Formalize Help Center

Learn About Formalize

49 articles

What is Formalize Smart Fill?

Archive and retention

Archive and retention

DORA ROI Reporting

DORA Register of Information Guide

DORA: Reporting in supervisory platforms

How to submit your Register of Information: Belgium, OneGate Platform, National Bank of Belgium

How to submit your Register of Information: Spain, Banco de España

How to submit your Register of Information: Sweden, Fidac portal, Finansinspektionen

How to submit your Register of Information: Austria, Incoming platform, Financial Market Authority

How to submit your Register of Information: Ireland, CBI Portal, Central Bank of Ireland

How to submit your Register of Information: France, Onegate, Autorité de contrôle prudentiel et de résolution

How to Submit Your Register of Information: Liechtenstein, e-Service module, Financial Market Authority

Dashboards and Statistics

Evidence Management

Evidence submissions

Completing a task with evidences

Configure and manage frameworks

Getting started 🚀

Login with Microsoft, Azure or Outlook

Company Information & Company Entities

How to import your data

How to enable 2-factor authentication

User Management

Security Settings

Responsible users and Roles

Rearranging elements on the list view

Import Suppliers

Jira Integration

Microsoft Teams Integration

Slack Integration

Public API: File upload

Policy Management

Policy Creation

Publish a Policy

Policy Acceptance

Policy Settings

Processing Activities

Data Subject Requests

Risk Management

Risks Mitigation - Calculated

Risks Mitigation - Manual

Task Management

Workflow Builder

Workflow Builder - Update resource through questionnaire