Re: Canada PAD agreement and Payment Authorization forms

Hi Team,

The template for the French PAD Agreement is now available to be used in
PandaDoc. The template is located in the general Canada folder.

*All templates > 5. Non-Integrated Companies > Canada > CANADA
Pre-Authorized Debit (PAD) Agreement FRENCH*

Please let me know if you have any questions.

Thank you

On Mon, Jul 29, 2024 at 3:18 PM Timothy Thomas <tt@thekey.com> wrote:

> Thanks for clarifying!
>
> On Mon, Jul 29, 2024 at 5:19 PM Mikko Jervoso <mjervoso@thekey.com> wrote:
>
>> Hi Tim,
>>
>> Yes it is possible even if the templates are not in the same folder.
>> Additional templates can also be added once a document has been created.
>>
>> Multiple templates can be selected when creating a document. Please see
>> attached video walkthrough on how to select multiple templates.
>>
>>
>> https://drive.google.com/file/d/1zh5wKl8GMt0MeOdzkcS425W4WEplgsIR/view?usp=sharing
>>
>> Please let me know if you have any questions.
>>
>> Thank you
>>
>>
>>
>> On Mon, Jul 29, 2024 at 1:42 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Mikko,
>>>
>>> Is it possible to bundle multiple documents in different folders and
>>> send them in one email to the client? My intake manager says they need to
>>> be in the same folder to do so.
>>>
>>> If that’s the case can we get a copy added to each folder so we can
>>> avoid having to send multiple panda docs?
>>>
>>>
>>> *Tim Thomas*
>>> Head of Canada Division | *TheKey*
>>> Mobile: 514.591.9387
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>>
>>> On Thu, Jul 25, 2024 at 7:35 PM Mikko Jervoso <mjervoso@thekey.com>
>>> wrote:
>>>
>>>> Hi All,
>>>>
>>>> PAD Agreement
>>>>
>>>>    - The updated PAD Agreement is now available and ready to be used
>>>>    for all of Canada. The new template is named "*CANADA
>>>>    Pre-Authorized Debit (PAD) Agreement*".
>>>>    - The new PAD Agreement is now located in the *general Canada
>>>>    folder instead of in each province specific folders.* The path to
>>>>    locate the template in PandaDoc is as follows: *All templates > 5.
>>>>    Non-Integrated Companies > Canada > CANADA Pre-Authorized Debit (PAD)
>>>>    Agreement*
>>>>    - All of the old province specific PAD Agreements have now been
>>>>    archived in a Do Not Use folder as well.
>>>>
>>>>
>>>> Credit Payment Authorization Form
>>>>
>>>>    - The updated Credit Payment Authorization Form is now available
>>>>    and ready to be used by Calgary, Ontario, Vancouver and Winnipeg. The new
>>>>    template is named "*Calgary/Ontario/Vancouver/Winnipeg Credit
>>>>    Payment Authorization Form*".
>>>>    - The new Credit Payment Authorization Form is now located in the *general
>>>>    Canada folder instead of in each province specific folders.* The
>>>>    path to locate the template in PandaDoc is as follows: *All
>>>>    templates > 5. Non-Integrated Companies > Canada
>>>>    > Calgary/Ontario/Vancouver/Winnipeg Credit Payment Authorization Form*
>>>>    - Montreal's current Credit Payment Authorization Forms (english
>>>>    and french) are still located in its original location within the Montreal
>>>>    folder.
>>>>    - All other Credit Payment Authorization forms for the other
>>>>    provinces have now been archived in a Do Not Use folder.
>>>>
>>>> [image: Screen Shot 2024-07-25 at 4.15.15 PM.png]
>>>>
>>>> Please let me know if you have any questions.
>>>>
>>>> Thank you
