Onboarding URL - PakDocs

Ashley Weisser

Created Mar 23, 2023

Onboarding URL - PakDocs

Purpose: How to accept a connection invitation from a vendor, owner and/or operator that used an Onboarding URL to connect.

Onboarding URL: A specific URL assigned to each PakEnergy Document Management (PakDocs) user. This URL can be obtained from a Customer Service representative. The Onboarding URL should be included in electronic communication to your clients, to facilitate the initial connection.

8
    u

Auth0

3 Steps
1

Login to PakEnergy Document Management (PakDocs).

Click the link here -> https://docvueexchange.com or copy then paste the URL into a Google Chrome internet browser.

Login to PakEnergy Document Management (PakDocs).
2

Enter registered email address.

Enter registered email address.
3

Enter registered password.

Enter registered password.
    d

Uat-docvuecloud

13 Steps
4

Click "Continue" to proceed.

Click "Continue" to proceed.
5

Click "Admin" in the top right hand corner.

Click "Admin" in the top right hand corner.
6

Click "Invitations" menu on the left hand side.

Click "Invitations" menu on the left hand side.
7

Review the details of the sending company to verify this is a business or individual your company does business with. Verify by clicking "Accept".

Company name, address, sender email address and tax ID number are provided to ensure connection with correct party.
If the sending company does not do business with your company, click "Reject" to reject the invitation to connect.

Review the details of the sending company to verify this is a business or individual your company does business with. Verify by clicking "Accept".
8

Verify party exists in PakAccounting and choose "Select an existing party".

NOTE: If the party does not exist in PakAccounting i.e. a new vendor or new owner, please add the Sub-Account in PakAccounting and run a DocVue Sync (in Management Dashboard) prior to accepting the invitation.

Verify party exists in PakAccounting and choose "Select an existing party".
9

Begin entering the Sub-Account or Name of party.

Begin entering the Sub-Account or Name of party.
10

Click on the correct party when it appears in the drop-down.

The PakAccounting system will run a cross-reference and show any options that contain what was entered in the previous step. If the party you are looking for does not show in the box, and DocVue is integrated with PakAccounting, please ensure the following:
1) Sub-Account exists in PakAccounting.
2) A DocVue Sync has been completed to export the Sub-Account to PakEnergy Docs.

Click on the correct party when it appears in the drop-down.
11

Click "Accept" when the appropriate party is chosen.

Click "Accept" when the appropriate party is chosen.
12

Click "Continue" to proceed.

Click "Continue" to proceed.
13

The message "You are now connected to <insert your connection party here>" will appear at the top of the screen upon successful connection.

The message "You are now connected to <insert your connection party here>" will appear at the top of the screen upon successful connection.
14

To ensure a successful connection, click on the "Party" menu on the left hand side.

To ensure a successful connection, click on the "Party" menu on the left hand side.
15

Remove any previously applied filters and apply current filters, if applicable.

Remove any previously applied filters and apply current filters, if applicable.
16

The Party Status column will show "Connected" if a successful connection has been made.

The Party Status column will show "Connected" if a successful connection has been made.
Well done!
Create how-to guides like this in a snap. Get Tango now.