How to Create a Mint File Batch Issuance

1. Click the "Batch Issuance" > All Issuances tab.

Image of the Filpass page with "All Issuances" tab highlighted by a red box

2. Click the "Create Batch" button.

Image of batch Issuance page with "Create Batch" button highlighted in a red box

3. Select the Department under "Department."

Note: Only users and roles within the selected department can be chosen as approvers in Step 10.

Image of Create batch page with the "Default" option on the Department dropdown highlighted in a red box

4. Choose "Mint File" under "Issuance Type."

Image of Issuance Type dropdown with the option "Mint File" highlighted in a red box

5. Enter the Batch Name under "Batch Name."

Include relevant details such as shortcode and intake for easy searching.
Example: CHRM 114th to 116th Intakes, CPA 76th Intake

Image of Batch Name field highlighted in a red box

6. For the “Document Published Title”, This section will autofill depending on the items selected on the next steps so it will be left blank.

7. Under “Document Category”, select the category which matches your Batch Issuance. This will show additional fields depending on the category you’ve selected.

Image of Document Category dropdown with the choices highlighted in a red box

8. On the new additional fields that appear according to the selected category, select and input relevant and required details.

Image of Published Information section with Document Published Title, Document Category and Document Type fields highlighted in a red box

9. Enter Additional Details

Under "Description", add relevant details about the course/program.
Under "Course Website", provide a URL related to the course/program.
Under “Skills”, This could include relevant skills to associate with the Batch.

Image if Published Information section with Description, Course Website and Skills fields highlighted in a red box

8. Configure Mint File Features

I. Save Processed Document in the System
- Yes – The document will be stored in the system.
- No – The document will be deleted in 24 hours.

II. Send Processed Document to Recipient
- Yes – The recipient will receive an email with the document attached.
- No – The recipient will receive an email but without an attachment.

9. Set Up Approval Workflow

The system allows up to 9 approvers to be set up, based on role settings under "Account."
Approval Types:
- Linear: Approval moves step by step, requiring the 1st approver to approve before passing to the next. The document is only approved when the last approver approves it.
- Parallel: Approvers can approve in any order. The document is processed only after all approvers have approved it.