Attaching Tax Documents to Form

  • Grimaldi_Anthony
    Asked on April 16, 2020 at 2:07 PM

    I am making a New Hire Form -

    I want to include a blank copy of a W9 on my form, in case they do not already have one filled out. 

    Then I want them to attach the completed copy, which I know how to add that feature, just not where I can upload a file for them to see. 

    Please send HELP !

    TIA !!!


  • Patrick_R
    Replied on April 16, 2020 at 3:58 PM

    Hi Tia! Jotform has a widget named "PDF EMBEDDER", using which you can embed a PDF into your form. Your users will be able to view it on their screens as well as download it on their computers.

    To know more about this widget and how to include it in your form, please read this: https://www.jotform.com/help/153-How-to-Display-a-PDF-Document-on-Your-Form

    You can then include an Upload field using which your users can upload signed copy of these forms.

    For your reference, I have created a demo form to give you an idea: https://form.jotform.com/201066267304044

    Hope this helps. If there is anything else we can help you with, please let us know.