Credential Document Storage & Retrieval
Find the actual certificate or license document in seconds, not somewhere in a shared drive.
Knowing a credential's expiration date is only part of the picture — sometimes you need the actual document itself. ComplyNestly attaches documents directly to the credential record they belong to, so finding one means finding the record, not searching a shared drive.
The problem
When documents live in a separate storage system from the tracking data — a shared drive, individual emails, a filing cabinet — retrieving the right one means remembering where it was filed, which gets harder as records accumulate.
Who this is for
- Businesses that need to produce the actual document, not just confirm a date
- Managers tired of searching a shared drive for the right file
- Companies that want documents organized by the record they belong to
How ComplyNestly helps
Every credential record in ComplyNestly can have a document attached directly to it, so retrieving a certificate or license is as simple as opening the employee's record — no separate file system to search.
Typical workflow
- 1Attach a document when you record a credential, or add one later
- 2The document stays connected to that specific credential record
- 3Find it instantly by opening the employee's profile
- 4Include it automatically when generating an audit/compliance packet
Capabilities
- Documents attached directly to the credential they belong to
- No separate file system to search or keep in sync
- Documents included automatically in audit/compliance packets
- Available per credential, not just per employee
Frequently asked questions
What file types can I attach to a credential record?
Common document formats are supported for credential attachments — check the in-app upload screen for current supported types and size limits.
Are documents automatically included when I generate a compliance packet?
Yes, attached documents are pulled in automatically when you generate an audit/compliance packet for an employee.
Is there a limit to how many documents I can store?
Document storage limits are tied to your plan — see Settings → Billing for current plan details.
Related resources
Ready to try it?
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