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Correspondence Log Template

Free correspondence register for construction and design projects: log incoming and outgoing letters, notices and transmittals, and track pending replies.

Sample Project
Track incoming/outgoing letters, transmittals, references, responses and pending correspondence — with response due dates flagged automatically as closed, pending or overdue.
by Shahid Pervaiz: pervaiz.shahid@gmail.com
Entries0
Overdue0
Status Date—
Rev.A
Not saved to a file yet 📄 See Sample Report

Project Setup

Correspondence Summary

Correspondence Log

No. column is editable — use it for sub-references like 18.1, 18.2 · Status is calculated automatically from due/response dates
No. Ref No. Type Subject From To Date Response Due Response Date Status Remarks Scan
Method & practical use

Understand the result.

Free correspondence register for construction and design projects: log incoming and outgoing letters, notices and transmittals, and track pending replies.

How to use this tool

  1. Enter the project details and reporting date; replace any sample records.
  2. Add or import your records, then review the summaries and outstanding actions.
  3. Save the project and use the available export or print controls to share the current report.

Units & method

Use the dates, quantities and currency shown in the workspace. Keep one currency and a consistent reporting cut-off.

Log incoming/outgoing references, dates, subjects and response responsibilities. Filter open responses for follow-up.

Method: the owner’s supplied worksheet and the arithmetic described above.

Worked examples

Illustrative inputs for checking the method; these are not project records.

Worked scenario

Example: register an incoming query on 5 October with a response due on 12 October, then record the issued reply reference and date.

Frequently asked questions

What does this tool calculate or track?

Free correspondence register for construction and design projects: log incoming and outgoing letters, notices and transmittals, and track pending replies.

Which units and assumptions should I use?

Use the dates, quantities and currency shown in the workspace. Keep one currency and a consistent reporting cut-off. Log incoming/outgoing references, dates, subjects and response responsibilities. Filter open responses for follow-up.

Can I save or share the result?

Use the save, export and print controls shown in this workspace. Where CSV export is available, the exported data can be opened in a spreadsheet. Browser print can save a PDF.

How to use the Project Correspondence Register

Everything runs in your browser — nothing is uploaded. If you are new to the tool, follow these steps in order.

1

See what the tool can do

Press Load Sample Data to fill the register with sample incoming and outgoing letters. Then scroll down the page:

  • Project Setup — project name, client, status date and who keeps the register.
  • Correspondence Summary — incoming and outgoing counts, responses due and overdue.
  • Correspondence Log — one row per letter. Status is worked out from the response due and response dates.

The first time you open the tool (when there is no data of yours in this browser) the sample is loaded for you, so you can see how it works straight away. Replace it with your own entries, press + New Project / Clear All to start empty, or load your saved project.

Load Sample Data replaces the data in the tool. Save your own work first.

2

See how the data file looks

Press ⬇ Export Table (.csv). It downloads the log as a CSV file that opens in Excel, with these 11 columns in this order:

ColumnWhat to enterExample
No.Row number1
Ref No.Letter referenceCON-L-045
TypeIncoming or OutgoingIncoming
SubjectSubject lineRevised traffic plan
From / ToSender and recipientContractor
DateYYYY-MM-DD2026-09-10
Response Due / Response DateYYYY-MM-DD; response date blank until replied2026-09-24
StatusWorked out by the tool; ignored on import—
RemarksAny note
3

Enter your own data and import it

Replace the sample rows in the exported file with your own letters. Save it in Excel as CSV (Comma delimited). Then press ⬆ Import Table (.csv) and choose the file.

  • Columns are read by position, so keep the heading row and don't add, remove or reorder columns.
  • Enter dates as YYYY-MM-DD.
  • Any Type containing "out" is taken as Outgoing; everything else as Incoming.
  • Import replaces all rows in the table. The project setup is kept.

Excel often changes dates to your local format when it opens a CSV. Before saving, set the date columns to the custom format yyyy-mm-dd, or those dates may be left blank on import.

4

Add, edit and delete rows

You can also work straight in the table on the page at any time, with or without a CSV:

  • + Add Correspondence adds a blank row. Click any cell to fill it in or change it.
  • The ✕ at the end of a row deletes that letter straight away. There is no undo, so save your project first.
5

Attach the scanned letter

Each row has a Scan column for one scanned copy of the letter — a PDF (all its pages) or an image (JPG, PNG):

  • 📎 (faint) — no scan yet. Click it and choose the file.
  • 📄 (highlighted) — a scan is attached. Click it to see the letter in a pop-up, where you can Replace, Remove or Download it.
  • Large photos and scanned images are reduced automatically to keep the project file small; a PDF must be under 5 MB.
  • The scan is kept in the project file when you press 💾 Save Project (.json), and comes back with 📂 Load Project. It is not uploaded anywhere.

Autosave in this browser keeps the letter details but not the scans (the browser has too little room). Use Save Project to keep the scans.

6

Save your project and open it later

💾 Save Project (.json) saves the project setup, all correspondence and the attached scans in one .json project file. 📂 Load Project opens that file again, on any computer.

The note beside the Save button tells you whether you have unsaved changes or when you last saved. If you try to close or leave the page with unsaved changes, the browser asks you to confirm first (not needed when Autosave is ticked, because your work is kept in this browser).

Use the project file for backups and for sharing with colleagues. Don't edit it by hand.

7

Print, PDF and report

  • 🖶 Print / Save as PDF prints the page as you see it, in print-friendly colours. To get a PDF, choose Save as PDF as the printer in the print dialog.
  • 📄 Generate Report opens a formatted correspondence report in a new tab, with its own Print / Save as PDF button. If nothing opens, allow pop-ups for this site. To see a report the tool makes from its sample project (5 pages, PDF), press 📄 See Sample Report beside How to use.
8

Other buttons and options

  • Autosave in this browser (tick box) — while ticked, your work is kept automatically in this browser and comes back the next time you open the page. It stays only on this computer and browser. It is not a backup; use Save Project for that.
  • 👁 View Current Data jumps to the main table so you can check what is entered.
  • + New Project clears the project details and all correspondence (it asks first).
  • Clear All removes all correspondence but keeps the project details (it asks first).
9

Choose the date format

Press 📅 Date format in the toolbar and choose how dates are shown and typed in every date box: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD-MM-YYYY, DD.MM.YYYY or DD-Mon-YYYY. Type a date in that format, or click the 📅 in a date box to pick it from a calendar. A date that doesn't fit the format is outlined in red and not accepted.

The same format is used in the printout and in the generated report and its PDF. It changes only how dates look — your saved project and CSV files are not affected. Your choice is remembered in this browser for every tool on this site.

10

Explore the other tools

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The Related tools links at the bottom of this page lead to tools that are often used together with this one.

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