Documentation
Product guides for ComplyNestly customers and their teams.
Employee Portal
How employees upload documents through secure portal links.
- Employee Portal overview
What the portal lets employees do, what it deliberately does not let them do, and how to turn it on.
- Employee upload workflow
The end-to-end path from generating a link to approving what the employee submits.
- Portal security and limits
How portal links are scoped and expire, and the boundaries of what the portal can be used for.
- Portal troubleshooting
Fix the common portal problems: link not working, no email, upload blocked, submission not showing.