# Formalize Help Center

> Your fastest way to answers

## Learn About Formalize

- [How to import data](https://support.formalize.com/en/articles/566895-how-to-import-data.md)
- [Custom Fields](https://support.formalize.com/en/articles/566891-custom-fields.md)
- [Custom Views](https://support.formalize.com/en/articles/566888-custom-views.md)
- [Rearranging elements on the list view](https://support.formalize.com/en/articles/566889-rearranging-elements-on-the-list-view.md)
- [How to add your Company Information & Company Entities](https://support.formalize.com/en/articles/566778-how-to-add-your-company-information-company-entities.md): In this guide, we’ll cover how to configure your company information and the company entities.
- [How to Set Up Entity-Based Access Roles](https://support.formalize.com/en/articles/721585-how-to-set-up-entity-based-access-roles.md): Restrict user access based on specific company entities within your organization. Entity-based access control allows admins to isolate sensitive data across multi-entity structures without manual w...
- [User Management](https://support.formalize.com/en/articles/566865-user-management.md)
- [Access Roles Management](https://support.formalize.com/en/articles/566858-access-roles-management.md)
- [Responsible users and Roles](https://support.formalize.com/en/articles/566868-responsible-users-and-roles.md)
- [Setting up SCIM provisioning with Microsoft Entra ID](https://support.formalize.com/en/articles/668561-setting-up-scim-provisioning-with-microsoft-entra-id.md): Automatically sync your Microsoft Entra ID users to Formalize Software using SCIM provisioning.
- [Security Settings](https://support.formalize.com/en/articles/566867-security-settings.md)
- [How to Enable Two-Factor Authentication \(2FA\)](https://support.formalize.com/en/articles/566830-how-to-enable-two-factor-authentication-2fa.md): Secure your account in minutes by enabling SMS-based Two-Factor Authentication \(2FA\). Adding this extra layer of security helps protect your data.
- [Login with Microsoft, Azure or Outlook](https://support.formalize.com/en/articles/566772-login-with-microsoft-azure-or-outlook.md)
- [What is Formalize Smart Fill?](https://support.formalize.com/en/articles/566770-what-is-formalize-smart-fill.md)
- [Questionnaires](https://support.formalize.com/en/articles/566857-questionnaires.md)
- [Workflow Builder](https://support.formalize.com/en/articles/566854-workflow-builder.md)
- [Workflow Builder - Set deadline action](https://support.formalize.com/en/articles/580548-workflow-builder-set-deadline-action.md): Learn how to configure and use deadlines in workflows to enforce time-bound actions. This article explains how deadlines work, including duration, conditions, and met or missed status, with step-by...
- [Statistics](https://support.formalize.com/en/articles/566856-statistics.md)
- [Archive and retention](https://support.formalize.com/en/articles/566795-archive-and-retention.md)
- [Processing Activities](https://support.formalize.com/en/articles/566821-processing-activities.md)
- [Data Subject Requests](https://support.formalize.com/en/articles/566836-data-subject-requests.md)
- [Connections](https://support.formalize.com/en/articles/566814-connections.md)
- [Incidents](https://support.formalize.com/en/articles/776361-incidents.md)
- [Tasks Overview](https://support.formalize.com/en/articles/566757-tasks-overview.md)
- [How to Complete a Task with Questionnaires](https://support.formalize.com/en/articles/776078-how-to-complete-a-task-with-questionnaires.md)
- [Configure and manage frameworks](https://support.formalize.com/en/articles/566862-configure-and-manage-frameworks.md)
- [Policies overview](https://support.formalize.com/en/articles/566873-policies-overview.md)
- [Publish a Policy](https://support.formalize.com/en/articles/566876-publish-a-policy.md)
- [How to Send Policies For Acceptance](https://support.formalize.com/en/articles/566880-how-to-send-policies-for-acceptance.md)
- [Risks Settings](https://support.formalize.com/en/articles/566872-risks-settings.md)
- [Create Risks](https://support.formalize.com/en/articles/566874-create-risks.md)
- [Risks Mitigation - Calculated](https://support.formalize.com/en/articles/566881-risks-mitigation-calculated.md)
- [Risks Mitigation - Manual](https://support.formalize.com/en/articles/566883-risks-mitigation-manual.md)
- [Evidence](https://support.formalize.com/en/articles/566844-evidence.md)
- [Completing a task with evidences](https://support.formalize.com/en/articles/566899-completing-a-task-with-evidences.md)
- [Evidence submissions](https://support.formalize.com/en/articles/566898-evidence-submissions.md)
- [How to set up Business Impact Analysis \(BIA\)](https://support.formalize.com/en/articles/751389-how-to-set-up-business-impact-analysis-bia.md): 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 fiel...
