Can you really afford to lose track of documents you have issued?
Document Transmittal Template
It is important that you keep accurate records and this includes when you transmit documents to other businesses. A document transmittal allows you to record what documents you have sent where and to whom.
It is useful for both you and the recipients.
What is a Document Transmittal used for?
A document transmittal is a form or process that formalizes the dispatch of documents such as drawings from one party to the other.
Track Your Documents
This form is typically created in MS Excel that allows you to record who, when and what you sent to whom. The master-copy MS Excel file is retained on your system or cloud and a PDF copy is usually sent to recipients.
This is an excellent way of tracking what documents have been sent to each individual should you need to remember this in the future.
Used by Whom?
Typically this type of transmittal is used by professionals – in particular Architects, Engineers, Landscape Architects and Surveyors when they transmit documents between businesses for projects.
However this transmittal could be used for any type of document transfer.
Why is it Important?
A Document Transmittal is a form of proof of delivery. Should there be a dispute between you and your Client or any other party, the document transmittal is a record of when you sent documents to any particular party.
If you end up in court in a dispute, the document transmittal becomes handy to show when and where documents were transferred between parties.
Take a Look at the Contents
Check out the document transmittal template below. This is produced in MS Excel and is easily be amended to suit your business.
It is easy to complete and you can use this template over and over again for any project.
There is no Digital Documents Direct Watermark on the document transmittal template.
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Can I make changes to the document and add my own information?
Yes. The majority of our templates are MS Word documents in .docx format. You can easily add or remove content and customize the templates to suit your needs. A lot of the templates also have an automated Table of Contents. This makes it easy to make changes. You can simply update the headings in the template and then use the auto update field on the Table of Contents to update it. In addition, if you have any problems we can assist.
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