--000000000000f7464a05e9ec2e9d Content-Type: multipart/alternative; boundary="000000000000f7464905e9ec2e9c" --000000000000f7464905e9ec2e9c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, Wanted to be sure to follow up with you and let you know that the Montreal Caregiver onboarding documents are now ready for you in PandaDoc! You can access them by going to "Templates" > "6. Caregiver Documents" > "Canada" > "Montreal, Canada: Caregiver Documents" [image: image.png] Please review and let me know if you have any questions. If all looks good, we can plan to transition you off DocuSign and fully onto Pandadoc in the next couple of weeks. 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 9:19 AM Timothy Thomas wrote: > Perfect! > > I'll advise the team. Thanks so much Katie! > > Tim. > > On Fri, Aug 26, 2022 at 12:17 PM Katie Buell wrote: > >> 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 onboardi= ng >> 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 t= o do >> caregiver onboarding in DocuSign until I get those documents transiti= oned >> 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 t= hat >>> 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 co= me >>>> next week),