This section shows how to approve a batch issuance. In this step, you need to be logged into an authorized approver account.
1. Log into the Approver’s account
2. Go to “Approval List” tab
3. Click “Action” button on a certain batch.
4. Click “View Batch” button
5. Approve Documents: Select the document(s) by checking the checkbox and clicking "Approve Selected All."
6. Alternatively, approve a batch individually:
Click the "Action" button on a specific batch.
Click "Approve" to approve the batch.
7. Click the "Approve" Option to approve the batch
8. Rejecting a batch (if necessary):
Click the "Reject" option to reject the batch.
You may access this link for the detailed process.
9. Pending-Release Status:
If the batch has been approved but is scheduled for later release, it will show Pending-Release status.
This status will update to Approved once the document is released on the scheduled date.
10. Review document statuses under the "Documents" tab:
Pending:The document remains in the "Approval" tab until all required approvals are completed.
Pending-Release: The document is approved but waiting for the scheduled release.
Processing: It may take 5-15 minutes for the document to be fully processed before displaying Approved status.
11.Double-check uploaded information:
You can verify the uploaded data by downloading the uploaded Excel file.
You may refer to this link for the detailed process:
Under the “Documents” Tab, the user will be able to see the list of documents in their respective status.
Pending status document will remain in the “Approval” Tab if there are still approvers that needs to approve the document or batch, otherwise, it would not be there if it had been approved by all approvers.
Pending-Release status document will be updated to Approved status once the document is released on the scheduled Date.
For documents under “Processing” status, it will take about 5- 15 minutes for the document to be successfully processed before displaying “Approved” status.
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