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How to Create A DocuSign Template For HR: W9 Subcontractor And Bank Info

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Опубликовано:

14 авг 2024

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Комментарии : 38

@Solusign 3 года назад

► Need Help With DocuSign? 🗓 BOOK A CALL with our DOCUSIGN EXPERTS: bit.ly/4fo6T9l

@maritzajeri4796 3 года назад

Just an FYI the W-9 form are for subcontractors not for employees. Employees would need to fill out W-4 and an I-9.

@Solusign 2 года назад

Thanks! i realised this after recording 😅

@jamiewilson699 2 года назад

This was so helpful, exactly what I needed! Thank you!

@user-hv9hn6ze7n Год назад

Hello Sofian - I'm not sure if you can assist me or not but I created a template, incorrectly I'm sure now after watching your video. In the template, I added 80+ contacts & email addresses. I want each contact to receive their own copy of the attached agreements for their signature. I clicked on each party and added the signature fields, etc. One person (who I should have listed as view only) declined the envelope, and now all parties are unable to open, view and/or sign. I would appreciate any assistance you could offer that would limit me from having to retype all those contacts again. Thank you! Lisa

@Solusign Год назад

Hi Lisa you can use the copy envelope with field data feature. Fist it needs to be turned on in the admin settings under sending settings, then you’ll find the feature in the manage tab or your account, in the voided items section. This will create a draft copy of the voided envelope and will allow you to resend without having to reenter recipient info or document field values support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=wfc1582569802343.html&_LANG=enus&language=en_US&rsc_301

@PlattJohnson Год назад

Document also does not allow to select fonts. Apparently you need a different version of DocuSign.

@Solusign Год назад

What do you mean by don’t allow to select fonts?

@Don-gm2um 2 года назад

Do you have videos on how to use Sandbox account?

@Solusign 2 года назад

Yes: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-2TCxmT3QXxs.html

@candaceellison7147 Год назад

How would I create a rule to trigger the EIN when a social is not entered and vice versa?

@Solusign Год назад

You would need to use a formula field in conjunction with conditional logic. Watch my advanced conditions logic tutorial

@jaikoneko3759 2 года назад

Don't have an email that came to my inbox after submitting the download's button for a free cheat sheet.

@Solusign 2 года назад

Email me at sofian@solusign.com and I’ll send it to you! Been having some issues this week with the cheat sheet, sorry about that!

@marlenerios1124 Год назад

Hello, what type of template (bulk or power form) would I need to set up if I need to send bonus plans for 500+ employees. Would this even be possible, being that each employee gets a different bonus plan? Not everyone is the same, and of course, they would be confidential so I would need to set it up so that nobody can see each others bonus plan. Thank you!

@Solusign Год назад

You should do a bulk send CSV template

@marlenerios1124 Год назад

@@Solusign Thank you!

@PlattJohnson Год назад

My Docusign does not allow me to customize for each. It says only TO All Recipients.

@Solusign Год назад

You can go in settings, sending settings, check the box “allow custom message for each recipient”

@marivasa754 Год назад

Hello Sofian, really nice and useful video as usual. I have a question: it is possible with just one envelop send different documents, for instance Purchase orders (POs), to every vendor in a way that each vendor can't see the document of the other one? This is my outstanding issue on DocuSign at the moment, hope you can clarify this doubt. If it is possible for my job it should be a turned point. In short, the aim is to send the POs to be signed by different vendors to themselves, the logistic manager and CEO. So the first signer wil change every time while the other 2 will be always the same and also the document to sign will change according to the vendor that need to receive it. I hope I was clear enough and I hope especially it is possible to do that with DocuSign. Thanks in advance for your time and contents! Mary

@Solusign Год назад

Hey Marivasa! I’m really not sure whether this is a good idea. If one vendor doesn’t sign it voids the envelope and you lost all the signatures of the ones who did sign. I would just send different envelopes. Hope this helps.

@marivasa754 Год назад

@@Solusign Hello Sofian, I'm sorry I have done a mistakes in my previous message. Just to clarify vendors are just the recipients of signed documents. Who has to sign the different POs are always the same 2 people. When the documents are completed they have to send them to each vendor who will receive the signed document. That's why is important to do a workflow where any vendor who receives the signed document can see only the its own one.

@marivasa754 Год назад

@@Solusign hope is clear now for any question don't hesitate to ask, Thanks a lot.

@Solusign Год назад

Im sorry but I don’t understand what you’re trying to achieve.

@lynnie54 2 года назад

How do you print out the mastery cheat sheet?

@Solusign 2 года назад

It’s a PDF so you just click print… I guess 😅

@lynnie54 2 года назад

@@Solusign didn't see it as a PDF so I guess I missed it. It is an awesome video though. I wish I could have printed out the cheat sheet !

@Solusign 2 года назад

If you signed up for it you should have received an email with the link to download the PDF. Have you gone through that process?

@user-xi1ev6eu1k 3 года назад

Can I have sign automation

@Solusign 3 года назад

You can automate sending envelopes but not the actual signature of the envelope. An action is required for legal reasons.

@vickieloring1261 2 года назад

If we need to send the W9 to a subcontractor that will need to use either the SSN or EIN. Is there a way to make it so they are required to complete the field but only SSN or EIN?

@Solusign 2 года назад

You could create a logic in a way that forced them to provide SSN if they check a certain box and EIN if they select another box

@lindseyl3 Год назад

@@Solusign do you have a video that explains the way to do this?

@Solusign Год назад

What exactly?

@vickieloring1261 Год назад

@@Solusign I found another way to do this that I thought I would share. I made it so the SSN field has a conditional logic that has if the SSN field is blank, then the EIN field in required. That way, if they type data into the SSN field, the EIN will no longer be required. It has worked great!