This section explains how to upload the excel file for uploading the batch issuance.

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

2. Select a batch and click the three-dot button under "Action."

3.Click “View Batch” button

4.Go to the “Upload” tab

5. Click "Download Template" to download the Excel file.

• This template will store the recipient's document credentials and will be used for uploading and creating documents.

6. The file will be downloaded, click to open the excel file

7. Enter the recipient's credentials in the Excel sheet.

Note: For Dates and Numbers inside the Excel file template, please add an Apostrophe in front of the data input to reflect properly on the system. The content changes due to Excel’s auto-formatting.

Sample Scenario:

The data above would reflect inside the system differently.

If the Apostrophe is added to the excel template upload, the data will be retained and reflected as the expected input.

8. Drag and drop the downloaded template or Upload from computer

9. Review the data before clicking "Create."

• If there is an error in the uploaded Excel file, click "Cancel" to re-upload the corrected file.

10. A pop-up message will confirm successful document creation.

11. Uploaded Document Audit Trail

• All uploaded Excel files related to the batch can be found in the "Upload Documents" section under "Upload."

• Each document can be downloaded for audit checks.