Formalize Help Center

Learn About Whistleblower Software by Formalize

58 articles

Getting started

Your admin setup checklist

Import your cases to Whistleblower Software

Training videos_{2 articles}

Set up and manage reporting channels

Reporting channels and settings_{7 articles}

Pages and translation_{2 articles}

Form builder and custom design_{2 articles}

Confirmation page and poster promotion_{2 articles}

Users, permissions and access configuration

Add or remove a new user

Edit a user and manage permissions

Understanding access configuration

Case management

Understanding your cases dashboard

Navigating a case

Closing, redacting, exporting and archiving a case

Managing case retention and archiving

Managing procedure templates

Configuring case management settings

Setting case deadlines, states, and closing codes

Creating custom fields for case management

Importing cases

Categories and departments

Create and manage departments

Create and manage categories

Dashboard & Statistics

Understanding statistics

Understanding your dashboard

Configuring statistics access

Customize your statistics

Security & access

Login & authentication_{4 articles}

SAML 2.0 setup guides_{5 articles}

User provisioning_{1 article}

Data & encryption_{2 articles}

Account settings

Managing your account profile

Updating your company information

Connecting an advisor or partner

Frequently asked questions

Account and user management

Reporting channels

Case management

How to add the whistleblowing channel to your phone

Partner Account

Partner: How to delete a company

How to delete an advisor from the system

How to extend a trial period, activate or plan activation of a company

How to create company templates