RingCentral App User Guide RingCentral Mobile App The RingCentral mobile app provides an intuitive,

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  • RingCentral® App User Guide

    Advanced team productivity app keeps your teams connected with everything needed in one place: phone calls, video meetings, team chat, calendar and more.

  • RingCentral App | User Guide | Part 1—RingCentral App for Desktop

    Part 1 — RingCentral App for Desktop

    5 Overview

    17

    Update Account Settings

    5 Call, Message, and Meet Seamlessly 18 Share a File

    5 Integrated Communications—Anytime, Anywhere 18 Select File

    5 Cloud PBX: Enterprise-Grade Calling Capability

    20

    Create a Task

    6 Team Collaboration: Messaging, File Sharing, and Tasks

    21

    New Task

    6 Online Meetings: Video Conferencing, Screen Sharing, and More

    22

    Make a Note to Yourself

    6 Integrated with Hundreds of Business Apps

    23

    Note Template

    7 RingCentral Mobile App

    24

    Set Availability Status

    7 Do Business Anywhere You Go

    25

    Share Status

    7 Team Collaboration: Messaging with File Sharing and Shared Tasks

    8 Online Meetings: a Complete Video Collaboration Solution

    8 Learn More About RingCentral Unified Communications Apps

    9 Download and Install RingCentral App on Windows, Mac, iOS or Android

    9 For Windows:

    9 For Mac:

    26 Share Status Template

    27 Edit Profile

    28 Edit Profile Form

    29 Set Notification Preferences

    30 Preferences Form

    31 Access Product Help

    32 Product Help Page

    9 For Android:

    10 For Android Mobile:

    10 For iOS Mobile:

    11 Login and Tour RingCentral App 11 Login to RingCentral App

    12 RingCentral App Product Tour—Welcome 13 Invite People

    14 Start a Chat

    33 Keyboard Shortcuts

    34 List of Keyboard Shortcuts

    35 About RingCentral

    36 What’s New

    37 Release Notes

    38 Download Apps

    39 Apps Download Page

    15 Create Teams 40 @Mentions

    16 You’re Ready to Go 41 List of @Mentions

    2

  • RingCentral App | User Guide | Part 1—RingCentral App for Desktop

    42 Access Administrator Page

    43 Administrator Page

    44 Add Administrator Page

    45 Rename Company Page

    46 Payments & Plan

    47 Payments & Plan Page

    48 Sign Out

    49 Rate Attachments

    50 Send New Message

    51 New Message Template

    52 Set User Preferences

    53 View Company Directory

    54 Compose New Message

    55 Browse All Teams

    56 Create New Team

    57 Create Team Form

    58 Color Code Teams

    59 Reveal Team Settings

    60 Set Team Notifications

    61 Start a Conference

    62 View Team Conversation Settings

    63 Add Emojis and Gifs

    64 Invite People to Join

    65 Invite People Form

    66 Share a File

    67 Select File to Share

    68 Create a Team Task

    69 New Task Form

    70 Integrate Apps

    71 Add Integration List

    72 Invite People Button

    73 Access Dashboard

    74 Access Task List

    75 Access Calendar

    76 Access Files

    77 View Links, Notes, and Integrations

    78 List of Integrations

    82 Join RingCentral Community

    83 RingCentral App Product Help

    84 Integrations and Productivity Tools

    85 Appendix—Admin Configuration Settings

    85 Administrators

    86 Company Settings

    87 Data Retention Policies

    87 Compliance Exports

    87 Related Articles

    88 Part 2 — RingCentral App for Mobile

    3

  • RingCentral App | User Guide | Part 1—RingCentral App for Desktop

    Part 1 — RingCentral App for Desktop

    4

  • RingCentral App | User Guide | Overview

    Overview

    Call, Message, and Meet Seamlessly

    The RingCentral app's intuitive and unified user interface allows you to seamlessly transition between phone calls, video meetings, and team chat without

    losing track of what you’re working on. Less toggling between communications applications and solutions means your projects m ove forward, your teams

    stay connected, and your productivity increases.

    Integrated Communications—Anytime, Anywhere

    The RingCentral mobile app provides an intuitive, unified experience that lets you call, message, and meet wherever you are. Compatible with company-

    issued 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 Capability

    RingCentral provides advanced calling capabilities globally, with service in over

    100 countries. Enjoy a reliable and high-quality phone service that keeps your

    data available and secure through our highly encrypted and redundant data

    networks, 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 | Overview

    Team Collaboration: Messaging, File Sharing, and Tasks

    Getting work done together has never been so fast and easy. With the RingCentral

    app's built-in team messaging and collaboration capabilities, you can streamline

    your business workflows in one solution. This means fewer meetings, quicker

    decisions, 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 More

    Increase customer engagement, improve team productivity and collaboration, and cut travel costs with integrated online meetings. Begin or join online meetings directly from the RingCentral app and start enjoying powerful online video collaboration.

     Hold online meetings with HD video quality for up to 500 participants.

     Join audio through your computer or dial in using domestic and global numbers.

     Share screens and use a digital whiteboard for more agile and powerful collaboration.

    Integrated with Hundreds of Business Apps

    RingCentral offers out-of-the box integration with best-in-class third-party business applications that enable you to streamline your workflows..

     Shorten sales cycles with popular CRM integrations such as Salesforce®.

     Enhance delivery of customer support with Zendesk® and ServiceNow®.

     Boost user efficiency with cloud file sharing services such as OneDrive® and Google Drive™.

    6

    https://www.ringcentral.com/apps/

  • RingCentral App | User Guide | Overview

    RingCentral Mobile App

    The RingCentral mobile app provides an intuitive, unified experience that lets you call, message, and meet wherever you are. Compatible with company- issued 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 Go

    Dropping, missing, or incorrectly routing a call can mean decreased

    team efficiency, lost revenue, and a missed opportunity to gain and

    retain customer trust. In a single tap, RingCentral allows you to connect

    to team members, customers, and vendors easier than ever before.

     Make it easy for customers and colleagues to reach you with a single business identity for HD VoIP calling, SMS, and online fax.

     Customize settings and notifications, such as office hours and ringtones.

     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 Tasks

    Stay up to date and productive while on the go. RingCentral’s built-

    in team messaging and collaboration capabilities streamline your

    business 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

  • RingCe