How to email records?

Step 1: When you log into BLISS, you will land on your Summary Dashboard page, as shown below. Click on ‘Other Entity’ button to switch to BLISSGLOBAL variant.

Step 2: Click on the company from your portfolio.

Step 3: Click on Records.

Step 4: Go to the record to be emailed and click on the

button.

In case you have more than 10 records under one section in the Records page, use the arrow keys to toggle back and forth to access them.

Step 5: Select the users to whom the email is to be sent or add other email addresses to send the email to persons who are not BLISSGLOBAL users. Click on send.