Documentation

Product guides for ComplyNestly customers and their teams.

Notifications

Portal and renewal emails

Every email ComplyNestly can send to an employee, and what controls each one.

Emails to employees

  • Portal link — sent when you choose to email a generated portal link from the employee's profile.
  • Secure renewal link — sent when you send a renewal request, or automatically by Autopilot if that setting is on.
  • Submission outcome — sent when Email employees when their submission is approved or rejected is enabled.

Emails to your team

  • Team invitations — sent when you invite a colleague from Team.
  • Expiration reminders — sent to owners and admins at fixed milestones on a paid plan.

What controls them

  • An email address on file for the employee. Without one, no employee email can be sent and ComplyNestly says so.
  • Enable the employee portal, which must be on for portal and renewal links.
  • Email employees when their submission is approved or rejected, which controls outcome notifications.
  • Automatically email the employee a secure renewal link, which controls whether Autopilot sends links itself.

If an email did not arrive

  1. 1Confirm the employee has an email address on file.
  2. 2Confirm the relevant setting is enabled in Settings → Employee Portal.
  3. 3Ask the recipient to check spam and quarantine folders.
  4. 4Regenerate the link and send again, or share it directly.

Regenerating a link invalidates the previous one, so the recipient should use the newest message.

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