--0000000000006d2eac05f9160d4d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, all Dennis, are you certain it's the Vancouver Payment Auth form that's giving you trouble? I just checked on it and I did rename it just "Payment Authorization Form" but there is already logic that follows whether the signer selects "EFT" or the select "Debit Card" / "Credit Card"= . I have taken a quick video to show how it works. If you are experiencing something different, I'll need to know which template you are using and what exactly is happening since I can't replicate it on my side: *Vancouver Payment Auth* - Watch Video Katie Buell, CSPO Digital Product Manager 415-385-1721 TheKey.com [image: TheKey] On Tue, Apr 11, 2023 at 11:38=E2=80=AFAM Timothy Thomas wro= te: > Great, thanks! > > On Tue, Apr 11, 2023 at 2:23=E2=80=AFPM Dennis Fancy = wrote: > >> The other docs are manageable for now, especially knowing new ones are i= n >> the pipeline. Katie has been really helpful in getting them modified. >> >> On Tue, Apr 11, 2023 at 1:16 PM Timothy Thomas wrote: >> >>> Thanks Dennis, >>> >>> Are there any other changes needed in the Winnipeg and Calgary markets? >>> >>> On Tue, Apr 11, 2023 at 1:38=E2=80=AFPM Dennis Fancy wrote: >>> >>>> Hi Katie, >>>> >>>> It's been awhile. I hope you are doing well! Copying @Timothy Thomas >>>> on this as we were discussing these issues earlier in >>>> the day. >>>> >>>> I am hoping you can make some adjustments to the PandaDoc for the >>>> Vancouver Payment Authorization. >>>> >>>> Firstly, clients have to enter both banking information and credit car= d >>>> information to enable completion of the document. Are you able to adju= st so >>>> that it can be one OR the other? Currently I have been asking clients = to >>>> enter n/a, dashes or zeroes on the one side which is an inconvenience. >>>> >>>> Also, the title of the document reads "Vancouver Credit Card Payment >>>> Authorization" when it should read "Vancouver Payment Authorization." >>>> >>>> Hoping you can help with this and thank you in advance. >>>> >>>> Dennis Fancy, BSP >>>> Care Solutions Manager >>>> >>>> TheKey.ca >>>> >>>> [image: TheKey] >>>> >>> >>> >>> -- >>> Tim Thomas >>> Head of Canada Division >>> *Please note my email has changed:* >>> tt@TheKey.com >>> (514) 591-9387 >>> TheKey.ca >>> [image: TheKey] >>> >> -- >> Dennis Fancy, BSP >> Care Solutions Manager >> >> TheKey.ca >> >> [image: TheKey] >> > > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > --0000000000006d2eac05f9160d4d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, all Dennis, are you certain it&#= 39;s the Vancouver Payment Auth form that's giving you trouble? I just = checked on it and I did rename it just "Payment=C2=A0Authorization For= m" but there is already logic that follows whether the sig