--0000000000003bb8fd05f9167e6b Content-Type: multipart/alternative; boundary="0000000000003bb8fa05f9167e69" --0000000000003bb8fa05f9167e69 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Katie, Thank you for taking the time to help with this. I tested it again with my personal email and it works just fine as you have demonstrated in the video. I have attached an example from the last client's daughter who had trouble filling these out. She is Harvard educated so perhaps it is not as intuitive as it needs to be. Definitely not your fault, as I know you are working with the documents you were provided. In my other markets, there are separate EFT and credit card docs and we never have an issue. Looking forward to having standardized Canadian documents from which to work. Thanks again for your help. It will just require a little more "hand holding" for our Vancouver clients who are filling out these forms. Dennis Fancy, BSP Care Solutions Manager TheKey.ca [image: TheKey] On Tue, Apr 11, 2023 at 4:19=E2=80=AFPM Katie Buell wro= te: > Hello, all > > Dennis, are you certain it's the Vancouver Payment Auth form that's givin= g > you trouble? I just checked on it and I did rename it just > "Payment Authorization Form" but there is already logic that follows > whether the signer selects "EFT" or the select "Debit Card" / "Credit Car= d". > > I have taken a quick video to show how it works. If you are experiencing > something different, I'll need to know which template you are using and > what exactly is happening since I can't replicate it on my side: > > *Vancouver Payment Auth* - Watch Video > > > > > Katie Buell, CSPO > Digital Product Manager > 415-385-1721 > TheKey.com > [image: TheKey] > > > > On Tue, Apr 11, 2023 at 11:38=E2=80=AFAM Timothy Thomas w= rote: > >> Great, thanks! >> >> On Tue, Apr 11, 2023 at 2:23=E2=80=AFPM Dennis Fancy = wrote: >> >>> The other docs are manageable for now, especially knowing new ones are >>> in the pipeline. Katie has been really helpful in getting them modified= . >>> >>> On Tue, Apr 11, 2023 at 1:16 PM Timothy Thomas wrote: >>> >>>> Thanks Dennis, >>>> >>>> Are there any other changes needed in the Winnipeg and Calgary markets= ? >>>> >>>> On Tue, Apr 11, 2023 at 1:38=E2=80=AFPM Dennis Fancy wrote: >>>> >>>>> Hi Katie, >>>>> >>>>> It's been awhile. I hope you are doing well! Copying @Timothy Thomas >>>>> on this as we were discussing these issues earlier in >>>>> the day. >>>>> >>>>> I am hoping you can make some adjustments to the PandaDoc for the >>>>> Vancouver Payment Authorization. >>>>> >>>>> Firstly, clients have to enter both banking information and credit >>>>> card information to enable completion of the document. Are you able t= o >>>>> adjust so that it can be one OR the other? Currently I have been aski= ng >>>>> clients to enter n/a, dashes or zeroes on the one side which is an >>>>> inconvenience. >>>>> >>>>> Also, the title of the document reads "Vancouver Cr