Preview Functionality in Board Meeting Agenda

Changes to Agenda is possible even after finalizing the Agenda so created. Once the Agenda items are archived we cannot make any changes to the Agenda.

The steps to edit the Agenda after finalizing the Agenda are as follows:

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company whose agenda you want to view in preview mode.

Step 2: Click on ‘Records’ tab

Step 3: The following screen appears. Click on anyone

Step 4: Pop-up window appears as shown below. Click on Agenda button

Step 5: Click on the ‘Preview document’ icon in the agenda page

Step 6: Preview page as shown below, would appear in new window (make sure your browser settings does not block pop-ups. If yes, then first allow the pop-ups and then click on ‘preview document’ icon again)

Parts of Preview screen and its functionality