--0000000000003e3707062902bc4b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable It is embarrassing to have to keep going back to clients asking them to resign documents as they relate to their financials. It's an area of our business we need in tip top shape. I don't have access to the file you sent but I have followed all the steps previously given to me when this was happening weeks ago. On Wed, Dec 11, 2024 at 1:48=E2=80=AFPM Jeannie Ortiz wro= te: > Hi Cheryl, > > Don't be embarrassed. This can be a Panda Doc issue that is out of our > control. This is what has helped solve this issue. > > > > https://docs.google.com/document/d/1MhPDd-uhbv-8r4Mixu9IzwP-Yjz-AkP48Jrgf= TQ_gx4/edit?hl=3Den&forcehl=3D1&tab=3Dt.0#heading=3Dh.kfeqdbqra8fl > > =E2=80=8B > > =E2=80=8B > > > > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Wed, 11 Dec at 12:33 PM , CherylCartwright ccartwright@homecareassistance.com> wrote: > Good Afternoon, > > Below is a message we received about Terry Ubaldi's account. We NEVER sen= d > out docs anymore without the client first and last name being filled in a= s > instructed as a way to fix the probelm of "email signatures". I just chec= k > Terry Ubaldi and her information was filled out with her email address an= d > yet again her email was captured as the signature. > > I have resent the paperwork but I have no idea if it will happen again as > the "fix" did not seem to work this time. > > Please help as this is fairly embarrassing having to keep going back to > people and when it comes to their financial documents it diminishes trust= . > > Regards, > > Cheryl > > ---------- Forwarded message --------- > From: Tom Patterson > Date: Wed, Dec 11, 2024 at 11:05=E2=80=AFAM > Subject: Fwd: 163665 Terry Ubaldi - FIN-WELCOME CALL - [#1017477] > To: > > > Hi Joey, > In review of the CCA and PAD agreement, the client signatures on both > documents show as email addresses. Can the office please assist in gettin= g > corrected client signatures on both the CCA and PAD? > > Please let me know if you have any questions. > > Best regards, > Tom Patterson > Finance Onboarding Analyst 2 > *Please note my email has changed:* > tpatterson@thekey.com > > 1018772:611100 > --0000000000003e3707062902bc4b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable It is embarrassing to have to keep going back to clients a= sking them to resign documents as they relate to their financials. It's= an area of our business we need in tip top shape. I don't have access = to the file you sent but I have followed all the steps previously given to = me when this was happening weeks ago.=C2=A0 On Wed, Dec 11, 2024 at 1:48=E2=80=AFPM Jeannie Ortiz &= lt; ltci@thekey.com > wrote: Hi Cheryl, Don't be embarrassed. This can be a Panda Doc issue th= at is out of our co