--00000000000098c49305e26fdd60 Content-Type: text/plain; charset="UTF-8" Thanks for the follow up, Jackie. Last week we were able to load Vancouver documents and give access to those team members. Happy to help with anything that still needs support. Thanks! Katie Buell, CSPO Digital Product Manager * Please note my email has changed: * kbuell@thekey.com 415-385-1721 TheKey.com [image: TheKey] On Mon, Jun 27, 2022 at 8:44 AM Jackie Summers wrote: > Thank you for much for helping move this forward! Looping +Matt Vijayan > so he's aware. > > Jackie Summers > Sales Operations Manager > *Please note my email has changed:* > jsummers@TheKey.com > (951) 675-0413 > TheKey.com > [image: TheKey] > > > On Thu, Jun 16, 2022 at 9:22 AM Katie Buell wrote: > >> + @Carolina Orosa @Lindsey Fancy >> >> >> (Moving @Jackie Summers to BCC line for email >> sanity) >> >> Carolina and Lindsey: I'm happy to load client onboarding documents to >> DocuSign for your offices to use after they have been reviewed and approved >> by Legal. Your documents don't need to be rebranded because you are still >> operating as HCA, correct? >> >> If you send those over, I'll be happy to get them loaded! >> >> And if there are any other employees in your office who need to have >> DocuSign access to send client onboarding documents, I'll also be happy to >> create accounts for them in our corporate DocuSign account. >> >> Thanks! >> >> Katie Buell, CSPO >> Digital Product Manager >> * Please note my email has changed: * >> kbuell@thekey.com >> 415-385-1721 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Jun 16, 2022 at 7:54 AM Timothy Thomas wrote: >> >>> Good morning. >>> >>> I presume those offices are not yet using docusign for client >>> consent agreements and payment forms. They're being completed in person >>> during the assessment. >>> >>> @Katie Buell Could you please work with the leader >>> of those two offices, Carolina Orosa (Vancouver) and Lindsey Fancey >>> (Winnipeg) to get their docs loaded into docusign. >>> >>> Please note that I'm out of office as of tomorrow until July 4th. >>> Best >>> Tim >>> >>> On Wed, Jun 15, 2022 at 8:01 PM Jackie Summers >>> wrote: >>> >>>> Looping our operational partner +Timothy Thomas >>>> here for the insights as our DIrector of >>>> Sales is on PTO. >>>> >>>> Jackie Summers >>>> Sales Operations Manager >>>> *Please note my email has changed:* >>>> jsummers@TheKey.com >>>> (951) 675-0413 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Wed, Jun 15, 2022 at 4:59 PM Katie Buell wrote: >>>> >>>>> Thanks! We'll get those created right away. >>>>> >>>>> One note: We do not have client onboarding documents in DocuSign for >>>>> Vancouver or Winnipeg. We do have documents for Toronto, Calgary, and >>>>> Ontario. >>>>> >>>>> Which documents do you need access to, @Jason Bradley >>>>> and @Cindy Skulsky >>>>> ? If Toronto, Calgary and Ontario are not >>>>> correct for you and you have documents that need to be loaded to DocuSign >>>>> tha