RingCentral App User Guide

RingCentral App User Guide Advanced team productivity app keeps your teams connected witheverything needed in one place: phone calls, video meetings, team chat,calendar and more.

RingCentral App User Guide Part 1—RingCentral App for DesktopPart 1 — RingCentral App for Desktop5 Overview17 Update Account Settings5 Call, Message, and Meet Seamlessly5 Integrated Communications—Anytime, Anywhere18 Share a File5 Cloud PBX: Enterprise-Grade Calling Capability20 Create a Task6 Team Collaboration: Messaging, File Sharing, and Tasks21 New Task6 Online Meetings: Video Conferencing, Screen Sharing, and More22 Make a Note to Yourself6 Integrated with Hundreds of Business Apps23 Note Template7 RingCentral Mobile App24 Set Availability Status7 Do Business Anywhere You Go25 Share Status7 Team Collaboration: Messaging with File Sharing and Shared Tasks26 Share Status Template8 Online Meetings: a Complete Video Collaboration Solution27 Edit Profile8 Learn More About RingCentral Unified Communications Apps9 Download and Install RingCentral App on Windows,Mac, iOS or Android18 Select File28 Edit Profile Form29 Set Notification Preferences30 Preferences Form9 For Windows:31 Access Product Help9 For Mac:32 Product Help Page9 For Android:10 For Android Mobile:10 For iOS Mobile:11 Login and Tour RingCentral App1112131415Login to RingCentral AppRingCentral App Product Tour—WelcomeInvite PeopleStart a ChatCreate Teams16 You’re Ready to Go33 Keyboard Shortcuts34 List of Keyboard Shortcuts35 About RingCentral36 What’s New37 Release Notes38 Download Apps39 Apps Download Page40 @Mentions41 List of @Mentions2

RingCentral App User Guide Part 1—RingCentral App for Desktop42 Access Administrator Page68 Create a Team Task43 Administrator Page69 New Task Form44 Add Administrator Page70 Integrate Apps45 Rename Company Page71 Add Integration List46 Payments & Plan72 Invite People Button47 Payments & Plan Page73 Access Dashboard48 Sign Out74 Access Task List49 Rate Attachments75 Access Calendar50 Send New Message76 Access Files51 New Message Template77 View Links, Notes, and Integrations52 Set User Preferences78 List of Integrations53 View Company Directory82 Join RingCentral Community54 Compose New Message83 RingCentral App Product Help84 Integrations and Productivity Tools85 Appendix—Admin Configuration Settings55 Browse All Teams56 Create New Team57 Create Team Form58 Color Code Teams59 Reveal Team Settings60 Set Team Notifications61 Start a Conference62 View Team Conversation Settings63 Add Emojis and Gifs8586878787AdministratorsCompany SettingsData Retention PoliciesCompliance ExportsRelated Articles88 Part 2 — RingCentral App for Mobile64 Invite People to Join65 Invite People Form66 Share a File67 Select File to Share3

RingCentral App User Guide Part 1—RingCentral App for DesktopPart 1 — RingCentral App for Desktop4

RingCentral App User Guide OverviewOverviewCall, Message, and Meet SeamlesslyThe RingCentral app's intuitive and unified user interface allows you to seamlessly transition between phone calls, video meetings, and team chat withoutlosing track of what you’re working on. Less toggling between communications applications and solutions means your projects m ove forward, your teamsstay connected, and your productivity increases.Integrated Communications—Anytime, AnywhereThe RingCentral mobile app provides an intuitive, unified experience that lets you call, message, and meet wherever you are. Compatible with companyissued devices or bring-your-own-device smartphones, RingCentral’s unified application enables you to seamlessly make calls, check voicemail messages,and connect and collaborate with teams through integrated team messaging and online meetings.Cloud PBX: Enterprise-Grade Calling CapabilityRingCentral provides advanced calling capabilities globally, with service in over100 countries. Enjoy a reliable and high-quality phone service that keeps yourdata available and secure through our highly encrypted and redundant datanetworks, all within one unified communications application. Enjoy unlimited calling in the US and Canada. Access advanced call options like Call Park, Call Flip, and more. Route calls efficiently with a multi-level auto attendant.5

RingCentral App User Guide OverviewTeam Collaboration: Messaging, File Sharing, and TasksGetting work done together has never been so fast and easy. With the RingCentralapp's built-in team messaging and collaboration capabilities, you can streamlineyour business workflows in one solution. This means fewer meetings, quickerdecisions, and more productivity. Create teams for projects, specific topics, or departments. Share links and files with no size limits. Easily invite guests for free.Online Meetings: Video Conferencing, Screen Sharing, and MoreIncrease customer engagement, improve team productivity andcollaboration, and cut travel costs with integrated online meetings.Begin or join online meetings directly from the RingCentral app andstart enjoying powerful online video collaboration. Hold online meetings with HD video quality for up to 500participants. Join audio through your computer or dial in using domesticand global numbers. Share screens and use a digital whiteboard for more agileand powerful collaboration.Integrated with Hundreds of Business AppsRingCentral offers out-of-the box integration with best-in-classthird-party business applications that enable you to streamlineyour workflows. Shorten sales cycles with popular CRM integrations suchas Salesforce . Enhance delivery of customer support with Zendesk and ServiceNow . Boost user efficiency with cloud file sharing services suchas OneDrive and Google Drive .6

