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BENEFITS OF 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 DESCRIPTION

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 form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Document Transmittals Using Excel Excel document

 

Document Transmittals Using Excel

Sold by ktharry87 (this author has 3 documents)

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This business document is categorized under the function(s):

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File Type: Excel (xlsm)

File Size: 833.1 KB

Related Topic(s): Document Management

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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