1. Click the "Batch Issuance"tab.
2. Select a batch and click the three-dotbutton under "Action."
3.Click "View Batch."
4.Go to the "Upload"tab.
5.Click "Download Template"to download the Excel template.
- This file will store the recipient's document credentials and be used for document uploading.
6. The file will be downloaded, click the downloaded excel file to open.
7. Enter recipient credentialsin the Excel sheet. The number of recipients depends on the number of rows.
- Profile Photo Column: Ensure no other information is added except the existing data.
Date Columns:
- Certified Date– The date when the document is certified/valid.
- Expiry Date (Optional)– The date when the document becomes invalid.
- Release Date (Optional)– The date when the document will be released to recipients.
8. Drag and drop the downloaded template or Upload from computer
9. Once the Excel file is uploaded, click the "Upload Photo"button and select the photo you want to upload.
10. A pop-up messagewill confirm the successful photo upload.
11. Review the data before clicking "Create."
- If there is an error, click "Cancel"to re-upload the updated Excel file.
12. A pop-up messagewill confirm successful document creation.
13. Uploaded document audit trail
- All uploaded Excel files related to the batch can be found under the "Upload Documents" section in "Upload."
- Each document can be downloaded for audit checks.
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