How to upload files in Company Specific Folder

How to upload files in Company Specific Folder


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 add records.


Step 2: Click on Records.


Step 3: Click on Edit.

Step 4: Click on Edit Name


Step 5: Enter the section name for the module and click on Done.


Step 6: Enter the Date, upload the file and enter Summary Information and click Done.