--00000000000096891b05eb3dcfa0 Content-Type: multipart/alternative; boundary="00000000000096891a05eb3dcf9f" --00000000000096891a05eb3dcf9f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Katie, Can you please resend the Pandadoc invitation to Melissa Rus? Regards, Angie Kunnath *Regional, Caregiver Recruitment, Canada* *Home Care Assistance* 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 *Champions of Aging Well* *www.**H**o * *me Care Assistance Waterloo .ca www.HomeCareAssistanceGuelph.ca* *www.HomeCareAssistanceOakville.ca**www.HomeCareAssistanceMississauga.ca* Visit our Website Read our Mission Balanced Care Method Hospital to Home Care Review our Book Series Cognitive Therapeutics Our Recent Press Connect on LinkedIn Read our Reviews Watch our Videos Subscribe to our Blog On Fri, Sep 30, 2022 at 6:04 PM Katie Buell wrote: > Tim, > > Wanted to be sure to follow up with you and let you know that the Montrea= l > Caregiver onboarding documents are now ready for you in PandaDoc! > > You can access them by going to "Templates" > "6. Caregiver Documents" > > "Canada" > "Montreal, Canada: Caregiver Documents" > [image: image.png] > > Please review and let me know if you have any questions. If all > looks good, we can plan to transition you off DocuSign and fully onto > Pandadoc in the next couple of weeks. > > Katie Buell, CSPO > Digital Product Manager > * Please note my email has changed: * > kbuell@thekey.com > 415-385-1721 > TheKey.com > [image: TheKey] > > > On Fri, Aug 26, 2022 at 9:19 AM Timothy Thomas wrote: > >> Perfect! >> >> I'll advise the team. Thanks so much Katie! >> >> Tim. >> >> On Fri, Aug 26, 2022 at 12:17 PM Katie Buell wrote: >> >>> Hi Tim! >>> >>> I would recommend (with approval from Angie) that we move your CG >>> onboarding to PandaDoc as well. We have not moved any Caregiver onboard= ing >>> to PandaDoc yet, but can do so with Montreal first! >>> >>> Because of the lift it is taking for me to prepare the launch, CG >>> onboarding will not be ready for next week, so here is what I propose: >>> >>> - Montreal client onboarding transitions to PandaDoc as of August 30= . >>> - I will work the week of August 30 to get Montreal caregiver >>> onboarding documents moved over to PandaDoc. Montreal will continue = to do >>> caregiver onboarding in DocuSign until I get those documents transit= ioned >>> over to PandaDoc >>> - The week of September 5 we can transition caregiver onboarding >>> over to PandaDoc, as well. >>> >>> This means that I will keep everyone in Montreal active in DocuSign. Al= l >>> docusign accounts are set to transition to "Receive Only" on August 30,= but >>> I can keep everyone in Montreal active as you currently are so you can >>> continue to perform caregiver onboarding. >>> >>> Let me know if you have any questions. If not, I'll plan to move forwar= d >>> this way. >>> >>> Katie Bue