RingCentral App User GuideRingCentral Mobile App The RingCentral mobile app provides an intuitive, unified experience that lets you call, message, and meet wherever you are. Compatible

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


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


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


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 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


Online Meetings: a Complete Video Collaboration Solution

Increase customer engagement and drive productivity with

RingCentral’s powerful audio and video collaboration capabilities

right on your mobile device. Connect to audio with smartphone

data or your mobile carrier. Start or join a virtual meeting in a single

tap 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-meeting

host and attendee features.

Learn More About RingCentral Unified Communications Apps

RingCentral Phone™ for desktop | RingCentral Meetings™

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RingCentral App | User Guide | Download and Install RingCentral App

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

1. 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 Bit

For Mac:

Download for MAC

Download for iOS

For Android:

Download for Android

If 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 MSI

3. 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 icon on your dock or system tray.

See Also:

RingCentral App - Links

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RingCentral App | User Guide | Download and Install RingCentral App

For Android Mobile:

1. Visit the Google Play Store at this link.

For iOS Mobile:

1. Visit the Apple App Store at this link.

iPhone

iPad

2. Install the RingCentral App on your Android

mobile device.

2. Install RingCentral App

on iOS mobile device.

10

https://play.google.com/store/apps/details?id=com.glip.mobilehttps://apps.apple.com/us/app/ringcentral/id715886894

RingCentral App | User Guide | Login and Tour RingCentral App

Login and Tour RingCentral App

Login to RingCentral App

Click the RingCentral App's icon on your

dock or system tray and login with your

credentials.

11


RingCentral App Product Tour—Welcome

After you login and click the RingCentral App icon, the application opens to the Welcome screen. Your user name is highlighted.

12


Click the + sign next to the People icon to invite coworkers and guests to register and begin using the RingCentral app.

RingCentral App Product Tour—Invite People

13


Enter text in the Message window to start a chat with other registered users. You can share files, create tasks, and send emojis and gifs.

RingCentral App Product Tour—Start a Chat

14


Teams in the RingCentral app is a powerful tool for managing projects and keeping everyone involved up-to-date.

RingCentral App Product Tour—Create Teams

15


Start by inviting colleagues to register and begin using RingCentral app.

RingCentral App Product Tour—You’re Ready to Go

16


It’s important to update your account settings. The orange bar will remain until your updates are entered.

RingCentral App Product Tour—Update Account Settings

17


RingCentral App Product Tour—Share a File

Click the Paperclip icon to start sharing files. 18


After clicking the Paperclip icon, a screen will pop up, giving you access to the files on your computer.

RingCentral App Product Tour—Select File

19


Click the Checkmark icon to create a task.

RingCentral App Product Tour—Create a Task

20


After clicking the Checkmark icon to create a new task, enter your Task Title, Due Date, and attached files if needed.

RingCentral App Product Tour—New Task

21


Click the Note icon to make a new Note to yourself.

RingCentral App Product Tour—Make a Note to Yourself

22


RingCentral App Product Tour—Note Template

After 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 Product Tour—Set Availability Status

Click and then click Available to set your availability status. 24


RingCentral App Product Tour—Share Status

Click Share Status to share your project status with your team.

25


RingCentral App Product Tour—Share Status Template

After you click Share Status a pop up opens allowing you to share your project status with your team.

26


Click Edit Profile to update your personal profile.

RingCentral App Product Tour—Edit Profile

27


After you click Edit Profile, a new screen pops up allowing you to upload your photo or avatar, change your password, and update your company info.

RingCentral App Product Tour—Edit Profile Form

28


Click Preferences to set your email and mobile notification preferences.

RingCentral App Product Tour—Set Notification Preferences

29


After you click Preferences you can set your email and mobile notification preferences.

RingCentral App Product Tour—Preferences Form

30


RingCentral App Product Tour—Access Product Help

Click Help to access RingCentral App Product Help and live Chat Help . 31


RingCentral App Product Tour—Product Help Page

After clicking Help you have access to RingCentral App Product Help and live Chat Help . 32


RingCentral App Product Tour—Keyboard Shortcuts

Click Keyboard Shortcuts to access a list of keyboard shortcuts on RingCentral app .

