Ashley Weisser
Created Mar 23, 2023Onboarding URL - Exchange user steps
Purpose: How to use an Onboarding URL to set up a connection, as a user in PakEnergy Exchange.
NOTE: Click "Already have a Login", if company has already been Signed Up.
NOTE: Legal Name is one of the factors used by Pak Exchange to differentiate between parties. Please ensure this information is correct (as recorded with the IRS) and consistent with what is provided to the inviting party.
For more information on Legal Name, please see this article.
https://wolfepak.freshdesk.com/support/solutions/articles/71000004288-quick-note-legal-name-and-tax-id

NOTE: Tax Identification Number is one of the factors used by Pak Exchange to differentiate between parties. Please ensure this information is correct (as recorded with the IRS) and consistent with what is provided to the inviting party.
For more information on Tax Identification Number, please see this article.
https://wolfepak.freshdesk.com/support/solutions/articles/71000004288-quick-note-legal-name-and-tax-id

NOTE: This should be the person who will primarily be using the PakExchange system. It does NOT have to be the person filing out the Sign Up form.
Additional Administrative users can be added at a later time. For more information on adding new users, please see this article.
https://app.tango.us/app/workflow/New-User-settings-in-Exchange-a5108a971d0f49d3a6fa419eca4324ab

At this time, the party you wish to connect with MUST accept the invitation for you to join their network. After the party has accepted the invitation, log in to PakEnergy Exchange.
Navigate to www.docvueexchange.com and click LOGIN.
