How to upload Email Templates for circulating Agenda, Minutes of Board, Committee, Circular Resolution and Shareholder Meetings using email function in BLISS

Step 1: When you log into BLISS, you will land on your Summary Dashboard page, as shown below. Click on the company for which you want to upload a template.

Step 2: Click on Company Data -> Email Templates

Step 3: To create company specific templates for Board, Committee, Circular Resolution and Shareholder Meetings, select the document and Meeting type from the drop-down options. Click on token’ to access the token dictionary. You can then select the desired tokens from the dictionary to create your own template. Click on the token variation to choose the desired variables to be included in the email text.

Step 4: Click on Edit button to edit the template.

Sample text is provided below for your reference:

Email Subject: Notice for [MEETING_SERIAL_NO] [MEETING_TYPE] to be held on [MEETING_DATE(dd/MM/yyyy)], at [MEETING_VENUE].

Email Body:

Dear Sir/Madam,

We are pleased to invite you to the [MEETING_SERIAL_NO] [MEETING_TYPE] to be held on [MEETING_DATE(dd/MM/yyyy)], at [MEETING_VENUE].

Notice for the said meeting is enclosed herewith. Detailed agenda notes will be shared shortly.

Note: Wherever the tokens such as [MEETING_SERIAL_NO] [MEETING_TYPE] etc. are used, the actual information as entered In the Meeting Details in the Agenda/Minutes/Circular Resolution will get replaced when user attempts to email the document w.r.t a specific meeting record from BLISS.

Step 5: Once the text is added/edits are made, click on “Save” button. You can also later edit the saved text by clicking on the ‘Edit’ button.