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RingCentral Mobile App Getting Started Guide
RingCentral App Getting Started Guide | 1
Table of contents
Introduction 3
About the RingCentral app 3
Requirements 3
RingCentral app components 4
Message 4
Video 5
Phone 5
Getting started 6
About downloading and installing the RingCentral app 6
Downloading and installing the app on your mobile device 6
Log in to the RingCentral app 7
About logging in to the RingCentral app 7
Logging in to the RingCentral mobile app 7
Logging in using your prefered login method 7
Logging in using the RingCentral login form 7
Logging in using your Google account 7
Logging in using Single Sign-on 8
Navigating the RingCentral app for mobile 9
Intro to navigating the mobile app 9
Navigating the RingCentral mobile app 9
Bottom menu bar 9
Top header bar 9
Hamburger menu 10
Center section 10
New actions 11
Adding a new user 12
Using RingCentral Message 12
Sending a message 12
Creating a team 12
Using RingCentral Video 13
Starting a meeting 13
Scheduling a meeting 13
Joining a meeting 14
Using RingCentral Phone 15
Making a call 15
Taking a call 15
Sending a text message 15
Sending a fax 16
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 3
Introduction
About the RingCentral app
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 move forward, your teams stay
connected, and your productivity increases.
The RingCentral app is available on three platforms: web, desktop, and mobile (Android and iOS). This
availability makes it easy to switch between devices and take or make calls, check voicemail messages, and
connect and collaborate with teams wherever you are, whether that’s at work, home, or on the go.
Requirements
Operating systems
● Android Marshmallow (version 5.0) and later ● iOS 10.0 and later
NOTE : Since the RingCentral app mobile is updated regularly, it is best to check these app pages for the most
up-to-date information:
● Google Play: https://play.google.com/store/apps/details?id=com.glip.mobile ● App Store: https://itunes.apple.com/us/app/ringcentral/id715886894?mt=8
© 2020 RingCentral, Inc. All Rights Reserved
https://play.google.com/store/apps/details?id=com.glip.mobilehttps://itunes.apple.com/us/app/ringcentral/id715886894?mt=8
RingCentral App Getting Started Guide | 4
RingCentral app components
This seamless transition between calls, meetings, and chat is made easy by the bottom menu bar , which you can use to navigate between the following main RingCentral app components: Message, Video, and Phone. Let’s review what you can do with each of these main components. RingCentral mobile app for Android
RingCentral mobile app for iOS
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 5
Message
The Message menu option allows you to work and collaborate seamlessly with other people in your company, no matter where you are. The ability to communicate with others, either one on one or in a team environment, allows you to better streamline your workflow with fewer meetings, quicker decisions, and more productivity. Using the Message menu option, you can communicate with anyone, be that someone on your team or someone you need to bring in from outside your company. The RingCentral app lets you invite guest users for free in order to collaborate with them on a particular project or topic. With the RingCentral app, you can use the Message option to do the following:
● Create teams for specific projects, topics, or departments ● Share links and files with no size limits ● Create tasks for yourself or others to complete ● Share any important events to keep your team members informed of your activity
Video
With the Video menu option, you can increase customer engagement and improve team collaboration by using integrated online meetings. RingCentral app meetings broadcasts in HD quality to your computer or mobile device.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 6
With the RingCentral app’s Video feature, you can
● Begin, join, or schedule online meetings directly within the app. Joining meetings is made easier with the ability to join audio either through your computer or by dialing in using domestic and global numbers
● Share your screen during a meeting, record the meeting for later review, and use the chat feature to chat with other meeting attendees
● Integrate your Outlook or Google calendar with the RingCentral app so you can join and manage your meetings without ever having to leave the app
Phone
You can use the Phone menu option to make or take calls at any time. Using Cloud PBX with enterprise-grade reliability and quality, RingCentral provides advanced calling capabilities globally, with service in over 100 countries. With the RingCentral app’s reliable and high-quality phone service, you can
● Make and receive calls with your carrier minutes, Wi-Fi, or cellular data without ever dropping a call. Your data is also kept available and secure through RingCentral’s highly encrypted and redundant data networks
● Provide a single number for HD VoIP calling, SMS/MMS, and online fax ● Review missed calls and call recordings ● Listen to voicemails ● Send and receive faxes ● Send and receive individual and group text messages ● Access advanced call controls such as Call Flip, Switch, Transfer, and Park
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 7
Getting started
About downloading and installing the RingCentral app
The first step to getting started in the RingCentral App is to download the app on your mobile device. You can download the app on your Android or iOS device. Let’s learn more about how you can install the app on either of these devices below.
