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Discussion

How is everyone handling W4 and similar PDF documents that require a signature

posted on May 7

There are many vendor PDF forms that include a signature field but with no way to sign them just like the official W4 at this website. You can fill out everything digitally until you get to the signature field.

https://www.irs.gov/pub/irs-pdf/fw4.pdf

For our customers I hear the following solutions:

  • Rebuild and maintain the form in Laserfiche Forms
    a lot of work and prone to mistakes, sometimes not permitted
  • Accept without a signature and take the time to print and get a signature at some point
    time consuming, creates waste by printing to paper from digital and re-scanning to digital
  • Use a 3rd party signature service
    time consuming, expensive, lacks direct automation at time of submission

 

Everyone we talk to about whichever of the 3 methods they use are unhappy with their process. Is there a better way?

I was recently shown a Forms product used by a municipality where you can upload one of these PDFs and it creates a form out of it (essentially just an image of the PDF as the background of the web form). Then instead of drag and dropping fields onto the canvas, they draw the fields directly over the image including the ability to add a digital signature field. In this way they can more easily update the form by dropping the new PDF in and just looking for anything that does not match up. They can still get all their metadata, build a business process after submission, and the form is signed when they view it in the repository.

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replied two days ago

I was going to say "Take a look at this thread, this PDF has had design issues before where fields were causing problems when attempting to fill them", but then i noticed it's a newer version. So i decided to check if they fixed it. Looks like the naming convention for the fields is kind of a mess when it comes to automating filling fields.

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replied two days ago

It always baffles me how haphazardly the IRS creates every version of their fillable PDFs. The values and labels are all over the place and change with every version (usually getting worse).

The biggest issue with this form is that today's generation does not have a printer in the household. So they are submitting these without signatures prompting HR departments to reach out to us for a better solution. Obviously Docusign is our general recommendation but it's not great as they still receive no signature on submission and have to go through all the manual interfaces to request a signature.

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replied two days ago

Depending on who you are working with and how you create the legal disclaimer (many places won't allow this), you can fill it all out digitally and display your created copy in an iFrame. . .then use a Forms signature field to capture a real signature, then workflow to apply it to the document.  It has been used this way, but their attorneys are going to want to weigh in on whether they agree with a signature that is "moved" to the final form.

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replied two days ago

We have On-Prem customers that draw the a Forms signature field data to a PDF but it seems much more difficult to accomplish this in Cloud.

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