Attach W-9 to contract

Chad W. shared this question ago

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Our standard procedure for 25 years, has always been to attach a PDF of our ride checklist ( I can recreate this in HTML if needed ) AND our W-9 for the year, as we do mostly municipal and corporate clients.

Is there a way I can at least add the w-9 to the contract?

I am open to suggestions, even it gets sent separately, but hopefully automated in IO as well.

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Comments (1)

Gabrielle P. ● 3 days ago

We can either create a link to the forms in the contract OR add the links to the contract email template. It would be your preference however yes a link can be created for those attachments.

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Chad W. ● 3 days ago

Thanks Gabrielle, I can handle that, where would I add that file to create the link?

Is this something I need to store elsewhere, or can I add it to IO and create a link there?

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Brittany M. ● 3 days ago

You can create a link to the form by adding the form as an attachment to a lead or in the inventory settings. Once you add as an attachment and save, you can click the "File" icon. This will open the form in a new tab where you can copy the URL link for future use.

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