Need to request a W-9 from a vendor? Here's how you can do it directly through Glean!
Navigate to the vendors page
Select Documents or [...] and select Request W-9
Enter in the vendor's contact information. This will send the vendor an invitation to upload their W-9.
The vendor will receive an email like the below where it will include a secure link to submit their documentation.
Once the vendor enters the W-9, you'll receive confirmation letting you know directly via email
The W-9 will be stored under Documents in Glean
