Documentation

Product guides for ComplyNestly customers and their teams.

Troubleshooting

Notifications and status delays

Why a reminder did not arrive and why some changes appear immediately while others do not.

A reminder did not arrive

  1. Confirm the recipient is an owner or admin. Managers do not receive reminder emails.
  2. Confirm the credential has an expiration date. Without one, no reminder is ever generated.
  3. Confirm today matches a milestone: 90, 60, 30, 14, or 7 days before expiration, the expiration day, or the single follow-up after.
  4. Check whether a submission for that credential is awaiting review, which suppresses the ordinary reminder.
  5. Confirm your plan includes reminders.
  6. Check spam and quarantine folders.
  7. As the owner, trigger a manual test run from Settings → Reminder emails.

A milestone was skipped

At most one reminder is sent per credential per run — the most urgent one outstanding. If several milestones passed in a gap, only the most urgent is sent and earlier ones are skipped for that cycle. This is deliberate, to avoid a burst of stale emails.

Reminders stopped entirely

After the expiration day and one follow-up, reminders stop. There is no recurring escalation. Ongoing visibility comes from the Action Center.

Immediate vs. scheduled

  • Immediate — credential status, requirement status, matrix cells, Action Center items, Dashboard metrics, and report figures. All derived on read.
  • Scheduled — reminder emails and Renewal Autopilot task creation. These run on their own cadence.

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