Documentation
Product guides for ComplyNestly customers and their teams.
Help Center
Documentation for every ComplyNestly workflow
Learn how to set up your workspace, track credentials, run renewals, use automations, and keep compliance work moving — based on how the product works today.
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Jump into the area that matches your current task.
Getting StartedSet up your organization and complete your first compliance workflow.DashboardUnderstand compliance summaries, KPIs, and how to act on them.EmployeesAdd, edit, archive, and manage employee compliance records.CredentialsRecord licenses and certifications, upload documents, and track expiration.RequirementsDefine credential types, role templates, and what each employee must hold.Compliance MatrixSee who is current, missing, expiring, or expired across requirements.RenewalsRequest, review, and complete credential renewals.Renewal AutomationConfigure Renewal Autopilot and understand what runs automatically.Action CenterPrioritized daily work for missing, expired, and pending items.ReportsReadiness summaries, exports, packets, and audit-support reports.Ask ComplyNestly & AIAsk questions, Copilot priorities, Change Intelligence, and AI limits.Compliance BriefsDashboard and executive briefs generated from your company data.Employee PortalHow employees upload documents through secure portal links.Locations & Team AccessLocations, invitations, roles, and what each role can see.NotificationsExpiration reminders and renewal-related email behavior.AutomationsA map of everything ComplyNestly handles automatically vs. what you do.SettingsWorkspace, portal, autopilot, appearance, and account settings.Billing & SubscriptionsFree, Pro, and Business plans, upgrades, and the Stripe billing portal.Import / Export / DataExports, packets, and current import limitations.TroubleshootingFix common compliance, renewal, portal, and billing issues.Security, Privacy & Responsible UseAccount security, data boundaries, AI use, and sensitive-data rules.
Popular guides
- Welcome to ComplyNestlyWhat ComplyNestly tracks, how the pieces fit together, and where to start on your first day.
- Quick startGo from an empty workspace to a real compliance signal in five steps: employee, credential type, credential, requirement, review.
- Recommended setup checklistA sequenced rollout plan covering catalog, roles, employees, team access, portal, and automation.
- Dashboard overviewWhat each section of the Dashboard shows and how it is assembled from your live records.
- Add an employeeCreate an employee record, including which fields unlock portal, renewal, and location features.
- Add and edit credentialsRecord a credential against an employee, keep it accurate, and archive records you no longer track.
- Compliance Matrix overviewThe grid of employees against required credential types, and what it is best used for.
- Renewal Autopilot overviewWhat Autopilot does on your behalf, what it will never do, and when to turn it on.
Automations
See what ComplyNestly handles automatically — and what still needs a human.
Troubleshooting
Fix unexpected noncompliance, portal access issues, and status delays.
Security & privacy
Organization boundaries, AI data use, and responsible document handling.
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