How to create multiple versions under Preview in BLISS
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 create version.
Step 2: Click on Records tabStep 3: Navigate and click on the meeting whose
agenda/minutes you want to create version in preview mode
Step 4: Pop-up window appears as shown below. Click on Agenda/Minutes
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: Make the
necessary edits to the document and save the changes made by clicking anywhere
on the grey area.
Step 8: Click
on “+” icon
Step 9: Enter name for version to differentiate among versions and click on ‘Save as version’ button