33


Clicking Keyboard Shortcuts opens the list of RingCentral app keyboard shortcuts .

RingCentral App Product Tour—List of Keyboard Shortcuts

34


Click About to access the Glip Blog and info about RingCentral; plus Security, Privacy and Terms of Service information.

RingCentral App Product Tour—About RingCentral

35


Click What’s New to see the latest RingCentral app product updates, Release Notes, and to access Live Chat .

RingCentral App Product Tour—What’s New

36


Clicking What’s New displays the latest RingCentral app product updates, Release Notes, and to access Live Chat.

RingCentral App Product Tour—Release Notes

37


RingCentral App Product Tour—Download Apps

Click Download Apps to open a page listing apps available for download from RingCentral. 38


RingCentral App Product Tour—Apps Download Page

Clicking Download Apps opens a page listing apps available for download from RingCentral.

39


RingCentral App Product Tour—@Mentions

Click @Mentions to open a page showing mentions of you in someone’s post.

40

mailto:@Mentionsmailto:@Mentions


Clicking @Mentions opens a page showing mentions of you in someone’s post.

RingCentral App Product Tour—List of @Mentions

41

mailto:@Mentionsmailto:@Mentions


RingCentral App Product Tour—Access Administrator Page

Click Administration to Add another administrator to your team or change your Company Settings..

42


RingCentral App Product Tour

RingCentral App Product Tour—Administrator Page

Clicking Administration allows you to add another administrator to your team or change your Company Settings. As owner of the Team, you are the only person who can change your company settings.

43


RingCentral App Product Tour—Add Administrator Page

Click the ADD button on the Administration page to add an administrator to your Team. This privilege is reserved for the original account owner.

44


RingCentral App Product Tour—Rename Company Page

Click the RENAME button on the Administration page to rename your company. This privilege is reserved for the original account owner.

45


RingCentral App Product Tour—Payments & Plan

Click Payments & Plan to view your RingCentral app account status and to upgrade if desired. 46


RingCentral App Product Tour—Payments & Plan Page

47


RingCentral App Product Tour—Sign Out

Clicking Sign Out will end your RingCentral App session without asking you to confirm you intention to exit the app. 48


RingCentral App Product Tour—Rate Attachments

You can “rate” the attachments permitted on your RingCentral app. Remember to be nice!

49


Click the + sign on the Administration page to Send New Message, Create Team, or Invite New User to a Team or to register.

RingCentral App Product Tour—Send New Message

50


Consider creating a Team for projects, departments, or topic-based discussions. Directing your messages to specific users will cut down on clutter.

RingCentral App Product Tour—New Message Template

51


RingCentral App Product Tour—Set User Preferences

Click the Gear icon next to your name to set your user preferences.

52


RingCentral App Product Tour—View Company Directory

Click People to view the Company Directory and invite a few people to start a conversation via email 53


Click the + sign next to People to create a new message.

RingCentral App Product Tour—Compose New Message

54


Click Teams to expand the list of teams on your RingCentral app. This pane can get lengthy over time when all teams are displayed.

RingCentral App Product Tour—Browse All Teams

55


Click the Gear icon next to Teams to create a new Team.

RingCentral App Product Tour—Create New Team

56


Select the options for the New Team and click CREATE TEAM.

RingCentral App Product Tour—Create Team Form

57


Click the Gear icon next to Team New Company to pop up color choices for your new Team. Colors help you quickly identify Teams.

RingCentral App Product Tour—Color Code Teams

58


Click the Gear icon next to Team New Company to reveal the settings for this team.

RingCentral App Product Tour—Reveal Team Settings

59


Team New Company Settings on the RingCentral app. All company employees are included in this team, and the owner of this team can determine member privileges.

RingCentral App Product Tour—Set Team Notifications

60


Click the Video icon next to Team New Company to start a video conference with your team.

