How to add a new agenda item 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 agenda item.

Step 2: Click on Records tab.

Step 3: Navigate and click on the meeting in whose agenda/minutes you want to add agenda item 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: Click on the icon as highlighted in the screen below

Step 8: Follow the below mentioned step

Step 9: Enter the number at which you want to place or position the agenda item and the agenda item will get positioned as required.

Preview functionality is available for Agenda and Minutes of all the Meetings (i.e., Board, Sub-Committee and Shareholder Meetings) and its usage is also same as detailed in this section above.