Downloading and installing the app on your mobile device
To install the RingCentral app on your Android or iOS mobile device, follow the steps below.
For Android: 1. Open the Google Play Store 2. Search for the RingCentral app or navigate to this link 3. Select Install to begin installing the app
For iOS:
1. Open the Apple App Story 2. Search for the RingCentral app or navigate to this link 3. Select Get to begin installing the app
© 2020 RingCentral, Inc. All Rights Reserved
https://play.google.com/store/apps/details?id=com.glip.mobilehttps://apps.apple.com/us/app/ringcentral/id715886894
RingCentral App Getting Started Guide | 8
Log in to the RingCentral app
About logging in to the RingCentral app
Once you’ve downloaded and installed the RingCentral app, you can begin using it by logging in. There are several methods to logging in, and you may choose to login either on the RingCentral desktop app, your web browser, or mobile device. Let’s discuss each of those methods below.
Logging in to the RingCentral mobile app
If you’d like to log in to the RingCentral mobile app, follow these steps:
1. Launch the RingCentral app on your mobile device 2. Click the Sign in button 3. Select your preferred sign-in method from the login page. Options include signing in using either the
RingCentral sign-in form, Google, or Single Sign-on (we’ll discuss signing in using each of these methods below)
Logging in using your prefer r ed login method
As we discussed earlier, when you’re logging in to the RingCentral app, you’ll be presented with several methods for logging in. These options include the following:
● RingCentral login form: Sign in using your RingCentral credentials ● Google: Sign in using your Google account credentials ● Single Sign-on: If Single Sign-on has been enabled for your account, use this login method to sign in
using your Single Sign-on credentials
Logging in using the RingCentral login form
To login using the RingCentral login form, follow these steps:
1. Enter your RingCentral email or phone number 2. Select the Next button 3. If you logged in using your phone number, enter your extension number in the Extension (optional)
field. Please note: You may need to specify your extension if you are sharing the same phone number in your account and to avoid logging in as a different user
4. Enter your password 5. Click the Sign in button to sign into the app
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 9
Logging in using your Google account
If you’d like to login using your Google account, follow these steps:
1. Select the Google button to navigate to the Google login page 2. Sign in with your Google account using one of the following methods:
a. If you have logged in before using your Google account credentials, select your Google account to log in automatically
b. If this is your first time logging in i. Enter your Google email address or phone number ii. Click the Next button
iii. Enter your password iv. Click Next to navigate to a page requesting access to your Google account v. Select Allow to finish signing in to the RingCentral app
Please note: If your Google account has been provisioned with Google G Suite, you may be redirected to the Google G Suite login page. Enter your login credentials, and then click Sign In .
Logging in using Single Sign-on
To login using Single Sign-on, follow these steps:
1. Click the Single Sign-on button 2. Enter your Email to confirm your identity 3. Click Submit to redirect to the RingCentral Single Sign-on page 4. Enter your Username and Password 5. Select the Sign in button
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 10
Navigating the RingCentral app for mobile
Intro to navigating the mobile app
Navigating the RingCentral app for mobile is pretty straightforward, with all the same major components you’ll find in the app for desktop and web. However, there are some navigational differences between these two platforms. Let’s discuss some of the major layout and navigation features you’ll need to know to get started on the RingCentral mobile app.
Navigating the RingCentral mobile app for Android
The RingCentral app for mobile is divided into several sections: the top header bar, the center section, and the bottom menu bar. Please note that each of these sections may differ depending on which part of the app you’re in. Let’s review what you’ll commonly find with each of these main navigation elements.
