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