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Getting Started with FilPass

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 y

494 views29 Jul 2026

How to Verify Issued Document

This section explains to the user how to verify Issued Documents from the system.

182 views27 Jan 2026

How to Integrate the FilPass Custom Verifier Into Your Website

This guide explains how to embed the FilPass Custom Verifier on your website using the official verifier script and component. Once embedded, visitors can verify FilPass-issued documents directly from

160 views27 Jan 2026

What is the Check-In Feature?

This section provides information using Check-in in Batch Issuance.

112 views05 Feb 2026

Access Level

This section explains the Access Level of your IA.

88 views28 Jan 2026

How to Download Issued Documents

This section explains how to download the issued document.

88 views28 Jan 2026

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Download Applications

This section explains how to download Applications from a Workflow.

83 views20 Feb 2026

Approval Tab

This section explains the Approval Tab of a Workflow.

78 views25 Feb 2026

How to Create a Template-Based Batch Issuance?

This section explains how to issue documents using the Template-Based Issuance Type through Batch Issuance.

76 views27 Jan 2026

Add Field Section

This section explains how to add fields in a Custom Tab of a Workflow.

73 views20 Feb 2026

Super Admin

How to Add a TXT Record

Follow the steps below to add a TXT record to your domain’s DNS settings. This is commonly required for domain ownership verification or system integration.

72 views28 Jan 2026

How to Publish Workflow?

This section explains how to publish your Workflow.

64 views23 Feb 2026

Create Workflow

This section explains how to create a Workflow.

63 views20 Feb 2026

How to Verify Email

This section explains how to verify your email address.

62 views28 Jan 2026

How to Approve Issued Documents?

This section explains how to approve issued documents in two ways.

60 views27 Jan 2026

Admin Role

This section explains how you can add and remove an Admin role in the Accounts Section.

57 views27 Jan 2026

Workflow List

This section explains how the basic navigation of the Workflow List Tab.

55 views28 Jan 2026

API

API Keys Management User Guide

The API Keys Management module allows administrators to generate, manage, and revoke API keys used to integrate external applications with the platform.

54 views24 Feb 2026

How to Resend Document Email to Recipients?

This section demonstrates the resending of document email to Recipients.

54 views28 Jan 2026

How to Map a Template?

This section shows you how to map a draft template that you made.

52 views23 Apr 2026

I forgot my password

This section explains how to reset your password in case you forgot your password.

51 views19 Feb 2026

How do I change my password?

This section shows how to change your password.

48 views28 Jan 2026

Issuing Authority

How do I change my White Label Verifier?

This section explains the White Label Verifier of your IA Profile and how to change it.

47 views27 Jan 2026

Workflow Item Fee, Platform Fee, and Gateway Processing Fee

This article explains the Item Fee, Platform Fee, and 3% Gateway Processing Fee included in your total payment.

43 views12 Mar 2026

How to view Workflow Details?

This section explains the Workflow Details of a Workflow.

39 views23 Feb 2026

How to create Mint PDF Batch issuance

This section explains how to issue a Mint PDF via Batch Issuance.

38 views28 Jan 2026

How to Revoke a Document?

This section explains how to revoke a document from the recipient.

37 views27 Jan 2026

Issuing Authorities TXT Record Setup User Guide

The Batch Issuance Domain Setup page allows your organization to verify domain ownership by configuring a DNS TXT Record.

35 views25 Feb 2026

Issuing Authorities White Label Verifier User Guide

The White Label Verified module allows Issuing Authorities (IA) to embed a custom document verification widget directly into their own website.

35 views25 Feb 2026

Payment Tab

This section explains the Payment Tab of a Workflow.

35 views23 Feb 2026

What is Document Release Controller?

This section provides information using the Document Release Controller in Batch Issuance.

35 views28 Jan 2026

Are Refunds Allowed for Processed Payments?

Processed payments are final and cannot be cancelled, reversed, or refunded through the platform.

34 views18 Feb 2026

Workflow Applications Actions

This section explains the Actions you can do within the Workflow Applications Tab.

33 views12 Mar 2026

How do I add or change my profile picture?

This section shows how to add or change your profile picture.

32 views28 Jan 2026

How to Create a Template

This section shows you how to create a Template for Template Based issuance.

32 views28 Jan 2026

Workflow Issuance Tab

This section explains the Issuance Tab of a Workflow.

32 views12 Mar 2026

Upload Logs

This section explains the Audit Logs of the Uploads.

31 views28 Jan 2026

Super Admin

Batch Issuance Domain

This section explains how to set up your Batch Issuance Domain.

30 views28 Jan 2026

What are the Types of Approval?

This section provides information using Approval Type in Batch Issuance.

30 views25 Feb 2026

Audit Log Uploads User Guide

The Uploads page allows users to view, monitor, and download files they have uploaded into the system. This page provides visibility into file status, processing progress, and related batch information.