Bottom menu bar
As we discussed in Intro to the RingCentral app, you can seamlessly transition between messaging, calls, and meetings within the app for desktop, web, and mobile. This seamless experience in mobile is due to the bottom menu bar, which you can use to easily navigate between the following menu options:
● Message : Use this interface to send and receive messages, create and collaborate in teams, share files, create tasks, and more
● Video : Use this interface to start, schedule, and join meetings, manage recordings, view recent meetings, and more
● Phone : Use this interface to make and receive phone calls, send and receive text messages, manage your call history, listen to your voicemails, and more
● Contacts : Use this interface to add, view, and manage all your company contacts, including administrators, company users, and guest users. You can also create, view, and manage teams via this interface
Top header bar
The top header is always available at the top of the app and contains the main features and navigational options of the Message, Video, Phone, or Contacts menu option. The options in this header bar differ depending on which mobile app menu you’re in.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 11
For example, when you’re in the Message menu, the top bar will contain the following: a hamburger menu, a search bar, and a kabob menu, with a series of tabs beneath. Clicking on these tabs takes you to one of these active conversation lists: all conversations, direct messages, team messages, and favorited messages. The hamburger menu at top left appears in several locations throughout the app, including in every RingCentral app menu option. Let’s review below what you can access when you click on the hamburger menu.
Hamburger menu
When you click on the hamburger menu, a panel will slide out from the left-hand side of the app containing the following options:
● Profile: Your profile appears at the top of the app with your name, email address, and profile picture. Tap your profile picture and choose to view the picture, take a new picture, or select a new picture from your mobile image gallery
● Presence: Your current RingCentral app presence appears below your name and email address. Tap on your current presence and make a new selection from a list of options
● Status: Select Share status to share a new status. If you already have a status created, click on your current status to make any changes
● Accept queue calls: Only available to admins, tap the Accept queue calls toggle to enable or disable this option
● Tasks: Tap Tasks to visit a list of tasks assigned to you from all your active conversations ● Team events: Tap Team events to view a calendar of team events and tasks from all your active
conversations ● Admin tools: Only available to admins, tap Admin tools to view your company call logs, phone
system, analytics, and billing ● Settings: Tap this option to navigate to a page of in-app settings. This is where you can configure
your notification, Message, Video, and Phone settings
Center section
The center section is the primary part of the app where you will spend most of your time, and it will differ depending on where you are within the app. For example, while in Message, the center section will contain your list of conversations. When you select a conversation, this center section becomes the message thread. If you’re in the main pages of Message, Phone, and Contacts, you will also have access to the new action button, which is located in the lower right-hand corner of the center section. Let’s review what you’ll find when you select this button.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 12
New actions
Selecting the new actions button reveals a dropdown menu of actions you can perform associated with that menu. These actions may differ depending on where you are in the app. For example, when you’re in the Contacts menu, selecting the new actions button allows you to create a team, invite a user, or add a new contact. In Phone, this button differs depending on the page you're on. In the Calls and Voicemails page, selecting this button opens the dial pad on your screen.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 13
Navigating the RingCentral mobile app for iOS
The RingCentral app for mobile is divided into several sections: the top header bar, the center section, and the bottom menu bar. Please note that each of these sections may differ depending on which part of the app you’re in. Let’s review what you’ll commonly find with each of these main navigation elements.
