Re: Fred & Joyce Howlett

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Katie Buell <kbuell@thekey.com>
CC
Chuck Terlesky <cterlesky@thekey.com>, Panda Doc <pandadoc-support@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 28 Sep 2023 13:02:03 -0400
Folder
INBOX
--0000000000004eea8a06066e4503 Content-Type: multipart/alternative; boundary="0000000000004eea8906066e4502" --0000000000004eea8906066e4502 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable It honestly doesn't matter. The clients have already threatened us though that if they don't have this today they are moving on. Please just use the SJD one. Thank you so much for your help, Cheryl On Wed, Sep 27, 2023 at 4:16=E2=80=AFPM Katie Buell wro= te: > There are three: > > [image: image.png] > Katie Buell, CSPO > Product Manager > 415-385-1721 > TheKey.com > [image: TheKey] > > > > On Wed, Sep 27, 2023 at 1:14=E2=80=AFPM Cheryl Cartwright > wrote: > >> I think there is now a unified Ontario document under TheKey which would >> be the best one to use. >> >> If not please use the Waterloo version. >> >> Thanks Katie. >> >> On Wed, Sep 27, 2023 at 4:13 PM Katie Buell wrote: >> >>> there are also 3 different versions of the agreement for Ontario. I nee= d >>> to know which one to use >>> >>> Katie Buell, CSPO >>> Product Manager >>> 415-385-1721 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> >>> On Wed, Sep 27, 2023 at 1:12=E2=80=AFPM Katie Buell = wrote: >>> >>>> Hi Steve, >>>> >>>> Yes, I can do this. I need to know where to put the sentence you want >>>> me to add: >>>> >>>> *All applicable provisions from the attached Schedule D are >>>> incorporated into the Agreement* >>>> >>>> Katie Buell, CSPO >>>> Product Manager >>>> 415-385-1721 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> >>>> On Wed, Sep 27, 2023 at 8:45=E2=80=AFAM Steve Koyanagi >>>> wrote: >>>> >>>>> Hi Katie/Pandadoc Support, >>>>> >>>>> Is it possible to add one sentence for a one-off Ontario agreement an= d >>>>> include the attached as an Exhibit: >>>>> >>>>> "All applicable provisions from the attached Schedule D are >>>>> incorporated into the Agreement. >>>>> >>>>> On Wed, Sep 27, 2023 at 7:36=E2=80=AFAM Cheryl Cartwright >>>> ccartwright@thekey.com> wrote: >>>>> >>>>>> Any update on this as the clients are waiting. >>>>>> >>>>>> Thanks in advance, >>>>>> >>>>>> Cheryl >>>>>> >>>>>> On Thu, Sep 21, 2023 at 3:57 PM Timothy Thomas wrote= : >>>>>> >>>>>>> Hi Katie, >>>>>>> >>>>>>> Can you assist us with this one off client request to adjust the CC= A? >>>>>>> >>>>>>> On Thu, Sep 21, 2023 at 2:56=E2=80=AFPM Steve Koyanagi >>>>>>> wrote: >>>>>>> >>>>>>>> Based on my review below, the easiest way to streamline is to add >>>>>>>> Exhibit D to our CCA and insert in the CCA that: "All applicable p= rovisions >>>>>>>> from the attached Schedule D are incorporated into the Agreement." >>>>>>>> >>>>>>>> Seems like the quickest/most efficient approach to me. >>>>>>>> >>>>>>>> On Thu, Sep 21, 2023 at 11:36=E2=80=AFAM Timothy Thomas >>>>>>>> wrote: >>>>>>>> >>>>>>>>> I'm ok adding this language into the consent for this client as w= e >>>>>>>>> do pay out all of those items to caregivers. Perhaps we should cr= eate an >>>>>>>>> addendum for these types of cl

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