Whistleblower Software by Formalize | Help Center

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Whistleblower Software by Formalize | Help Center

Company Account

Company Account

All articles related to the company account.

How to configure the receivers / Case handlers

How to configure categories including deactivation, adding a category and correct configuration

Onboarding overview - How to get started

How to add users and edit their permissions within the administrative panel

Different ways to share access to the reporting page

How use the statistics, change the date range and download the data

How to upload your logo for the reporting page

How to change the primary color and design features on the reporting page

Case Management

How to communicate, leave documents and audio for other case handlers in the system

How to write a message to the whistleblower, including files and audio recording

How to store information on a case

How to use the machine translation function when receiving a case

How to pass on a case

How to delete a case

How to delete a case with multi approval deletion

How to redact a case

How to create and use snippets for answering the whistleblower

How to implement the 4-eye principal

Case Activity Log

How to export a case from the system

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Reporting Page Configuration

How to set the default language for the reporting page

How to configure the departments

How to set up a group structure

How to create reporting links

How to edit the possibility of anonymous or confidential reporting

How to make changes to the text on the reporting page

How to update the form on the reporting page

How to change the visibility of the recipients receiving the case

How to add multiple languages on the reporting page

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