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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
Index
