Below are all instructions for creating your account with the Pak Exchange Network and accepting your first connection request. We have also included the full training document at the bottom of this page if you prefer to download the guide to your local machine. 

As always if there are any questions that this guide does not answer we do ask that you open a support ticket through the Customer Success Portal so we can address your questions quickly and efficiently. 

If you have questions or concerns regarding this Quick Start Guide or any other provided documentation, please contact the Training Department: training@pakenergy.com. 

TABLE OF CONTENTS

• Overview
• Email Invitation Received
• Account Creation
• Password Requirements
• Accepting First Connection Request

Overview

PakEnergy Exchange is a platform for exchanging various types of documents digitally through the Internet. It aims to speed up the process of transmitting those typically paper-based documents to ensure you have the most accurate information at your fingertips at all times. You are receiving an invitation because one of your customers has indicated that they do business with you and would like to start exchanging documents digitally with you and your company through the Pak Exchange Network.

Email Invitation Received

If you or your company are not already on the Pak Exchange Network please follow the below steps to accepting your first email invitation. Accepting this connection request will get you or your company ready to share documentation on the Pak Exchange Network. 

Your invite will come grom pakdocs@email.pakenergy.com. The email will look similar to the one pictured below. It contains a link to set up your account, instructions to help you set it up, an FAQ section, and a link to Help Documentation, if needed, to help get you started. 

Account Creation

After clicking the Set Up account button from the email, you will be redirected to the Pak Exchange Network registration page. NOTE: It is essential to use the specific Set Up Account link, or the URL included in the email received. Failure to use this link could result in a failed connection. Let's discuss the registration page. Fields in red are required.

After all required fields have been entered, the Submit button will turn blue and become clickable. Click the Submit button, and you will receive a screen like the one below.

At this time, you should have received another email from PakEnergy - specifically, from notifications@email.pakenergy.com - titled "Welcome to Pak Energy." Please click on the blue link to set up your password for the Pak Exchange Network - the screen you will be directed to will look like the one below.

Password Requirements

When choosing a password for the Pak Exchange Network, you will need to fulfill the following requirements:

1. At least 8 characters in length
   
   
2. Must contain 3 out of the 4 following types of characters:
   • Lower case letters (a-z)
     
     
   • Upper case letters (A-Z)
     
     
   • Numbers (0-9)
     
     
   • Special Characters (!@#$%^&*)

Once you have met the password requirements and re-entered your password for verification purposes, please click on the white arrow in the navy-blue blue box at the bottom of the screen. 

This action will take you to the login screen for Pak Exchange. At this time, it is recommended that you favorite or bookmark Pak Exchange for faster and easier access in the future. The Pak Exchange URL is https://docvueexchange.com.

Accepting First Connection Request

Once you have logged in with the email address used at the time of account creation and your recently created password, you will be greeted with your home dashboard and a pop-up box that states, "Welcome to DocVue Exchange." If preferred, at this time, the User can click on the button Take Me there to add their company logo and to upload their first documents, like a W9 and an insurance certificate. To continue setting up Pak Exchange, we are going to select Skip for Now. For more information on how to add your company logo, please view our Quick Reference Guide: How to Add a Company Logo

With the Skip for Now button selected, we will navigate to the Invitations tab on the bottom left-hand side of our home dashboard.

Once clicked, you will have the option to Accept or Reject the invitation. However, please note that rejecting an invitation from anyone wishing to connect with you means that you will not be able to submit or receive any documentation from that requesting connection. If Reject is selected and you do need to exchange documentation with the requestor another invitation will have to be sent.

We will continue assuming that you want to accept the connection request. Clicking Accept will bring up a different screen that provides the option to Create a new connection or Select existing connection. For first time setup, you will not have any other connections to connect to. If you have questions about the Select existing connection option, please get in touch with our Customer Success Team. To continue, you will hit the Next button in blue.

The Create new connection option allows you to enter a name or number to identify the connection. If your company doesn't have a specific naming convention, you can also enter a description of the connection or use the connection's name as is. Once the name of the connection has been entered, you will notice that the Accept button on the right-hand side of the screen has changed from gray to blue. This means that all information required for this connection has been entered, and you are ready to continue.

Click Accept, and a pop-up box will appear confirming that you have entered all information correctly and have done any applicable due diligence specific to your company policies relevant to accepting documents from outside connections. If true, please click on the Continue button in blue to complete the connection. Once completed, you will be directed back to the Invitations screen, and a blue message will appear at the top of your screen letting you know that you have been successfully connected.