How to lock/unlock a certain record or the whole financial year for records uploaded under Past Records page?

Note : Only the Admin of the Company who has access and control over the Past Records Page can lock/unlock the Past Records for other users.

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for which you want to upload the Past Records.

Step 2: Click Past Records.

Step 3: Select the financial Year for which you want to lock the Records.

Step 4:

To lock a specific record:

Select the Category in which you want to lock any specific document, -Board Meetings, Sub-Committee Meeting, Shareholder Meeting: Annual General Meeting or Extraordinary General Meeting. Click on the ‘

’ button against it .

To lock all records for a Financial Year:

Click on the ‘

’ for any Financial Year

Note : Once locked, no edit, delete or upload options will be visible to users as shown below. To unlock any record or the Financial Year, Click on the '

' button against a record or the Financial Year respectively.