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  • Community Investment Trust (CIT) Documentation for Community Users

Community 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
    • CIT Corporations List
      • Table: CIT Corporations List
      • View CIT Corporation Details
        • Corporation Information Tab
        • Legal Information Tab
        • Users Tab
    • Investors
      • View Investor Details
        • Beneficiaries Tab
          • Adding a New Beneficiary
        • Investor Details Tab
        • Holdings List Tab
          • Filter Holdings by Status
        • Documents List Tab
  • 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
  • Offering
    • Offerings
    • Enrollments
      • Enrollments Table
        • Using Enrollments Filters
        • Using Enrollments Search
  • Investment
    • Investor Summary
    • Monthly and Quarterly Investment Summary
  • Dividend
    • Dividends
    • Cash Payouts
  • Transaction
    • Directives
      • How to Filter by Status or Sponsor Organization
      • Viewing Directive Details
    • Complete Transactions
  • Settings
    • Community Profile
    • Staff Management
    • Receive Notifications
    • Demographic Questions
    • Renew Demographic Questions
    • Median Family Income (MFI)
  • Billing
    • Invoices
    • Payments
      • Viewing Payment Details
      • Adding Payment Credits
  • Communication
    • Messages
    • Send Notification
  • Proxy
  • Report
    • Shareholder List Report
    • Issuer Balance Report
    • Transaction List Report
    • Demographics Report
    • Renew Demographics Report
    • Compare Demographics Report
    • Cashout Reason Report
    • Assessment Test Report
  • Commmon
    • General Sidebar Navigation
    • How to Toggle Primary Sidebar
    • Information Pane
    • User Details Page
    • User Details: Accounts Tab
      • Accounts Tab Available Actions

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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Assessment Test Report

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General Sidebar Navigation

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

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