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Community Investment Trust (CIT) Documentation for Enterprise Users
Enterprise Manual
My Accounts
Identifying the Current Account
Dashboard
CIT Corporation Summary Table
CIT Corporation Cashout Table
Dashboard Tables: Features Explained
Profile
Name and Contact Information
Primary Address
Mailing Address
User
Staff
Users
Users Homepage Location
Account
CIT Corporations
Table: CIT Corporations List
View CIT Corporation Details
Corporation Information Tab
Legal Information Tab
Users Tab
Investors
Table: Investors List
View Investor Details
Investor Details Tab
Beneficiaries Tab
Adding a New Beneficiary
Holdings Tab
Filter Holdings by Status
Documents Tab
Dividends Tab
Cashouts Tab
Sponsorship Organizations
Table: Sponsorship Organizations list
View Sponsorship Organization Details
Information Tab: Sponsorship Organization
Entity List Tab: Sponsor Organization
Adding a New User
Add New Sponsorship Organization
Document
CIT Corporation Onboarding Documents
CIT Onboarding Documents Table: Columns Explained
Action: View More Details
CIT Onboarding Status Filter
CIT Corporation Offering
CIT Offering Documents Table: Columns Explained
View More Details
CIT Offering Status Filter
Investor Documents
Investor Documents Table: Columns Explained
Filter by CIT Corporation
How to Search Investor Documents
Actions: View Details and Download
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
Table: Offerings List
View Offering Details
Filter: Sponsor Organization & CIT Corporation
Offering Information Tab
Documents Tab
Enrollments
Enrollments Table
Using Enrollments Search
Using Enrollments Filters
Enrollment Status Legend
Investment
Investments
Investor Summary
Monthly/Quarterly Reports
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
Directives
View Directive Details
Cashout
Complete Transactions
Using Complete Transactions Filters
Settings
Assessment Test
Assessment Test Questions
Add/Edit Assessment Question
Managing Answer Rows
Cashout Questions
Demographic Questions
Email Templates
Email Template Style Tab
Receive Notifications
Reminders
Onboarding Reminders
Offering Setup Reminders
Renew Demographic Questions
Report
Issuer Balance Report
Issuer Balance Report Data
Generating the Issuer Balance Report
Shareholder List Report
Filter Options
Display Options
Sorting Options
Download Report
Transaction List Report
Filter Options
Demographics Report
Report Filters
Report Tabs
Summary Tab
Questions & Answers Tab
Cashout Reason Report
Table: Cashout Reason Report
Generating the Cashout Reason Report
Assessment Test Reports
Additional Reports
Billing
Billing Plans
Table: Billing Plans List
Edit Billing Plan
Invoices
Payment Credit List
Payment Credit Details
Adding Payment Credits
Payment Management
Table: Payment Credits
Table: Invoices (Payment Management)
How to Apply Payment to an Invoice
TOL Invoice List
Table: TOL Invoices List
View TOL Invoice Details
TOL Payment Credit List
Table: TOL Payments List
View TOL Payment Details
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
Navigating the CIT Application
General Sidebar Navigation
How to Toggle Primary Sidebar
Add New User
How to Delete User, Staff, Company, etc.
Edit Permissions
Users Tab
User Details Page
User Details: Accounts Tab
Accounts Tab Available Actions
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)
How to Edit Form Fields
Information Pane
Search
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