29 views24 Feb 2026

What does the Batch Document Statuses mean

This section explains each Batch Document Status.

29 views27 Jan 2026

Sections of Template Design

This section introduces the sections of Template Design.

28 views27 Jan 2026

What are the Audit Logs sections?

This section explains the Logs of Audit Logs.

28 views28 Jan 2026

Custom Field

This section shows how to add custom fields to the Workflow.

27 views23 Feb 2026

How do I see my Platform Fee?

This section explains how to see your platform fee.

26 views28 Jan 2026

How to Add User

This section explains how to Add a User in the Accounts Section.

26 views27 Jan 2026

How to Bulk Revoke Documents?

This section explains how to revoke a document from the recipient.

25 views27 Jan 2026

How to View Recipient Profile?

This section demonstrates the use of the View action in the Recipients tab.

25 views28 Jan 2026

API

How to add API key?

This section demonstrates how to add an API key from the API tab.

24 views28 Jan 2026

How to Validate Account

This section explains how to validate the email you provided during registration.

24 views28 Jan 2026

Audit Logs Account User Guide

The Account Audit Logs module is a central administrative repository designed to provide a comprehensive, chronological record of all modifications made to the system’s organizational structure and user permissions. This module is a critical component for maintaining security, transparency, and accountability within the platform.

23 views24 Feb 2026

How to download uploaded Excel file?

This section explains how to download your previously uploaded excel file.

23 views27 Jan 2026

How to Reject Issued Documents?

This section explains how to Reject an Issued document.

22 views27 Jan 2026

Audit Logs Batch User Guide

The Batch tab within the Audit Logs page provides a detailed record of all batch-related activities performed within the system. This includes actions such as batch creation, updates, workflow initiation, and batch issuance activities.

21 views24 Feb 2026

Audit Logs Document User Guide

The Audit Logs page allows users to track all recorded system activities within their account.

21 views24 Feb 2026

How to Bulk Approve Documents?

There are two ways for an Issuing Authority to approve documents.

21 views27 Jan 2026

How to Create a Mint File Batch Issuance

This section explains how to issue a Mint File via batch issuance.

21 views27 Jan 2026

What is Template Design?

Template Design is the section where you can create, edit, and manage templates used for Batch Issuance.

21 views27 Jan 2026

How to Add a New Custom Tab

This section shows you how add a new custom tab in your Workflow.

20 views24 Feb 2026

How to Archive a Batch Issuance?

This section explains how to Archive a Batch.

20 views27 Jan 2026

How to Bulk Upload in a Template-Based Issuance?

This section explains how to bulk upload images with a Template Based issuance or Batch Issuances that require a Photo.

20 views27 Jan 2026

How to Preview Workflow?

This section shows how to preview your workflow

20 views24 Feb 2026

What is Scheduled Release Date?

This section provides information using Schedule Release Date in Batch Issuance.

20 views28 Jan 2026

How to Delete a Batch?

This section explains how to Delete a Batch Issuance.

19 views28 Jan 2026

Issuing Authorities Platform Fee User Guide

The Platform Fee page displays the current system-configured platform fee applied to transactions within the system.

19 views25 Feb 2026

How to Create a Badge Template

This article explains how to create a badge template in Template Design.

18 views27 Apr 2026

How to Download the OpenCerts File (Issuing Authority)

Learn how Issuing Authorities can download OpenCerts and PDF files from the FilPass v2 system via the Audit Log.

18 views25 Feb 2026

Types of Roles

This section explains the different permissions a role can have.

18 views28 Jan 2026

Frequently Asked Questions

Manage Accounts User Guide

The Manage Accounts enables proper access control, role assignment, and organizational grouping to ensure users are assigned correct permissions within the platform.

17 views24 Feb 2026

OTP Email Not Received: How to Release FilPass OTP Emails from Microsoft Quarantine

If users are not receiving OTP emails from FilPass, the emails may have been quarantined by Microsoft 365. The Microsoft 365 administrator should check Security > Email & collaboration > Review > Quarantine, release the affected OTP email, and mark it as a false positive so future OTP emails are less likely to be blocked.

17 views02 Jul 2026

Understanding Email Delivery Statuses

Refers to the current state of an email after it is processed by the system, indicating whether it was successfully sent, delayed, rejected, or not sent at all. It helps track delivery outcomes and identify any issues that may prevent emails from reaching recipients.

17 views26 Mar 2026

Workflow Actions

This section details the actions you can do in Workflow List:

17 views26 Jan 2026

Workflow Application

This section explains the Workflow Applications Tab of the navigation bar.

17 views23 Feb 2026

Workflow Applications Table

This section explains the Workflow Applications table.

17 views23 Feb 2026

Workflow Status

The following is a simple guide to teach the reader how to get different statuses in Workflows.

17 views28 Jan 2026

How to Create Variables in Template Design

This article explains how to create variables that can be used when designing templates.

16 views24 Apr 2026

What are the Document Statuses within Batch Issuance and Approval Tab?

