Free Document Transmittal Template
Issue numbered document transmittals with purpose codes, an item manifest, and response-due tracking so every drawing handoff has a paper trail.
What's Included
This template includes 3 organized sections ready for your project.
Transmittal Log
Transmittal Form
Action Tracker
Key Features
Everything you need to manage Document Transmittal documentation professionally.
Auto-Numbered Transmittals
Every transmittal gets a sequential number, so nothing slips through untracked
Sender & Recipient Record
Who sent it, who received it, the company, and the date captured on every handoff
Purpose Codes
For Approval, For Construction, For Record, or For Information tagged on each transmittal
Item Manifest
List every drawing, spec, or sample in the package with revision, copies, and format
Action & Response-Due Flags
Mark what action is required and when a response is due, so returns never slip
Delivery-Method Log
Email, portal, courier, or hand delivery recorded for a complete audit trail
Why This Template Is Different
Built by construction professionals who manage real projects.
POD vs. Generic Templates
Drawings-Specific Design
Templates Are Just the Beginning
Plan of Day's AI platform turns this template into a living, intelligent document.
Before
Static template
After
AI-powered Plan of Day
Frequently Asked Questions
A transmittal is the cover record that documents a formal handoff of drawings, specs, or samples — capturing what was sent, to whom, the date, the purpose (approval, construction, record, or information), and the action required — so there is a paper trail of every document exchange.
A submittal log tracks the review status of submitted items over their whole life; a transmittal is the point-in-time cover sheet for a single package being sent. This template gives you both the individual transmittal form and a running log of every one issued.
Yes. The Action Tracker tab flags transmittals that require a return (for-approval packages), records the response due date, and surfaces which ones are outstanding or overdue.
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Last updated: August 2026