Login into your Payable Dashboard and go to the ‘Team’ tab.
At the bottom of the page, click on the ‘Export W9s’ button.
When prompted, select the ‘Generate PDFs’ button to kick off the export.
When the export is complete, select the ‘Download Now’ button to download the signed W-9s in a zip file. You will also be notified via email when the file is ready for you.
Once the file is downloaded you can use a software of your choice to unzip the zipped file. The file name should appear as “Project_Name_legal_documents_Date”. You should be able to search for recipient’s forms by searching for first and last name.