The Document Vault is ComplyNest's centralized file library for all your compliance records. Uploading documents here links them to the right section of your compliance profile, makes them searchable, and flags expiring files before they become a problem.
How to Upload a Document
- Go to Documents in the left navigation menu.
- Click Upload Document.
- Select a file from your computer (PDF, JPG, PNG, or Word doc accepted).
- Choose the document category from the dropdown.
- Add a display name and optional description.
- If the document expires, enter the expiration date.
- Click Save to add the document to your vault.
Common Document Categories
- Licenses & Permits
- Renewal Correspondence
- Staff Certificates & Credentials
- Fire and Safety Inspection Reports
- Emergency Plans
- Health and Sanitation Records
- Policies and Procedures
- Insurance Documents
Always enter an expiration date when a document expires. ComplyNest will alert you 60 days before it lapses so you have time to renew and re-upload.