--00000000000033c44205e726e4e8 Content-Type: multipart/alternative; boundary="00000000000033c43e05e726e4e6" --00000000000033c43e05e726e4e6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Happy Friday, everyone! All of you received an invitation to PandaDoc training yesterday and there have been a few questions about what PandaDoc is, how to access it (don't worry, you don't need to access it yet, your invitation will come next week), and what the training is for. Please read the message below that was posted in Workplace after our announcement to leadership on 8/16 and review the attached deck for a more in depth explanation. If you have any further questions, please let me know! --- Hello everyone! As follow up to the announcement made to leadership last week, this message will serve as an official notification to all employees of the company's transition away from DocuSign to PandaDoc effective August 30, 2022. *What to Expect:* On August 30, 2022: - All DocuSign user accounts will transition to "receive only" status. T= his means you will no longer be able to send new envelopes from DocuSign. - DocuSign envelopes still awaiting signature will be accessible and executable by all parties. - All current DocuSign users will receive an invitation via email to activate your PandaDoc Account (this will be delivered to your @ *thekey.com* email address). - We will use Single Sign On for PandaDoc as we do for most company-wide applications. - PandaDoc will automatically integrate with Salesforce for streamlined document delivery! All Salesforce users will notice a PandaDoc tab in all Opportunity and Assessment records. - *TRAINING* will be provided by the PandaDoc Implementation team and TheKey Product Team. - Calendar invitations will be sent to all current DocuSign users with different day and time options. *You only need to accept one invitation for training.* - Training will be recorded and hosted on LMS for those who cannot attend in person. - *THEKEY UNIVERSAL CLIENT CONSENT AGREEMENT* will launch in cooperation with PandaDoc. All TheKey integrated locations will transiti= on to this Universal CCA at this time as required by TheKey Legal team. - *THEKEY UPDATED PAYMENT AUTHORIZATION PROCESS* will also launch in cooperation with PandaDoc. All TheKey integrated locations will transiti= on to this updated process as required by TheKey Finance Department. Please review the attached deck in detail and reach out to pandadoc-support@thekey.com with any questions. We are looking forward to a more streamlined, improved document management process for all! --- Katie Buell, CSPO Digital Product Manager * Please note my email has changed: * kbuell@thekey.com 415-385-1721 TheKey.com [image: TheKey] --00000000000033c43e05e726e4e6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Happy Friday, everyone! All of you received=C2=A0an invitation to PandaDoc traini= ng yesterday and there have