How to upload Records.

How to upload Records.

Records:
Records page provides customized folders where users can upload Company Records. Records can be uploaded section wise. Section names are editable and any number of sections can be added by users. All the uploaded records uploaded will be available in the Records module which is organized Financial Year wise.
Functionality of the Record Page:

  1. Search feature to search documents uploaded in the Records Repository
  2. Financial Year-Records can be uploaded financial wise
  3. Create tags for documents uploaded
  4. Toggle to switch between financial years
  5. Customized/Editable section heads
  6. Serial no. of the documents uploaded in particular section head
  7. Date of the document
  8. Document uploaded
  9. Tags added for the uploaded document
  10. Enter description or critical remarks if any
  11. Edit button to make required changes
  12. Delete button to delete the record
  13. Choose file to be uploaded
  14. Upload button to upload selected file
  15. Select tags, if required
  16. Add button to add tags
  17. Save the record
  18. List of approved activities created under Action Trackers
  19. Add new section head 
  20. Add an action tracker associated with a particular section
  21. Lock feature to restrict other users from editing records of a particular section 
  22. Lock feature to restrict other users from editing records for an entire financial year
Step 1: When you log into BLISS, you will land on your Summary Dashboard page, as shown below. Click on ‘Other Entity’ button to switch to BLISSGLOBAL variant.

Step 2: Click on the company from your portfolio.

Step 3: Click on Records.

Step 4: Select the financial year for which the record needs to be uploaded.

Step 5: Select the section head where the document is to be uploaded or edit the section head as required.

In case you have more than 10 records under one section in the Records page, use the arrow keys to toggle back and forth to access them.

​
Step 6: Update the date, select file to be uploaded, select tag if required and update critical description, if any.

Step 7: Click tick button to save.

Please note multiple files can be uploaded and multiple tags can be added in one single entry.