How to copy an entry in a register from One Company to Another.

Provision to copy entries in a Register is provided only for the register of Members. This is to save the data entry effort for entries that are already available in BLISS.

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company in which you want to copy an entry in a Register from one Company to another.

Step 2: Click on Registers.

Step 3: Select the Register of Members.

Step 4: Click on the folio entry that is to be copied.

For instance: The particular entry is for a Member in Company Test Co.

Step 5: Click on the Copy icon.

Step 6: Type the name of the Company in BLISS (From your Portfolio).

Step 7: Confirm the name of the Company displayed and click on Paste.

Step 8: Select OK on confirmation box to paste the details in the Register.

Step 9: We can see the copied data here.