There are many instances where an entity needs to request for and collect information from another entity. PDF forms are a good way to go about doing this. PDF forms can directly be used as templates for data entry. In this scenario the W-9 PDF form is used as data-entry screen for accepting taxpayer information from a vendor in the company ERP system. When the company needs to collect taxpayer information from a vendor it emails the link to the W-9 form via the ERP app. On receiving the email the vendor clicks on the link which opens the ERP app’s data collection screen. On this screen the ERP app loads the Document Viewer with a blank W-9 form for a new vendor or a pre-filled form for an existing vendor. The vendor fills the form and then clicks the Submit button. This causes the data to be captured into a database.
