Document Transmittals Using Excel   Excel template (XLSM)
$20.00

Document Transmittals Using Excel (Excel template (XLSM)) Preview Image
Document Transmittals Using Excel (Excel template (XLSM)) Preview Image
Document Transmittals Using Excel (Excel template (XLSM)) Preview Image
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Document Transmittals Using Excel (Excel template (XLSM)) Preview Image
Document Transmittals Using Excel (Excel template (XLSM)) Preview Image
Document Transmittals Using Excel (Excel template (XLSM)) Preview Image
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Document Transmittals Using Excel (Excel XLSM)

Excel (XLSM) + supplemental PDF

$20.00
Streamline Excel template control with this automated Excel transmittal system, crafted by industry experts. Ideal for project and contract management.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF THIS 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

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


$20.00
Streamline Excel template control with this automated Excel transmittal system, crafted by industry experts. Ideal for project and contract management.
Add to Cart
  

ABOUT THE AUTHOR

Author: ktharry87
Additional documents from author: 2

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