Last updated: 2026 June 30
We're excited to introduce the Document Request Module (DRM) in FilPass V2. This new module provides organizations with a complete end-to-end workflow for managing document requests—from creating customizable request forms and collecting applicant information to processing approvals, payments, and issuing digital credentials.
The DRM is designed to simplify document request management by centralizing every stage of the process into a single, configurable workflow. Organizations can tailor each request form to meet their operational requirements while providing applicants with a seamless submission experience.
New to the Document Request Module?
Watch the walkthrough video below for a guided overview of the DRM workflow, including form creation, applicant submission, approval processing, payment configuration, and document issuance.
This video covers:
The Document Request Module enables Issuing Authorities to create fully configurable online request forms for recipients. Each request can include customized applicant fields, approval workflows, payment requirements, and automated document issuance—all managed from a single module.
Whether your organization processes transcript requests, certificates, permits, clearances, or other official documents, DRM provides a flexible workflow that adapts to your requirements.
The Document Request Module is accessible from the main navigation and consists of three primary sections:
These modules work together to manage the complete document request lifecycle.
The Document Request Form serves as the starting point for every workflow.
Issuing Authorities can create and configure request forms before publishing them for recipients.
Each request form is organized into dedicated configuration tabs:
This modular structure allows each stage of the workflow to be configured independently.
Configure the general information displayed to applicants.
Available fields include:
Workflow behavior can also be configured through built-in settings.
Available workflow options include:
These settings allow organizations to customize how each request is processed based on business requirements.
Collect applicant information using customizable fields.
Features include:
Organizations can configure forms to collect only the information relevant to their document request process.
The Issuance tab integrates document generation directly into the workflow.
Available configuration includes:
Additional issuance features include:
These options provide greater flexibility for managing document releases.
Configure approval workflows before requests proceed to issuance.
Supported capabilities include:
Organizations can require internal review before documents are issued.
Enable online payment collection as part of the request process.
Supported payment methods include:
Payment requirements can be enabled or disabled depending on the request type.
The Custom tab allows organizations to collect additional information beyond the standard applicant fields.
Custom fields can be configured to support institution-specific requirements without modifying the core workflow.
The Applications module provides a centralized location for managing submitted requests.
Issuing Authorities can:
The Approval module allows designated reviewers to manage pending document requests.
Approvers can:
This ensures organizations maintain proper review and approval controls before documents are issued.
Recipients can conveniently complete the entire request process online.
Applicants can:
The experience automatically adapts based on the workflow configured by the Issuing Authority.
Document Request Forms support multiple lifecycle stages:
These statuses help administrators manage forms throughout their lifecycle.
The Document Request Module helps organizations:
For a comprehensive understanding of the Document Request Module (DRM), we recommend watching the DRM Walkthrough Video included above, which demonstrates the complete workflow from creation to document issuance.
You can also explore the FilPass Help Center for detailed guides, feature documentation, FAQs, and troubleshooting articles related to DRM.
Access the DRM Help Center:
This resource is regularly updated with the latest documentation and best practices to help you make the most of the Document Request Module.