How do I add a supplementary agenda item or attachment after finalizing the agenda?

How do I add a supplementary agenda item or attachment after finalizing the agenda?

Note: You can add a supplementary agenda item or an attachment to the Board/Committee Agenda at later time after its initial circulation using the ‘supplementary agenda’ feature. Supplementary agenda items and attachments added with the date and time of addition will be printed in the original document as a result.
Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company you want to add supplementary agenda items or attachments.

Step 2: Navigate to the records page and click on the Meeting Agenda for which you want to add supplementary agenda items or attachments. Click on the desired Meeting and then click on ‘Agenda’. 
 

Note: Ensure that the Agenda is in the completed stage from the records page and if not, click on the ‘final’ button to do so.
Marking an Agenda Item as Supplementary :
Step 3: Add an Agenda Item using the search bar from the repository of resolutions on the top left corner, as required. Click on the   button to mark the agenda item as supplementary along with its date and time.
 

 
Note: The icon turns from  to   when an agenda item is marked as supplementary.
Step 4: To also add attachments to the supplementary agenda items, click on the ‘pdf upload’ button. Select the files to be uploaded and click on ‘upload’. By default, the attachments that are uploaded against the supplementary agenda item will be treated as a Supplementary Attachment and will reflect the timestamp as that of the supplementary agenda. You can edit the timestamp by specifying the date and time of marking these attachments as supplementary. Click on update. 
 

 
Any supplementary agenda item added is indicated by the agenda title as shown below:


To add only supplementary attachments to existing Agenda items
Step 5: click on the ‘pdf upload’ button against the agenda item of your choice. Select the files to be uploaded and click on ‘upload’. Select the check box to specify the date and time of marking these attachments as supplementary. Click on update. 
 
Note: By default, the date and time will reflect the system date and time. You can edit the date and time of adding supplementary attachments and items using the ‘edit’ button.

Any supplementary attachment added may appear as shown below, in case the template for the agenda is designed to label the attachments :
To know more about templates refer to : How to upload various templates for Board/Committee/Shareholder Meetings and Circular Resolutions in BLISS?