How to Add records in Company Specific Folder

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 add records

Step 2: Click on Records

Step 3: Click on Edit

Step 4: Click on Edit Name

Step 5: Enter the section name for the module and click on Done

Step 6: Enter the Date, upload the file and enter Summary Information and click Done