How to Preview Agenda/Minutes in BLISS

How to Preview Agenda/Minutes in BLISS

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company whose agenda/minutes you want to view in preview mode.


Step 2: Click on Records tab.


Step 3: Navigate and click on the meeting whose agenda you want to view in preview mode

Step 4: Pop-up window appears as shown below. Click on Agenda/Minutes button


Step 5: Click on the ‘Preview document’ icon in the Agenda/Minutes page



Step 6: Preview page as shown below, would appear in new window (make sure your browser settings does not block pop-ups. If yes, then first allow the pop-ups and then click on ‘preview document’ icon again)


Parts of Preview screen and its functionality

1. - Click on this icon to set Margins for Agenda file
2. - Click on this icon to select the Page Size for Agenda file  
3.- Click on this icon to select Prefix for numbering agenda items
4. Formatting icons - Regular word file icons that helps in changing font style, size, orientation,etc.,
5. - Click to create versions of your Agenda file or to view any of the created version
6. - Click to update the Agenda in BLISS with the changes made to a version or to directly take a print of the agenda file from preview mode. 
7. - Click to view the Repository of all the pre-loaded agenda items 
8. Region for editing - Preview allows you to edit or add the agenda items and the changes gets saved when you click anywhere in the preview file after making the changes.
9. - Click to view the comments and details of edits made to the agenda file