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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
Search
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