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Are you keeping good records just in case of a worst-case scenario?
A document transmittal allows you to keep track of which documents you sent where and to whom. It benefits both you and the recipients. It is critical for your business to keep accurate records, including transmitting documents.
If you end up in court over a disagreement, the document transmittal becomes useful in demonstrating when and where documents were transferred between parties.
A document transmittal is a formalized method of sending documents such as drawings from one party to another.
Can you really afford to lose track of documents you have issued?
Why is it Important?
A Document Transmittal is a type of proof of delivery. If you and your client or another party disagree, the document transmittal serves as documentation of when you sent documents to that party.
If you end up in court over a disagreement, the document transmittal can assist you in demonstrating when and where documents were transferred between parties.
Used by Whom?
Architects, Engineers, Landscape Architects, Interior Designers, Surveyors, and Builders, in particular, use this type of transmittal when transmitting documents between organizations for projects.
However this transmittal could be used for any type of document transfer.
An efficient way to track your documents
A transmittal is typically created in Microsoft Excel and allows you to record who, when and what you sent to whom. The master-copy Microsoft 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.
Huge time saver template
Using this Document Transmittal Template will save you the time and effort of creating one from scratch. If you don’t have time to create your Document Transmittal from the start, this template will undoubtedly save you time so you can focus on more important things.
This is produced in Microsoft Excel and can 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. Check out the document transmittal template below. There is no Digital Documents Direct watermark on the template.
Document Transmittal Template | Template
What is Included?
Document Transmittal Template Microsoft Excel .xlsx
File Size 16KB
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Can you really afford to lose track of your documents on complex projects? Use this Document Transmittal Master Template to track your documents accurately. Using templates saves a huge amount of time.
All the best with your business.
Regards,
David
Frequently Asked Questions
Is this complicated Software or Subscriptions?
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Can I make changes to the templates and add my own information?
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