Can you really afford to lose track of documents you have issued?

Document Transmittal Template

Document Transmittal Template

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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
Document Transmittal Template | Template

What is Included?

Document Transmittal Template
Microsoft Excel .xlsx

File Size
16KB


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Time Saving Templates

Our Master Templates are simple to use and put into action. Use Microsoft Word to find and select the relevant information to customize them to your needs.

Red Highlights Allow you to Customize in Minutes

To assist you in quickly and easily customizing our Master Templates, all items that require customization are highlighted in red.

Simply use Microsoft Word’s Find and Replace tool (Ctrl+H) to identify and replace all relevant items in a single hit, or scroll through and change the items highlighted in red.

Time Saving Templates
Find, Select and Replace | Customize in Minutes

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Furthermore, if you are dissatisfied for any reason, we will refund your money without question. Our templates are designed to help you save time when creating documents.
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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,

Signature

David


Frequently Asked Questions

Is this complicated Software or Subscriptions?

No. This is not complicated software requiring an ongoing subscription or annual fee. It is a one off payment. There is no huge learning curve either. Just purchase, download and get on with the task of creating your documents quickly, easily and with no fuss.

Do I need a Paypal account to purchase?

No, you do not need a Paypal account to purchase our products. You can pay with Paypal or use your credit card.

Can I use a Credit Card to purchase?

Yes, you can use a credit card to purchase our products. We use Stripe.com as our credit card merchant. Or you can use your credit card through Paypal.com.

I tried to download the file but there is nothing there

The file you need to download is a .ZIP file. As soon as you purchase, it will immediately be emailed to you. All the templates are in the .ZIP file and you need to unzip the file to use them. Read more here. How to Purchase and Download

How will my information be used?

Your information will not be used whatsoever without your permission. In other words, your email address will not be sold or spammed.

Will I get on a spam list?

No. We may add you to our newsletter list. However you can ‘opt out’ at any time. Above all, you will not be spammed. We use MailerLite for our electronic newsletter to keep in touch with our customers.

Will I be the victim of identity theft?

No. Paypal, Stripe and e-Junkie provide a 100% secure system to perform transactions.

Will the purchase arrive on time?

Yes. As soon as you have paid for your purchase, you will immediately receive a download link via email. However, please remember to also check your ‘Junk Email’ as if you have not received your link immediately as the email could be in your ‘Junk Email Inbox’.

Should you not receive the download link, please contact us immediately and we will get back to you as soon as we can. Please note, the time zone of your country may effect our response time, however we will respond as soon as we can. Our business is located in Australia.

AEST – Australian Eastern Standard Time.

Will I actually get what I ordered?

Yes, you can shop with full confidence. We promise to deliver to you and stand by this promise with a 90 day 100% full refund policy. Further to this, Paypal guarantees your transaction so you can shop with full confidence.

Can I make changes to the templates and add my own information?

Yes. The majority of the templates are Microsoft Word or Microsoft Excel files. They are easy to download and easy to use. 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. It is simple to make changes and then update the Table of Contents field so your Table of Contents is also updated. In addition, if you have any problems we can assist.

Will unexpected fine print charges be added to my order without my knowledge?

No. There are no further charges. No monthly subscriptions either. You have the right to use the templates within our terms of agreement of purchase. There are no monthly fee or hidden charges. Similarly, what you see above is the only and final fee.

Will anyone respond if I have problems after buying?

Yes. However, there may be a delay in our response. Depending on your country timezone, we will respond as soon as we can. Please note, we aim to respond to your requests within the shortest possible time.

Will it be easy to dispute or cancel my transaction?

Yes. If you are not 100% satisfied with your purchase, we will refund your money 100%. However, we would love some feedback from you so we can improve our product should you believe it could be better.

Please do not panic. e-Junkie is a reliable document delivery system and it is unlikely this will occur. The file you are downloading is a .ZIP file. However, if you have any issues, we will email you the download link as soon as we can.

The website briefly redirected through e-Junkie. Is this safe?

Yes, it is safe. When you click on the Proceed to Pay button, you will be redirected briefly through e-Junkie.com to Paypal.com or Stripe.com (Credit Card Payment) depending on how you choose to pay. We use e-Junkie to deliver our documents electronically so you receive them immediately – 24 Hours a day, 7 days a week.


Add to Cart

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