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Community Investment Trust (CIT) Documentation for Enterprise Users

Enterprise Manual

My Accounts
- Identifying the Current Account
Dashboard
Profile
User
- Staff
- Users
  - Users Homepage Location
Account
Document
Offering
- Offerings
  - Table: Offerings List
    
    View Offering Details
    
    Filter: Sponsor Organization & CIT Corporation
    
    Offering Information Tab
    
    Documents Tab
- Enrollments
Investment
Communication
- Messages
  - Action: Mark as Read
  - Action: Reply to Message
Dividend
- Dividends
  - Using Dividend Filters
  - Viewing Dividend Details
- Cash Payouts
  - Using Cash Payouts Filters
  - Viewing Investor Details from Cash Payouts
Transaction
Settings
Report
Billing
Proxy
- Table: Proxy List
  - View Proxy Details
    
    Filter and Search Proxy List
    
    Tab: Proxy Information
    
    Tab: Proposals
    
    Tab: Voted Shareholders
    
    Tab: Not Voted Shareholders
    
    Tab: Proxy Materials/Documents
Proof of Address
- Table: Proof of Address List
  - View Proof of Address Details
    
    Filter by Status
    
    View History
Common

Pending Approval Tab: Available Actions

Pending Approval Tab: Available Actions#

The Pending Approval cards contain all-possible-actions as can be seen:

../../../../../_images/view-more-details-page-pending-approval-actions.jpg

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Upload Pending Status: Available Actions

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Completed Tab: Available Actions

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