1. Overview
Calendar
can be accessed from the side menu of BLISSDOCS. Calendar contains the list of
meetings scheduled (Board meeting, Shareholder meeting, Sub-committee meeting)
of all the companies in your Portfolio.
2. Meeting
categories
The
meetings are colour coded into the following categories:
1. Scheduled.
2. Proposed.
3. Done/Completed.
3. Filter
meetings based on company
Meetings can be filtered based on Company (in case more than one
company is available in your portfolio) by selecting the Company filter icon 
on the bottom left corner of the screen and
selecting the desired company.
4. Meeting
selection
Once you
click on a date, all the meetings scheduled for that date will appear. Select
the meeting you want from the list displayed. For the selected meeting, the following
will be displayed:
1 Meeting type (Board meeting, Shareholder meeting, Sub-committee meeting)
2 Company
name
3 Meeting
time
4 Meeting
status (Done, Scheduled, Proposed)
5. Meeting
Details
The
following information is available on the Meeting details screen:
1 Meeting
Status
Displays status of the meeting:
a.
Done, where the meeting is
completed.
b.
Scheduled, where the meeting date
has been finalized.
c.
Proposed, where the meeting date
has been tentatively scheduled.
2 Meeting
Date
Displays the date of the meeting.
3 Meeting
Venue
Displays the address of the meeting
venue along with a link to Google Maps for directions.
4 Meeting
Records
Displays all the records uploaded by
the Company for that meeting. The records/documents can be viewed by tapping on
the PDF icon next to the record title.
The
records will contain the full Board agenda, the attachments and the
presentations, if any uploaded.
5 Availability
confirmation
Provides you the option to confirm
your availability for a meeting. You can confirm your availability by selecting
“Available” or “Not Available” and then tap on “SUBMIT”.
Note : You can also view the signed
documents uploaded for any of the meetings under the 'Signed Documents' section
in the “Records” screen. Records screen can be accessed by tapping the icon in
the Home screen:
Note: The Records of upcoming meeting can also be seen by clicking ‘Upcoming meeting’ from the “My Portfolio” page
Note: The Records of upcoming meeting can also be seen by clicking ‘Upcoming meeting’ from the “My Portfolio” page