Training certificates are the primary evidence that a staff member has met a credential requirement. Uploading them in ComplyNest links the document to the specific credential record so inspectors can see both the data and the supporting proof in one place.

How to Upload a Certificate

  1. Go to Staff Training and open the staff member's profile.
  2. Click the Credentials tab.
  3. Open the credential you want to attach a certificate to.
  4. Click Upload Certificate.
  5. Select the file (PDF, JPG, or PNG).
  6. Click Save.

Certificates and the Document Vault

Every certificate you upload from a staff profile is automatically stored in the Document Vault under the Staff Certificates category. You do not need to upload it twice.

Expiration Tip

Always enter the expiration date shown on the certificate, not the date you uploaded the file. ComplyNest uses the expiration date to calculate when alerts should fire, so an incorrect date will delay your notifications.