Information on W9 fillable PDF is not pushed to the Submission table after form was submitted.

  • DCCC
    Asked on April 19, 2024 at 4:45 PM

    I put the w9 in as a widget, but when i open a submission for it, the w9 form is not there. I had previously built it into the form, but the information needs to be in the w9 format/downloadable pdf. I have read the help forums and tried following the instructions but I am not having a lot of luck. Please Help!

  • Silvano JotForm Support
    Replied on April 19, 2024 at 5:27 PM

    Hi DCCC,

    Thanks for reaching out to Jotform Support. Since the W9 form is embedded on another form using iFrame Embed, the submissions from the W9 form will still go through the W9's submission table. Also, keep in mind that the user must still click on the Submit Button on the Embedded form and not just the Submit button on the main form, as not pressing it will not push the submission through. Here's a screenshot for more context: Information on W9 fillable PDF is not pushed to the Submission table after form was submitted Screenshot 20

    The submit button labeled 1 must first be clicked before hitting the 2nd Submit button for the W9 submission to push through. Failure to do so will not push the data entered on the embedded form.

    I suggest, making it a single form with no embedding for both data to be forwarded to the same Submission Table.

    Reach out to us if you have any other questions.

  • DCCC
    Replied on April 19, 2024 at 6:01 PM

    I tried embedding it in my original form, but the information did not transfer into the W9 pdf, which is what I have to have for tax reporting. How do I make the w9 translate into a pdf while still being part of the form?

  • DCCC
    Replied on April 19, 2024 at 6:15 PM
    I tried embedding it in my original form, but the information did not transfer into the W9 pdf, which is what I have to have for tax reporting. How do I make the w9 translate into a pdf while still being part of the form?
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  • Jerlan JotForm Support
    Replied on April 19, 2024 at 7:48 PM

    Hi DCCC,

    Thanks for getting back to us. Let me show you how to see the submissions of the embedded form:

    • Log in to your account, go to My Forms then select All Forms.
    • Select the W9 form then click on Submission.

    Information on W9 fillable PDF is not pushed to the Submission table after form was submitted Screenshot 30

    • Under Table, you will be able to see the signed document.

    Information on W9 fillable PDF is not pushed to the Submission table after form was submitted Screenshot 41

    Give it a try and let us know if you need any help.

 
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