Fill a W9 Form using and Make

In this tutorial, we prepared a step-by-step guide on how to fill out a W9 form using and Make. Below, is the screenshot of the sample document that we use.

Screenshot Of Sample Document
Screenshot Of Sample Document

Step 1: Create a Scenario

First, click on the Scenario button to create a new scenario.

Step 2: Select Google Drive App

Next, let’s add a new module and choose the Google Drive app for the App Event.

Screenshot of selecting Google Drive app

Step 3: Download a File

Under the Google Drive app, select Download a file to get the file in the Google Drive storage.

Screenshot of Download a File

Step 4: Google Drive Configuration

Now, let’s set up the Google Drive Configuration.

  • In the Enter a File ID field, choose the Select from a list module.
  • For the Choose a Drive field, select My Drive to get a file from your Google Drive.
  • Under the File ID field, input the specific folder where your file is located.
Screenshot of configuring Google Drive

Step 5: Add Module

Now, let’s add another module and select the app.

Screenshot of adding module

Step 6: Select Fill a PDF

Next, select the Fill a PDF Form module to fill out the PDF forms fields such as page index, text, and name fields.

Screenshot of selecting Fill a PDF

Step 7: Fill out a PDF Form Configuration

Now, let’s do the configuration of the fill-a-PDF form module.

  • In the Input File field, select Upload a file to fetch a file from your Google Drive.
  • In the Source File field, input the Google Drive – Download a file.
  • For the Fields To Fill field, fill out the text field, name field, and page index field. You may use the Get PDF Info tool to get the field names in PDF form.

You can now Test and Run the file to make sure there are no errors in the setup.

Screenshot of configuring PDF Form fields

Step 8: Test and Run the Result

Great! The file has been successfully processed. You can now copy and paste the URL to view the result.

Screenshot of running test result

Step 9: Screenshot of the File Output

Here is the screenshot of the file output that we successfully run.

Screenshot Of The File Output
Screenshot Of The File Output

In this tutorial, you’ve learned how to fill out a W9 form using and Make. You also learned how to get the field names in PDF form.