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fig. 01 · templates

Free document control templates for Excel.

Six registers you can download and start using today: deliverables, drawings, documents, transmittals, RFIs, and the procedures that govern the work. Each one ships as an Excel file with dropdowns, a frozen header row, example rows over an example project, and a second sheet explaining how to fill each column. A CSV copy comes with every template, so the same register opens in Google Sheets or anything else.

.xlsx and .csv · Six registers · Dropdowns and example rows · How-to sheet included · No email required

fig. 02 · the templates

Six registers, built from document-control practice.

Start with the register you need first. Each page sets out every column and what it records, six steps for keeping the register reliable, and the point at which a spreadsheet has done its job.

  1. Deliverables · 16 columns01

    Master document register template

    Tracks every document a project owes by number, discipline, responsible party, milestone, revision, status, and planned and actual issue dates.

    .xlsx and .csv · No email requiredGet the template
  2. Drawings · 14 columns02

    Drawing register template

    Tracks every drawing on a project or asset by number, title, discipline, revision, status, and the transmittal that issued it.

    .xlsx and .csv · No email requiredGet the template
  3. Controlled documents · 14 columns03

    Document register template

    Tracks every controlled document by number, title, discipline, type, revision, status, and where the file lives.

    .xlsx and .csv · No email requiredGet the template
  4. Issues · 14 columns04

    Transmittal register template

    Logs every document transmittal by number, date issued, recipient, the documents it carried at their revision, and the response it is waiting on.

    .xlsx and .csv · No email requiredGet the template
  5. Questions · 15 columns05

    RFI register template

    Logs every request for information by number, date raised, subject, the documents it concerns, the response due date, and the answer.

    .xlsx and .csv · No email requiredGet the template
  6. Procedures and forms · 16 columns06

    Document control register template

    Tracks every controlled document you issue by owner, approver, revision, status, review frequency, next review date, and who holds a copy.

    .xlsx and .csv · No email requiredGet the template
fig. 03 · how they fit together

Six registers, one record.

Each register answers a different question about the same set of documents: what is owed, what exists, what was issued, what was asked, and what governs the work. Keep the document numbers and revisions identical across all six and the six answers line up.

The master document register holds every document the job is contracted to produce, including the ones nobody has started, with a planned issue date and a responsible party against each. The other registers fill in as those deliverables arrive.

The drawing register holds every drawing on the job, with the revision that is current and the status it carries. The transmittal and RFI registers point back to these numbers.

The document register holds every controlled document the job produces, the drawings among them, plus specifications, reports, procedures, and manuals, with each document's revision, approver, and file location.

The transmittal register records what left the office: the package number, the recipient, the date, and each document at the revision that was sent.

The RFI register records the questions raised during construction, the answers, and the drawing revisions those answers trigger.

The document control register holds the documents that govern the work itself: the procedures, work instructions, forms, and plans people follow, with an owner, an approver, and a review date against each one.

For one document control template rather than the set, start with the document control register template, which covers the procedures, work instructions, forms, and plans people follow. For the register of what a project owes rather than what it has produced, start with the master document register template.

For the terms these registers use, from revision control to superseded drawings, read the document control glossary. For what changes when the registers move off a spreadsheet, see document control software.

fig. 04 · get started

Outgrown the spreadsheet registers?

Book a walkthrough with someone who knows what a transmittal and an as-constructed drawing are, and watch Lunr keep every drawing, issue, and revision on one record.

10M+ documents under management · Hosted in Australia and the US · SAML · Full audit trail · Export anytime

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Lunr Labs Pty Ltd
location
Melbourne AU
workspace
documents.lunr.app
rev
2026