Re: 162127 Gilles Gauthier* - FIN-WELCOME CALL - [#973138]

From
Dominique Jacobs <djacobs@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>
Date
Wed, 30 Oct 2024 08:35:20 -0400
Folder
INBOX
--Apple-Mail-402CD49D-CF6A-4005-AF19-FE0E6CA14A65 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Thanks so much Timothy. &nbsp;We=E2=80=99ll reach out to C= heryl this morning.&nbsp; H= ave a good day Dom On Oct 29, 2024, at 1:27=E2=80=AFPM, Timothy Thomas &lt;tt@= thekey.com&gt; wrote: =EF=BB=BF Hi Dom,&nbsp; I a= gree that if the intake team initiated the original pandadoc that they be re= sponsible&nbsp;to correct it. Has this client been flagged to cheryl? If not= , please do so. I think we've solved the pandadoc i= ssue so hopefully it won't happen again. Thanks! On Tue, Oct 29, 2024 at 12:49=E2=80=AFPM Dominique Jacobs &lt; djacobs@thekey.com &gt; wrote: = Hi Timothy, I hope you are doing well! I apologize for bringi= ng this up, but Joey and I have received quite a few emails regarding the si= gnature issue (please see the forwarded email regarding Gauthier). We were i= nitially informed by the intake department that it was related to PandaDoc, a= s clients' emails were appearing for signatures. There was a company m= eeting discussing signatures and the importance of having the correct ones, b= ut it wasn't clear who would be responsible for that. If the problem w= ith PandaDoc has been resolved, can we have the intake department manage thi= s? Shouldn't they confirm that all signatures are correct before pushing the= documents through to the local offices? Please let me know, and we ca= n ask Cheryl to follow up on this. Thanks so much=E2=80=94I just wanted to c= onfirm with you before reaching out to her. Dom Dominique Jacobs Gestionnaire des= soins/ Infirmi=C3=A8re auxiliaire Client Care Manager/Licensed Practical Nurse Tel: 514.907.5065 |&nbsp; Fax : 514.221.4265 djacobs@TheKey.com | <span style=3D"font-family:Arial;color:rgb(17,85,204);= background-color:transparent;v

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