The Document Control Template Excel allows you to create PDF transmittal cover sheets and automatically adds the documents being sent to the Register. You can then track the status of each document and transmittal in the Register.
The Transmittal sheet can be formatted to suit your company branding and has been setup to pull in your recipients information, such as contact details, automatically when you choose who you’re sending the transmittal to.
When you first use the Document Control Template Excel you can use the clickable magnifying glass on the Register sheet which brings up a pop-up window where you select the folder you want to store all of your PDF transmittal cover sheets. From that point on all of your transmittal cover sheets are automatically saved to this folder.
This is a really cost effective way to produce and control transmittals for your project or business.