How can I set up email notifications when a vendor submits their W-9/W-8 form?

Last modified 9/26/2023 9:08:08 AM EST

To receive email alerts whenever a vendor submits their W-9/W-8 form, follow these steps:

Step 1: Navigate to the ‘Settings’ tab on your W-9 dashboard.

Step 2: Click on ‘Email Notification Preferences’ to customize how and when you’d like to receive notifications when a vendor submits a W-9/W-8 either through email requests or a hosted page.

You can choose to be notified:

• Immediately – Receive an email immediately after the vendor completes the form.
• Daily – Receive a digest email daily at 10.00 AM (EST).
• Weekly – Receive a digest email every week on Monday at 10.00 AM (EST).
• Monthly – Receive a digest email on the first of every month at 10.00 AM (EST).

Note: Digest emails are only sent if there’s an action or pending request during the selected period.