How to edit/delete templates for Board/Committee and Shareholder Meetings in BLISS?

How to edit/delete templates for Board/Committee and Shareholder Meetings in BLISS?




Step 1: When you log into BLISS, you will land on your Summary Dashboard page, as shown below. Click on the company for which you want edit/delete any template uploaded.

Step 2: Click on Company Data

Step 3: Click on Manage Templates. Use the search filters to  look for the desired template 

If template(s) is(are) already uploaded for the chosen combination, then the list of templates with the active period will be listed out as under:

Step 4: Click on ‘edit’ button to make changes to the template uploaded  and ‘delete’ button to delete a template uploaded.