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Document Transmittals Using Excel   Excel template (XLSM)

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Document Transmittals Using Excel (Excel XLSM)

File Type: Excel template (XLSM)
Secondary File: PDF (PDF)


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Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable XLSM document.
Supplemental PDF document also included.
Trusted by over 10,000+ organizations.


  1. PDF records and Outlook emailing - One click and your files are zipped and attached to an Outlook email with a PDF cover sheet.
  2. One register and saved records - this system creates a Windows directory and saves each transmittal automatically for your records, whilst adding the details of the transmittal to it's transmittal register - This means no more trawling through individuals
  3. Add your company branding - attach a logo to your transmittal sheets.


This product (Document Transmittals Using Excel) is an Excel template (XLSM) with a supplemental PDF document, which you can download immediately upon purchase.

This is a fully automated document transmittal system. You can index, compress, record and send many files in minutes. It is great for document control, contract management and project management.

Key Features:

•  Tested using Windows 10 and Microsoft Excel 2016
•  Programmed in Microsoft Excel and Visual Basic for Applications
•  Integrates with Microsoft Outlook.
•  Uses Windows Explorer, to browse and create directories as well as save records.
•  Auto-creates a Project Directory.
•  Allows for Administrator Access.
•  Creates PDF Transmittal Cover Sheets.
•  Compresses Documents into Compressed Zip file.
•  Creates Outlook Email with PDF and Zip file attachments.
•  Auto-Populates a Transmittal Register.
•  Keeps a log of all transmitted files in the created Project Directory.
•  Add a prefix to your transmittal number system, e.g. 12345-TNX-0001 from the Settings Tab.
•  Select a company logo to add to the top of the Transmittal Cover Sheet from the Settings Tab – must be either .png, .jpeg, .jpg format.
•  Change your 'Issue Reasons' from the Settings Tab.
•  Set row autofit and sheet zoom from the Settings Tab.

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 and Microsoft Excel 2016.
•  This is an Excel file template and must be opened with your own copy of the Microsoft Excel application.
•  We 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.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Document Management Excel: Document Transmittals Using Excel Excel (XLSM) Spreadsheet, ktharry87


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File Type: Excel xlsm (XLSM)
Secondary File: PDF pdf (PDF)
File Size: 833.1 KB


Author: ktharry87
Additional documents from author: 2

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