RingCentral App Product Tour—Start a Conference

61


Click the Gear icon next to Team New Company to view the conversation settings for your team.

RingCentral App Product Tour—View Team Conversation Settings

62


Add emojis and gifs to your team messages.

RingCentral App Product Tour—Add Emojis and Gifs

63


Click the Invite people icon to open the invitation pop-up.

RingCentral App Product Tour—Invite People to Join

64


Enter email addresses on the Invite People pop up and click the INVITE button.

RingCentral App Product Tour—Invite People Form

65


Click the Share a file icon to open files on your computer.

RingCentral App Product Tour—Share a File

66


Select a file to share with your team.

RingCentral App Product Tour—Select File to Share

67


Click the Create a task to add a task for your team.

RingCentral App Product Tour—Create a Team Task

68


Title your new task, assign it to a team member, and set a date for completion. Attach necessary files.

RingCentral App Product Tour—New Task Form

69


Click the Integrate apps icon to view apps available for integration with the RingCentral app.

RingCentral App Product Tour—Integrate Apps

70


Scroll down the list of Integrate apps available for integration with the RingCentral app.

RingCentral App Product Tour—Add Integration List

71


Click the Envelope icon to invite people to register and join your teams. All Team members can invite additional members to join.

RingCentral App Product Tour—Invite People Button

72


Click the Dashboard icon to see your weekly calendar and your next tasks.

RingCentral App Product Tour—Access Dashboard

73


Click the Tasks icon to see everything that needs to be done across all of your projects.

RingCentral App Product Tour—Access Task List

74


Click the Calendar icon to see all project due dates. Click any date displayed on the calendar to create a task due on that day.

RingCentral App Product Tour—Access Calendar

75


Click the Files icon to see all shared project files. Drag a file from your desktop to this page to upload it.

RingCentral App Product Tour—Access Files

76


Click the Kebab icon to select either Links, Notes, or Integrations with your RingCentral app.

RingCentral App Product Tour—View Links, Notes, and Integrations

77


Scroll down to see more Integrations available with your RingCentral app.

RingCentral App Product Tour—List of Integrations

78



Continue scrolling down to see more Integrations available with your RingCentral app.

79




80




81


RingCentral App Product Tour—Join RingCentral Community

Join our Community to tell us which new product integrations you want added to RingCentral app. Joining the RingCentral Community is easy. You’ll find, advice, featured conversations and many helpful links.

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RingCentral App | User Guide | RingCentral App Product Help

RingCentral App Product Help

Five Quick Tips for Beginners RingCentral App: Preparing for Deployment Why Should I Use RingCentral App?

Getting Started RingCentral App Overview

Calling

Telephony Overview

Messaging

Adding Co-Workers & Guests

Logging in using your RingCentral Credentials

Interface Overview

Managing Projects

Make a call with RingCentral App

Telephony Service Desktop | Mobile

Teams and Groups

Conversation Streams

Composing Messages

Mobile for Android | iOS @Mentions

RingCentral App Phone Slash Commands

Plans Comparison Video Chat

Bookmarks Bookmarks

Interactive Viewer Interactive Viewer

Note Viewer Note Viewer

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RingCentral App | User Guide | Integrations and Productivity Tools

Integrations and Productivity Tools

Calendar App — Adding Google Calendar, iCal, Outlook, Office 365, iPhone, or Android

Tasks App — Better manage tasks in a format designed for project management

Links App — How to post, find and delete links

Notes App — Central location for all notes and how to create new notes

Files App — See all files added by you or others

Integrations — Email & Mobile Alerts, Email to Glip, Calendar, Google Drive, Dropbox, Box, Evernote, OneDrive

Salesforce Integration Setup — Set up sharing an object from Salesforce

Using the Salesforce Integration — Using a shared object from Salesforce

Still not finding what you're looking for? Submit a case.

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RingCentral App | User Guide | Appendix—Admin Configuration Settings

Appendix—Admin Configuration Settings

The Administration page can be found under the company menu at the top of the left pane, and is only accessible by users who are

administrators for your company on RingCentral. The page is broken into the following sections.

