Common Functions PDF#
The Common Functions Reference (CITApp-Common-Functions.pdf) is a standalone PDF covering functionality shared across the entire CIT application — navigation, user management, documents, and forms. Whether you are in the Enterprise portal or the Investor portal, these features work the same way.
PDF vs Web: Side by Side#
The PDF and web versions contain identical content. The PDF provides a printable, offline-friendly format while the web version offers interactive navigation and search.
The PDF table of contents lists all 11 subsections organized under a single “Common” chapter with numbered sections (V.1 through V.11).#
The same content rendered as an interactive web page with sidebar navigation, clickable links, and brief descriptions for each subsection.#
Full Views#
What It Covers#
The Common Functions PDF includes 6 top-level topics with 11 detailed subsections:
Topic |
Subsections |
|---|---|
Navigation |
Navigating the CIT Application, General Sidebar Navigation, How to Toggle Primary Sidebar |
User Management |
Add New User, How to Delete User/Staff/Company, Edit Permissions |
User Details |
Users Tab, User Details Page |
Documents |
View More Details: Documents |
Forms |
How to Edit Form Fields |
Extras |
Information Pane |
When to Use This#
PDF version — Download it when you need an offline copy to reference during training sessions or to print for a desk reference. The PDF includes all 11 subsections in a single document.
Web version — Use the web manual when you want to search for a specific topic, follow links to related sections, or access the most up-to-date content.