Automatic Sending of the W-9S Form After Student’s Data Change

Locations:

• Leads & Students → Student "Name": Lead Details
• Leads & Students → Student "Name" → Student Folders

Users with the following permissions:

• Leads & Students → Edit

Case:

Students need to re-sign the W-9S form when their personal information changes.

Problem:

The form can be set only manually.

Solution:

Added the automatic sending of the W-9S form to students for signing. All other unsigned forms are canceled.

The form is sent if the following student’s data changes:

• Name of student (LastName, FirstName, MiddleName)
• SSN (Taxpayer identification number)
• Address
• City
• Stage
• ZIP

The form will be sent to students whose stage starts from the one defined in the Main Stage for Automatic Sending of Form W-9S After Changing Student Data setting in the School Settings. If no stage is defined, the form will not be sent automatically.

Available since 4.57.0 (view release notes).