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Transmittal form template
November 24, 2018 Anniversary Wishes 2 comments

Before creating a transmittal, first a transmittal template can be created. It can capture the transmittal format and permissions. Template makes it easy to create .

A transmittal letter is a formal document that is used to be the cover page of the main documents being sent. It enlists all the documents that has been sent and summarizes the context on why such documents are of importance. You can also see credit collection templates.

Transmittal letters should be precise and concise. They should be understood easily by the receiver of the documents so no misunderstandings and wrong information to be relayed shall occur. We have downloadable Letter Templates which you may use to serve as guidelines in creating your own transmittal letter.

Transmittal for Collection Template

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File Format

  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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HR Package – includes Forms, Letters, Checklist, Job Descriptions, etc

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Size: A4, US

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 Transmittal of Documents for Signature Letter Template

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Size: A4, US

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 Transmittal Letter for Collection Template

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File Format

Size: A4, US

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 Army Transmittal Letter

Application Transmittal Letter Sample

Draft Transmittal Letter

Construction Transmittal Letter

A transmittal letter may be used in any transactions that requires documents to be passed from one entity to another. A few fields, organizational bodies, and industries that usually use a transmittal letter include the army, private businesses, big companies, construction, finance, and auditing firms.

Key Points of a Transmittal Letter

Since a transmittal letter is brief in nature, it needs to contain only the exact information written in a well organized manner that is needed to be known by the receiver. The information that should be added are as follows:

  • The name of the sender and the company or business where he or she is working at.
  • The list of documents that were sent.
  • The context or elements of the documents being sent.
  • The complete number of documents handed.
  • The date the document was sent out by the sender for delivery.
  • The name of the receiver.
  • The date when the documents got received.

Aside from transmittal letters, we also have Transfer Letter Templates and Promotion Letter Templates which you may both use as references for specific purposes that they can help you with.

Formal Transmittal Letter template

Transmittal Letter for Proposal

Inspection Report Transmittal Letter

Lease Transmittal Letter

Transmittal Letter for Governor

Transmittal Letter Formatting

Since there are only a few items that are needed to be in a transmittal letter, keeping the format of the letter clean and formal is very essential. It helps the reader focus more on the items that are of most importance up to the supporting details that are also needed to be known.

The body of the transmittal letter usually only contains two or three paragraphs. The first paragraph has the information about all the documents where a cover letter is being attached and the information on the importance of each or the entirety of it all depending on the person who sent it.

The next two paragraphs contain either other information about the documents or  the reminders that the sender wanted to give the receiver.

Importance of a Transmittal Letter

A transmittal letter is both beneficial and important to the parties involved in the process.

The sender of the documents, through the help of a transmittal letter, will have a record of all the documents that has been sent. A formal document like this letter allows proper documenting and record tracking that will soon be needed for purposes of reference.

The receiver may use the letter to double check if all the documents are present. It also allows him or her to be knowledgeable on what is included in the documents being given.

Truly, a transmittal letter can do a lot in terms of helping a transaction be more organized and efficient. Aside from our transmittal letter templates, you may also browse through our Appraisal Letters samples from our website.

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Example of a Transmittal Letter

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Forms/Templates/Samples/Guidelines

transmittal form template

Can You and Your Business Afford not to Record your Document Distribution Accurately?

It is important that you keep accurate records and this includes when you transmit documents to other businesses.

What is a Document Transmittal Used for?

A Document Transmittal is a form that allows you to record who and when and what you sent to who. This is an excellent way of tracking what documents have been to which person should you need to remember this in the future.

Typically this type of transmittal is used by professionals – in particular Architects or Engineers when they transmit documents between businesses for projects.

However this transmittal could be used for any type of document transfer.

Why is it Important?

A Document Transmittal is a form of proof of delivery. Should there be a dispute between you and your Client or any other party, the document transmittal is a record of when you sent documents to any particular party.

Potentially, if you end up in court in a dispute, the document transmittal becomes handy in showing when and where documents were transferred between parties.


Take a Look at the Contents

Check out the document transmittal form below. This is produced in MS Excel and can easily be amended to suit your business.

There is no Digital Documents Direct Watermark on the template.


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Regards,

David


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12+ Sample Transmittal Letter Templates

transmittal form template

A transmittal letter is a brief business letter sent along with another type of communication, such as a longer document like a proposal, a response to an inquiry or a payment. It provides a way to let the recipient understands what is being sent, why they received it and who it is from.

Sample Transmittal Letters

If you need to write a transmittal letter to accompany something you are sending to a recipient, use one of the sample letters provided here as a starting point. Simply click the image that best meets your needs and a customizable document will open as a PDF file.

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All you'll need to do is click and replace the text in the sample document with information specific to your situation. See this guide to Adobe printables if you need help accessing the documents.

Choosing the Best Letter Version

Decide whether to use the brief letter or the longer, three-paragraph letter based on your objective.

  • If you simply want to convey basic information about what is enclosed and why you are sending it, use the brief letter.
  • If you want to add additional information, such as sales-oriented language or a detailed explanation, use the three-paragraph letter.
  • You should also use the three-paragraph letter if you need to request some sort of action or a response from the recipient.

General Tips

No matter which sample letter you choose, include your contact information so the recipient will know how to communicate with you if necessary. Additionally:

  • Use proper business letter formatting, which won't be a problem if you stick with the style of the sample letters provided here.
  • Proofread your letter carefully before sending to be sure there are no errors and that it clearly communicates the point you want to convey.
  • Keep a copy of the letter along with a copy of whatever document it is being enclosed with, in case you need it for future reference.

Clarifying Correspondence

The whole point of using a transmittal letter is to ensure that the person who receives what you are sending isn't left looking at something they receive in an envelope or package and wondering why it was sent to them, what they are supposed to do with it and where it came from. By taking a few minutes to create a transmittal letter, you can help avoid this kind of confusion.

WATCH THE VIDEO ON THEME: The Transmittal Process

3, Instructions to fill out a Document Transmittal Form. 4. 5, 1, Fill out all areas shaded in Gray. 6, a. Note: Transmittal number is typically the project number.

transmittal form template
Written by Mektilar
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