Re: Docusign

From
Katie Buell <kbuell@thekey.com>
To
Cheryl Cartwright <ccartwright@homecareassistance.com>
CC
Katie Buell <kbuell@thekey.com>, Keri Thrush <kthrush@thekey.com>, Timothy Thomas <tt@homecareassistance.com>, Audra Williams <audraw@thekey.com>, Shelby Kelter <skelter@homecareassistance.com>, CX Team <cxteam@homecareassistance.com>
Date
Wed, 16 Mar 2022 13:03:01 -0700
Folder
INBOX
--00000000000062ec7305da5b6738 Content-Type: multipart/alternative; boundary="00000000000062ec7205da5b6737" --00000000000062ec7205da5b6737 Content-Type: text/plain; charset="UTF-8" Hi Cheryl! No need for additional approval. If Legal made the request and it has been completed, that's all we need. We will get this updated for you! Katie Buell, CSPO Digital Program Manager * Please note my email has changed: * kbuell@thekey.com 415-385-1721 TheKey.com [image: TheKey] On Wed, Mar 16, 2022 at 12:59 PM Cheryl Cartwright wrote: > Hi Katie, > > Timothy was actually asked by Steve to adjust the client consent as we > were just making a small change. This document was, I believed already > approved. > > Tim can you comment on this? > > In any case I have attached here the client consent agreement for your > review. > > Cheryl > > On Wed., Mar. 16, 2022, 3:00 p.m. Katie Buell, wrote: > >> Thanks, Keri, for jumping on this and getting that new training over to >> the team! >> >> Quick, important note for all: DocuSign templates cannot be created by >> the majority of our users. This is how we maintain document integrity. >> Cheryl, if you have a new document that needs to be uploaded as a template >> and made available to the Toronto team, Shelby and I will manage that for >> you. You can send that document over to us and we will get it loaded for >> you. >> >> Thanks! >> >> Katie Buell, CSPO >> Digital Program Manager >> * Please note my email has changed: * >> kbuell@thekey.com >> 415-385-1721 >> TheKey.com >> [image: TheKey] >> >> >> On Wed, Mar 16, 2022 at 11:54 AM Cheryl Cartwright > ccartwright@homecareassistance.com> wrote: >> >>> Thank you so much Keri. >>> >>> -cheryl >>> >>> On Wed., Mar. 16, 2022, 2:46 p.m. Keri Thrush, >>> wrote: >>> >>>> Hi all, >>>> >>>> Last week the Docusign training available in OpenLMS was updated. It is >>>> extremely user friendly and a GREAT resource for new training but a >>>> refresher as well. >>>> >>>> Cheryl, just in case, I went ahead and enrolled you in the course :). >>>> If you desire to access and need assistance with logging in, please click >>>> here >>>> for >>>> instructions. You can locate the course under "my courses" on the right >>>> side of your dashboard and under the search engine type in "docusign". Or, >>>> you can go to "all courses" and do the same action like the screenshot >>>> below. >>>> >>>> [image: Screen Shot 2022-03-16 at 11.35.00 AM.JPG] >>>> >>>> >>>> >>>> On Wed, Mar 16, 2022 at 11:34 AM Timothy Thomas >>> tt@homecareassistance.com> wrote: >>>> >>>>> Thanks Audra. >>>>> >>>>> On Wed, Mar 16, 2022 at 2:33 PM Audra Williams >>>>> wrote: >>>>> >>>>>> Hi Shelby! >>>>>> >>>>>> Can you send the training videos to Cheryl so that she can upload her >>>>>> new Client Agreement into Toronto Docusign, please? >>>>>> >>>>>> Best, >>>>>> >>>>>> On Wed, Mar 16, 2022 at 11:19 AM Cheryl Cartwright >>>>> ccartwright@homecareassistance.com> wrote: >>>>>> >>>>>>> Hi Audra, >>>>>>> >>>>>>> Clients can re

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