- Tested using Windows 10 and Microsoft Office 2016 (the document register only creates files with extensions .docx, .xlsx, .pptx
- Programmed in Microsoft Excel and Visual Basic for Applications (VBA)
- Auto-creates a project directory (you can then add, remove and rename folders and the template will update itself once closed and re-opened)
- Auto-generates document numbers and populates document register and creates a new file (if word, excel or powerpoint format selected)
- Creates new files from templates if template files are added to the …\templates\ folder in the project directory (only allows one template file per format per document type, e.g. Calculations.xlsx)
- Built-in check, approval and revise workflow system
- Creates PDF transmittal cover sheets
- Compresses documents into compressed zip file
- Creates outlook email with PDF and zip file attachments
- Integrates with Microsoft Outlook for workflow notifications and sending of transmittals
- Auto-populates transmittal Register and updates document register with latest transmittal details for each document
- Customisable via the Settings tab
- Setup access control
- Change document and transmittal number prefix’s
- Add checkers and approvers
- Select a company logo to add to the top of the transmittal cover sheet (must be either .png, .jpeg, .jpg format.)
- Change your ‘Issue Reasons’
- Set row autofit and sheet zoom
- Turn outlook connection on or off
Please note these terms and conditions:
- This is a macro enabled workbook (.xlsm) and will require content and macros to be enabled on first opening. This is done easily by clicking the prompts at the top of Excel.
- This template has only been tested using Windows 10, Microsoft Excel 2016 and with file formats; .xlsx, .docx, .pptx.
- This is an Excel file template and must be opened with your own copy of the Microsoft Excel application.
- Lakes Projects are in no way responsible for any loss of data or IT issues that result from using this template.
- As this is a downloadable product you waiver the 14 day right to cancel.
- This is an instant download.
By continuing with this purchase you accept these terms and conditions.