How to email Notice/Agenda from BLISS

Info: You can follow these steps for emailing any Agenda and an agenda where any item or attachment is marked as supplementary after its initial circulation

Step 1: Authorize BLISS to use your e-mail id to send e-mails. Click on ‘My Profile’

Step 2: Click on ‘verify’

Step 3: Click ‘OK’

Step 4: You will get an e-mail on your registered e-mail id. Click on the ‘link’ to authorize.

Step 5: On successfully verifying this is the message that you would get

Ensure that the 'enable email' option has been turned on in the Company's Settings page by an Admin or Subscriber user

Step 6: In the Agenda Module, click on PDF Print or Word print to choose the document type:

Step 7: If user defined template is uploaded for agenda, then on clicking the Pdf Print button/word print button the Module as shown in below screen would appear. Select appropriate print options and Click on E-mail

The various options will get enabled in E-mail icon, only when the Notice Template is available in Manage Templates. To know more on Templates click the link below:

https://desk.zoho.com/portal/cimplyfive/en/kb/articles/how-to-upload-various-templates-for-board-committee-meetings-circular-resolutions-in-bliss

Step 8: Confirm the recipient address, check the Subject line and the Body of the mail and click Send

The recipients are categorized into Directors, KMP and Invitees which are based on the email id entered under the Register of Directors & KMP and Permanent Invitee tab respectively. This mailing list is updated automatically based on the attendees for the Meeting in the Agenda.

The document that comes as attachment is based on the options selected in the email section

Step 9: When you want to include the calendar, invite click on the Include Calendar Invite icon, below window will open.

Step 10: When you click on the calendar invite it will include the calendar invite in the mail.

Step 11: After all updates are done click on the send button.

Step 12: Pop-up window will appear prompting confirmation on recipients number and list before sending any email through BLISS as shown below. Click OK to send e-mail.

Step 13: Click on the e-mail icon in the Records tab to view the email status and proof of delivery of Agenda along with date and time stamp.

Please note, if an e-mail is sent through BLISS for any Agenda then the icon would be in blue color which can be clicked to see the e-mail sent.

In case the size of the agenda file exceeds 9 MB, a link with the agenda & its attachments will be sent in the email body to facilitate download of Agenda and the attachments by clicking on the required link(s).

You can upload and attach zipped folders i.e files with .rar or .zip extensions and upload your email signature to be applicable for all emails sent from BLISS from the settings page.