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Previously asked: How to get a W9 template to work properly?

S
Newcomer
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I watched a video that came up about creating templates for tax forms, but whatever version in the video is - is definitely not the same as mine. I don’t have many of the options the video presented. As of now, I’m having to go through each field and add text boxes. It’s awfully difficult to get it to look right in terms of aesthetics and spacing. I just want to be able to send my subcontractors the forms they need so that they don’t have to come to the office. I’m sorry for asking again but the fixes I’m reading don’t seem to apply to what I see on my end. I’ll take any help I can get. 

2 replies

M
Community Moderator
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  • marco.tanglaoCommunity Moderator
  • Community Moderator
  • 428 replies
  • March 14, 2025

Hello ​@SBS_Office,

Thank you for reaching out here in the Docusign Community.

You may follow the steps provided in the link below on how to create a template.

Create a Template and Add Pre-fill Fields

If you found the response a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

M
Community Moderator
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Hello ​@SBS_Office,

I hope you are doing well. I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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