Documentation

Product guides for ComplyNestly customers and their teams.

Getting Started

Requirement Sets

Customer-controlled templates that group credential types for reuse — not statutory requirement packs.

A Requirement Set is a named list of credential types your company manages. Smart Setup can create one from the credentials you confirmed. You can apply a set to a role template later.

  1. 1Open Requirements to see sets created by Smart Setup.
  2. 2Open a role template and add credential types from the set as needed.
  3. 3Rename or archive sets when your program changes.

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