Bottom menu bar
As we discussed in Intro to the RingCentral app, you can seamlessly transition between messaging, calls, and meetings within the app for desktop, web, and mobile. This seamless experience in mobile is due to the bottom menu bar, which you can use to navigate between the following menu options easily:
● Message : Use this interface to send and
receive messages, create and collaborate in teams, share files, create tasks, and more
● Video : Use this interface to start, schedule, and join meetings, manage recordings, view recent meetings, and more
● Phone : Use this interface to make and receive phone calls, send and receive text messages, manage your call history, listen to your voicemails, and more
● Contacts : Use this interface to add, view, and manage all your company contacts, including administrators, company users, and guest users. You can also create, view, and manage teams via this interface
● More : Tap the three-dot icon to navigate to the Tasks interface to manage your tasks, and Team events interface to view a calendar of events and tasks from all your conversations. Administrators can tap this icon to navigate to Tasks , Team events , Analytics to view company reports, and Admin tools to access the company call logs, the account’s phone system, and billing information.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 14
Top header bar
The top header is always available at the top of the app and contains the main features and navigational options of the Message, Video, Phone, or Contacts menu option. The options in this header bar differ depending on which mobile app menu you’re in. For example, when you’re in the Message menu, the top bar will contain the following: your profile picture, a search bar and a new actions plus sign button with a series of tabs beneath. Clicking on these tabs takes you to one of these active conversation lists: all conversations, direct messages, team messages, and favorited messages. Your profile picture at top left appears in every RingCentral app menu option. Let’s review below what you can access when you select your profile picture.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 15
Profile picture
When you select your profile picture, the app will navigate to the interface that contains the following options:
● Profile: Your profile appears at the top of the app with your name, email address, and profile picture. Tap your profile picture and choose to view the picture, take a new picture, or select a new picture from your mobile image gallery
● Presence: Your current RingCentral app presence appears below your name and email address. Tap on your current presence and make a new selection from a list of options
● Status: Select Share status to share a new status. If you already have a status created, click on your current status to make changes
● Accept queue calls: Only available to admins, tap the Accept queue calls toggle to enable or disable this option
● Notifications: Tap Notifications to enable or disable mobile and email notifications for missed calls, voicemails, faxes, and texts
● Message: Tap Message to select your preferred shortcut for sending a message and to enable or disable link previews and flags to show hints and visual cues in conversations with guests outside your company
● Video: Tap Video to configure settings related to the video meetings feature ● Phone: Tap Phone to configure settings related to placing or receiving calls. You can configure
settings such as your incoming call ringtone, the Caller ID you’d like to show when you make outbound calls, and more
● Contacts: Tap Contacts to sync your iPhone, Microsoft, or Google contacts to the RingCentral mobile app
● Calendar Sync: Tap Calendar Sync to connect your iCloud or Google calendar to the RingCentral mobile app
● Help and feedback: Tap Help and feedback to view help articles, Siri & CarPlay commands guide, and new features. This section also allows you to report issues, share ideas, rate the app, view RingCentral’s legal policies, and view the RingCentral mobile app’s current version number
● Sign out: Tap to sign out of the app At the top right, you’ll see the new actions plus sign button. The new actions button appears in several locations throughout the app, including in every RingCentral app menu option. Let’s review below what you can access when you select this button.
New actions
Selecting the new actions button reveals a dropdown menu of actions you can perform associated with that menu. These actions may differ depending on where you are in the app. For example, when you’re in the Contacts menu, selecting the new actions button allows you to create a team, invite a user, or add a new contact. In Phone, this button differs depending on the page you're on. In the Calls and Voicemails page, selecting this button opens the dial pad on your screen.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 16
Center section
The center section is the primary part of the app where you will spend most of your time, and it will differ depending on where you are within the app. For example, while in Message, the center section will contain your list of conversations. When you select a conversation, this center section becomes the message thread. If you’re in the main pages of Message, Phone, and Contacts, you will also have access to the new action button, which is located in the lower right-hand corner of the center section. Let’s review what you’ll find when you select this button.
Adding a new user for Android
To invite new users to the RingCentral app, follow these steps:
1. Navigate to Contacts via the bottom bar
2. Tap the new actions plus button at lower right
3. Tap Invite
4. Choose to send an invite in one of the following ways:
a. Send an invite to an email address by providing an email address in the To field
b. Send an invite to someone in your mobile contacts via Invite from contacts
c. Send an invite to the messaging app of your choice via Invite via link
5. Configure the appropriate settings based on the option you selected in the previous step
When you choose one of the options under Invite, additional actions are required in order to successfully
invite a user. Let’s review those options next.
