--000000000000888c8d05da5a8622 Content-Type: multipart/alternative; boundary="000000000000888c8c05da5a8621" --000000000000888c8c05da5a8621 Content-Type: text/plain; charset="UTF-8" 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 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 receive all their documents through docusign. The client >>>>> consent, the emergency contact form, the credit card authorization form and >>>>> the direct deposit form. We however do not have the authority to upload our >>>>> new client consent form so we need that to be uploaded. It is attached >>>>> here. Please note that this document needs the ability to be changed each >>>>> time we send it out so can it be uploaded in such a way that we can >>>>> manipulate it? >>>>> >>>>> Cheryl >>>>> >>>>> On Tue, Mar 15, 2022 at 11:28 PM Audra Williams >>>>> wrote: >>>>> >>>>>> Yes please. Are you using the other client facing documents in >>>>>> Docusign? I want to make sure before I have this duplicated. >>>>>> >>>>>> Best, >>>>>> >>>>>> On Tue, Mar 15, 2022 at 8:12 PM Cheryl Cartwright >>>>> ccartwright@homecareassistance.com> wrote: >>>>>> >>>>>>> Not yet. We just had this finalized last week actually b