Documentation
Product guides for ComplyNestly customers and their teams.
Getting Started
Set up your organization and complete your first compliance workflow.
- Welcome to ComplyNestly
What ComplyNestly tracks, how the pieces fit together, and where to start on your first day.
- What ComplyNestly does
The scope of the product: credential tracking, requirement comparison, renewals, reporting, and where the boundaries are.
- Quick start
Go from an empty workspace to a real compliance signal in five steps: employee, credential type, credential, requirement, review.
- Create your organization
Sign up, set up your company, and understand what the first account owner controls.
- Complete initial setup
Work through the Get started with ComplyNestly checklist and understand which steps are required and which are optional.
- Add your first employee
Create an employee record and understand which fields matter for compliance tracking.
- Add the first credential
Record a license or certification against an employee and set the expiration date that drives status.
- Create requirements
Define which credential types your employees must hold, using role templates or direct per-employee requirements.
- Understanding compliance status
How credential status, employee compliance status, and requirement status differ, and when each one is used.
- Your first compliance workflow
A worked end-to-end loop: spot a gap, request a renewal, review the submission, and confirm it cleared.
- Recommended setup checklist
A sequenced rollout plan covering catalog, roles, employees, team access, portal, and automation.