Documentation

Product guides for ComplyNestly customers and their teams.

Troubleshooting

Renewal or portal access issues

Secure links that do not work, requests that cannot be sent, and submissions that never arrive.

  • Check the expiration date shown next to the active link and regenerate if it has lapsed.
  • Confirm the link was not revoked.
  • Confirm the employee portal is still enabled in Settings.
  • Confirm the whole URL was copied — truncated links fail.
  • Confirm the employee is using the newest link, since regenerating invalidates the previous one.

A renewal request cannot be sent

  • Add an email address to the employee record. Without one, ComplyNestly cannot email the link.
  • Check whether a request is already open. Only one active request exists per credential; the profile links to the existing one.
  • Confirm you are on a paid plan, since renewal workflows are a paid feature.

The employee submitted but nothing appeared

  1. 1Check the Action Center for a submission review or renewal review item.
  2. 2Check the Renewals page under Pending review.
  3. 3Check the employee's profile, where the credential row shows Renewal submitted.
  4. 4If you are a manager, confirm the employee is at one of your assigned locations.

The employee cannot attach a document

Allow employees to upload documents (not just enter details) may be off. With it off, employees can submit details but not files.

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