Free resource
Field File Cover Sheet Template
A short cover sheet that travels with every field file packet: what it is, which job, who sent it, and what the office needs to do next.
Download it
Free, no email required. Edit it to fit how your firm already works.
The full resource is on this page too, so you can read it before downloading.
A short cover sheet turns a pile of files into a packet the office can act on. It answers the questions the files themselves cannot: what this is, which job, who sent it, and what needs to happen next. Read what belongs on it below, then download the template to keep in the truck or drop into your intake. It is one part of a full field-to-office handoff SOP.
What belongs on the sheet
- Packet title
- One line that tells the office what this is at a glance. Job, area, type, date.
- Job number
- So it files against the right project without anyone guessing.
- Submitted by and contact
- Who to call if a file is unclear, without hunting through a thread.
- What this is
- One or two sentences of context the files themselves do not carry.
- What the office should do
- File only, process and return, review, or forward. Removes the guesswork.
- Files included
- A short list so the office can tell immediately if something is missing.
- Anything unusual
- Missing data, access problems, weather, a deadline, a redo of an earlier packet.
- Correction or supplement
- Whether this replaces or adds to an earlier packet, and which one.
What it looks like
The download includes this as an editable text template and a print-ready sheet you can run off a stack of.
Related
Beyond the template
A built-in cover sheet on every packet
In RoverDrop the cover sheet is a field on the packet, and the title, job number, submitter, and file list are captured for you. Try it with sample data first.