Owners & Operators

This folder houses documentation and help articles for owners and operators using the Pak Exchange platform. It covers workflows related to document management, approvals, reporting, and network connections. Audience: Oil & gas operators, first purchasers, and asset owners managing internal and external transactions.

Benefits of Pak Exchange - Owners
Welcome to PakEnergy If you are unfamiliar with PakEnergy – let us tell you about ourselves! PakEnergy offers cloud-based business automation software for ...
Wed, 22 May, 2024 at 11:39 AM
Quick Setup Guide - Accepting 1st Invitation
Below are all instructions for creating your account with the Pak Exchange Network and accepting your first connection request. We have also included t...
Thu, 22 May, 2025 at 12:36 PM
Understanding the Dashboard
Dashboard Now that you are a part of Pak Exchange Network let’s discuss the different options that are available on the main dashboard menu located on the ...
Thu, 7 Dec, 2023 at 11:35 AM
1099s, Run & Owner Statements
Viewing 1099s, Run & Owner Statements 1099s, Run Statements, and Owner Statements can be viewed through Pak Exchange using the tabs on the left-hand si...
Thu, 7 Dec, 2023 at 11:42 AM
Address Sets & Sending a Change of Address
Address Sets The next option down from Org Units on the dashboard is “Address Sets.” Under Address Sets, there are options to input your Main Address, Paym...
Thu, 7 Dec, 2023 at 11:40 AM
How to Add a Company Logo
This guide provides a simple, step-by-step process for adding or updating your company logo in Pak Exchange and Pak Docs, ensuring your branding is always c...
Wed, 21 May, 2025 at 8:51 AM
Full Instructions - Setup, Dashboard & Other Document Options
Please use the link below to download our full instruction manual on how to use Pak Exchange. This manual covers everything from the 1st invitation received...
Thu, 7 Dec, 2023 at 11:50 AM