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Community Investment Trust (CIT) Documentation for CIT Corporation Users

CIT Corporation Manual

My Accounts
- Identifying the Current Account
Dashboard
Profile
User
- Users
  - Users Homepage Location
- Staff
  - Staff Homepage Location
Account
- Investors
  - View Investor Details
    
    Beneficiaries Tab
    
    Adding a New Beneficiary
    
    Investor Details Tab
    
    Holdings List Tab
    
    Filter Holdings by Status
    
    Documents List Tab
Beneficiaries
Document
Offering
- Offerings
  - Offering Information Tab
    
    Documents Tab
- Enrollments
  - Enrollments Table
    
    Using Enrollments Filters
    
    Using Enrollments Search
Investment
Dividend
- Dividends
  - Using Dividend Filters
  - Viewing Dividend Details
- Cash Payouts
  - Using Cash Payouts Filters
  - Viewing Investor Details from Cash Payouts
Transaction
- Directives
  - Filtering Directives
  - Viewing Directive Details
    
    Directive Info Section
    
    Directive Investments Section
    
    Available Actions
- Complete Transactions
  - Using Complete Transactions Filters
Settings
Billing
Proxy
Report
Commmon

Settings

Settings#

The following Section: Sections are included in the Settings Category: Settings category:

Email Templates
Receive Notifications
Reminders

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Using Complete Transactions Filters

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Email Templates

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