--000000000000c88d4605e26fca08 Content-Type: text/plain; charset="UTF-8" Thank you for much for helping move this forward! Looping +Matt Vijayan so he's aware. Jackie Summers Sales Operations Manager *Please note my email has changed:* jsummers@TheKey.com (951) 675-0413 TheKey.com [image: TheKey] On Thu, Jun 16, 2022 at 9:22 AM Katie Buell wrote: > + @Carolina Orosa @Lindsey Fancy > > > (Moving @Jackie Summers to BCC line for email > sanity) > > Carolina and Lindsey: I'm happy to load client onboarding documents to > DocuSign for your offices to use after they have been reviewed and approved > by Legal. Your documents don't need to be rebranded because you are still > operating as HCA, correct? > > If you send those over, I'll be happy to get them loaded! > > And if there are any other employees in your office who need to have > DocuSign access to send client onboarding documents, I'll also be happy to > create accounts for them in our corporate DocuSign account. > > Thanks! > > Katie Buell, CSPO > Digital Product Manager > * Please note my email has changed: * > kbuell@thekey.com > 415-385-1721 > TheKey.com > [image: TheKey] > > > On Thu, Jun 16, 2022 at 7:54 AM Timothy Thomas wrote: > >> Good morning. >> >> I presume those offices are not yet using docusign for client >> consent agreements and payment forms. They're being completed in person >> during the assessment. >> >> @Katie Buell Could you please work with the leader >> of those two offices, Carolina Orosa (Vancouver) and Lindsey Fancey >> (Winnipeg) to get their docs loaded into docusign. >> >> Please note that I'm out of office as of tomorrow until July 4th. >> Best >> Tim >> >> On Wed, Jun 15, 2022 at 8:01 PM Jackie Summers >> wrote: >> >>> Looping our operational partner +Timothy Thomas >>> here for the insights as our DIrector of >>> Sales is on PTO. >>> >>> Jackie Summers >>> Sales Operations Manager >>> *Please note my email has changed:* >>> jsummers@TheKey.com >>> (951) 675-0413 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Wed, Jun 15, 2022 at 4:59 PM Katie Buell wrote: >>> >>>> Thanks! We'll get those created right away. >>>> >>>> One note: We do not have client onboarding documents in DocuSign for >>>> Vancouver or Winnipeg. We do have documents for Toronto, Calgary, and >>>> Ontario. >>>> >>>> Which documents do you need access to, @Jason Bradley >>>> and @Cindy Skulsky >>>> ? If Toronto, Calgary and Ontario are not >>>> correct for you and you have documents that need to be loaded to DocuSign >>>> that are specific to your provinces, let me know and I'll help you out with >>>> how that process works. >>>> >>>> Katie Buell, CSPO >>>> Digital Product Manager >>>> * Please note my email has changed: * >>>> kbuell@thekey.com >>>> 415-385-1721 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Wed, Jun 15, 2022 at 4:53 PM Jackie Summers >>>> wrote: >>>> >>>>> Of course! >>>>> >>>>> Jason Bradley - Vancouver >>>>> Cindy Skulsky - Winnipeg, MB >>>>> >>>>> Jackie Summers >>>