Documentation

Product guides for ComplyNestly customers and their teams.

Renewals

Review, approve, and AI assist

Compare a submission against the current record, use the AI review summary, and decide.

Review a submission

  1. 1Open Renewals and select the Pending review tab.
  2. 2Open the request to see the submitted values beside the current credential record.
  3. 3Open the attached document if one was provided.
  4. 4Approve, or reject with a reason.

What approval does

Approving writes the submitted details onto the credential, including the new expiration date. Status recalculates immediately, related Action Center items clear, and the matrix cell updates.

What rejection does

Rejecting returns the request to the employee with your reason so they can correct and resubmit. The credential is left unchanged, and ordinary expiration reminders resume, because the underlying gap is still open.

AI renewal review

On paid plans, ComplyNestly produces a deterministic comparison of old and new values alongside an AI summary that highlights what changed and what looks inconsistent.

AI communication draft

You can have ComplyNestly draft a message to the employee about the outcome. The draft is editable and is only sent when you explicitly send it — nothing goes out automatically from the draft itself.

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