Adding a new user for iOS To invite new users to the RingCentral app, follow these steps:
6. Navigate to Contacts via the bottom bar
7. Tap the new actions plus sign button at upper right
8. Tap Invite
9. Choose to send an invite in one of the following ways:
a. Send an invite to an email address by providing an email address in the To field
b. Send an invite to someone in your mobile contacts via Invite from contacts
c. Send an invite to the messaging app of your choice via Invite via link
10. Configure the appropriate settings based on the option you selected in the previous step
When you choose one of the options under Invite, additional actions are required to invite a user
successfully. Let’s review those options in the next section.
© 2020 RingCentral, Inc. All Rights Reserved
RingCentral App Getting Started Guide | 17
Using RingCentral Message for Android
Sending a message
To send a message in the RingCentral mobile app, follow these steps:
1. Navigate to Message via the bottom bar
2. Tap the new actions plus button in the lower right-hand corner of the app
3. Select New message
4. Enter the names or email addresses in the To field
5. Tap Next at upper right
6. Type the body of your message in the Message field
7. Tap the airplane button to the right of the message field to send the message
This is just one way you can send a message, but keep in mind there are several other methods you can use
to send a message. To learn more, visit Send a Message in the RingCentral Mobile App .
Once you’ve sent a new message, that conversation will appear at the top of your conversations list.
Creating a team
A team can be used in the RingCentral app to communicate with a group of people, from connecting with
co-workers in your department to collaborating on a project with others in your company.
To create a team in the RingCentral mobile app, follow these steps:
1. Navigate to Message or Contacts via the bottom menu bar
2. Tap the new actions plus button located in the lower right corner
3. Select Create team from the menu
4. Provide a name for your team in the Team name field
5. Choose either Private (invite only) or Public (visible to any co-worker) from the Team type dropdown
menu
6. Tap Members , then enter a list of names or email addresses in the To field
7. Tap Next at top right
8. Tap the check mark at top right to finish creating the team
This is just one way you can create a team in the mobile app, but keep in mind there are several other
methods you can use to create a team. To learn more, visit Create a New Team in the RingCentral Mobile
App .
Once you’ve created a team, that team conversation will appear at the top of the list under the Teams tab in
the Message interface.
© 2020 RingCentral, Inc. All Rights Reserved
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RingCentral App Getting Started Guide | 18
Using RingCentral Message for iOS
Sending a message
To send a message in the RingCentral mobile app, follow these steps:
1. Navigate to Message via the bottom bar
2. Tap the new actions plus button in the upper right-hand corner of the app
3. Select New message
4. Enter the names or email addresses in the To field
5. Tap Next at upper right
6. Type the body of your message in the Message field
7. Tap the airplane button to the right of the message field to send the message
This is just one way you can send a message, but keep in mind there are several other methods you can use
to send a message. To learn more, visit Send a Message in the RingCentral Mobile App .
Once you’ve sent a new message, that conversation will appear at the top of your conversations list.
Creating a team
A team can be used in the RingCentral app to communicate with a group of people, from connecting with
co-workers in your department to collaborating on a project with others in your company.
To create a team in the RingCentral mobile app, follow these steps:
1. Navigate to Message or Contacts via the bottom menu bar
2. Tap the new actions plus button located in the upper right corner
3. Select Create team from the menu
4. Provide a name for your team in the Team name field
5. Choose either Private (invite only) or Public (visible to any co-worker) from the Team type dropdown
menu
6. Tap Members , then enter a list of names or email addresses in the To field
7. Tap Next at top right
8. Tap the check mark at top right to finish creating the team
This is just one way you can create a team in the mobile app, but keep in mind there are several other
methods you can use to create a team. To learn more, visit Create a New Team in the RingCentral Mobile
App .
Once you’ve created a team, that team conversation will appear at the top of the list under the Teams tab in
the Message interface.
© 2020 RingCentral, Inc. All Rights Reserved
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RingCentral App Getting Started Guide | 19
Using RingCentral Video
Starting a meeting
To start a meeting in RingCentral mobile app, follow these steps:
1. Navigate to Video via the bottom menu bar
2. Tap the Start button in the upper left corner
3. Invite participants by entering names or email addresses in the To field
4. Tap Meet Now in the top right corner
Depending on the video service you chose when you configured your Video settings, you will have slightly
different options for selecting your audio sources from which you’d like to start your meeting.
