What are the various steps to add comment and/or Highlight text 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 comment and/or Highlight text.

Step 2: Click on Records tab.

Step 3: Navigate and click on the meeting whose agenda/minutes you want to add comment and/or Highlight text 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: Select the text to which you want to associate a comment or highlight the text and right click to get the options as shown below:

Step 8: On clicking comment option, the pop-up screen as shown below appears: