Document Transmittals Using Excel – Excel XLSM

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

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.

DOCUMENT MANAGEMENT EXCEL DESCRIPTION

Document transmittal form template Excel XLSM for tracking and managing document exchanges. Download a ready-to-use transmittal log and format to streamline your workflow. Document Transmittals Using Excel is an Excel template (XLSM) with a supplemental PDF document available for immediate download 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.

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