If you’re using RingCentral Video to start a meeting, visit Configure Video Settings for RingCentral Video in
RingCentral Mobile App .
If you’re using RingCentral Meetings to start a meeting, visit Configure Video Settings for RingCentral
Meetings in RingCentral Mobile App .
Scheduling a meeting
To schedule a meeting in the mobile app, follow these steps:
1. Navigate to Video via the bottom menu bar
2. Tap the Schedule button at the top
3. Make changes to the meeting title (optional)
4. Tap Date to choose a date in the calendar modal window
5. Set the Start time and End time
6. Configure additional settings as needed
7. Tap the arrow icon at top right
8. Select the calendar to which you want to save the meeting. This opens the meeting invite in the
selected calendar
9. Add the people you’d like to invite to the meeting
10. Add a meeting description (optional)
11. Save the calendar event
Once you’ve scheduled a meeting, that meeting will appear in the Video interface homepage when you’re
within a few days of that scheduled meeting date.
© 2020 RingCentral, Inc. All Rights Reserved
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RingCentral App Getting Started Guide | 20
If you’d like to learn about configuration settings for scheduling a meeting, visit Schedule a Meeting in the
RingCentral Mobile App .
Joining a meeting for Android
To join a meeting, follow these steps:
1. Navigate to Video via the bottom menu bar
2. Tap the Join button at the top
3. Enter the meeting ID or the meeting link of the meeting
you want to join
4. Tap the Join button next to the meeting ID or meeting link
Please note that when joining a meeting, you have the option to
mute yourself by toggling on Don’t connect to audio .
There are several other options for joining a meeting, so if you’d
like to learn more, visit Join a Meeting in RingCentral Mobile App .
Joining a meeting for iOS
To join a meeting, follow these steps:
1. Navigate to Video via the bottom menu bar
2. Tap the Join button at the top
3. Enter the meeting ID or the meeting link of the meeting
you want to join
4. Tap the Join button next to the meeting ID or meeting link
Please note that when joining a meeting, you have the option to mute yourself by toggling on Continue
without audio .
There are several other options for joining a meeting, so if you’d like to learn more, visit Join a Meeting in
RingCentral Mobile App .
© 2020 RingCentral, Inc. All Rights Reserved
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RingCentral App Getting Started Guide | 21
Using RingCentral Phone for Android
Making a call
You can make a call in the RingCentral mobile app by using the dial pad. The dial pad allows you to make calls
to other users in the RingCentral app or external numbers so long as telephony has been enabled at the
company account.
1. Navigate to Phone via the bottom menu bar
2. Tap the green dial pad icon in the bottom right-hand corner
3. Enter a number in the dial pad and dial the number
You can also change your outbound Caller ID before starting your call. Tap the From dropdown menu to
select from the list of available Caller IDs. To change the default Caller ID, navigate to the Settings menu of
the RingCentral mobile app.
This is one of several ways you can make a call in the RingCentral mobile app. If you’d like to learn more
about making a call, visit Make a Call in the RingCentral Mobile App .
© 2020 RingCentral, Inc. All Rights Reserved
https://support.ringcentral.com/s/article/Make-Call-RingCentral-Mobile-App?language=en_US
RingCentral App Getting Started Guide | 22
Taking a call
You can easily take a call using the app whenever someone calls
your RingCentral number. When you have an incoming call, a
pop-up window will appear, from which you can select from the
following options:
● Answer: Tap the green answer button to answer the incoming call
● To voicemail: Tap the red voicemail button if you want to send the caller to your voicemail to leave a message
● Reply with voice message: Tap the Reply with Voice Message button if you want to message the caller with a
preset or custom message
You can also manage multiple incoming calls at once, such as
when you’re on a call and you receive another incoming call. To
learn more, visit Take a Call in the RingCentral Mobile App .
Sending a text message
To send a text message in the mobile app, follow these steps:
1. Navigate to Phone via the bottom menu bar
2. Select the Text tab at the top
3. Tap the blue chat bubble icon in the lower right-hand side
4. Enter a number or type the name of a contact in the To field
5. Compose your text message in the Text message field
6. Tap the airplane icon to the right of the message field to send your text message
If you’d like to learn more about sending a text message in the RingCentral mobile app, visit Send a Text
Message in the RingCentral Mobile App .
