How to email Notice/Agenda from BLISS
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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
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Step 1: Authorize BLISS to use your e-mail id to send e-mails. Click on ‘My Profile’
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Step 2: Click on ‘verify’
Step 3: Click ‘OK’
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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
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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
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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
Step 8: Confirm the recipient address, check the Subject line and the Body of the mail and click Send
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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.
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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 see the e-mail that was sent.
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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.
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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).