- [The Guide](https://support.formalize.com/en/articles/566870-the-guide.md)
- [EBA Outsourcing Guide](https://support.formalize.com/en/articles/609032-eba-outsourcing-guide.md): 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 report from F...
- [Workflow Builder - Update resource through questionnaire](https://support.formalize.com/en/articles/566896-workflow-builder-update-resource-through-questionnaire.md)
- [How to set up a Third-Party Risk Management \(TPRM\) process](https://support.formalize.com/en/articles/751642-how-to-set-up-a-third-party-risk-management-tprm-process.md)
- [Microsoft Teams Integration](https://support.formalize.com/en/articles/566878-microsoft-teams-integration.md)
- [Jira Integration](https://support.formalize.com/en/articles/566861-jira-integration.md)
- [Microsoft Entra ID Integration Guide](https://support.formalize.com/en/articles/766743-microsoft-entra-id-integration-guide.md): 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.
- [Slack Integration](https://support.formalize.com/en/articles/566893-slack-integration.md)
- [Public API: File upload](https://support.formalize.com/en/articles/566810-public-api-file-upload.md)
- [How to submit your Register of Information: Belgium, OneGate Platform, National Bank of Belgium](https://support.formalize.com/en/articles/566758-how-to-submit-your-register-of-information-belgium-onegate-platform-national-bank-of-belgium.md)
- [How to submit your Register of Information: Sweden, Fidac portal, Finansinspektionen](https://support.formalize.com/en/articles/566807-how-to-submit-your-register-of-information-sweden-fidac-portal-finansinspektionen.md)
- [How to submit your Register of Information: Ireland, CBI Portal, Central Bank of Ireland](https://support.formalize.com/en/articles/566816-how-to-submit-your-register-of-information-ireland-cbi-portal-central-bank-of-ireland.md)
- [How to submit your Register of Information: France, Onegate, Autorité de contrôle prudentiel et de résolution](https://support.formalize.com/en/articles/566825-how-to-submit-your-register-of-information-france-onegate-autorite-de-controle-prudentiel-et-de-resolution.md)
- [How to Submit Your Register of Information: Liechtenstein, e-Service module, Financial Market Authority](https://support.formalize.com/en/articles/566827-how-to-submit-your-register-of-information-liechtenstein-e-service-module-financial-market-authority.md)

## Learn About Whistleblower Software by Formalize

- [Import your cases to Whistleblower Software](https://support.formalize.com/en/articles/739523-import-your-cases-to-whistleblower-software.md)
- [Your admin setup checklist](https://support.formalize.com/en/articles/654161-your-admin-setup-checklist.md): A quick introduction to the platform and a step-by-step checklist to get your whistleblowing channel fully set up.
