What You'll Learn
This course provides an incredible virtual learning experience that's the next best thing to being in a real-life classroom!
- Master Transmittal Sheets: Understand why transmittal sheets are essential for protecting against future claims. Learn step-by-step how to create, track, and maintain them (templates included!) - plus why email alone isn’t enough for "recording" document distribution.
- Streamline Submittal Packages: Discover my exact process for preparing, sending, and receiving submittal packages with confidence. Get hands-on tutorials for both outgoing and incoming transmittal workflows, including my printable, done-for-you SOPs.
- Elevate Your Email Management Skills: Unlock expert email etiquette, productivity hacks, and prioritization strategies to take control of your inbox. Plus, learn how to create a 'Quick Step' in Outlook to save time and keep you organized.
- Simplify Document Tracking with DDMs and MDRs: Demystify the Document Distribution Matrix (DDM) and Master Document Register (MDR) with clear, actionable steps for creating and maintaining them. Plus, learn time-saving Excel formulas that reduce human error and improve tracking accuracy.
- Implement Digital Signatures with Ease: Learn everything you need to know about e-signatures - when to use them, how to collect them efficiently using Adobe, and tips for securely integrating them into your workflows.
- Ensure Compliance and Accuracy: Develop strategies to accurately record, track, and transmit controlled documents, ensuring a seamless audit trail of their movement every time.
- Improve Data Integrity in Document Transmission: Master best practices for maintaining data accuracy when sending files between parties, eliminating miscommunication and reducing errors.
You Get All This
- DC Folder Structure Template (Value $37)
- Screen Recorded Tech Tutorials (Value $197)
- Talking Head Video Lessons (Value $197)
- Email Support
- 6 Done-For-You & Customizable Excel Templates (Value $127)
- 7 Plug-and-Play Processes, Training Guides, & Checklists (Value $497)
- Adobe Approval Stamp Templates (Value $37)
- Lifetime Access
Frequently Asked Questions and Objections
That's the best part! I've cut out the fluff and injected only the information you NEED to know so that you can complete the course in record time.
You can whiz through in just over 2 hours or absorb one module daily until it sinks in and watch playbacks as much as you need. It’s fully accessible online and can be accessed anytime!
If you have questions, I have answers! Email me at [email protected], and I'll help you however I can!
That's the beauty of an online course; you can go at your pace, and at a time convenient for you! Devour it in one sitting, or log in for 20 minutes a day when you can carve out some time for yourself and your future. Investing in this course means you'll SAVE time in your workday once you've completed this course. How? less time searching for answers and fixing errors which free up time to focus on the tasks that matter.
Absolutely. That's how most document controllers learn how to do their job. Except it takes a LONG time to get there. And where are you sourcing your information from? Google? YouTube? Do you trust those sources? You can find anything online for free. But enrolling in a course provides speed, convenience, and trustworthy information. It took me 15 years to master what I know now. I wish I could have enrolled in training earlier, saved myself the headache of unlearning the wrong way of doing things, and advanced my career (and life) sooner! Enrolling in a course helps you learn the right way of doing things in a fraction of the time it would take for you to learn through trial and error.
A Transmittal is a document that records the transfer of files between individuals or companies, and serves as evidence that a particular revision of a file was sent to a specific party at a specific date and time.
A transmittal becomes vital when there's a dispute regarding document ownership and document receipt and can help safeguard you if someone claims they never received the proper revision.
You have LIFETIME access to the course for as long as it's available, so if you don't have time to start immediately, that's totally fine! It's go-at-your-own pace, so you can take as much time as you need (and always return to the content if you need a refresher!)
I am confident that the strategies inside this course work (as long as you do!), and for this reason and the digital nature of this course, we do not offer refunds. If you have any questions or concerns AT ALL during the course, I will do everything possible to ensure you are satisfied by the time you complete it. Just reach out, and I'll be happy to help!
If you're struggling in your daily operations with nowhere to turn for help, then you can't afford NOT to invest in this course. How much does an hour of your time cost spent searching for answers, fixing mistakes, and just feeling drained? Adding those hours up over a few days, weeks, or months is a lot!
Now think of how much time you could save after you complete the course - easier and faster workflows, only one person working on a task (because you don't need help anymore), no more redundancies, and fewer hours spent on a task.
PLUS, if you're currently employed, there's a good chance you can request and expense this course as part of your continuing education! This course is an investment in your future - for you and your organization.
Document management and document distribution go hand-in-hand. Electronic document distribution is a method of quickly and easily sharing electronic files via the Internet using platforms such as email, FTP Sites, and cloud-based storage solutions (like SharePoint or Google Drive).