FilPass Onboarding Guide: Key Features and Helpdesk Resources

Updated: 18 Jul 2025
Article #: 300


Welcome to FilPass!

This guide provides an overview of the platform’s core features, onboarding videos, and helpdesk articles to help new trainees and users get started efficiently.


1. Account Management

Purpose:
Manage user accounts, roles, and access permissions across the FilPass platform.

Onboarding Video:
https://www.loom.com/share/3ea77fb99d884d7aa7f2181bd5f4e3f6?sid=ccd2ae7b-094b-4a12-b975-535d3dbcdc1bh

Helpdesk Folder:
https://helpdesk.filpass.ph/KnowledgeBase/Folder/H8s4Xj14jjgcGsyuDk_tglwSPEDWwX3jQENs4C-N_T8?folderId=uEfIwmuptX7lA39z9GH0XVwSPEDWwX3jQENs4C-N_T8


2. Batch Issuance

Purpose:
Issue multiple documents efficiently using Mint PDF, Mint File, or template-based issuance.

Onboarding Video:
https://www.loom.com/share/ca1354278576414b9cb3d0f234e6accd?sid=3ec28368-1de3-4afb-8dbf-9818e207c62c

Helpdesk Folder:
https://helpdesk.filpass.ph/KnowledgeBase/Folder/eTOlk5Nntvu1QmMoMCgb11wSPEDWwX3jQENs4C-N_T8?folderId=ydvKaBKM_8TnDE5bo_Z1MVwSPEDWwX3jQENs4C-N_T8

Key Helpdesk Articles:


3. Template Designer

Purpose:
Create and manage document templates for consistent and efficient issuance.

Onboarding Video:
https://www.loom.com/share/595091a7ba4a44828783337ec70ee843?sid=4c26721d-c7b2-4a32-83cd-aa39b1eb6238

Helpdesk Article:
https://helpdesk.filpass.ph/KnowledgeBase/Details/?id=242-How-to-Create-New-Template


4. Workflow

Purpose:
Automate and streamline document processing through customizable workflows.

Onboarding Video:
https://www.loom.com/share/e387e8cc13ed446abc5caa9afb6362ea?sid=19bc4d69-0c09-48da-8a65-50dc0f69c328

Helpdesk Article:
https://helpdesk.filpass.ph/KnowledgeBase/Details/?id=241-How-to-Create-a-Workflow%3F


5. General Features

Purpose:
Explore the overall capabilities and interface of the FilPass platform.

Onboarding Video:
https://www.loom.com/share/5c419b05da5e4ec0b5285457b4fe108d?sid=d42b22b5-6b4e-4690-833d-7c178aec4b78







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