Locations:

  • Student "Name" → Student Folders


Users with the following permissions:

  • Documents and E-Sign Packages → Add


Case:

Students need to fill out the W9S form.


Problem:

The important personal fields are filled manually and may have errors.


Solution:

Added the ability to generate the W-9S form in GEGI with automatic filling in of the student’s personal information. The form can be sent to the student for signing via e-sign:




The following data is automatically prefilled:

  • Name of student
  • Taxpayer identification number ("N/A" is set if the student does not have and SSN\ITIN)
  • Address
  • City, state, and ZIP code
  • Student ID number


Available since 4.55.0 (view release notes).