How to Arrange/re-arrange the sequence of Attendees to a Meeting?

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for which you want to create the Agenda and arrange the attendees in a particular sequence.

Step 2: Click on Agenda

Step 3: A drop down menu with 3 categories of meeting will be displayed- Board Meeting, Sub-committee meeting and Shareholder meeting. Select the preferred option by clicking on it.

Step 4: Once you select the type of meeting in the next screen you can create an agenda and click on the ‘Save’ button. Then Click on the ‘Meeting Details’ button.

Step 5: A dialogue box will appear as shown below. Scroll down to the list of Directors/invitees and hover over the name. Drag and drop the Attendees using

move up/down to the desired position. Click on the ‘Save’ button

All the subsequent meetings created in each category will appear in the sequence, once arranged. The user can re-arrange it in the same manner if required. The attendance registers for the meetings would also retain this sequence.

The re-arranging of sequence of attendees can be done in Meeting details under Minutes section as well.