--00000000000064493205e72741fb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 onboarding 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 d= o caregiver onboarding in DocuSign until I get those documents transitione= d 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. All 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 forward 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 tha= t > 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 training yesterday and >> there have been a few questions about what PandaDoc is, how to access it >> (don't worry, you don't need to access it yet, your invitation will come >> next week), and what the training is for. >> Please read the message below that was posted in Workplace >> after >> our announcement to leadership on 8/16 and review the attached deck for = a >> more in depth explanation. >> If you have any further questions, please let me know! >> --- >> Hello everyone! >> As follow up to the announcement made to leadership last week, this >> message will serve as an official notification to all employees of the >> company's transition away from DocuSign to PandaDoc effective August 30, >> 2022. >> *What to Expect:* >> On August 30, 2022: >> >> - All DocuSign user accounts will transition to "receive only" status= . This >> means you will no longer be able to send new envelopes from DocuSign. >> - DocuSign envelopes still awaiting signature will be accessible and >> executable by all parties. >> - All current DocuSign users will receive an invitation via email >> to activate your PandaDoc Account (this will be delivered to your @ >> *thekey.com* >> email >> address). >> - We will use Single Sign On