How to access the signed documents and pre-read notes from the Records screen

How to access the signed documents and pre-read notes from the Records screen

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 view the signed documents/ pre-read notes uploaded for a meeting created using BLISS.


Step 2: Click on Records.

Step 3: Go to the relevant meeting date in the records page in ‘Signed documents and Pre-read notes’ click ‘View’ below Pre-read notes for respective meeting.


Step 4: Upon clicking ‘View’, the uploaded Signed Documents/pre-read notes can be accessed as shown below:

In case of Pre-read notes:

Step 5: After Opening of the document, Click on ‘ in the top right corner to view the annotations or comments made on the document. Click on the arrow key against the ‘All’ option in the Panel to expand/ collapse the options available.

Click on any particular group to view the public comments made by the group as a member of such group. Similarly, you may use the filter to view comments made to you by any individual user by clicking on their names as shown below:

By default, the ‘All’ option is selected to view all public annotations /those made to you.

Step 6: Click on the  icon  to download the pre-read notes.