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> On Tue, Jul 9, 2024 at 1:38 PM Tammi Franzese <
>>>> tammi.franzese@thekey.com> wrote:
>>>>
>>>>> Here is the document that needs to be translated.
>>>>>
>>>>> *Sincerely,*
>>>>>
>>>>> *Tammi Franzese*
>>>>> Senior Corporate Paralegal |
>>>>> *TheKey*813.521.5269
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>> On Tue, Jul 9, 2024 at 3:55 PM Elizabeth Kachur <
>>>>> elizabeth.kachur@thekey.com> wrote:
>>>>>
>>>>>> Hi Tammi and Tim.
>>>>>>
>>>>>> I am adding in Christa here as I believe she would be the best person
>>>>>> to handle this translation for you. I did not see the files attached in the
>>>>>> email I received, but I would assume that Christa has access to the content.
>>>>>>
>>>>>> Best regards,
>>>>>> Elizabeth Kachur
>>>>>> Manager, Learning & Development
>>>>>> elizabeth.kachur@TheKey.com
>>>>>>
>>>>>> *This email is being sent during my work schedule; please do not feel
>>>>>> obliged to reply outside of your working hours.*
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Tue, Jul 9, 2024 at 12:31 PM Tammi Franzese <
>>>>>> tammi.franzese@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Tim,
>>>>>>>
>>>>>>> We are working on your timeline, so if additional time is needed
>>>>>>> that's fine. If Elizabeth or someone can help in the meantime, that's great
>>>>>>> too.
>>>>>>>
>>>>>>> Thank you,
>>>>>>> *Sincerely,*
>>>>>>>
>>>>>>> *Tammi Franzese*
>>>>>>> Senior Corporate Paralegal |
>>>>>>> *TheKey*813.521.5269
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Jul 9, 2024 at 2:54 PM Timothy Thomas <tt@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi Tammi,
>>>>>>>>
>>>>>>>> This looks good.
>>>>>>>>
>>>>>>>> Joey is the only i know with access to our translation platform
>>>>>>>> "Stepes" and he is on PTO until the 22nd. Can it wait until then? If not, I
>>>>>>>> believe someone from the HR team has a Stepes account. @Elizabeth
>>>>>>>> Kachur <elizabeth.kachur@thekey.com> would you have access?
>>>>>>>>
>>>>>>>> On Tue, Jul 9, 2024 at 2:02 PM Tammi Franzese <
>>>>>>>> tammi.franzese@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Hi Team,
>>>>>>>>>
>>>>>>>>> Steve and I just met about these documents.
>>>>>>>>>
>>>>>>>>> PAD Agreement -
>>>>>>>>>
>>>>>>>>>    - The Ontario PAD agreement (attached) is final and should be
>>>>>>>>>    used for all entities in Canada
>>>>>>>>>       - @Timothy Thomas <tt@thekey.com>  Will you please help
>>>>>>>>>       translate it to French?
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Credit Payment Authorization form -
>>>>>>>>>
>>>>>>>>>    - The Ontario Credit Payment Authorization form (attached) is
>>>>>>>>>    final and has the surcharge language. It should be used for all Canadian
>>>>>>>>>    entities except Quebec.
>>>>>>>>>    - For Quebec, we'll use the Montreal Credit Payment
>>>>>>>>>    Authorization form .
>>>>>>>>>
>>>>>>>>> Feel free to contact us with any questions.
>>>>>>>>>
>>>>>>>>> *Sincerely,*
>>>>>>>>>
>>>>>>>>> *Tammi Franzese*
>>>>>>>>> Senior Corporate Paralegal |
>>>>>>>>> *TheKey*813.521.5269
>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Tim Thomas
>>>>>>>> Head of Canada Division
>>>>>>>> *Please note my email has changed:*
>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>> (514) 591-9387
>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>
>>>>>>>
>
> --
>
> *Tim Thomas*
> Head of Canada Division | *TheKey*
> Mobile: 514.591.9387
> [image: TheKey] <https://www.thekey.com/>
>