Ways To Use This Template

  • Track document and submittal transfers between companies or departments
  • Record due dates, reviews, and transmittal status for packages
  • Create status reports for document or submittal progress
  • Quickly identify who received what, when, and where it stands

Key Template Features

  • 📂 Fully Customizable and Editable
  • 🤔 Customizable Drop-Down Menus for Consistent User Entry
  • 🧮 Formulas for Instant Calculations
  • 🖍️ Conditional Formatting to highlight critical details
  • 📥 Instant Digital Download

Who is this for?

  • Document controllers managing high volumes of transmittals
  • Project managers tracking workflow progress and due dates
  • Engineering and construction teams coordinating submittal packages
  • Compliance teams ensuring reliable records for audits and reports
  • Any team needing clear visibility over document transfer history
Frequently Asked Questions

What You Should Know

  • Before purchasing, please make sure you have the compatible software listed in the Product Specifications tab (below) installed and ready to use for editing.

  • Any placeholder text shown in the preview images or within the templates are for visual reference only. You’ll need to delete that text and replace it with your own content after purchase.

  • If completed, filled-out examples of the templates have been included with your purchase, they are intended for reference purposes only and should not be considered official or legally binding. While they serve as a baseline starting point to help guide your document creation, they must be thoroughly reviewed, customized, and approved to meet your organization's unique requirements, industry standards, and regulatory obligations.

  • We assume no liability for the accuracy, completeness, or implementation of these templates in your organization. It is your responsibility to ensure compliance with applicable laws, regulations, and internal policies before use.
  • Template Type: Microsoft Excel File (.xlsx)
  • Compatible with: Microsoft Excel
  • Paper Size: Not applicable

Your files will be available to download immediately after payment is confirmed!

  • While I don’t offer refunds on digital downloads (since they’re instantly available after purchase), I’m absolutely committed to making sure you’re happy with your order.

  • If you run into any issues or feel unsatisfied with your purchase, please don’t hesitate to reach out—I’ll gladly work with you to find a solution and make things right!

  • A quick note: All templates are designed by Syntari Solutions Inc. and are for personal use only. They cannot be resold, reproduced, distributed, or shared.

Thank you for understanding, and I’m here to help if you need anything!

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