What’s inside the Handover.
2 screens with real content in place. Rewrite them, reorder them, or add your own.
- 1Screen 1The top of the note: a picture cover, the title, client with links to the contract and change requests, acceptance status with its reply-by date, recipients, who prepared it; a summary callout; three result tiles with their source; every contracted deliverable with its status and change request, the descoped one included, and files and licences with their owners.
- 2Screen 2Further down: accounts and access with who owns each now and a note that no passwords are written down, runbooks in toggles, support and warranty terms, open items with owners and dates, a lesson learned, two next-phase ideas tied to measured results, and the acceptance step with its date.
When to use it.
Handover is a page in Notes for closing out a client project and getting it accepted. Properties give the client with links to the contract and change requests, the acceptance status and reply-by date, who it is for and who wrote it. A summary and three measured results come first, then every contracted deliverable against scope, the descoped ones included. Files, licences and accounts say who owns each now, with no passwords written down. Runbooks sit in toggles, followed by support and warranty limits, open items with owners and dates, a lesson learned, a recommended next phase and the acceptance step.
Made for
- Agencies and consultants running client work
- Project managers and team leads
- Sales and account teams
- Any team that writes things down together
Make it yours in four steps.
Open it in Notes and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Link your contract and change requests in the properties, and set the date the client should reply by.
- Step 2
Use only results you can source for the summary and the three figures, and list each deliverable in the contract’s order.
- Step 3
Say who owns every file, licence and account now, and send logins through a password manager, never on the page.
- Step 4
Write a runbook toggle for each task the client will do themselves, then share the page and ask for acceptance in a comment.
Start from the Handover now.
Questions about this template.
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Is the Handover template free?
Yes. Create a free account and it opens in Docsiv's Notes app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Geist with #6b4fb3, #f2eefa, #1d1c1a, #37352f, #7d7a75, and you can change any of them, rewrite every word and add or remove blocks and sub-pages.
What can I export it as?
Notes in Docsiv offers: Pages, Markdown, Word and PDF exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the client handover for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Start your notes with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your client handover for you to edit, share and send.