Formalize

This guide explains how to set up an end-to-end assessment flow in Formalize. This is ideal for common assessments like BIA, allowing you to automatically map questionnaire responses to custom…

How to set up Business Impact Analysis (BIA)

The Guide

Trust Center

This article explains how the native Microsoft Entra ID integration works with Formalize and provides a step-by-step guide on how to install and configure it.

Microsoft Entra ID Integration Guide

DORA Register of Information Guide

This guide details an end to end process for creating the EBA Outsourcing Report within the Formalize platform.

The steps covered range from importing or adding data to exporting the…

EBA Outsourcing Guide

Workflow Builder - Update resource through questionnaire

Guía de implantación Magerit (Español)

How to set up a Third-Party Risk Management (TPRM) process

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

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

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