Investor Documents#

The Page: Investor Documents Page allows you to quickly:

  • Access,

  • Filter, And

  • Download important investment documents.

This section also allows you to:

  • Filter documents by CIT Corporation.

  • Search for specific investor documents.

  • View document details or download documents directly.

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Investor Documents, Homepage and Location#

Table: Investor Documents#

The Investor Documents Table is the primary interface for accessing investor-related files:

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The Investor Documents Table provides a concise yet informative overview of all documents related to each investor.

Table Columns Explained#

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The table contains 7 columns:

  • ID - Unique identifier associated with each document.

  • Investor - Name of the investor.

  • CIT Corporation - The CIT Corporation associated with the investor.

  • Offering Year - Year of the investment offering.

  • Filename - Name of the document file.

  • Document Type - Type of the document (e.g., Subscription Agreement, Offering Document).

  • Signed Date - The date the document was signed.

  • Action - Contains actions:

    • Action: View Details: Opens document details in a new tab.

    • Action: Download: Initiates document download.

Column Sorting

You can sort columns (ascending or descending) by clicking on the column headers.

Filter by CIT Corporation#

You can filter the table by the CIT Corporation:

  1. Click the CIT Corporation dropdown.

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  1. Select the desired CIT Corporation or All from the dropdown.

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How tp Search Investor Documents#

To search for a specific document or investor:

  1. Find the Search bar.

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  1. Search by Column: Investor Name.

  2. Press Enter or click the search icon to perform the search.

Actions: View Details and Download#

Each row provides two actions:

  • View Details:

    1. Click the eye icon to open document details in a new tab.

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- **Download**:
    1. Click the ``download icon`` to start downloading the document.

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