I can't seem to make i9 a template.. Doesn't accept the format of pdf...Can someone help me?

Question

I noticed another person had the same problem but his question didn't have an answer.

Community Expert · Accepted Answer

So you are trying to upload an existing I-9 PDF file and what exactly is the error or message when you attempt to upload? Where did you get the I-9 PDF from?

My recommendation is to use the DocuSign Template Library and import that I-9....(note you need to be a DocuSign Admin on the Account to perform this action.)

https://support.docusign.com/knowledgemarket/article/DocuSign-Template-Library

Community Member · Answer

I was struggling with this same problem, even after reading all the community forum posts about it. This solution worked for us so I thought I'd share it on any relevant posts here in case it helps others.

I downloaded the W4 and I-9 template found on this page (as David says above):

https://support.docusign.com/knowledgemarket/article/DocuSign-Template-Library

It's a json file. But then I was unable to upload that json file as a template because our account did not have that option enabled. To enable it, I went to Admin > Sending Settings > Templates and checked the box for "Enable template upload".

Once you've done that you can go into your DocuSign account, go to Templates, and click New > Upload Template. You then give it the json file you downloaded above, and it creates a template with a working w-4 and i-9 form.

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