How do I set font size, other document formatting, email signature and reminder settings in BLISS
The user can set the default print format such as
font size, font family, line spacing in which the company’s Agenda, Minutes, Circular Resolutions and other documents like PAS-4, PAS-5, MBP-1, DIR-8, attendance registers etc are printed.
Step 1: When you log into BLISS, you will land on your portfolio page, as
shown below. Click on the company for which you would want to set the print
formatting
Step 2: Click on Company Data
Step 3: Click on Settings
Step 4: Adjust the font to your Company Standards (a list of fonts
available can be seen in the drop-down option), Font Size, Set Margins,
Paragraph Alignment, Page Size-A4 or Legal, Agenda Numbering system, Spacing of
Paragraph, Header Alignment for the Resolutions and the meeting Title
Alignment.
Step 5: For setting up the customized intervals for the reminder mails to
be sent to your mailbox, you can set the number of days here, if the number of
the days is selected as 0, then you would get the emails within a default time
gap of 30 days and 15 days by the software.
The mail reminders for overdue items are triggered based on the mail intervals set in the settings page i.e categories for which the dashboard has turned ‘red’ in color. The reminder for pending items will be received for action trackers, registers, returns, and Agenda/Minutes as per the default settings.
Step 6: Upload
the Company’s Logo, this is used to print the Company’s letterhead by BLISS.
These settings are for default document generation. If you are using
custom templates for meeting related documentation, then you will have to
control these in the templates.
Step 7: Click on the sample signature template to download the same and insert the email signature to accompany emails for Agenda/Minutes of the Company sent from BLISS. Follow the instructions in this template and upload the document by clicking on 'choose file' . Click on Submit.