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Getting Started

Connect with a trading partner

If you're using a closed customer directory, you will need to add each of your customers in order to be able to send them documents. With an open customer directory, this is completely optional but can be useful to route documents via specific service provider.
  1. Add a company name or their business ID in the
    Search network
     box in the top left corner. You can also filter based on document type or direction of sending. Then press the search icon.
  2. A list of companies matching your search will appear below. Click the company you want to connect to and then the
    View profile
     button in the right menu to see its full profile. If this is the company you are looking for, press the
    Connect
     button on the right
  3. Choose if you want to receive from or send documents to this company and the available document types. Each of the options will open an extra section.
  4. Make sure your contact information is up to date before pressing
    Send request
     button. You can also leave an optional message.
  5. Sometimes you might have to provide your electronic ID for certain service providers. Note that, different service providers have various standards what they classify as e-ID. Your VAT-number will work for majority of providers. Add your e-ID and press
    Submit
    . After this you can press the
    Send request
     button.
  6. Depending on the setup of your trading partner, your request can be either accepted immediately, or wait for your trading partner to accept the request. The status of your requests will be then available in the
    Requests
     section

This article applies to:

  • PRODUCT: Pagero Online

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