CREATIVE SERVICES
TRANSMITTAL
Doc.
Name and Location:
___________________________
CS Doc. #
Author
Director In
Charge
Client Name
Shaded areas
for CS use
only! |
Service
Code
Client #
Eng.
No.
VPM
Project Tracking?
Yes
No
Doc.
Description (please check):
Financial
Statements
Mgmt.
Ltr.
Exam
Report
Final
Print
(Please
fill out back side!)
7
|
PROFORMA
Date
In
Time
Return To
Due Date
Time
(please
check)
Is Due Date/Time Negotiable?
Yes
No
Single
Comparative
Combined
(move from
yr to
yr) |
TS_________ Prepared
by___________
Date
________________
Word
file moved to current year
Excel
file moved to current year |
|
1st
Visit
Welcome
to Creative Services!
Please give us specific
instructions. |
TS
__________
Proofed
Draft
Prepared
SC
Workpaper
file(s) have been deleted
DCF
I.D.
#_____________________________
Password:
_____________________________ |
|
Word
file in Workpaper directory
Excel
file in Workpaper
directory
Date
In
Time
Additional
Instructions:
Due
Date
Time
Is Due
Date/Time Negotiable?
Yes
No
ÿ Client’s logo (client letterhead is good
source):
ATTACHED
WEBSITE
ADDRESS:
__________________________________
Do NOT
use logo for this client! |
|
2nd
Revision |
TS
__________
Proofed
Draft
Prepared
SC
Workpaper
file(s) have been deleted |
3rd
Revision |
TS
__________
Proofed
Draft
Prepared
SC
Workpaper
file(s) have been deleted |
|
Word
file in workpaper dir.
Excel
file in workpaper dir.
Date
In
Time
Due
Date
Time
Return
To:
Ph #
Is Due
Date/Time Negotiable?
Yes
No
Send
_______________________________
“DRAFT” copy(ies) to client via
(check
one):
Regular
Mail
Fax
Overnight
Mail
E-Mail
(.pdf format)
Cab
Personal
Delivery/Pick Up
Add’l
Instructions:
|
Word file
in workpaper dir.
Excel
file in workpaper dir.
Date
In
Time
Is Due
Date/Time Negotiable?
Yes
No
Send
“DRAFT” copy(ies) to client via
(check
one):
Regular
Mail
Fax
Overnight
Mail
E-Mail
(.pdf format)
Cab
Personal
Delivery/Pick Up
Add’l
Instructions:
|
|
4th
Revision |
TS
__________
Proofed
Draft
Prepared
SC
Workpaper
file(s) have been deleted |
5th
Revision |
TS
__________
Proofed
Draft
Prepared
SC
Workpaper
file(s) have been deleted |
|
Word
file in workpaper dir.
Excel
file in workpaper dir.
Date
In
Time
Due
Date
Time
Return
To:
Ph #
Is Due
Date/Time Negotiable?
Yes
No
Send
______________________________
“DRAFT” copy(ies) to client via
(check
one):
Regular
Mail
Fax
Overnight
Mail
E-Mail
(.pdf format) Cab
Personal
Delivery/Pick Up
Add’l
Instructions:
|
Word file
in workpaper dir.
Excel
file in workpaper dir.
Date
In
Time
Due
Date
Time
Return
To:
Ph #
Is Due
Date/Time Negotiable?
Yes
No
Send
_______________________________
“DRAFT” copy(ies) to client via
(check
one):
Regular
Mail
Fax
Overnight
Mail
E-Mail
(.pdf format) Cab
Personal
Delivery/Pick Up
Add’l
Instructions:
|
|
|
|
|
|
(NOTE: Reports
must be signed by Director-In-Charge and require
only minimal
changes.)
Negotiable?
NUMBER
OF FINAL COPIES NEEDED
ENVELOPES (please check
one)
Bound
for Client
#10
Standard
Expandable 10" x
13"
Unbound
for Client
Large
10" x 13"
Manila Mailer
13" x 18"
Stapled
for Client
Diskette
Mailer
NO
ENVELOPE NEEDED
3-Hole
White File Copy
1
Label Only
Director
Bound Copy
Stapled
copy for Irene
OVERNIGHT
DELIVERY NEEDED!
SEND
REGULAR MAIL
.pdf
file for Client
SEND
VIA CAB
PERSONAL
DELIVERY/PICK UP
Management
Letter to be
sent
with Final Report
Additional
Instructions:
DOCUMENT
PROOFED BY
Draft
___________ TS________
Return to _________________
Changes
Needed
No
Changes
Date
Proofed_________________
Final
___________ TS________ Return to
_________________
Changes
Needed
No
Changes
Date
Proofed_________________
Other___________
TS________
Return to _________________
Changes
Needed
No
Changes
Date
Proofed_________________
TS
for Final _____________
TOTAL TS THIS PROJECT
CLIENT
TRACKING
Client tracking in Excel complete for:
Draft
Final
Interaction updated for:
Draft
Final
