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Professional tools require an approved account. Public searches are available separately without creating a case.

Your account country supplies the initial search default. In a case, the Search country selector is shared between Investigate and Entities. You can choose Australia, New Zealand, or Australia and New Zealand.

Use a register appropriate to the country: ABN and ACN are Australian identifiers; NZBN and the NZ director/shareholder searches use New Zealand sources. Selecting both does not make every register available in both countries.

Changing the selector affects subsequent searches. It does not change the original country scope of an existing result or a saved record. If you change country after searching, run the search again for the new scope.

Public web matches may still relate to another country. Check the source before deciding that a result belongs to your subject. Search country does not select your billing currency.

An authoritative source record comes from the named register. It describes that register entry; you still need to establish whether the entry relates to the person or business you are investigating.

An investigative lead is a page or possible match to review. Confidence helps prioritise review and is not proof of identity, profile ownership or a relationship. Name variants, such as Matthew, Matt and Mathew, can also find unrelated people.

No results means the searches performed did not return a matching result. It does not prove that a person, company, social account or other record does not exist. Private pages, indexing gaps and limited source coverage can affect results.

Unavailable or not configured means a source could not be searched. Try again later or report the issue. Do not describe an unavailable source as a clear check. Complete means the indicated search completed, not that every possible source was searched.

Use the source links and record why you accepted or rejected a lead in Notes. Do not combine same-name people without supporting evidence.

Connections displays relationships available for the case. Director relationships are cyan and shareholder relationships are green. Use the role labels and filters as well as colour: one person can hold both roles with the same company.

Correlation leads are off by default. If enabled, treat them as suggestions for investigation and inspect the source or explanation. They are not confirmed director, shareholder or ownership relationships.

Use Explore connections where available to expand a record. A saved website may have no graph edges until a supported connection exists. An isolated node does not mean it is missing from the case.

Shareholding records may describe joint holders or a share parcel. Do not assume each named holder owns the whole parcel separately. Check dates and current or historical status in the source.

Entities contains records added to the current case. Open a record to review its details, source and available actions. Search results do not become saved entities until they have been added to the case.

For a saved NZ person, review the director and shareholder company connections where available. Investigate company opens the company lookup in the case workflow. A person without returned register connections will not have the same company actions.

In the saved NZ person panel, Refresh register view reads the latest imported register data. It does not automatically fetch every change from the live register or overwrite saved case snapshots and reports. Check the source dates and rerun the relevant lookup when you need to review newer information.

If a result cannot be rechecked before adding it, repeat the search and review the current result. Record material changes and your conclusions in Notes.

Open the case Evidence tab and upload the supporting file. Give it a useful description and check that it appears in the evidence register. Upload success means the file was stored; it does not establish that its contents are accurate.

Download and open an uploaded file when checking an important item. Compare it with your original. Keep the original where your own evidence-handling process requires it.

If a file is too large, use the upload limit shown by the application or ask support about an alternative. Do not repeatedly submit the same failing upload. Do not alter an original solely to get around a limit without retaining the original.

Use Notes for observations and reasoning, Tasks for follow-up work, and Timeline for case events. Keep information within the appropriate case and review what is included before sharing a report.

Open Reports inside the investigation, review the report preview, then choose PDF or Word download. Wait for the export to finish before starting another download.

Read the exported file before sending it. Check the case, subject, sources, director/shareholder roles, relationship diagrams and any warnings about unconfirmed leads. An export is a snapshot, not a live view of later changes.

Report and workspace timestamps use your browser's local time settings. The displayed time zone helps distinguish locations such as Brisbane and cities observing daylight saving. Report generated is the export time, not the case's last-edit time.

Public purchased-search reports are downloaded from their results page. They are separate from professional investigation reports. If emailing a report yourself, check the recipient and attachments before sending.

Open Public search, enter the clues you have and select the search country. Review the available preview before choosing the checks you need. A preview is a possible public-source lead, not identity confirmation.

Package selection starts with Basic. Adding or removing search categories adjusts the package when needed. Everything selects all available categories. Review the selected checks, currency and final price before continuing.

Results and source availability vary. A package buys the described search service, not a guaranteed number of matches or access to private social accounts. Review the package details shown at checkout.

After a successful payment, use the results page to open sources and download PDF or Word reports. A sandbox banner means test payments only; do not enter a real card while that banner is displayed.

During checkout, payment or result loading, wait for the status message and follow any card-verification prompt. Do not repeatedly click Pay or start a second checkout because the first is slow.

A declined card and an uncertain payment are different. If the page says the outcome needs checking, a charge may have occurred. Check your result email or contact support with the order reference before buying again.

Use the private result-access link in the email to reopen the purchased result before its stated expiry. Opening an already generated result should reuse that report while its temporary data remains available. Report generation can take longer on the first opening.

If an email has not arrived, check junk mail and confirm the email entered at checkout. If access has expired or the link fails, contact support. Do not post or forward the private result link: anyone holding it may be able to access the results.

Check the currency displayed at checkout. Choosing New Zealand as the search country does not by itself mean the charge is in NZ dollars. Professional subscription pricing is separate from public one-off purchases.

If you were given a tester account, complete the first-login setup with your own username, email and a new password. Use an email address you can access, rather than a shared placeholder.

In Settings, review your profile, company name, website, phone and country. Confirm that your email is correct and use the resend-verification action if needed. Only the latest verification link works and it expires after 30 minutes.

Open the verification email and select Verify email. A used or expired link cannot verify again; request a new one if your account still needs verification. Check junk mail if delivery is delayed.

Email verification confirms control of the email address. It does not approve professional access. If registration is awaiting approval or login is unavailable, contact support; do not create repeated accounts to bypass approval.

Never send support a password, authentication cookie, card security code or API key. If you cannot access your account, use the recovery option offered on the login screen or contact support.