This section presents all document statuses within Batch Issuance and Approval Tab.

16 views27 Jan 2026

Dashboard

What is Dashboard?

This section explains the dashboard of the Issuing Authority.

16 views28 Jan 2026

What is the Approval Module?

This section provides a detailed navigation of the Approval Tab

16 views28 Jan 2026

What is the Recipient Module?

The Recipient Module refers to the Recipient tab on the IA side, where recipient-related information and actions are managed.

16 views28 Jan 2026

How to Bulk upload Mint PDF or Mint File?

This section explains how to bulk upload Mint PDF or Mint Files.

15 views27 Jan 2026

Dashboard

How to Export Dashboard?

This section explains how to export data from the dashboard. You will learn how to select a date range, apply filters, and download the dashboard report using the Export button.

15 views28 Jan 2026

How to Rename a Custom Tab

This section shows you how to rename a custom tab in your Workflow.

15 views24 Feb 2026

Issuing Authorities Access Level User Guide

The Access Level page provides a consolidated view of role assignments across departments within the organization.

15 views25 Feb 2026

What are the types of batches?

This section shows and explains each type of Batch Issuances.

15 views27 Jan 2026

Workflow Tabs

This section explains the Workflow Tabs within the Workflow List Tab.

15 views28 Jan 2026

How to Bulk Reject Documents?

This section explains how to reject a document from the recipient.

14 views28 Jan 2026

How to Upload Excel file?

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

14 views27 Jan 2026

IA Profile

This section explains how to setup and update your IA information.

14 views28 Jan 2026

Issuing Authorities Information User Guide

The Issuing Authorities (IA) Profile section is used to configure and maintain the official organizational information of the Issuing Authority within the system.

14 views25 Feb 2026

Issuing Authorities Supporting Documents User Guide

The Supporting Documents section allows Issuing Authorities (IA) or administrators to upload and manage official documentary requirements within the system.

14 views25 Feb 2026

View Applications

This section explains how to View Applications of a specific workflow

14 views23 Feb 2026

How to Bulk Download Issuances?

This section explains how to bulk download within any Batch Issuance.

13 views28 Jan 2026

How to Copy a Template

This article explains how to create a copy of an existing template in Template Design.

13 views24 Apr 2026

How to Upload Background Images in Assets

This article explains how to upload background image assets that serve as the base layer for a template.

13 views24 Apr 2026

Production Workflow Payment Process

A platform fee is applied, along with a 3% payment gateway fee, in addition to the item cost. Payments are processed through the FilPass PayMongo account, where they are verified against the workflow

13 views18 Feb 2026

How Do I View a Batch Issuance?

Learn how to access and review Batch Issuances in FilPass, including how to locate a specific batch, open batch details, and view the document statuses of recipients.

12 views26 May 2026

How to Delete a Custom Tab

This section shows you how to delete a custom tab in Workflow.

12 views24 Feb 2026

How to Release a Document

This section explains how to release a document to the recipient.

12 views27 Jan 2026

Payment Status

This section explains the actions you can do in the Workflow Applications Tab based on Payment Status.

12 views23 Feb 2026

What is Sub Issuing Authority?

Sub Issuing Authority or also known as Sub IA is a sub account that exists under a Super Admin account. It allows the Super Admin to manage and organize multiple accounts while maintaining centralized

12 views27 Jan 2026

What is the Maximum upload for MINT PDF, FILE and Template-Based Issuances?

This section provides details regarding the maximum number of uploads per Batch Issuance Type.

12 views28 Jan 2026

How to Add QR Code in Template Design?

This article explains how to add a verification QR code or custom QR code in Template Design.

11 views27 Apr 2026

How to Archive and Unarchive a Template

This article explains how to archive and unarchive a template in Template Design.

11 views24 Apr 2026

Document Request Module

How to Create Document Request Form

This article explains how Issuing Authority (IA) users can create Document Request Form

11 views07 Jul 2026

How to Edit a Template

This article explains how Issuing Authority (IA) users can edit an existing template in Template Design.

11 views24 Apr 2026

Issuing Authority

How to Edit User

This section explains how to Edit a User in the Accounts Section.

How to Reactivate User

This section explains how to Reactivate a User in the Accounts Section.

Recommended Size for Workflow Header Images

For workflow header images, a recommended size is 1200 × 300 pixels or any dimension that follows a 4:1 aspect ratio to ensure proper display and visual balance.

11 views04 Mar 2026

Verified/Unverified Status of Recipients

This section discusses the two types of status a recipient could have.

What are the Document Actions?

This section explains what actions can be done depending on the current document status.

What is Department?

As an Issuing Authority (IA), a Department refers to a group where you can organize your Batch Issuances and Workflows for better structure and management.

11 views28 Jan 2026

What is Role?

As an Issuing Authority (IA), a Role refers to a position that defines the permissions a User can have. You may create new roles or use existing ones. Note that a User must be assigned a specific Role