How to Use This Site#
This guide walks you through everything available on the CIT App documentation site — how to navigate it, what you can download, and what each resource contains.
The Homepage#
When you first arrive at the documentation site, you land on the homepage. From here, you can browse any of the web manuals, download PDFs, or access reference guides.
The CIT App documentation homepage showing all available manuals and downloads.#
Web Manuals#
The live, browsable manuals are linked at the top of the homepage. There are four web manuals available:
Enterprise User Manual — For administrators and transfer agents
Investor User Manual — For individual investors
Community Manual — For community organization users
CIT Corporation Manual — For CIT corporation administrators
Each manual opens directly in your browser and is always up to date with the latest content.
The web manual links highlighted on the homepage. Click any link to open that manual in your browser.#
Downloading PDFs#
Below the web manual links, you will find download links for all 5 user manual PDFs. These are full offline copies of each manual that you can save to your computer or print.
The PDF download section on the homepage. Each link downloads the complete manual as a PDF.#
Reference Guides#
Further down the homepage, you will find 5 standalone reference guide PDFs. These are compact, focused documents that pull together specific types of information from across the platform:
Data Dictionary — An alphabetized glossary of every column name and field definition, with cross-references showing which tables use each column
Status Reference — Every status value in the system, color-coded by meaning and grouped by domain
Form Fields Guide — All form field specifications organized by entity type, with Required/Optional markers
Quick Reference Card — A condensed desk reference covering statuses, actions, fields, terminology, and navigation shortcuts
Complete Reference Guide — All four of the above combined into a single PDF
The reference guide download section on the homepage.#
To see what each reference guide looks like before downloading, explore the pages below.
Switching Between Manuals#
From any page in any manual, you can jump to a different manual using the Home dropdown in the top-left corner. Click the dropdown to see all available manuals and select the one you need.
The Home dropdown in the top-left corner lets you switch between manuals from any page.#
Available Reference Guides#
Select a reference guide below to see what it contains, with side-by-side views of the PDF and web formats.
Standalone PDF covering shared functionality like navigation, user management, and documents.
Alphabetized glossary of every column name and field definition used across all tables.
Every status value in the system, color-coded and grouped by functional domain.
Complete form field specifications organized by entity type with Required/Optional markers.
Condensed 6-page desk reference designed for printing and quick lookups.