Re: Montreal Caregiver documents - Field Amendments

From
Katie Buell <kbuell@thekey.com>
To
Angie Kunnath <akunnath@thekey.com>
CC
Melissa Rus <mrus@thekey.com>, Timothy Thomas <tt@thekey.com>, pandadoc-support@thekey.com
Date
Mon, 17 Oct 2022 14:13:48 -0700
Folder
INBOX
--0000000000005eb5f405eb4174de Content-Type: multipart/alternative; boundary="0000000000005eb5f305eb4174dd" --0000000000005eb5f305eb4174dd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Ah, yes! There is an option to add a message before sending the document. You'll click "Send" and then before actually sending you will see a box where you can put in a message to the caregiver. If you'd like to set a standard message, you can send it to me and I will add it as a "Saved message" (you can see the link to saved messages on the right of this screenshot). That way we can put a standard message that you can add each time. (Note: You can also add a Saved Message by going to "Settings" > "Saved Messages" and creating a new message, but we are also happy to help with this if that's easier for you!) [image: image.png] Katie Buell, CSPO Digital Product Manager * Please note my email has changed: * kbuell@thekey.com 415-385-1721 TheKey.com [image: TheKey] On Mon, Oct 17, 2022 at 1:59 PM Angie Kunnath wrote: > Thank you Katie. > > When sending a document through Pandadoc what does the receiver get in th= e > body of the email? If there isn=E2=80=99t one, we=E2=80=99d like to add a= text for these > documents. > > On Mon, Oct 17, 2022 at 4:56 PM Katie Buell wrote: > >> Hi Angie! >> >> All of these updates have been made. Not sure what you mean about an >> email template and how to view them? >> >> Katie Buell, CSPO >> Digital Product Manager >> * Please note my email has changed: * >> kbuell@thekey.com >> 415-385-1721 >> TheKey.com >> [image: TheKey] >> >> >> On Mon, Oct 17, 2022 at 12:58 PM Angie Kunnath >> wrote: >> >>> Hello, >>> >>> Please amend the following templates. Let me know if you have any >>> questions >>> >>> 2022 Personal Tax Credits Return_ENGLISH & FRENCH >>> >>> - Line 1 Basic Personal Amount - Prefill $14398, Properties: Not >>> editable >>> - Line 2 to 12 - field properties - Remove *Required* status. These >>> can remain optional >>> >>> 2022 Source Deductions Return_ENGLISH & FRENCH >>> >>> - Section 2 . Personal Tax credits, Box 1 - Prefill $ 16143, >>> Change properties to Not editable >>> - Box 1b, 2,3,5,6,7,9 - Remove *Required* status. >>> - Section 3, 4, 5 - Remove *Required* status >>> - Every field on Page 2 & 3 - Remove *Required* status >>> >>> >>> Is there an email template attached to the hiring documents? If so, how >>> can we view them? >>> >>> Angie Kunnath >>> *Regional, Caregiver Recruitment, Canada* >>> >>> *Home Care Assistance* >>> >>> 375 University Ave E, Waterloo, ON, N2K3M7 >>> >>> Tel: 519-954-2111 >>> 2525 Old Bronte Rd, Suite 212, Oakville, ON, >>> L6M >>> 4J2 >>> >>> Tel: 905-337-1200 >>> >>> >>> >>> *Champions of Aging Well* >>> >>> *www.**H**o * >>> >>> *me Care >>> Assistance >>> Waterloo >>> .ca >>> www.HomeCareAssistanceGuelph.ca* >>> *www.HomeCareAssistanceOakville.ca* >>> *www.HomeCareAssistanceMississauga.ca* >>> >>> >>> Visit our Website >>> Read our Mission >>> B

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