---
title: "How to manually collect a project worker's onboarding documents in Wrapbook"
slug: "how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook"
updated: 2026-07-07T18:07:19Z
published: 2026-07-07T18:07:19Z
canonical: "help.wrapbook.com/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manually collect a project worker's onboarding documents in Wrapbook

## Overview

In Wrapbook, manually collected or offline onboarding documents are documents completed outside of the Wrapbook platform, such as on paper forms or fillable PDFs. There are three types of onboarding documents that may need to be manually collected, and each is handled differently in Wrapbook:

- [**Company-issued startwork**](/v1/docs/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook#about-this-option1) (such as deal memos, crew agreements, training document requirements, and other production-specific documents)
- [**Tax forms**](/v1/docs/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook#manually-collecting-tax-forms1) (federal, state, and locally required forms such as W-4 and W-9)
- [**Form I-9**](/v1/docs/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook#manually-collecting-form-i91) (employment eligibility verification)

Select the document type above to jump to the relevant instructions.

## Company-issued startwork

When the *manually collect startwork* option is turned on for your company's Wrapbook account, [authorized](/v1/docs/roles-permissions) company team members can attest in Wrapbook that they'll manually collect onboarding documents on behalf of a project worker.

When this attestation is checked, the authorized company team member will be able to:

- [Download ready-to-sign startwork](/v1/docs/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook#how-to-download-startwork-for-manual-completion2) from Wrapbook, with the worker's information already filled in
- [Upload the completed and signed startwork](/v1/docs/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook#how-to-upload-manually-collected-startwork-to-wrapbook1) to the documents to Wrapbook
- [View startwork documents](/v1/docs/how-to-onboard-a-worker-whos-unable-to-digitally-sign-their-startwork-in-wrapbook#how-to-view-documents-that-have-been-manually-collected-and-uploaded1) that have been manually collected and uploaded to Wrapbook

When *manually collect startwork* has been enabled for a worker:

- The setting is project-specific and will not automatically transfer to future projects the worker joins
- Once you've attested to manually collect startwork, the worker must complete all required documents listed offline, including any new startwork documents that are added to the project
- Any partially completed startwork that was started online will remain available for digital completion

### How to enable manually collect startwork for a project worker

Once the option to manually collect startwork is turned on for your company's Wrapbook account, you can enable it for a project worker by doing the following:

1. In the left-side navigation, click the dropdown menu to select the project
2. In the left-side navigation, click **People**
3. On the project's *People* dashboard, click the **View** button next to the worker
4. Under the worker's details, scroll down to the *Startwork* section and click **Edit**
5. On the *Required startwork* page, click the **toggle** to enable **Manually collect startwork**
  - **Note:** This option will only be available if you've requested it from your company's Wrapbook Customer Success Manager or the [Support Team](/v1/docs/how-to-get-help-using-wrapbook)
6. Click the **checkbox** to confirm the attestation
7. Click the **Save** button

![image-1752686268142.png](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1752686268142.png)

*In the Startwork section, click* ***Edit***

![Instructions for onboarding tasks and required documents for a worker in Wrapbook.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1752687003957.png)

*Click the toggle to enable* ***Manually collect startwork****, click the* ***checkbox*** *to confirm the attestation, then click the* ***Save*** *button.*

### How to download startwork for manual completion

When *manually collect startwork* is enabled for a worker with an existing Wrapbook profile, [authorized](/v1/docs/roles-permissions) members of your team will be able to download startwork documents so they can be printed or shared and completed off platform:

1. In the left-side navigation, click the dropdown menu to select the project
2. In the left-side navigation, click **People**
3. On the project's *People* dashboard, click the **View** button next to the worker
4. Under *Startwork*, click the **download icon** next to each form to download. Once downloaded, the forms can be printed or shared.

