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 tab

Step 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