RingCentral App User Guide OverviewRingCentral Mobile AppThe RingCentral mobile app provides an intuitive, unified experience that lets you call, message, and meet wherever you are. Compatible with companyissued devices or bring-your-own-device smartphones, RingCentral’s unified application enables you to seamlessly make calls, check voicemail messages,and connect and collaborate with teams through integrated team messaging and online meetings.Do Business Anywhere You GoDropping, missing, or incorrectly routing a call can mean decreasedteam efficiency, lost revenue, and a missed opportunity to gain andretain customer trust. In a single tap, RingCentral allows you to connectto team members, customers, and vendors easier than ever before. Make it easy for customers and colleagues to reach you with asingle business identity for HD VoIP calling, SMS, and onlinefax. Customize settings and notifications, such as office hours andringtones. Route calls with advanced call controls, such as call flip, switch,transfer, and park. Seamlessly make and receive calls with your carrier minutes,Wi‑ Fi, or cellular data without ever dropping a call.Team Collaboration: Messaging with File Sharing and Shared TasksStay up to date and productive while on the go. RingCentral’s builtin team messaging and collaboration capabilities streamline yourbusiness workflows. This means fewer meetings, quicker decisions,and more productivity. Chat with colleagues and clients in real time. Link and file sharing with no size or storage limits. Create teams for projects, specific topics, or departments. Free and simple guest sign-ups.7

RingCentral App User Guide OverviewOnline Meetings: a Complete Video Collaboration SolutionIncrease customer engagement and drive productivity withRingCentral’s powerful audio and video collaboration capabilitiesright on your mobile device. Connect to audio with smartphonedata or your mobile carrier. Start or join a virtual meeting in a singletap from anywhere in the world. Enjoy HD quality video meetings for up to 500 participants. Share screens and content in a meeting. Get more control over meetings with advanced in-meetinghost and attendee features.Learn More About RingCentral Unified Communications AppsRingCentral Phone for desktop RingCentral Meetings 8

RingCentral App User Guide Download and Install RingCentral AppDownload and Install RingCentral App on Windows, Mac, iOS or Android1. Go to the RingCentral Downloads page.2. Click on the download link for your computer's operating system.For Windows: Download for PC - 64 Bit Download for PC - 32 BitFor Mac: Download for MAC Download for iOSFor Android: Download for AndroidIf you are an Account Administrator, you may click on the following links:For Windows: Download for PC - 64 Bit MSI Download for PC - 32 Bit MSI3. Wait until the download finishes.Once the download is done, Run the installation file.When the installation is done, you will see the RingCentral App's iconon your dock or system tray.See Also:RingCentral App - Links9

RingCentral App User Guide Download and Install RingCentral AppFor Android Mobile:1. Visit the Google Play Store at this link.For iOS Mobile:1. Visit the Apple App Store at this link.iPhoneiPad2. Install the RingCentral App on your Androidmobile device.2. Install RingCentral Appon iOS mobile device.10

RingCentral App User Guide Login and Tour RingCentral AppLogin and Tour RingCentral AppLogin to RingCentral AppClick the RingCentral App's iconon yourdock or system tray and login with yourcredentials.11

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—WelcomeAfter you login and click the RingCentral App icon, the application opens to the Welcome screen. Your user name is highlighted.12

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Invite PeopleClick the sign next to the People icon to invite coworkers and guests to register and begin using the RingCentral app.13

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Start a ChatEnter text in the Message window to start a chat with other registered users. You can share files, create tasks, and send emojis and gifs.14

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Create TeamsTeams in the RingCentral app is a powerful tool for managing projects and keeping everyone involved up-to-date.15

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—You’re Ready to GoStart by inviting colleagues to register and begin using RingCentral app.16

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Update Account SettingsIt’s important to update your account settings. The orange bar will remain until your updates are entered.17

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Share a FileClick the Paperclip icon to start sharing files.18

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Select FileAfter clicking the Paperclip icon, a screen will pop up, giving you access to the files on your computer.19

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Create a TaskClick the Checkmark icon to create a task.20

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—New TaskAfter clicking the Checkmark icon to create a new task, enter your Task Title, Due Date, and attached files if needed.21

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Make a Note to YourselfClick the Note icon to make a new Note to yourself.22

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Note TemplateAfter clicking the Note icon, a new Note template pops up that you can use to enter the note content for yourself . You can share this note with others.23

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Set Availability StatusClickand then click Available to set your availability status.24

RingCentral App User Guide Login and Tour RingCentral AppRingCentral App Product Tour—Share StatusClick Share Status to share your project status with your team.25