Home Property and Facility Vendors

Attaching a W-9 Form to an Existing Vendor

Updated on May 19th, 2025

This article will teach you how to attach a W-9 Form to a previously entered vendor.

From the Property & Facility menu, click Vendors.
From the Vendors page, click the Vendor Name that you desire to attach a W-9 Form to.
From the [Vendor Name] page, click the W-9 tab.
Click the Browse button, navigate to the .PDF file of the W-9 Form on your computer, and then click Open.
Click the Upload button.
The W-9 Form has been saved and is now attached to the vendor.

Overview: Vendors Adding a Vendor to a Property Removing a Vendor from a Property Adding a Contact to an Existing Vendor Disabling a Vendor Contact Editing Property Work Order Access for a Vendor Attaching a W-9 Form to an Existing Vendor Searching for an Existing Vendor