Getting Started with FilPass
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Welcome to FilPass!
This guide is designed to help new users become familiar with the FilPass platform by providing a recommended learning path, onboarding videos, and Helpdesk resources. Whether you're an Issuing Authority, Administrator, or Organization User, following this guide will help you understand the platform faster and maximize its capabilities.
Recommended Learning Path
For the best learning experience, we recommend completing the topics below in order. Each module introduces core FilPass features that build upon one another, making it easier to understand how the platform works as a whole.
1. Account Management
Purpose
Learn how to set up and manage your FilPass account, organization profile, users, roles, and permissions. This section helps administrators configure account settings and manage access for different users within their organization.
You'll learn how to:
- Configure your organization profile
- Manage users and roles
- Update account settings
- Configure security and access permissions
Helpdesk Articles
Onboarding Video
2. Template Designer
Purpose
Learn how to design professional digital certificates, IDs, badges, and other credential templates using the Template Designer. This module covers everything from adding text and variables to customizing layouts and branding.
You'll learn how to:
- Create document templates
- Add variables and dynamic fields
- Customize fonts, images, QR codes, and layouts
- Design reusable templates for document issuance
Helpdesk Articles
Onboarding Video
3. Batch Issuance
Purpose
Learn how to efficiently issue digital credentials in bulk using Template-Based Issuance, Mint PDF, or Mint File. This module helps organizations automate large-scale document issuance while reducing manual work.
You'll learn how to:
- Create Batch Issuances
- Upload recipient data
- Generate multiple credentials at once
- Monitor issuance progress
- Download issued documents
Helpdesk Articles
Onboarding Video
4. Workflow
Purpose
Learn how to automate document processing by creating configurable workflows. Workflows help organizations standardize approvals, automate document generation, and simplify internal business processes.
You'll learn how to:
- Create workflows
- Configure approval processes
- Build custom workflow forms
- Automate document issuance
Helpdesk Articles
Onboarding Video
5. Document Request Module (DRM)
Purpose
Learn how to create customizable online document request forms that allow applicants to request official documents through a complete end-to-end workflow. The DRM simplifies request management by combining applicant submission, approvals, payments, and document issuance into one streamlined process.
You'll learn how to:
- Create Document Request Forms
- Configure applicant information
- Set up approval workflows
- Configure payment options
- Manage submitted applications
- Issue digital credentials
Helpdesk Articles
Onboarding Video
6. Event Module
Purpose
Learn how to create and manage events from registration to credential issuance. The Event Module enables organizations to organize seminars, workshops, conferences, trainings, and other activities while managing attendees, approvals, payments, and digital certificates from a single platform.
You'll learn how to:
- Create and publish events
- Configure registration forms
- Manage attendees
- Process approvals
- Configure event payments
- Issue certificates and digital credentials
Event Module
Onboarding Video
7. General Features
Purpose
Explore the additional features available throughout the FilPass platform that enhance your overall experience. This section covers commonly used tools, navigation tips, credential sharing, verification features, platform settings, and other helpful functionalities that support your daily operations.
You'll learn how to:
- Navigate the FilPass interface
- Share and verify digital credentials
- Manage notifications and platform settings
- Understand common platform features
- Discover tips, FAQs, and best practices
Onboarding Video
Next Steps
Once you've completed the recommended learning path, you'll have a solid understanding of the FilPass platform and be ready to efficiently create templates, issue credentials, manage workflows, process document requests, organize events, and utilize the platform's additional features.
For more detailed guides, FAQs, and troubleshooting resources, visit the FilPass Help Center, where new articles and feature updates are regularly published.