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CIT Services User Manual for Entities - Home
  • Community Investment Trust (CIT) Documentation for Enterprise Users
  • 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
        • Investor Details Tab
        • Holdings List Tab
        • 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
    • Investments
  • Dividend
    • Dividends
    • Cash Payouts
  • Transaction
    • Directives
      • How to Filter by Status or Sponsor Organization
      • Viewing Directive Details
    • Complete Transactions
  • Settings
  • Billing
    • Invoices
    • Payments
      • Viewing Payment Details
      • Adding Payment Credits
    • Statement
    • Payment Management
      • Matching Payments to Invoices

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