Formalize | Help Center

Back to home

Formalize | Help Center

Formalize

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

Policy Management

How to set up a custom approval flow for a policy

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

See more

Risk Management

How to create a risk and connect it to an asset

Supplier Management

How to set up an automatic audit based on your company's criteria

Trust Center

How to personalize your Trust Center

Open API

Public API: File upload

AI Formalize

What is Formalize Smart Fill?