Save incoming speaker W9 PDFs to shared drive folder
Save incoming speaker W9 PDFs to shared drive folder
When your event speaker W9s arrive they often sit unfiled, delaying payments and tax prep. Finance can process payments same day because each PDF is filed and renamed into your shared drive.
Overview
Unfiled speaker tax forms slow payments and create extra work for program coordinators and finance. This flow captures each submission and stores a consistently named PDF in your shared drive, getting forms ready for payment the same day.