1. From the main screen you can access the menu via the black “options” button at the bottom left of the window [1], once selected then a pop window will appear with all options available.
  2. You can also access via the “pda folder management” icon at top right on the user menu [2].


  1. You should now see the PDA Folder Management screen which will list all PDA Folders available.

User Options

  1. Link to Users Lists [1]
  2. Link to Users PDA folder Acess[2]


User Management Screen

  1. Select the green “Edit” button next to the user you would like to edit

  1. Click on Option name to expand User Option to edit details, see User Management for full explanation [1]
  2. Click to “Save Changes [2]
  3. Click to return to Folder management screen [3]

User Details

  1. Complete the users full name and contact number.
  2. Please use a secure password that contains a combination of Upper & Lower case letters and Numbers numbers. An indicator will determine your Password strength.

PDA folder acess

  1. Select the appropriate tick box to allow the user access to the PDA folder.

Special Function

  1. Select the appropriate tick box to allow the user access to the special function.
  2. All new features are disabled for security reasons and will need to be activated by the System Administrator for the particular Office.

Application Screen Access

  1. Select the appropriate tick box to allow the user to View or Edit information on the appropriate screen for the applicant.

Application Management

  1. Select the appropriate tick box to allow the user to Add or Cancel applicants.
  2. Select the appropriate tick box to allow the user to Submit or Return applicants.

Application Documents

  1. Select the appropriate tick box to allow the user to generate documents for applicants.

Editing PDA Folder Details

  1. When you create or edit a PDA folder, you will end up on this screen shown below, on this page, we have a five drop-down menus, to expand them you need to left click on the light-grey row you wish to open. that will expand the sub-contents under the heading.

  1. Once you have created the folder, you need to click the blue “Save” button [2], a green bar confirming that it has saved successfully will appear at the top of the window.
  2. Once you are finished, you can either go to the previous page by clicking ‘List PDA Folders’[3] or by clicking the red [X]

Debt Counsellor Details

  1. Complete the details of the Debt Counsellor.
  2. Please Note: Please complete all information in full as this information is used in Generating documentation.

Business Information

  1. Complete the full information of the business.
  2. Please Note: Please complete all information in full as this information is used in Generating documentation.

Banking Details

  1. Please Note: This is your business bank account and this information will be used when paying over Restructuring, Legal and DC Care Fees.

Trust Account

  1. The trust account will be created by the PDA and the details will be filled in once the account has been established.
  2. Please Note: This is the trust account that the applicants will be paying their monthly payments into.

Document Signature and Header Image

  1. You can upload your business header and signature for your Company.
  2. Please Note: The images must be in a JPG format on a white background.
  3. Please Note: Your Company details will be generated from the system and should not be included in the document header as it will show duplicate information.