© 2020 RingCentral, Inc. All Rights Reserved
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RingCentral App Getting Started Guide | 23
Sending a fax
To send a fax message in the mobile app, follow these steps:
1. Navigate to Phone via the bottom menu bar
2. Select the Fax tab at the top
3. Tap the blue fax paper icon in the lower right-hand side
4. Tap Select contacts
5. Enter a number or the name of a contact in the To field
6. Tap Next in the top right corner
7. Tap Cover page to select from a list of themes for your
cover page (default is Contempo )
8. Add any notes in the field Add a note to cover page
note (optional)
9. Tap the check mark at the top right
10. Select the Add attachment and select any files you’d
like to fax. The maximum file size you can fax is 50MB
11. Tap the airplane icon at top right to send the fax
Once you’ve sent a fax, the app will navigate back to the Fax tab
where you can view the status of the sent fax. You can also
perform actions such as downloading the fax, viewing that fax, and
more. To learn more, visit Manage a Fax in RingCentral Mobile
App .
Using RingCentral Phone for iOS
Making a call
You can make a call in the RingCentral mobile app by using the dial pad. The dial pad allows you to make calls
to other users in the RingCentral app or external numbers so long as telephony has been enabled at the
company account.
1. Navigate to Phone via the bottom menu bar
2. Tap the dial pad icon above the phone icon
3. Enter a number in the dial pad and dial the number
You can also change your outbound Caller ID before starting your call. Tap the From dropdown menu to
select from the list of available Caller IDs. To change the default Caller ID, tap your profile picture to
navigate to the phone settings menu of the RingCentral mobile app.
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https://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_US
RingCentral App Getting Started Guide | 24
This is one of several ways you can make a call in the RingCentral mobile app. If you’d like to learn more
about making a call, visit Make a Call in the RingCentral Mobile App .
Taking a call
You can easily take a call using the app whenever someone calls your RingCentral number. When you have
an incoming call, you have the option to decline or accept the call.
© 2020 RingCentral, Inc. All Rights Reserved
https://support.ringcentral.com/s/article/Make-Call-RingCentral-Mobile-App?language=en_US
RingCentral App Getting Started Guide | 25
You can also manage multiple incoming calls at once, such as when you’re on a call and you receive another
incoming call. To learn more, visit Take a Call in the RingCentral Mobile App .
Sending a text message
To send a text message in the mobile app, follow these steps:
1. Navigate to Phone via the bottom menu bar
2. Select the Text tab at the top
3. Tap the plus icon at top right
4. Select New text
5. Enter a number or type the name of a contact in the To field
6. Compose your text message in the Text message field
7. Tap the airplane icon to the right of the message field to send your text message
If you’d like to learn more about sending a text message in the RingCentral mobile app, visit Send a Text
Message in the RingCentral Mobile App .
Sending a fax
To send a fax message in the mobile app, follow these steps:
1. Navigate to Phone via the bottom menu
bar
2. Select the Fax tab at the top
3. Tap the plus icon at top right
4. Select New fax
5. Enter a number or the name of a contact
in the To field
6. Tap Cover page to select from a list of
themes for your cover page (default is
Contempo )
7. Add any notes in the field Add a note to
cover page note (optional)
8. Tap Save at the top right
9. Tap Add attachment and select any files
you’d like to fax. The maximum file size
you can fax is 50MB
10. Tap Send at top right to send the fax
Once you’ve sent a fax, the app will navigate back
to the Fax tab where you can view the status of
the sent fax. You can also perform actions such as
downloading the fax, viewing that fax, and more.
To learn more, visit Manage a Fax in RingCentral
Mobile App .
© 2020 RingCentral, Inc. All Rights Reserved
https://support.ringcentral.com/s/article/Take-Call-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Send-Text-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Send-Text-Message-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_UShttps://support.ringcentral.com/s/article/Manage-Fax-RingCentral-Mobile-App?language=en_US