![List of completed forms with upload options for various agreements and memos.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled (95).png)

*Click the* ***download icons*** *next to the startwork documents you want to save to your computer and print or share*

### How to upload manually collected startwork to Wrapbook

When *manually collect startwork* is enabled for a worker, you can upload the forms that they've completed offline to Wrapbook using the following steps:

1. Make sure you've saved copies of the completed startwork to your computer
2. In the left-side navigation, click the dropdown menu to select the project
3. In the left-side navigation, click **People**
4. On the project's *People* dashboard, click the **View** button next to the worker
5. Under the worker's details, scroll down to the *Startwork* section and then click **Upload** next to the startwork document you're uploading
6. In the popup, drag and drop the saved document, or click the **Browse Files** button to select the file
7. Once the name of the file appears in the popup, click the **Upload** button

![Upload section for CA Wage Theft Prevention Form with file size and format details.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled (96).png)

*Drag and drop the file, or click the* ***Browse Files*** *button to select the document that you want to upload*

![Upload prompt for CA Wage Theft Prevention Form with file details and action buttons.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/offline startwork (7).png)

*Once the name of the file displays in the popup, click the* ***Upload*** *button*

### How to view startwork documents that have been manually collected and uploaded

To view startwork that's been manually collected and uploaded to a project worker's details:

1. In the left-side navigation, click the dropdown menu to select the project
2. In the left-side navigation, click **People**
3. On the project's *People* dashboard, click the **View** button next to the worker
4. Under *Startwork*, click **View** next to the name of the completed document you want to see.
  - You also have the option to delete an uploaded document by clicking the **trash icon**

![List of completed forms with options to view and upload documents for each item.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/offline startwork (8).png)

*Under Startwork, you can click* ***View*** *to see the uploaded document, or the trash icon to delete it*

## Manually collecting tax forms

If a worker or their agent prefers to complete paper versions of tax forms (such as W-4 or W-9), follow these steps:

1. [Invite](/v1/docs/how-to-invite-workers-to-a-project) the worker to the project
2. When paper forms will be used, you can skip *Step 4: Assign Startwork*
3. Collect the worker's completed paper tax forms
4. Create digital copies of each form using a document scanner
5. Add the scanned copies to the project's [Documents folder](/v1/docs/add-a-project-document)
6. Notify your paymaster via email once you've uploaded the documents, or [contact the Wrapbook Support Team](/v1/docs/how-to-get-help-using-wrapbook)

## Manually collecting Form I-9

Form I-9 is handled separately from other startwork in Wrapbook. If a worker's Form I-9 has been (or will be) completed on paper outside of the platform, a production administrator can update the worker's Form I-9 settings to reflect this.

### How to set a worker's Form I-9 to manually collected

1. In the left-side navigation, click the dropdown menu to select the project
2. In the left-side navigation, click **People**
3. On the project's *People* dashboard, click the **View** button next to the worker
4. Scroll down to the *Form I-9* section and click **Settings**
5. On the *Form I-9 Settings* page, under *Collect Form I-9 electronically for this worker?* click to choose **No**
6. Click the **Save I-9 Preferences** button

Once saved, the worker will no longer be prompted to complete the Form I-9 through Wrapbook. The production administrator is then responsible for collecting, completing, and verifying the Form I-9 outside of the platform.

**Important:** This setting is project-specific and will not carry over to future projects.

### Uploading a completed Form I-9 to Wrapbook

After the Form I-9 has been signed by both the worker and the employer representative, you have the option to upload a copy to the project’s [*Files & exports*](/v1/docs/about-documents-admin).

Uploading is optional but strongly recommended. Storing the completed form in Wrapbook keeps it accessible for future reference.

Federal tax withholding form completed at time of initial hiring for tax calculation purposes.

Documents filled out by workers at the beginning of the work, which contains specific, vital information needed to process payroll.

A person or company licensed by the state to represent clients and negotiate contracts on their behalf.

Person responsible for processing payroll data to produce employee paychecks and reports; an individual who calculates inputs and processes payroll and is knowledgeable about the various union and guild requirements in their respective jurisdictions.

A Federal Employment Eligibility Verification form, required for proof of eligibility to work in the United States.