Free Document Transmittal Template

A transmittal form to record exactly which documents were sent to whom, in which revision and for what purpose. The recipient signs it as proof of receipt. Excel and PDF, English and Arabic.

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Preview

A preview of the template layout. The files have more blank rows and, in Excel, working formulas and drop-downs.

Document Transmittal

Transmittal no.
 
Date
 
Project
 
To (addressee)
 
From
 
Sent by
Hand delivery / Courier / Email / Document control system
No.Document no.Title / descriptionRev.Document dateCopiesPurposeRemarks
        
        
        
... (16 rows in the file)

Notes / instructions

Reply required by
 
Received by
 
Date received
 
Reference to previous transmittal
 

What is included

  • Header: transmittal number, date, project, addressee, sender and method of sending
  • Document table: number, title, revision, date, copies, purpose and remarks
  • Purpose drop-down: for approval, for information, for construction, for comment, as built
  • Reply-by date, receipt details and sender and receiver signature boxes

How to fill it in

  1. Give the transmittal the next number in your sequence and fill in the project, addressee and method of sending.
  2. List each document with its number, title, revision and date. Do not group several drawings under one line.
  3. Choose the purpose for each document so the recipient knows what is expected.
  4. Set the date a reply is needed if the documents require review or approval.
  5. Send the transmittal with the documents, get the recipient's signature and date, and file the signed copy.

Do this without spreadsheets: Arkan Document Control

Arkan's Document Control module keeps documents, revisions and their distribution in one place instead of a folder of forms and emails.

  • Folder tree with metadata for every upload
  • Version history with restore
  • Control over who can see each document
Arkan document control

Related templates

Last updated: 2026-10-14. This is a generic template, not tied to a specific contract. Adapt it to your contract and project procedures.

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