Create folio request records from web form submissions
Create folio request records from web form submissions
Your folio and accounting form submissions miss operational tracking and delay incident follow-up. It creates records and routes them to investigators and accounting for same-day review.
Overview
When folio and accounting requests arrive through your website, manual intake creates delays and lost context for loss prevention and accounting. This flow turns submissions into searchable folio records and routes cases to investigators for same-day review, reducing intake lag and speeding resolution.