The first time (and only the first time) you log on to your account, you will get a welcome screen.

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1 TABLE of CONTENTS The First Time You Log On 2 After the First Time 3 Alert Icons 4 My Alerts 5 My Transactions 6 My Deposits 11 My Information 12 My Creditors 13 My Library 14 My Documents 16 1

2 The first time (and only the first time) you log on to your account, you will get a welcome screen. You may click on any of the documents in your Welcome Kit to view them at this time. Later, all the documents will always be available in the [My Documents] button indicated by the large black arrow. All documents are in PDF (Portable Document Format) form. PDF is commonly known as Adobe Acrobat, and you must have the reader to open the file. If you do not have the Adobe Reader program, a free reader is available online. Adobe Reader is available here. 2

3 After the first time you have logged on, each time you log on after that, your logon will bring you to the [Home screen]. The Home screen looks like this: The top of the Home screen has personal information. The Home screen has a quick overview of your [Recent Alerts], your [Last Deposit] and your [Upcoming Deposits]. On this screen, only the 10 most recent alerts will show; and only upcoming deposits for the next 30 days will show. The [Last Deposit] will show only one entry. The indication it was made on time, and for the proper amount, is with a green check mark. There is a button to [View All Alerts] that will take you to the [My Alerts] page. Here you can view all of your alerts. There is a button that will allow you to [Manage Deposits]. This button will take you to the [Upcoming Deposits] page and allow you to make changes to your next deposit or add an additional deposit. Notice also near the top of the page is a large green [Go Paperless] button. By selecting this button, you can Go Green and stop paper statements, the Debtonator, and other paper documents from being mailed to you. All of these items will now come to you electronically, and you will have the option of printing them should you need a hard copy for any reason. All of the documents you receive are always available electronically as well. Once you have selected the [Go Paperless] button, the button will disappear from this screen, and you will get a confirmation that you wish to receive your documents electronically. 3

4 There are three different icons to identify the three different types of alerts: Blue-- -- is an informational alert such as: A settlement has expired, We re waiting on a SIF from the creditor, etc. Yellow-- --is a notification/warning alert such as: Your deposit was returned, An excepted settlement is waiting for your approval, We did not receive your deposit, etc. Red-- -- is a critical alert (future use) 4

5 My Alerts Selecting the [My Alerts] button will bring up the page above. This page lists all alerts (that have not been removed yet) you have been sent. Selecting on an individual alert will bring up further details of that alert. Also, at the bottom, an [OK, Remove alert from this list] button will appear that will allow you to delete the alert. 5

6 My Transactions Selecting [My Transactions] will bring up the following page. This page lists all financial transactions such as fees, payments, credits, etc. The amount of each is listed as well as a running total of your Client Deposit Account (CDA). Selecting any transaction will bring up any related information for the selected transaction. At the bottom, there are two buttons: [Upcoming Deposits] and [Banking Information]. Each of these buttons will be covered next. 6

7 Selecting [Upcoming Deposits] brings up the following screen. On this screen you can view the deposits that are due within the next 30 days. You can also [Add A Deposit]. Adding a deposit increases the available monies to offer your creditors. Any time you are able to add additional money to your Client Deposit Account (CDA), you should do so. 7

8 Steps for adding a deposit: After selecting the [Add A Deposit] button: Select a date you want a withdrawal made from your account from the calendar. Enter an amount in the [Deposit Amount] field. Select the account you want the deposit to come from. When all of the fields are correctly filled in, select the [Add Deposit] button (if you decide to cancel, select the [Cancel] button to the left of the [Add Deposit] button. 8

9 Selecting [Banking Information] brings up the following screen. Additional bank accounts can be added on this screen. Steps to add a new account: Click on [Select] of any account that is listed. The following screen comes up. Select the [Add] button. The following screen comes up: 9

10 Fill in the fields with the appropriate information. When the fields are filled with the correct information, select [Save]. If you decide not to add the account, select the [Cancel] button to the left of [Save]. From this page you can also [Edit] information on an existing account. The procedure and fields are much the same as for adding an account. 10

11 My Deposits The [My Deposits] screen shows all upcoming deposits. You can also add deposits and/or change banking information from this screen. The procedures are exactly the same. 11

12 My Information Selecting [My Information] brings up the following screen: This screen has all of your personal information on it. Using the [Edit] button, you can edit any of the information by first selecting the name (in blue) and then the [Edit] button. The [Edit] button brings up the following screen: Fill in the correct information, and select [Update]. If you decide not to save, use the [Cancel] to the right of [Update]. 12

13 My Creditors Selecting [My Creditors] brings up the following screen: The [My Creditors] screen will open with the topmost creditor expanded. This expansion shows all the documents associated with this creditor. Selecting a document will open it. All documents are in PDF (Portable Document Format) form. PDF is commonly known as Adobe Acrobat, and you must have the reader to open the file. If you do not have the Adobe Reader program, a free reader is available online. Adobe Reader is available here. To see the documents associated with any other creditor, select the creditor name by clicking on it. The previously expanded creditor will collapse and the selected creditor will expand. To the right side of each creditor you will see the [File Harassment Claim] button. Should one of your creditors harass you over your account, you can file an online claim by selecting the [File Harassment Claim] button to the right of the creditor performing the harassment. This page also shows the creditor s account number, the original and current balance owed the creditor. 13

14 My Library Selecting [My Library] will bring up the following screen; [My Library] will contain the monthly Debtonator newsletter. You may print any of these newsletters should you want a hard copy. Steps to print a newsletter: Click on the newsletter you wish to print. A secondary screen will open. Select the [Open] button on the secondary screen. 14

15 The selected newsletter will open in the secondary window. Select the [Print] button. Select your printing choices from your printer screen. The newsletter will print to your printer. 15

16 My Documents Selecting [My Documents] will bring up the following screen: This page has all documents associated with your account. All documents sent by mail to the law firm were scanned in. All your statements will be in [My Documents]. Any time you want to view any document, simply select it and it will open for you to read online. Should you need a hard copy of any stored document, you will have the option of printing it. 16