How do I add comment/highlight text under Preview Functionality

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company whose agenda/minutes you want to view in preview mode and add comment and/or Highlight text.

Step 2: Click on Records tab.

Step 3: Navigate and click on the meeting whose agenda/minutes you want to add comment and/or Highlight text in preview mode

Step 4: Pop-up window appears as shown below. Click on Agenda button

Step 5: Click on the ‘Preview document’ icon in the agenda/minutes page

Step 6: Preview page as shown below, would appear in new window (make sure your browser settings does not block pop-ups. If yes, then first allow the pop-ups and then click on ‘preview document’ icon again)

Step 7: Select the text to which you want to associate a comment or highlight the text and right click to get the options as shown below:

Step 8: On clicking comment option, the pop-up screen as shown below appears

Public comment will be available for viewing to all the users who are given access to the company.

Private comment will be available for viewing only to the user who added the comment.