Upload Folder ID for Automated Vendor Onboarding in Sage Intacct

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In the Vendor Onboarding SmartFlow, to find your preferred Folder ID for the W-9 uploads when using Sage Intacct ERP, complete the following steps.

 

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  1. In Sage Intacct, go to Company > Setup > Attachments.

     

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  2. In the Attachment Folders page, find and select your preferred Folder ID name. In the example below, the Name of the folder is Document Folder. 

 

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