supporting files, questions, comments, decisions and status updates. KNEWTE keeps those items together in a clear structure and provides a document review workflow so every team member can see what has been prepared, what needs attention and what has been reviewed.

1

Create File

Start from scratch or use an industry template.

2

Build Structure

Create parent and child sections for the work.

3

Attach Documents

Upload evidence directly to the right section.

4

Review & Comment

Add points, replies and author comments in context.

5

Track Status

Monitor readiness, flags and not applicable items.

6

Export or Share

Create review files or export controlled packages.

Project Document Management with Connected Evidence and Reviews

Replace folders, email trails and separate spreadsheets with business document management software where the file tree, documents, collaboration and review activity are connected on the same screen.

Create files from scratch or templates

Set up a blank working paper file or choose an industry template to create a ready-made structure. Templates can still be edited after the file is created.

Organise work with a flexible tree

Create parent and child nodes, rename sections, move them into the right order, flag important areas and mark sections as not applicable when they do not apply.

Upload documents in context

Attach PDF, image, text, HTML, archive and Microsoft Office documents directly to the node they support. Drag and drop one file or many files into the right place.

Edit Office documents online

Create or upload Word, Excel and PowerPoint documents and open them online for editing, while keeping the document linked to the correct working paper section.

Annotate PDF documents

Open PDF files in the online viewer, add annotations where needed and save the marked-up version back to the working paper file.

Document collaboration software for contextual reviews

Add comments, review points, replies and author comments against the relevant section. Link comments to other tree nodes so review discussions stay easy to follow.

Secure external document sharing

Create review files for secure document sharing with external reviewers without exposing the full internal file. Exclude selected nodes from export or review sharing when they should not be included.

Track readiness and completion

Use readiness status, red ticks, flags and review activity to understand progress at a glance before the file is completed, exported or handed over.

KNEWTE Working Papers video tutorials

Follow these short, step-by-step videos to set up clients and filing cabinets, build structured working paper files, manage documents and comments, and prepare files for review.

How to Add a New Client

Create a new client record, enter the relevant details and save it ready for filing cabinets and working paper files.

How to Add a Filing Cabinet

Add a filing cabinet for the selected client and create an organised location for related working paper files.

How to Create a Working Paper File

Select a client and filing cabinet, enter the file details and create a structured workspace for the work.

How to Work with a Working Paper File

Explore the working paper file workspace, navigate its main areas and understand the available file-management features.

How to Add a Parent Node

Create a main section in the working paper tree to group related child nodes, documents and other file content.

How to Add a Child Node

Add a subsection beneath a parent node to build a clear hierarchy for documents and related content.

How to Add Documents to Nodes

Attach supporting documents to the appropriate node so each file remains connected to the section it supports.

How to Add a Text Document

Create and save written content directly within the relevant section of a working paper file.

How to Add PDF Annotations

Open a PDF, apply annotations to relevant areas and save the marked-up document within the working paper file.

How to Add Microsoft Office Documents

Add Word, Excel and PowerPoint documents to the relevant node and manage them alongside other supporting files.

How to Rename a Node

Update the name of a parent or child node while keeping its documents and related content in place.

How to Add Comments, Review Points and Author’s Comments

Record observations, raise matters for attention and add author responses against the relevant file content.

How to Link Other Nodes in Comments

Connect comments to other relevant nodes so related information is easier to reference, navigate and review.

How to Exclude a Node from Export

Keep a node in the working paper file while preventing that section from appearing in the exported output.

Reviewer and Review Files Overview

Explore the reviewer area, assigned review files, available information and the main steps in the review process.

How to Add a Reviewer

Add the required reviewer to a working paper file so they can take part in the structured review process.

How to Create a Review File

Create a controlled review file containing the relevant working paper content for the assigned reviewer.

Pricing

KNEWTE Working Papers has a simple monthly subscription price, with additional users added only when your team needs them. The trial and subscription flow follows the same KNEWTE billing process used by other KNEWTE apps.

Working Papers Subscription
£18 + VAT per month
  • Create and manage working paper files.
  • Use industry templates and editable file structures.
  • Upload documents and manage review activity.
  • Create reviewer files and export controlled packages.
  • Additional users: £8 + VAT per user, per month.
  • Start with a free 7 day trial.

Prices exclude VAT. Additional users can be added as your team grows.

Buy an app subscription

Add the Working Papers app to your KNEWTE account through Billing & Subscriptions. You can use the same account to manage businesses, users, roles and subscriptions across KNEWTE apps.

How to start your free 7 day trial

Getting started takes just a few minutes. No payment or bank card details are required for trial versions.

1

Create your account

Create a KNEWTE account or sign in to your existing account.

2

Add your business

Enter your organisation details so files, users and subscriptions are linked to the correct business.

3

Go to Billing & Subscriptions

Open Billing & Subscriptions and select New Subscription.

4

Choose trial or paid version

Select the Working Papers app and activate your free 7 day trial or paid subscription.

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