Getting Started with FilPass

This guide provides an overview of FilPass core features, onboarding videos, and helpdesk articles to help new users get started efficiently.

Recommended Learning Path
For the best experience and proper understanding of the FilPass platform, we strongly recommend following the sections below in order. Each feature builds on the previous one and helps ensure a smooth and effective onboarding process.

1. Account Management

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

Helpdesk Article: Account Settings

Onboarding Video

2. Template Designer

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

Helpdesk Article: Template Design

Onboarding Video

3. Batch Issuance

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

Helpdesk Article: Batch Issuance

Onboarding Video

4. Workflow

Purpose
Automate and streamline document processing through customizable workflows.

Helpdesk Article: Workflow

Onboarding Video

5. General Features

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

Onboarding Video

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