--0000000000009615b705f916cd74 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hmm, yes, I understand how it may be a bit confusing. Having standardized documents for CA will definitely help! I look forward to helping you streamline this process and help make it easier for clients! Katie Buell, CSPO Digital Product Manager 415-385-1721 TheKey.com [image: TheKey] On Tue, Apr 11, 2023 at 2:51=E2=80=AFPM Dennis Fancy wr= ote: > Hi Katie, > > Thank you for taking the time to help with this. I tested it again with m= y > personal email and it works just fine as you have demonstrated in the > video. > > I have attached an example from the last client's daughter who had troubl= e > filling these out. She is Harvard educated so perhaps it is not as > intuitive as it needs to be. Definitely not your fault, as I know you are > working with the documents you were provided. In my other markets, there > are separate EFT and credit card docs and we never have an issue. Looking > forward to having standardized Canadian documents from which to work. > > Thanks again for your help. It will just require a little more "hand > holding" for our Vancouver clients who are filling out these forms. > > Dennis Fancy, BSP > Care Solutions Manager > > TheKey.ca > > [image: TheKey] > > > On Tue, Apr 11, 2023 at 4:19=E2=80=AFPM Katie Buell w= rote: > >> 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 Ca= rd". >> >> 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 = wrote: >> >>> 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 >>>> in the pipeline. Katie has been really helpful in getting them modifie= d. >>>> >>>> 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 market= s? >>>>> >>>>> 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 bot