Re: Docusign Access Mavencare

From
Katie Buell <kbuell@thekey.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Taneshia Persaud <teneshia.persaud@thekey.com>, Katie Buell <kbuell@thekey.com>, Taneshia Persaud <taneshia.persaud@thekey.com>
Date
Tue, 19 Apr 2022 10:20:17 -0700
Folder
INBOX
📎 image.png
Hi Tim!

Unfortunately we are not able to "pre-combine" these documents because the
Payment Authorization form is owned by our finance company and is often
independently updated with new provisions. If we combine it with another
document, it is at risk to be outdated if Finance updates the document.

You should be able to pull both documents into one "envelope" and send at
the same time. If you need some help with how to do that to save some time,
let me know and I'll be happy to show you!

Katie Buell, CSPO
Digital Program Manager
* Please note my email has changed: *
kbuell@thekey.com <https://brand.thekey.com/esg/kbuell@thekey.com>
415-385-1721
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Tue, Apr 19, 2022 at 8:55 AM Timothy Thomas <tt@homecareassistance.com>
wrote:

> Hi Katie,
>
> Taneshia from Mavencare was wondering if it was possible to combine the
> CCA and EFT Payment authorization into one document so it's a simple send.
>
> Can you assist?
> Thanks!
> Tim
>
> On Thu, Mar 31, 2022 at 1:25 PM Timothy Thomas <tt@homecareassistance.com>
> wrote:
>
>> Thanks Katie!
>>
>> On Thu, Mar 31, 2022 at 12:32 PM Taneshia Persaud <
>> teneshia.persaud@thekey.com> wrote:
>>
>>> Eureka it worked - thanks for your help, Katie!!
>>>
>>> On Thu, Mar 31, 2022 at 12:26 PM Katie Buell <
>>> kbuell@homecareassistance.com> wrote:
>>>
>>>> Hi Taneshia!
>>>>
>>>> My apologies, I had to share that folder with your new account. You
>>>> should see the “Mavencare Toronto” folder on your “Templates” tab now!
>>>>
>>>> This will look a little confusing for you because both folders are
>>>> called “Mavencare Toronto”, but one is for Client agreements and one is for
>>>> Caregiver documents.
>>>>
>>>> Let me know if you have any questions or need anything else!
>>>>
>>>> Katie Buell, CSPO
>>>> Digital Program Manager
>>>> *Please note my email has changed:*
>>>> kbuell@thekey.com <https://brand.thekey.com/esg/kbuell@thekey.com>
>>>> 415-385-1721
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>> On Mar 31, 2022, at 2:17 AM, Taneshia Persaud <
>>>> teneshia.persaud@thekey.com> wrote:
>>>>
>>>> 
>>>> Good morning Katie,
>>>>
>>>> Thank you for your help! I was able to log-in this morning. However, I
>>>> only see the client agreement, not the caregiver employment agreement in
>>>> DocuSign. Do you know where I can find that?
>>>>
>>>> Many thanks,
>>>> Taneshia
>>>>
>>>> On Wed, Mar 30, 2022 at 1:34 PM Katie Buell <kbuell@thekey.com> wrote:
>>>>
>>>>> Hi Timothy,
>>>>>
>>>>> I think it was a misspelling in Taneshia's email address, which is
>>>>> present in both BambooHR and Workplace.
>>>>>
>>>>> I have created an account for Taneshia using
>>>>> taneshia.persaud@thekey.com. She should have received the invitation
>>>>> directly from DocuSign.
>>>>>
>>>>> If that's the correct spelling, you'll want to connect with HR about
>>>>> getting her email address updated in Bamboo and Workplace.
>>>>>
>>>>> Is that right?
>>>>>
>>>>>
>>>>> [image: image.png]
>>>>> Katie Buell, CSPO
>>>>> Digital Program Manager
>>>>> * Please note my email has changed: *
>>>>> kbuell@thekey.com <https://brand.thekey.com/esg/kbuell@thekey.com>
>>>>> 415-385-1721
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>> On Wed, Mar 30, 2022 at 7:12 AM Timothy Thomas <
>>>>> tt@homecareassistance.com> wrote:
>>>>>
>>>>>> Hi Katie,
>>>>>>
>>>>>> Can you please assist Taneshia in getting access to the corporate
>>>>>> docusign account. When she tries to login the password is incorrect and the
>>>>>> reset does not make its way to her email.
>>>>>>
>>>>>> Thank you,
>>>>>> Tim
>>>>>>
>>>>>> --
>>>>>>
>>>>>> Timothy Thomas
>>>>>> Head of Canada Division
>>>>>> Home Care Assistance
>>>>>> Office: 514-907-5065
>>>>>> Fax: 514-221-4265
>>>>>> 4464 Ste Catherine West
>>>>>> Westmount, QC, H3Z1R7
>>>>>> HomeCareAssistanceMontreal.ca
>>>>>> ---
>>>>>> Read Our Testimonials
>>>>>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>>>>> We Are Hiring!
>>>>>> <https://www.homecareassistancemontreal.ca/careers.html>
>>>>>>
>>>>>>
>>>>>> Champions of Longevity
>>>>>>
>>>>>
>>
>> --
>>
>> Timothy Thomas
>> Head of Canada Division
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>> ---
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>>
>> Champions of Longevity
>>
>
>
> --
>
> Timothy Thomas
> Head of Canada Division
> Home Care Assistance
> Office: 514-907-5065
> Fax: 514-221-4265
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca
> ---
> Read Our Testimonials
> <https://www.homecareassistancemontreal.ca/reviews.html>
> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>
>
> Champions of Longevity
>