Document Request – Pre-Trip or Compliance
An example workflow requesting travel documents from clients before departure.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Request required documents from clients before travel such as passports or compliance forms.
- Passport copy request
- Visa documentation
- Pre-departure compliance forms
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Documents Needed for Your Upcoming Trip to Destination
Hi ClientFirstName,
To finalize your upcoming trip to Destination (departing DepartureDate), please upload your travel documents using the secure link below:
TravelDocLinkUpload Travel Documents
Please include your passport and any required travel insurance forms.
Thanks,
me::full_name
me::job_title | me::company
📞 me::phone | ✉️ me::email
Workflow context
When to use this workflow
Use this workflow when a client needs to provide passports, insurance forms, or other required travel documents before departure.
What this replaces
This replaces manually drafting document request emails, pasting upload links, attaching checklists, and trying to remember which details to include for each destination and departure date.
Why teams standardize this email
Document collection is time-sensitive and easy to mishandle. Standardizing the request helps advisors communicate clearly, include the secure upload link, and give clients a consistent checklist before the email is reviewed and sent.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the pre-trip document request email in Outlook
- Prompts for client name, destination, departure date, and document upload link
- Adds a destination-specific subject line
- Can include a configured travel document checklist attachment
- Keeps the request editable for destination-specific notes
FAQ
Can this workflow collect documents directly?
No. The workflow can include a link to the document collection location, but the actual upload or collection process happens outside Toggles.
Can the email be customized for different destinations?
Yes. The user fills in the destination, departure date, upload link, and any additional notes before sending.
Does this replace compliance review?
No. It helps standardize the client email. Teams should still follow their own review and compliance process where required.
Part of a starter pack
Explore the Industry: Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
Client Services
See how Toggles helps client services teams standardize repeatable client emails in Outlook.
Operations
See how Toggles helps operations teams standardize repeatable client emails in Outlook.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.