Formalize | Help Center
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Formalize
Whistleblower Software by Formalize
Authentication and access control
Single Sign On (SSO)
Company Account
Case Management
Reporting Page Configuration
Partner Account
Formalize
Getting started 🚀
Task Management
Policy Management
Frameworks
Supplier Management
Risk Management
Evidence Management
Questionnaires
Open API
Trust Center
Approval Flows
AI Formalize
DORA: Reporting in supervisory platforms
Automations
Data Reports
Privacy
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Formalize | Help Center
Formalize
Whistleblower Software by Formalize
Authentication and access control
Single Sign On (SSO)
Company Account
Case Management
Reporting Page Configuration
Partner Account
Formalize
Getting started 🚀
Task Management
Policy Management
Frameworks
Supplier Management
Risk Management
Evidence Management
Questionnaires
Open API
Trust Center
Approval Flows
AI Formalize
DORA: Reporting in supervisory platforms
Automations
Data Reports
Privacy
Formalize
All support articles related to Formalize can be found here.
Getting started 🚀
Login with Microsoft, Azure or Outlook
How to import your data
Setting up Access Roles
Company Information & Company Entities
Fields: overview, types, and configuration
How to enable 2-factor authentication
Management of users
See more
Task Management
Tasks Overview
Policy Management
How to set up a custom approval flow for a policy
Policies Overview
Frameworks
Frameworks Overview
Supplier Management
How to set up an automatic audit based on your company's criteria
Risk Management
How to create a risk and connect it to an asset
Risks Overview
Evidence Management
Evidence
Questionnaires
Questionnaires Overview
Open API
Public API: File upload
Trust Center
How to personalize your Trust Center
Approval Flows
Approval Flows Overview
AI Formalize
What is Formalize Smart Fill?
DORA: Reporting in supervisory platforms
How to submit your Register of Information: Ireland, CBI Portal, Central Bank of Ireland
How to submit your Register of Information: Belgium, OneGate Platform, National Bank of Belgium
How to Submit Your Register of Information: Liechtenstein, e-Service module, Financial Market Authority
How to submit your Register of Information: Austria, Incoming platform, Financial Market Authority
How to submit your Register of Information: France, Onegate, Autorité de contrôle prudentiel et de résolution
How to submit your Register of Information: Sweden, Fidac portal, Finansinspektionen
How to submit your Register of Information: Spain, Banco de España
See more
Automations
How to set up a reminder email automation
Data Reports
Data Reports overview
Privacy
Processing Activities
Data Subject Requests
