--0000000000008ac81405e26fee54 Content-Type: text/plain; charset="UTF-8" ok great - thank you. I'll let Matt chime in where he feels other offices may need Docusign access/ability as well. Jackie Summers Sales Operations Manager *Please note my email has changed:* jsummers@TheKey.com (951) 675-0413 TheKey.com [image: TheKey] On Mon, Jun 27, 2022 at 8:49 AM Katie Buell wrote: > Thanks for the follow up, Jackie. Last week we were able to load Vancouver > documents and give access to those team members. > > Happy to help with anything that still needs support. > > Thanks! > > Katie Buell, CSPO > Digital Product Manager > * Please note my email has changed: * > kbuell@thekey.com > 415-385-1721 > TheKey.com > [image: TheKey] > > > On Mon, Jun 27, 2022 at 8:44 AM Jackie Summers > wrote: > >> Thank you for much for helping move this forward! Looping +Matt Vijayan >> so he's aware. >> >> Jackie Summers >> Sales Operations Manager >> *Please note my email has changed:* >> jsummers@TheKey.com >> (951) 675-0413 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Jun 16, 2022 at 9:22 AM Katie Buell wrote: >> >>> + @Carolina Orosa @Lindsey Fancy >>> >>> >>> (Moving @Jackie Summers to BCC line for email >>> sanity) >>> >>> Carolina and Lindsey: I'm happy to load client onboarding documents to >>> DocuSign 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 >>> operating as HCA, correct? >>> >>> If you send those over, I'll be happy to get them loaded! >>> >>> And if there are any other employees in your office who need to have >>> DocuSign access to send client onboarding documents, I'll also be happy to >>> create accounts for them in our corporate DocuSign account. >>> >>> Thanks! >>> >>> Katie Buell, CSPO >>> Digital Product Manager >>> * Please note my email has changed: * >>> kbuell@thekey.com >>> 415-385-1721 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Thu, Jun 16, 2022 at 7:54 AM Timothy Thomas wrote: >>> >>>> Good morning. >>>> >>>> I presume those offices are not yet using docusign for client >>>> consent agreements and payment forms. They're being completed in person >>>> during the assessment. >>>> >>>> @Katie Buell Could you please work with the leader >>>> of those two offices, Carolina Orosa (Vancouver) and Lindsey Fancey >>>> (Winnipeg) to get their docs loaded into docusign. >>>> >>>> Please note that I'm out of office as of tomorrow until July 4th. >>>> Best >>>> Tim >>>> >>>> On Wed, Jun 15, 2022 at 8:01 PM Jackie Summers >>>> wrote: >>>> >>>>> Looping our operational partner +Timothy Thomas >>>>> here for the insights as our DIrector of >>>>> Sales is on PTO. >>>>> >>>>> Jackie Summers >>>>> Sales Operations Manager >>>>> *Please note my email has changed:* >>>>> jsummers@TheKey.com >>>>> (951) 675-0413 >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>>> >>>>> On Wed, Jun 15, 2022 at 4:59 PM Katie Buell wrote: >>>>> >>>>>> Thanks! We'll get those