Create passport cases and central folders from submissions
Create passport cases and central folders from submissions
Your passport form submissions arrive unstructured and slow reservation checks. It creates a case and folders so coordinators can verify documents before departure.
Overview
When passport submissions arrive inconsistently, reservation coordinators waste time compiling documents and verifying bookings. This workflow creates a CRM case, stores files in a predictable folder structure, and records passenger rows so your team can complete checks same day.