How to create Mint PDF Batch issuance

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

Image of Filpass page with a red square, highlighting All Issuances button on the nav bar

2. Click the "Create Batch" button.

Image of Batch Issuance - All Issuances page with a red highlighted box on Create Batch button

3. Select the Department under "Department."

Note: Only users and roles within the selected department can be chosen as approvers in Step 12.

Create Batch page with a red box highlighting the Default option under the Department field.

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

Issuance Type field dropdown with Mint PDF option 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

Batch Name input field, highlighted with 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 all the choices highlighted by a red box

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

9. Enter Additional Details if needed

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 of the Description, Course Website and Skills fields being highlighted by a red box

10. Configure Mint PDF Features

I. Audit Trail on Last Page
- Yes – Adds a page showing the document's audit trail.
- No – No audit trail will be added, making Option II unavailable.

II. Make This Document Verifiable Even When Printed
- Yes – A QR code will be included on the audit trail page for verification.
- No – The QR code will not be available.

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

11. Set Up Approval Workflow

Image of Approval Type field dropdown and its choices highlighted in a red box

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.

12. Select the Number of Approval Levels.