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

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

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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

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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.

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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™.

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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.

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