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I have yet to have a PDF version of a W9 form allow me to fill it in completely without telling me some portion of the thing will not allow a text field and/or signature. It's a real fucking pain in the ass, is what it is.
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I am having this exact problem, despite being trained to create fillable forms in Acrobat. I could FIX it if they weren't locked, but they're all locked. This is insane.
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There have been a few of these where I've printed the form out, scanned it, and then turned the scan into a fillable form. This tactic is normally reserved for things like authorizations to share medical data, where I'll have to turn in multiple versions (one for each provider).
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I print the PDF to PDF in the first step, rather than onto paper. Using the "Microsoft print to PDF" option has much the same effect as the print-and-scan method, but faster and with fewer printer artefacts and slightly wonky pages.
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Today I discovered that some recent changes to my account seem to have removed Microsoft Print to PDF from my available options. I am now sad and have a much longer workflow.
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I think Microsoft and Adobe had an agreement expire or something. We’re using a new bridge extension for better export.
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My usual hack for this nonsense is to convert it to a word document and then back to a PDF. That usually works for me.
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UGH SO MANY STEPS (also me too)
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I have never understood the whole thing where the fields that THEY SAY THEY WANT YOU TO FILL IN are LOCKED for reasons. :headdesk:
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I've found that Word tends to introduce problematic (and invisible) formatting codes at times -- I tend to just print out the original PDF, scan/OCR it into a fresh PDF, then edit it by hand in Acrobat. When I'm feeling grumpy, I do the scan at really low resolution. . . .
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Oh, that's genius! I've always just given up, printed it and scanned it again.
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get a PC with a touchscreen; open the PDF in Edge browser; pick Draw with touch; write words on it with your finger!
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State-level charitable org financial report forms, JESUS FIX IT (or give me the power to). Less infuriating but still annoying: the random field with a wildly different font setting.
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it is. i find opening them in notability on my ipad allows me to write on *anything*, and then i can export it again, no problem. but, one shouldn’t have to do it.
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Once I got one W9 done, I just send a copy of that PDF to whomever requests one. In at least my experience, there is no need to do a new one each time just because they send you a blank. Perhaps your requests are different, though.
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Have you considered… No actually there’s no good option here sorry for your troubles.
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I created my own that I keep on hand and fill out then Save As for any clients. Only way I got around that.
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PDFs would be great if they just allowed for fillable fields ALWAYS, until you're done, then you hit submit, an it saves a copy of the form with the answers to your desktop i honestly don't know why Adobe doesn't make it this way across the board... greed i guess
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my university requires W9s from my students to reimburse their *travel expenses* and I get it