1. Click on the “Setup” tab. This will pull up a menu that will show two tabs at the very top: “Company Documents” (W9 or Insurance) and “Logo.” Click on the “Upload New” button in the top right-hand corner. Under the “Document Type” drop-down box, select the document type to be uploaded first. The system will automatically choose the W9 document option first. However, in the drop-down menu, this can be changed if you do not wish to upload your W9.

  2. Click in the gray bar to select your W9. Clicking in this gray bar will bring up a pop-up box with the files and folders already on your computer for you to choose the W9 you wish to upload.

  3. Once the file is found that you wish to upload, double-click on it to automatically select it, or you can single-click and hit “Open” in the bottom right-hand corner of the “Open” pop-up box. Either of these options will automatically pull this document into Pak Exchange.

  4. After the W9 that you wish to upload has been pulled into Exchange, there are two options for Privacy Settings.
    • The first option is “Private.” Selecting this option means that this document is only viewable to you and will not be shared with other connected parties.
    • The second option is “Shared with Partners.” Selecting this option means that this document can be shared with the Parties you choose. For this training, we are selecting this option so we can quickly and easily share our documentation with our Connected Parties.
    • Once the “Shared with Partners” is selected, a drop-down will appear, allowing you to choose which Parties you wish to share this document with.

  5. Pak Exchange also offers an option for “Active” or “Inactive” about the added document. For this training, we have selected the “Active” document option. When either a W9 or a Certificate of Insurance is uploaded to Pak Exchange, the default will default to “Active.” If, for any reason, an uploaded document needs to be set to inactive, you can either upload another copy of the document or uncheck the active box.

  6. After all settings are entered and no other changes need to be made – click the “Save” button to add this W9 to your setup.

  7. After the “Save” button is selected. The document is now saved and available to you, if need be, for a future date.

  8. These steps can be repeated to add an Insurance Certificate.

  9. The next option is to add your logo. To add your logo to Pak Exchange, please navigate to the “Logo” tab under Setup. The “Logo” tab is on the same screen that was just completed.

  10. Clicking on “Logo” will pull up another option to add your logo. Pak Exchange makes this easy by providing two different options.
    • First option is to “Choose A File” from your computer to upload. To use this option, click in the box, and a pop-up box will appear with the files and folders already on your computer for you to select the Logo you wish to upload. Just like with uploading documents - once this file is found that you want to upload, double click on it to automatically select it, or you can single click and hit “Open” in the bottom right-hand corner of the “Open” pop-up box. Either of these options will automatically pull this logo into Pak Exchange.

    •  Second option is to “Drag” your file to the box to be uploaded. To use this option, find the file you wish to upload on your computer. Single click, hold the mouse button, and “drag” the file from your computer to the same box.

**IMPORTANT** If the logo selected is bigger than 2MB, Pak Exchange will not automatically upload the selected logo.  Please ensure that the logo you are trying to use is equal to or less than 2 MB.



 

11. Once the logo that was selected to upload is accepted, it will automatically appear in the upper left-hand corner of the screen.


**NOTE** Logos can be changed at any time – however, there can only be one logo at a time. Previous or changed logos are not saved or archived within Pak Exchange.