CIT Corporation Onboarding Documents

Features: CIT Corporation Onboarding

The Section: CIT Corp Onboarding section helps you track each user’s onboarding progress to CIT Corporation.

The Section: CIT Corp Onboarding section allows you to:

• Quickly view important information about each CIT Corporation

• Access in-depth company details

• Approve or reject onboarding documents

Note

See Approve or reject onboarding documents for more information.

• Filter by Onboarding Status (i.e., Item: All, Item: Pending, or Item: Completed)

• View document completion status

Location: CIT Corporation Onboarding

The Page: CIT Corporation Onboarding section can be found under the file_copyDocument Category: Document category.

CIT Corporation Onboarding, Location

Table: Onboarding Documents List

The Section: CIT Corp Onboarding section opens up to the Table: Onboarding Documents table:

CIT Corporation Onboarding Section, Homepage, Onboarding Documents Table

The Table: Onboarding Documents Table provides a brief, but detailed, overview of where each CIT Corporation is at in the onboarding process.

Onboarding Documents Table

The Table: Onboarding Documents table is what first appears on the homepage of the Page: CIT Corporation Onboarding page section:

The Table: Onboarding Documents Table table provides a brief, but detailed, overview of where each CIT Corporation is at in the onboarding process.

• Column Explanation

• Status Filter

• View More Details

CIT Onboarding Documents Table: Columns Explained

There are 8 columns in the Table: Onboarding Documents Table table:

• Column: ID column - The Item: ID associated with the process itself.

Note

This Item: ID can be used for {insert significance of ID}

• Column: Sponsorship Organization column - The Sponsorship Organization that is sponsoring the onboarding process.

• Column: CIT Corporation column - The CIT Corporation that is being onboarded.

• Column: Document Complete column - Shows the number of onboarding documents a corporation has completed.

• Column: Pending For Approaval column - Number of documents that have been submitted but are pending approval.

• Column: New Message column - Will show the number of new messages regarding the onboarding process.

• Column: Status column - Status of where the corporation is at on the Offering process (i.e., Cyan Option: All, Cyan Option: Pending, Cyan Option: Complete)

• Column: Action column

  • View More Details`: Action to view more details about the documents and where they are at on the onboarding process for the selected CIT Corporation.

Column Sorting

Sort columns by Cyan Option: Descending or Cyan Option: Ascending by clicking on column name.