--Apple-Mail-D82A4964-6BD4-48B2-8E10-66D18D3940B1 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Sounds good. Thank you=20 Sent from my iPhone > On Jun 16, 2022, at 11:23 AM, Timothy Thomas wrote: >=20 > =EF=BB=BF > For now please send in your current agreement. This is a few months away a= nd apparently the HCL's need access. >=20 >> On Thu, Jun 16, 2022 at 1:20 PM Carolina Orosa wrote: >> Are we standardizing our consent agreement across all of Canada? If so, I= will hold off on this until we get the standardized version. What do you th= ink? >>=20 >> ---------- Forwarded message --------- >> From: Katie Buell >> Date: Thu, Jun 16, 2022 at 9:22 AM >> Subject: Re: Access to Docusign >> To: Timothy Thomas , , >> Cc: Katie Buell , Timothy Thomas , Jason Bradley , Docusign Suppo= rt , Cindy Skulsky >>=20 >>=20 >> + @Carolina Orosa @Lindsey Fancy=20 >>=20 >> (Moving @Jackie Summers to BCC line for email sanity) >>=20 >> Carolina and Lindsey: I'm happy to load client onboarding documents to Do= cuSign 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 oper= ating as HCA, correct? >>=20 >> If you send those over, I'll be happy to get them loaded! >>=20 >> And if there are any other employees in your office who need to have Docu= Sign access to send client onboarding documents, I'll also be happy to creat= e accounts for them in our corporate DocuSign account.=20 >>=20 >> Thanks! >>=20 >> Katie Buell, CSPO >> Digital Product Manager >> Please note my email has changed: >> kbuell@thekey.com >> 415-385-1721 >> TheKey.com >> =20 >>=20 >>=20 >>> On Thu, Jun 16, 2022 at 7:54 AM Timothy Thomas wrote: >>> Good morning.=20 >>>=20 >>> I presume those offices are not yet using docusign for client consent ag= reements and payment forms. They're being completed in person during the ass= essment.=20 >>>=20 >>> @Katie Buell Could you please work with the leader of those two offices,= Carolina Orosa (Vancouver) and Lindsey Fancey (Winnipeg) to get their docs l= oaded into docusign.=20 >>>=20 >>> Please note that I'm out of office as of tomorrow until July 4th.=20 >>> Best >>> Tim >>>=20 >>>> On Wed, Jun 15, 2022 at 8:01 PM Jackie Summers wr= ote: >>>> Looping our operational partner +Timothy Thomas here for the insights a= s our DIrector of Sales is on PTO.=20 >>>>=20 >>>> Jackie Summers >>>> Sales Operations Manager >>>> Please note my email has changed: >>>> jsummers@TheKey.com >>>> (951) 675-0413 >>>> TheKey.com >>>>=20 >>>>=20 >>>>=20 >>>>> On Wed, Jun 15, 2022 at 4:59 PM Katie Buell wrote:= >>>>> Thanks! We'll get those created right away. >>>>>=20 >>>>> One note: We do not have client onboarding documents in DocuSign for V= ancouver or Winnipeg. We do have documents for Toronto, Calgary, and Ontario= .=20 >>>>>=20 >>>>> Which documents do you need access to, @Jason Bradley and @Cindy Skuls= ky ? If Toronto, Calgary and Ontario are not correct for you and you have do= cuments that need to be loaded to DocuSign that are specific to your provinc= es, let me know and I'll help you out with how that process works. >>>>>=20 >>>>> Katie Buell, CSPO >>>>> Digital Product Manager >>>>> Please note my email has changed: >>>>> kbuell@thekey.com >>>>> 415-385-1721 >>>>> TheKey.com >>>>> =20 >>>>>=20 >>>>>=20 >>>>>> On Wed, Jun 15, 2022 at 4:53 PM Jackie Summers w= rote: >>>>>> Of course!=20 >>>>>>=20 >>>>>> Jason Bradley - Vancouver >>>>>> Cindy Skulsky - Winnipeg, MB >>>>>>=20 >>>>>> Jackie Summers >>>>>> Sales Operations Manager >>>>>> Please note my email has changed: >>>>>> jsummers@TheKey.com >>>>>> (951) 675-0413 >>>>>> TheKey.com >>>>>>=20 >>>>>>=20 >>>>>>=20 >>>>>>> On Wed, Jun 15, 2022 at 4:50 PM Katie Buell wrot= e: >>>>>>> Hi Jackie! We are happy to help. Please let us know where Jason and C= indy are located and we will get accounts created for them. >>>>>>>=20 >>>>>>> Thanks! >>>>>>>=20 >>>>>>> Katie Buell, CSPO >>>>>>> Digital Product Manager >>>>>>> Please note my email has changed: >>>>>>> kbuell@thekey.com >>>>>>> 415-385-1721 >>>>>>> TheKey.com >>>>>>> =20 >>>>>>>=20 >>>>>>>=20 >>>>>>>> On Wed, Jun 15, 2022 at 3:25 PM Jackie Summers wrote: >>>>>>>> Thank you for reaching out! +docusign@thekey.com Can you please sup= ply seats to Jason and Cindy as our new Home Care Liaisons?=20 >>>>>>>> Thank you! >>>>>>>>=20 >>>>>>>> Jackie Summers >>>>>>>> Sales Operations Manager >>>>>>>> Please note my email has changed: >>>>>>>> jsummers@TheKey.com >>>>>>>> (951) 675-0413 >>>>>>>> TheKey.com >>>>>>>>=20 >>>>>>>>=20 >>>>>>>>=20 >>>>>>>>> On Wed, Jun 15, 2022 at 11:48 AM Jason Bradley wrote: >>>>>>>>> Good morning Jackie, >>>>>>>>>=20 >>>>>>>>> Just writing a quick note to ask for access to docusign for Cindy a= nd myself. >>>>>>>>>=20 >>>>>>>>> Cindy and I have both completed the training but were unable to ga= in access. I'm not sure who to reach out to but if you are able to provide g= uidance I can f