Overview
The Trust Center enables you to share your organization's security and compliance documents in a transparent, accessible manner. By actively using your Trust Center, you strengthen transparency, build customer confidence, and benefit from structured, centralized information management.
Creating your New Trust Center
You can create one or multiple Trust Centers tailored to different audiences.
Navigate to Trust Center at the bottom of the main sidebar.
Click Options and select Add new.
Enter a name for your new Trust Center and save.
Customizing Your Content
This section allows you to build and customize the public-facing view of your Trust Center.
Logo and Images: Click Change at the top of the page to upload your company logo or a header image.
Text and Attachments: Use the content blocks to add descriptive text and upload relevant compliance documents.
Actions: Add interactive elements to your blocks, such as internal references, external links, or downloadable files.
Reordering: To reorder your information, click and drag the drag handle (the three horizontal lines) next to any content block to move it up or down the page.
Previewing and Sharing
Before distributing your documents, you should review how the page will look to your customers.
Once finalized, you can share your Trust Center with external parties by copying and sending the generated URL link, or by downloading and sharing the QR code.
Common Questions
What if I sent the link to someone who should not have access?
Once a link is shared, you cannot change the URL or revoke access for specific individuals. To secure your information, you must create a new Trust Center (which generates a brand new link) and delete the old Trust Center.
Can the Trust Center be limited to employees only?
Anyone with the link can view the Trust Center. To restrict access to employees only, simply do not share the link externally. Employees with access to your Formalize account can always view the information internally directly from the Trust Center module.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.