A transmittal log is not bureaucracy. It is how you answer “I never got that” without a long argument. Each row is one issuance: what went out, to whom, how, and where the cover and the attachments live.
The working template is in templates/H7-12-document-transmittal-log-template.md. Use it with the current-set cover sheet and transmittal form in Current-Set Cover Sheet and Transmittal. The longer habit is in “Transmittals in Plain English” and “The Transmittal That Would Have Ended the Argument.”
Procore and other platforms can facilitate official distribution and a send-record inside a project. A spreadsheet and a transmittal folder in Google Drive or Dropbox do the same job, as long as you log each issuance the day it goes out.
Free: the Built On Record Job File Kit — logs, checklists, and a folder tree
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What is in the template
Columns include transmittal number, date sent, how it was sent, from, to, what was sent, document numbers and revision or date, purpose (for review, for construction, or for record), a link to the cover and attachments, confirmation if you have it, and notes. The example row is a sample, not from a named client.
How to run it
- Send a transmittal when the work changes, not only when a whole set is reissued.
- File the cover and the attachments the same day.
- “For construction” means the current set has already been updated, or is updated in the same step.
- A distribution list that lives in someone’s head is not a log.
If that sounds like your job, I can build the transmittal habit into the job file setup, or keep issuances filed on a retainer. The files stay yours.
If you want help, not just a checklist
Some jobs run fine on a clean file and a superintendent who gives the log fifteen minutes twice a week. Others do not: revisions are moving fast, closeout is already behind, or the field simply has no hours left for paperwork.
That is where I come in. I set up the job file, run the logs on a retainer, or prepare closeout before the scramble starts. Your files stay yours, and there is no software contract to sign.
A job-file kit you can use this week
Free logs and checklists for RFIs, submittals, dailies, changes, transmittals, pay apps, warranties, and closeout, plus a folder tree to keep them in. Sent by email, with an occasional practical note after that.
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