# W-9

This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to [this guide](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-importing.md).

This W-9 process enables users to fill out a Workflow Automation form with the required W-9 fields and generates them into a government W-9 PDF. This can stand alone or be incorporated into an existing process in your instance.

You'll also need a W-9 PDF template to upload to your process. [Download it here](https://www.nutrient.io/assets/nutrient-media/guides/workflow-automation/files/1780/w9_template.zip).

## Process app integration walkthrough

For more information, check out this comprehensive walkthrough video, which guides you through the seamless integration of our process app, a powerful tool designed to automate and simplify your W-9 and I-9 workflows.
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## Related pages

- [Capital expenditure request (CER) with advanced form](/guides/workflow-automation/workflow-templates/finance/capital-expenditure-request-cer-with-advanced-form.md)
- [Capital expenditure request (CER)](/guides/workflow-automation/workflow-templates/finance/capital-expenditure-request-cer.md)
- [General finance department request](/guides/workflow-automation/workflow-templates/finance/general-finance-department-request.md)
- [Employee reimbursement request](/guides/workflow-automation/workflow-templates/finance/employee-reimbursement-request.md)
- [I-9](/guides/workflow-automation/workflow-templates/finance/i-9.md)
- [Invoice approval](/guides/workflow-automation/workflow-templates/finance/invoice-approval.md)
- [Finance](/guides/workflow-automation/workflow-templates/finance.md)
- [New vendor request](/guides/workflow-automation/workflow-templates/finance/new-vendor-request.md)
- [Purchase requisition](/guides/workflow-automation/workflow-templates/finance/purchase-requisition.md)
- [Vendor invoice approval and payment process](/guides/workflow-automation/workflow-templates/finance/vendor-invoice-approval-payment-process.md)