How to replicate an agenda from Records page

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company in which you want to replicate agenda.

Step 2: Click on Records Tab

Step 3: Toggle to the required Financial Year and to the respective meeting folder which is to be replicated (i.e., Board, Sub-Committee or Shareholder Meeting)

Step 4: Click on the particular meeting that is to be replicated

Step 5: Below screen would appear, Click on Replicate button:

Step 6: Select from drop down options (based on your portfolio companies) the company/(ies) to which the Agenda is to be replicated and click on replicate button.

Please Note Agenda can be replicated in the Same company or to some other companies. They can be replicated from a BLISSLISTED company to a BLISSPLUS/ BLISSLISTED variant company

Step 7: A draft agenda would get replicated without any dates as shown in screen below:

Please note that the Steps to Replicate the Agenda remains same for all the Meetings i.e., Board, Sub-Committee, Shareholder Meeting.