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Formalize
All support articles related to Formalize can be found here.
Getting started 🚀
- Login with Microsoft, Azure or Outlook
- User Management
- Security Settings
- Responsible users and Roles
- The Guide
- Custom Views
- Rearranging elements on the list view
- Import Suppliers
- How to import your data
- Company Information & Company Entities
- Custom Fields
- How to enable 2-factor authentication
- Access Roles
Task Management
Policy Management
Frameworks
Supplier Management
Risk Management
Evidence Management
Questionnaires
Open API
Trust Center
AI Formalize
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