Steps to add agenda item under Preview Functionality

Steps to add agenda item under Preview Functionality

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


Step 2: Click on Records tab.

Step 3: Navigate and click on the meeting in whose agenda/minutes you want to add agenda item in preview mode

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


Step 5: Click on the ‘Preview document’ icon in the agenda/minutes 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) 

Step 7: Click on the icon as highlighted in the screen below

 

Step 8:  Follow the below mentioned step

Step 9:  Enter the number at which you want to place or position the agenda item and the agenda item will get positioned as required.

Note: Preview functionality is available for Agenda and Minutes of all the Meetings (i.e., Board, Sub-Committee and Shareholder Meetings) and its usage is also same as detailed in this section above.