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Document Transmittals Using Excel (Excel XLSM)

$20.00

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HIGHLIGHTS

Author: ktharry87

Immediate, digital download

File Type: Excel workbook (XLSM)

Secondary File: PDF (PDF)

BENEFITS OF DOCUMENT

PDF records and Outlook emailing - One click and your files are zipped and attached to an Outlook email with a PDF cover sheet.
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
Add your company branding - attach a logo to your transmittal sheets.

DOCUMENT DESCRIPTION

This product (Document Transmittals Using Excel) is an Excel workbook (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 [email protected] 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

AUTHOR: KTHARRY87

ktharry87 has published 2 additional documents on Flevy.

DETAILS

File Type: Excel (xlsm)

File Size: 833.1 KB

Related Topic(s): Document Management

This business document is categorized under the function(s): Information Technology Document Control

It applies to All

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

This product contains a supplemental PDF document.

Initial upload date (first version): Jul 7, 2021
Most recent version published: Jul 7, 2021

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