Search and retrieve documents quickly with BLISS

How to Search using a keyword and retrieve documents in BLISS.



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 search the data.

Step 2: Click on Search.

Step 3: Search for Companies from your Portfolio for which you want search results


Step 4: Type the Search word or phrase.



Step 5: Fill in the period of search.


Step 6: Choose the category, it could be either All, Agenda, Minutes, Registers, Returns or Action Tracker.

Step 6: Click Search.

Step 7: Search results appear here.

Step 8: To search any resolution from agenda/minutes of previous meetings, select agenda/minutes from the filter and click search. All the agenda item which has the word searched will appear.


Step 9:  Click on Show.

Step 10: On clicking ‘Show’ button the entire Agenda with the searched keyword will open.