Sounds great! I can let them know that they will need to select this and
add it to their packets. What will the name be?
Best,
On Mon, Oct 27, 2025 at 8:29 PM Amanda Maldonado <
pandadoc-support@thekey.com> wrote:
> Hi Audra,
>
> Canadian offices are not set up as one of the State level integrations
> within the Universal Client Consent Agreement. Do those users select a
> different document? They are able to select multiple documents and add this
> new addendum to their "packet" at the time of sending. I am not seeing we
> have them set up with any sort of automation that pulls in groupings of
> documents like we have for the US locations.
>
>
> Thanks,
>
> Amanda Maldonado
>
>
> On Mon, 27 Oct at 9:14 PM , PandaDoc Support <pandadoc-support@thekey.com>
> wrote:
> Amanda, can this just be an addendum to the Universal CCA that Canada
> would select?
>
> If not, we may need to hop on a call so we can discuss the best place.
>
> Thanks!
>
> Audra Williams
> Director, Divisional Operations
> audraw@thekey.com
> Mobile: (425) 757-7027
> https://thekey.com
> <https://thekey.com>
>
>
> On Mon, Oct 27, 2025 at 2:42 PM Steve Koyanagi <skoyanagi@thekey.com>
> wrote:
>
>> @Audra Williams <audraw@thekey.com> can you weigh un on where this goes
>> for Canada GM's?
>>
>> On Mon, Oct 27, 2025 at 2:41 PM Amanda Maldonado <
>> pandadoc-support@thekey.com> wrote:
>>
>>> Hi Tammi,
>>>
>>> This document is now imported. What folder would you like this document
>>> placed within?
>>> https://app.pandadoc.com/a/#/templates/7DxDtBRgtaFyxCJTTfBVMF
>>>
>>> Thanks,
>>> Amanda Maldonado
>>>
>>> On Mon, 27 Oct at 3:45 PM , SteveKoyanagi <
>>> skoyanagi@homecareassistance.com> wrote:
>>> Thanks, Tammi. @Amanda Maldonado <amanda.maldonado@thekey.com> if you
>>> can let us know on this asap it'd be appreciated.
>>>
>>> On Mon, Oct 27, 2025 at 12:09 PM Tammi Franzese <
>>> tammi.franzese@thekey.com> wrote:
>>>
>>>> Hi @Amanda Maldonado <amanda.maldonado@thekey.com> and PandaDoc Team,
>>>>
>>>> Do you have an update on uploading the CAD TheKey Lifeguard Addendum to
>>>> PandaDoc? Thank you.
>>>>
>>>> Sincerely,
>>>> Tammi Franzese
>>>> Senior Corporate Paralegal | TheKey
>>>> Mobile: 813.521.5269
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>>
>>>> On Thu, Oct 23, 2025 at 3:56 PM Tammi Franzese <
>>>> tammi.franzese@thekey.com> wrote:
>>>>
>>>>> Hi PandaDoc and Amanda,
>>>>>
>>>>> Will you please upload the CAD TheKey Lifeguard Addendum to PandaDoc
>>>>> for the CAD entities' use?
>>>>>
>>>>> LINK:
>>>>> https://docs.google.com/document/d/1INL3nF-XbcYbDuCac3on6EKIyKzJ-FZo/edit
>>>>>
>>>>> Please give us a heads up before they are uploaded and active so
>>>>> Tim/Audra can make the CAD general managers and their teams aware.
>>>>>
>>>>> Feel free to contact me if you have any questions.
>>>>>
>>>>> Thank you.
>>>>>
>>>>> Sincerely,
>>>>> Tammi Franzese
>>>>> Senior Corporate Paralegal | TheKey
>>>>> Mobile: 813.521.5269
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>> 1268938:611100
>
Audra Williams
Director, Divisional Operations
audraw@thekey.com
Mobile: (425) 757-7027
https://thekey.com
<https://thekey.com>