- [How to report? Guide to a reporting page](https://support.formalize.com/en/articles/654024-how-to-report-guide-to-a-reporting-page.md)
- [Set up a whistleblowing channel](https://support.formalize.com/en/articles/654119-set-up-a-whistleblowing-channel.md)
- [Create a reporting channel](https://support.formalize.com/en/articles/633922-create-a-reporting-channel.md): Create a reporting channel to collect reports through a link, phone, or email
- [Configure anonymity and reporting options](https://support.formalize.com/en/articles/636020-configure-anonymity-and-reporting-options.md): Control anonymity, file uploads, and voice settings for how reports are submitted
- [Configure visibility and case access](https://support.formalize.com/en/articles/636048-configure-visibility-and-case-access.md): Control which categories, departments, and case handler details are visible when submitting a report
- [Control what whistleblowers can see](https://support.formalize.com/en/articles/636052-control-what-whistleblowers-can-see.md): Choose which case details are visible to users after they submit a report
- [Configure communication and additional settings](https://support.formalize.com/en/articles/636063-configure-communication-and-additional-settings.md): Control communication settings and additional behavior for reporting and case handling
- [Setting up your phone reporting channel](https://support.formalize.com/en/articles/672631-setting-up-your-phone-reporting-channel.md): Learn how the phone reporting channel works and how to configure it for your organisation
- [Setting up your email reporting channel](https://support.formalize.com/en/articles/673218-setting-up-your-email-reporting-channel.md): Learn how the email reporting channel works and how to configure it for your organisation
- [Customize the reporting page content](https://support.formalize.com/en/articles/636271-customize-the-reporting-page-content.md): Edit the text, structure, and pages shown to users on the reporting page
- [Add and translate languages on your reporting page](https://support.formalize.com/en/articles/634604-add-and-translate-languages-on-your-reporting-page.md): Manage languages, translate your content, and adjust button labels on your reporting page
- [Build and customize your reporting form](https://support.formalize.com/en/articles/636646-build-and-customize-your-reporting-form.md): Build and customize your reporting form by adding, editing, and organizing questions shown to the whistleblower
- [Set up branding for your reporting page](https://support.formalize.com/en/articles/636738-set-up-branding-for-your-reporting-page.md): Adjust the logo, colors, and styling of your reporting page to match your organization
- [Customize the confirmation page](https://support.formalize.com/en/articles/636742-customize-the-confirmation-page.md): Edit the message shown to users after submitting a report
- [Promote your reporting channel with posters](https://support.formalize.com/en/articles/636748-promote-your-reporting-channel-with-posters.md): Use posters with a QR code to raise awareness of your reporting channel and encourage users to submit reports
- [Add or remove a new user](https://support.formalize.com/en/articles/636810-add-or-remove-a-new-user.md): Invite a new user and assign their role, departments, and permissions
- [Edit a user and manage permissions](https://support.formalize.com/en/articles/636825-edit-a-user-and-manage-permissions.md): Update user details, adjust permissions, and manage access to the platform
- [Understanding access configuration](https://support.formalize.com/en/articles/646154-understanding-access-configuration.md): A guide to controlling who receives access to new cases
- [Importing cases](https://support.formalize.com/en/articles/721043-importing-cases.md): Learn how to bulk import cases into Whistleblower Software using a CSV or Excel file, including attaching files to imported cases.
- [Creating custom fields for case management](https://support.formalize.com/en/articles/721107-creating-custom-fields-for-case-management.md): Learn how to create custom fields to capture structured information on cases that is only visible to case handlers.
- [Understanding your cases dashboard](https://support.formalize.com/en/articles/637650-understanding-your-cases-dashboard.md): 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
- [Navigating a case](https://support.formalize.com/en/articles/637758-navigating-a-case.md): How to read and work inside a whistleblower case
- [Setting case deadlines, states, and closing codes](https://support.formalize.com/en/articles/647161-setting-case-deadlines-states-and-closing-codes.md): Configure default deadlines, customize case states, and manage closing codes
- [Closing, redacting, exporting and archiving a case](https://support.formalize.com/en/articles/637759-closing-redacting-exporting-and-archiving-a-case.md): A guide to closing a case, protecting the whistleblower's identity, and archiving once resolved
- [Configuring case management settings](https://support.formalize.com/en/articles/647139-configuring-case-management-settings.md): Control collaborative notes, translation features, user access restrictions, snippets, and tags
- [Managing case retention and archiving](https://support.formalize.com/en/articles/647125-managing-case-retention-and-archiving.md): Set how long cases are stored and configure archiving rules to stay compliant
- [Managing procedure templates](https://support.formalize.com/en/articles/647135-managing-procedure-templates.md): eate and manage procedure templates to standardize how cases are handled
- [Create and manage departments](https://support.formalize.com/en/articles/639671-create-and-manage-departments.md): A guide to creating and managing departments
- [Create and manage categories](https://support.formalize.com/en/articles/639712-create-and-manage-categories.md): A guide to creating and managing case categories
- [Understanding statistics](https://support.formalize.com/en/articles/645741-understanding-statistics.md): A guide to tracking and analyzing your whistleblower cases through the Statistics page
- [Customize your statistics](https://support.formalize.com/en/articles/739526-customize-your-statistics.md): Learn how to add, move, resize, and edit widgets to your statistics
- [Configuring statistics access](https://support.formalize.com/en/articles/647122-configuring-statistics-access.md): Control which statistics users in your organization can see.
