Final Trip Documents Delivery
An example workflow to send final travel documents and pre-departure reminders.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send final documents before departure and remind clients what to review before they travel.
- Final itinerary delivery
- Travel voucher delivery
- Pre-departure documents email
Fields your team can fill in
To
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Cc
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Bcc
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Subject
Your Final Trip Documents for Destination
final-itinerary
travel-vouchers
Hi ClientFirstName,
Your final documents for your trip to Destination are attached and ready for review.
Please make time to review everything before your departure on DepartureDate. A few important reminders:
ChecklistItems
I've also included a pre-departure checklist and emergency travel contact sheet for easy reference while you're traveling.
If you have any questions before you leave, just reply to this email or call me at me::phone.
Wishing you a wonderful trip.
Workflow context
When to use this workflow
Use this workflow before departure when sending final trip documents, travel vouchers, itinerary files, and pre-departure reminders.
What this replaces
This replaces manually assembling final document emails, attaching checklists one by one, and checking whether the final itinerary and vouchers are included.
Why teams standardize this email
Final document delivery is one of the most important pre-trip emails. A workflow helps advisors send complete, reviewable travel packets with consistent reminder language.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the final trip documents email in Outlook
- Prompts for client name, destination, departure date, checklist items, and advisor phone number
- Adds a destination-specific subject line
- Can include configured checklist and emergency contact attachments
- Can require final itinerary and travel voucher attachments
FAQ
Does Toggles generate final itineraries or vouchers?
No. Toggles can require the correct files to be attached, but those documents come from your travel planning or booking process.
Can reminder items be customized?
Yes. The workflow includes selectable checklist items and supports custom edits.
Can advisors review all attachments before sending?
Yes. The email is prepared as an Outlook draft for review before sending.
Part of a starter pack
Explore the 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.
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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.
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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.
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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
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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.