--000000000000a0222205e9ec57cb Content-Type: multipart/alternative; boundary="000000000000a0222105e9ec57ca" --000000000000a0222105e9ec57ca Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great! Definitely approve. On Fri, Sep 30, 2022 at 6:04 PM Katie Buell wrote: > Tim, > > Wanted to be sure to follow up with you and let you know that the Montrea= l > Caregiver onboarding documents are now ready for you in PandaDoc! > > You can access them by going to "Templates" > "6. Caregiver Documents" > > "Canada" > "Montreal, Canada: Caregiver Documents" > [image: image.png] > > Please review and let me know if you have any questions. If all > looks good, we can plan to transition you off DocuSign and fully onto > Pandadoc in the next couple of weeks. > > Katie Buell, CSPO > Digital Product Manager > * Please note my email has changed: * > kbuell@thekey.com > 415-385-1721 > TheKey.com > [image: TheKey] > > > On Fri, Aug 26, 2022 at 9:19 AM Timothy Thomas wrote: > >> Perfect! >> >> I'll advise the team. Thanks so much Katie! >> >> Tim. >> >> On Fri, Aug 26, 2022 at 12:17 PM Katie Buell wrote: >> >>> Hi Tim! >>> >>> I would recommend (with approval from Angie) that we move your CG >>> onboarding to PandaDoc as well. We have not moved any Caregiver onboard= ing >>> to PandaDoc yet, but can do so with Montreal first! >>> >>> Because of the lift it is taking for me to prepare the launch, CG >>> onboarding will not be ready for next week, so here is what I propose: >>> >>> - Montreal client onboarding transitions to PandaDoc as of August 30= . >>> - I will work the week of August 30 to get Montreal caregiver >>> onboarding documents moved over to PandaDoc. Montreal will continue = to do >>> caregiver onboarding in DocuSign until I get those documents transit= ioned >>> over to PandaDoc >>> - The week of September 5 we can transition caregiver onboarding >>> over to PandaDoc, as well. >>> >>> This means that I will keep everyone in Montreal active in DocuSign. Al= l >>> docusign accounts are set to transition to "Receive Only" on August 30,= but >>> I can keep everyone in Montreal active as you currently are so you can >>> continue to perform caregiver onboarding. >>> >>> Let me know if you have any questions. If not, I'll plan to move forwar= d >>> this way. >>> >>> Katie Buell, CSPO >>> Digital Product Manager >>> * Please note my email has changed: * >>> kbuell@thekey.com >>> 415-385-1721 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Fri, Aug 26, 2022 at 9:07 AM Timothy Thomas wrote: >>> >>>> Hi Katie, >>>> >>>> Montreal is still using Docusign to send and receive caregiver >>>> employment agreements. The plan was to move to iCIMS in September but = that >>>> has been delayed until next year. >>>> >>>> What do you suggest we do in the interim? >>>> Thanks >>>> Tim >>>> >>>> On Fri, Aug 26, 2022 at 11:51 AM Katie Buell wrote= : >>>> >>>>> Happy Friday, everyone! >>>>> All of you received an invitation to PandaDoc traini