- [Understanding your dashboard](https://support.formalize.com/en/articles/645761-understanding-your-dashboard.md): A guide to your Dashboard and what it shows when you log in
- [Configure login and authentication](https://support.formalize.com/en/articles/646340-configure-login-and-authentication.md): Set up login methods, restrict access to approved IP addresses, and enforce two-factor authentication for your organization
- [Getting started with SSO](https://support.formalize.com/en/articles/652385-getting-started-with-sso.md): Understand your SSO options and what you need before getting started
- [Login with Google \(OAuth\)](https://support.formalize.com/en/articles/652387-login-with-google-oauth.md): Enable Google login for your organization using OAuth 2.0
- [Login with Microsoft, Azure, or Outlook](https://support.formalize.com/en/articles/652668-login-with-microsoft-azure-or-outlook.md): Enable Microsoft login for your organization using OAuth 2.0
- [Setting up SAML with Microsoft Azure](https://support.formalize.com/en/articles/652655-setting-up-saml-with-microsoft-azure.md): Connect Whistleblower Software to Microsoft Azure active directory using SAML
- [Setting up SAML with AWS](https://support.formalize.com/en/articles/652660-setting-up-saml-with-aws.md): Connect Whistleblower Software to AWS IAM identity center using SAML
- [Setting up SAML with Ping](https://support.formalize.com/en/articles/652666-setting-up-saml-with-ping.md): Connect Whistleblower Software to PingOne using SAML 2.0
- [Setting up SAML with Okta](https://support.formalize.com/en/articles/652665-setting-up-saml-with-okta.md): Connect Whistleblower Software to Okta using SAML 2.0
- [Setting up SAML with Google Workspace](https://support.formalize.com/en/articles/652466-setting-up-saml-with-google-workspace.md): Connect Whistleblower Software to Google Workspace using SAML 2.0
- [Setting up SCIM provisioning with Microsoft Entra ID](https://support.formalize.com/en/articles/660457-setting-up-scim-provisioning-with-microsoft-entra-id.md): Automatically sync your Microsoft Entra ID users to Whistleblower Software using SCIM provisioning.
- [Exporting your encryption key](https://support.formalize.com/en/articles/652703-exporting-your-encryption-key.md): Switch to full end-to-end encryption and export your encryption key for secure storage
- [Security logs and encryption](https://support.formalize.com/en/articles/647113-security-logs-and-encryption.md): Review system security activity and choose how your encryption key is managed
- [Managing your account profile](https://support.formalize.com/en/articles/646266-managing-your-account-profile.md): Update your personal details, language preferences, and account password
- [Updating your company information](https://support.formalize.com/en/articles/646273-updating-your-company-information.md): Manage your organization's name, privacy contact, and default language settings
- [Connecting an advisor or partner](https://support.formalize.com/en/articles/646277-connecting-an-advisor-or-partner.md): See your connected partner or get in touch to connect with one
- [Account and user management](https://support.formalize.com/en/articles/653602-account-and-user-management.md): Answers to the most common questions about managing users, administrators, and account access
- [Reporting channels](https://support.formalize.com/en/articles/653637-reporting-channels.md): Answers to common questions about setting up, customizing, and sharing your reporting channels
- [Case management](https://support.formalize.com/en/articles/653646-case-management.md): Answers to common questions about managing, transferring, closing, and submitting cases
- [How to add the whistleblowing channel to your phone](https://support.formalize.com/en/articles/566817-how-to-add-the-whistleblowing-channel-to-your-phone.md)
- [Partner: How to delete a company](https://support.formalize.com/en/articles/566774-partner-how-to-delete-a-company.md)
- [How to delete an advisor from the system](https://support.formalize.com/en/articles/566785-how-to-delete-an-advisor-from-the-system.md)
- [How to extend a trial period, activate or plan activation of a company](https://support.formalize.com/en/articles/566790-how-to-extend-a-trial-period-activate-or-plan-activation-of-a-company.md)
- [How to create company templates](https://support.formalize.com/en/articles/566803-how-to-create-company-templates.md)