Formalize

A quick guide to your main workspace where you can see all your reports, filter for what’s important, and keep an eye on deadlines

Understanding your cases dashboard

How to read and work inside a whistleblower case

Navigating a case

A guide to closing a case, protecting the whistleblower's identity, and archiving once resolved

Closing, redacting, exporting and archiving a case

Set how long cases are stored and configure archiving rules to stay compliant

Managing case retention and archiving

eate and manage procedure templates to standardize how cases are handled

Managing procedure templates

Control collaborative notes, translation features, user access restrictions, snippets, and tags

Configuring case management settings

Configure default deadlines, customize case states, and manage closing codes

Setting case deadlines, states, and closing codes

Learn how to create custom fields to capture structured information on cases that is only visible to case handlers.

Creating custom fields for case management

Learn how to bulk import cases into Whistleblower Software using a CSV or Excel file, including attaching files to imported cases.

Importing cases

Everything you need to know about tracking, investigating, and resolving the cases that come into your account

Case management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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