For more videos like this, visit RingCentral University

Administrators

The Administrators section lists all of your company's RingCentral App administrators (admins). By default, the first person at your

company to sign up for RingCentral App is an admin. The person who makes the payment when you subscribe to RingCentral App's

Standard plan also becomes an admin.

When you mouse over an admin's entry in the list, a gear menu appears at the right with options to remove the person's admin rights

or view their profile.

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Admins on RingCentral App can:

Remove people from your company on RingCentral App, whether it’s a co-worker or guest. Non-admins can only remove people that have been added, but haven't actually signed up yet.

Unlock accounts that have been locked for too many failed login attempts. You'll see a red Unlock button next to entries on the People page that have been locked.

See all guests (i.e., people not on your company's private email domain) on the People page, whereas non-admins can only see guests that they are in a conversation with.

Delete posts made by other people. Note: Admins can't delete posts from conversations in which they aren't a participant.

Assign admin privileges to other co-workers.

Export company data, although this can be limited to a subset of admins. See Compliance Exports for more information.

Company Settings

This section contains administrative settings that apply to your entire company on RingCentral App.

Company name — Allows administrators to change the company's name on RingCentral App. Click the Rename button and type your new company name.

Enable Telephony Service to allow Users in your RingCentral Office account to use RingCentral App Desktop and mobile apps for calls, voicemails and text messages. When enabled for the account, all Users in the account will be able to use the telephony functionality. To guide you with enabling Telephony Service, see RingCentral App — Telephony Overview.

File Sharing —Controls which services may be used to share file. RingCentral App administrators may select which file sharing options their employees are allowed to use. They can shut them all OFF or only allow employees to use a specific service, such as Dropbox. When specific services are turned OFF, they are no longer available for selection in the various places you can upload files (for example, in the Compose menu, or the Attach Files menu when creating a task, etc.).

Allow Giphy Sharing? — Determine whether or not users can share GIFs from Giphy and, if so, what is the maximum rating allowed.

Allow off-domain co-workers? — Allows admins to determine whether or not people without an email address on the company's private domain can be added as a co-worker. Obviously only applies to companies with a private domain (i.e., not webmail companies). If a company doesn't allow off-domain co-workers, those people are automatically added as guests.

Allow employees to add people to RingCentral App? — Invite controls allow admins to determine whether or not employees can add people (either co-workers or guests) to RingCentral App. If admins don't allow employees to add people, all of the places where you can invite people to RingCentral App are suppressed unless the user is an admin.

Allow integrations from RingCentral App Gallery — Allows admins to determine whether or not people can add integrations in the RingCentral App.

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Data Retention Policies

By default, all messages and content on RingCentral App is kept forever, but data retention policies allow you to have messages automatically

deleted after a certain period of time. See Message Storage and Account Data Retention.

Compliance Exports

Export your company's data on RingCentral App, for either compliance purposes or just peace of mind. See RingCentral App - Compliance

Exports | Administrator for more information.

See Also:

RingCentral App - Link

Related Articles

RingCentral App — Add Co-Workers or Invite Guests

RingCentral App —Delete Account

RingCentral App — Deleted User | Posts retained

RingCentral App — User Getting Error with User ID Conflict

RingCentral App — Conversation Stream Overview

[INTERNAL] RingCentral App (Glip)— Resolve "The Email is Already Taken"

RingCentral App —Frequently Asked Questions

RingCentral App — Interface Overview

RingCentral App— Salesforce Integration setup

RingCentral App —Configure User Preferences

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Part 2 — RingCentral App for Mobile

T O B E D R A F T E D

RingCentral, Inc. All rights reserved. RingCentral, RingCentral Office, RingCentral Meetings, and the RingCentral logo are registered trademarks of RingCentral, Inc. Other third-party marks and logos displayed in this document are the trademarks of their respective owners. PDOC–12556 August 2019

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RingCentral App User GuideRingCentral Mobile App The RingCentral mobile app provides an intuitive, unified experience that lets you call, message, and meet wherever you are. Compatible

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