----==_mimepart_6759d06ea964e_1f33fc71452d1e8929ed Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Cheryl, Don't be embarrassed. This can be a Panda Doc issue that i= s out of our control. This is what has helped solve this issue.=C2=A0 = https://docs.google.com/document/d/1MhPDd-uhbv-8r4Mixu9IzwP-Yjz-AkP48= JrgfTQ_gx4/edit?hl=3Den&forcehl=3D1&tab=3Dt.0#heading=3Dh.kfeqdbqra8fl = =E2=80=8B =E2=80=8B Thank You,=C2=A0 Jeannie Ortiz F= inance Onboarding & Experience Manager jeannie.ortiz@thekey.com=C2=A0 P= hone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = = On Wed, 11 Dec at 12:33 PM , CherylCartwright wrote: = Good Afternoon, = = Below is a message we received about Terry Ubaldi's account. We NEVER se= nd out docs anymore without the client first and last name being filled i= n as instructed as a way to fix the probelm of "email signatures". I just= check Terry Ubaldi and her information was filled out with her email add= ress and yet again her email was captured as the signature.=C2=A0 = = I have resent the paperwork but I have no idea if it will happen again a= s the "fix" did not seem to work this time. = = Please help as this is fairly embarrassing having to keep going back to = people and when it comes to their financial documents it diminishes trust= .=C2=A0 = = Regards, = = Cheryl=C2=A0 = = ---------- Forwarded message --------- From:=C2=A0Tom Patterson=C2=A0 Date: Wed, Dec 11, 2024 at 11:05=E2=80=AFAM Subject: Fwd: = 163665 Terry Ubaldi - FIN-WELCOME CALL - [#1017477] To: = = = = Hi Joey,=C2=A0 = In review of the CCA and PAD agreement, the client signatures on both do= cuments show as email addresses. Can the office please assist in getting = corrected client signatures on both the CCA and PAD?=C2=A0 = = Please let me know if you have any questions.=C2=A0 = = Best=C2=A0 regards,=C2=A0 = = Tom Patterson Finance Onboarding Analyst 2 Please note my email has cha= nged: tpatterson@thekey.com ----==_mimepart_6759d06ea964e_1f33fc71452d1e8929ed Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Cheryl, Don't be embarrassed. This can be a Panda Doc issue that= is out of our control. This is what has helped solve this issue.=C2=A0 https://docs.google.com/document/d/= 1MhPDd-uhbv-8r4Mixu9IzwP-Yjz-AkP48JrgfTQ_gx4/edit?hl=3Den&forcehl=3D1= &tab=3Dt.0#heading=3Dh.kfeqdbqra8fl =E2=80=8B =E2=80=8B Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding & Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 On Wed, 11 Dec at 12:33 PM , CherylCartwright= <ccartwright@homecareassistance.com> wrote: Good Afternoon, Below is a message we received about Terry Ubal= di's account. We