--00000000000035eb6f05da5a8963 Content-Type: text/plain; charset="UTF-8" Tardy to the party with my last response. Cheryl, you are correct. You can send over the document and we will get the template created for you. Katie Buell, CSPO Digital Program Manager * Please note my email has changed: * kbuell@thekey.com 415-385-1721 TheKey.com [image: TheKey] On Wed, Mar 16, 2022 at 11:42 AM Cheryl Cartwright wrote: > Hi Shelby, > > We know how to upload documents so no need to send the video. We just > didn't think we had the permissions to do so. If we do then we will go > ahead and upload them. > > Thanks again, > > Cheryl > > On Wed., Mar. 16, 2022, 2:34 p.m. Timothy Thomas, tt@homecareassistance.com> wrote: > >> Thanks Audra. >> >> On Wed, Mar 16, 2022 at 2:33 PM Audra Williams wrote: >> >>> Hi Shelby! >>> >>> Can you send the training videos to Cheryl so that she can upload her >>> new Client Agreement into Toronto Docusign, please? >>> >>> Best, >>> >>> On Wed, Mar 16, 2022 at 11:19 AM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> Hi Audra, >>>> >>>> Clients can receive all their documents through docusign. The client >>>> consent, the emergency contact form, the credit card authorization form and >>>> the direct deposit form. We however do not have the authority to upload our >>>> new client consent form so we need that to be uploaded. It is attached >>>> here. Please note that this document needs the ability to be changed each >>>> time we send it out so can it be uploaded in such a way that we can >>>> manipulate it? >>>> >>>> Cheryl >>>> >>>> On Tue, Mar 15, 2022 at 11:28 PM Audra Williams >>>> wrote: >>>> >>>>> Yes please. Are you using the other client facing documents in >>>>> Docusign? I want to make sure before I have this duplicated. >>>>> >>>>> Best, >>>>> >>>>> On Tue, Mar 15, 2022 at 8:12 PM Cheryl Cartwright >>>> ccartwright@homecareassistance.com> wrote: >>>>> >>>>>> Not yet. We just had this finalized last week actually but we can >>>>>> definitely do that if that's what's preferred. >>>>>> >>>>>> >>>>>> >>>>>> On Tue., Mar. 15, 2022, 11:07 p.m. Audra Williams, >>>>>> wrote: >>>>>> >>>>>>> Thanks, Cheryl! >>>>>>> >>>>>>> Did you upload it into Docusign? If so, I can't see it on my side >>>>>>> for some reason. >>>>>>> >>>>>>> Best, >>>>>>> >>>>>>> On Tue, Mar 15, 2022 at 8:04 PM Cheryl Cartwright >>>>>> ccartwright@homecareassistance.com> wrote: >>>>>>> >>>>>>>> Hi Audra, >>>>>>>> >>>>>>>> We recently, with Tim, made changes to our consent which is >>>>>>>> attached here. If you wish to discuss any of it please let me know. >>>>>>>> >>>>>>>> Cheryl >>>>>>>> >>>>>>>> On Tue., Mar. 15, 2022, 11:02 p.m. Audra Williams, >>>>>>> audraw@thekey.com> wrote: >>>>>>>> >>>>>>>>> Hi Cheryl! >>>>>>>>> >>>>>>>>> Are you still currently using the client agreements that are in >>>>>>>>> Docusign? >>>>>>>>> >>>>>>>>> If you are not, can you please send me what you are currently >>>>>>>>> using for client facing documents