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  • Community Investment Trust (CIT) Documentation for CIT Corporation Users

CIT Corporation Manual

  • My Accounts
    • Identifying the Current Account
  • Dashboard
    • CIT Corporation Summary Table
    • CIT Corporation Cashout Table
    • CIT Corporation Summary (or Cashout) Table
  • Profile
    • Name and Contact Information
    • Primary Address
    • Mailing Address
  • 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
    • CIT Corporation Onboarding Documents
      • CIT Onboarding Documents Table: Columns Explained
      • Status Filters for Onboarding Documents Table
      • Action: View More Details
    • CIT Corporation Offering
      • CIT Offering Documents Table: Columns Explained
      • CIT Offering Status Filter
      • View More Details
    • Investor Documents
    • View More Details: Documents
      • View Details: Tabs Explained
      • View Details: Cards Explained
      • Available Actions
        • Upload Pending Status: Available Actions
        • Pending Approval Tab: Available Actions
        • Completed Tab: Available Actions
        • How to Approve Uploaded Document(s)
  • Offering
    • Offerings
      • Offering Information Tab
        • Documents Tab
    • Enrollments
      • Enrollments Table
        • Using Enrollments Filters
        • Using Enrollments Search
  • Investment
    • Investments
    • Investor Summary
    • Monthly/Quarterly Reports
  • 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
    • Email Templates
      • Email Template Style Tab
    • Receive Notifications
    • Reminders
      • Onboarding Reminders
      • Offering Setup Reminders
  • Billing
    • Invoices
    • Payments
      • Viewing Payment Details
      • Adding Payment Credits
    • Statement
    • Payment Management
      • Matching Payments to Invoices
  • Proxy
  • Report
  • Commmon
    • General Sidebar Navigation
    • How to Toggle Primary Sidebar
    • Information Pane
    • User Details Page
    • User Details: Accounts Tab
      • Accounts Tab Available Actions
    • Add New User
    • How to Delete User, Staff, Company, etc.
    • Edit Permissions
    • Users Tab

Commmon

  • Navigation Section
  • Documents
  • Edit Permissions
  • User Details
  • Extras

Commmon#

This section is meant to house all of the information needed to navigate through portions of the App that come up most frequently.

Table of Contents

  • Navigation Section

  • Documents

  • Edit Permissions

  • User Details

  • Extras

Navigation Section#

  • General Sidebar Navigation

Documents#

  • View Detailed Document Info

Edit Permissions#

  • Edit Permissions

User Details#

  • User Details

  • View More Details

Extras#

  • Information Pane

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Report

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General Sidebar Navigation

  • Navigation Section
  • Documents
  • Edit Permissions
  • User Details
  • Extras

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