KamoCRM

W-9 edition 3 fills the name and address from the signer's profile

FeatureDocsService
Shipped
November 13, 2026 at 4:43 AM UTC
Author
Kamo
Commit
380a307

The library W-9 design binds line 1 (name) to legalName, line 5 (address) to addressLine and line 6 (city, state, ZIP) to cityStateZip, so ESigService fills them from the member's profile and the member can correct the profile in place. W9_EDITION 2 -> 3: the platform package gets the new edition, and adopting orgs are offered it; nothing is delivered and earlier versions are untouched.

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