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.