User goal
Fill, annotate, sign, export, or send the W-9 after choosing it from the forms library.
Editor · 2 pages
W-9 in Editor
Shows how a catalog form becomes an editable workspace with the PDF loaded from the form guide CTA.
/editor-soft?form=W-9&fileUrl=/forms/irs/fw9.pdf&source=catalog
3
Actions
5
States
2
Related flows
3
Related pages
Actions on this screen
Text / Date / Sign / Check
Adds fillable content directly on the PDF.
Next: Edited PDF state
Download PDF
Exports the edited form locally.
Next: Local PDF download
Send
Starts pre-send control and Quick Send Studio.
Next: Send anyway / Quick Send
Important states
Catalog-loaded PDFForm fields visibleEdited overlaysFloating page controlsPre-send readiness modal