Accurate license information is the foundation of your compliance profile. ComplyNest uses your license details to calculate renewal countdowns, populate your inspection packet, and verify that your documents match your current license.

How to Add or Update License Information

  1. Select the center from the location picker at the top of the page.
  2. Go to Licensing in the left navigation menu.
  3. Click the License Information tab.
  4. Enter your license number, license type, and issuing agency name.
  5. Set the effective date (when the current license period began) and the expiration date.
  6. Add any notes (for example, provisional status or pending conditions).
  7. Click Save.

Uploading a Copy of Your License

After saving your license details, you can attach a scanned copy or PDF of the physical license directly to the record. This makes the document available in your inspection packet and Document Vault without needing to upload it separately.

Keep your license information current after each renewal. An expired or incorrect license date will lower your Inspection Readiness Score and trigger alerts for your team.