02/15/18 21:54 PM  

Admin: Creating and Setting up User Templates

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SummaryWhat are User Templates? How do I set up Templates? How do I apply Templates to Users?
Details
Templates allow Account Administrators to implement a set of configuration to multiple users at once through the RingCentral Online account, reducing repetitive actions by applying same settings to a group of users.

NOTE: Your settings will override any configuration the affected users might have previously done.

IMPORTANT: Only Super Admins, User Admins, and Users with User Admin access can customize the Template settings. See User Roles and Permissions for more information.

The Administrator should log in to the RingCentral Online account and go to the Users > Templates section on the Admin Portal.

The Administrator should log in to the RingCentral Online account and go to the Users > Templates section on the Admin Portal.

Click on links below to learn more.
 


Creating a Template


Step 1:

Click Add User Settings Template.
Click Add User Settings Template.


Step 2:

Enter a name for your Template. Click Save.

Enter a name for your template. Click Save.


Step 3:

Configure the settings for the new template. Go to the next section for more information.

[Back to Topics]
 

Template Settings

The following Template settings can be customized and are divided into 2 tabs: Inbound and Outbound. Click on links below to learn more.

INBOUND TAB
Template InformationLets you edit the Template name, and view when it was created and last modified.
User DetailsAllows you to customize the following:
Regional SettingsSet the time zone, time format, and home country for the user/s.
RolesSet Roles and Permissions for users or departments in your company.
User HoursSet user hours to 24 hours or Specify hours.
User GroupsA grouping of Users based on their organization hierarchy. A User Group would have a Group Manager, who have access to modify group member's settings and view their call logs.
Emergency AddressProvide a physical address for First Responders.
Bandwidth SettingsAllows you to change the bandwidth usage of a desk phone or for the RingCentral Phone for better call quality. You can switch between High and Low. High Bandwidth gives you better sound quality but calls can become choppy when it is not available. Low Bandwidth gives you lower sound quality but ensures no interruptions during your conversation.
Receive communications from RingCentralTurn on this option if you want to receive information on product education, training materials, etc. from RingCentral.
Screening, Greeting & Hold MusicUser GreetingTurn on this option when you want the system to answer the call with a recorded welcome message so callers know they've reached the right person. This is not a personal voicemail announcement.
Connecting MessageSet the default message or create a custom message for callers to hear while the call is being connected.
Hold MusicTurn hold music on or off and choose from 16 musical styles.
Call ScreeningTurn on this option when you want callers to announce their name before continuing to connect the call. This option lets you identify the caller so you can pick up the call immediately. After enabling this option, check Admin: Configure a User's Incoming Call Information for more information on how to set your preferences.
Audio While ConnectingSelect the music or ringtone callers will hear while connecting.
Call Handling & ForwardingDesktop Apps & SmartphonesEnable this feature to notify your RingCentral Phone and smartphones before forwarding the incoming call to your desk phones and forwarding numbers.
Incoming Call InformationChoose which information will be displayed for incoming calls, and on which phones the information will be shown. Set the announcement before connecting Direct calls and Call Queue calls.
Messages & NotificationsTake MessagesAllow or deny users to take voicemail messages.
Voicemail GreetingSelect the default or create a custom voicemail greeting.
NotificationsChoose how you want to be notified about voicemail messages, missed calls, fax transmission results and received text messages
OUTBOUND TAB
Caller IDChoose the phone number to display as your outbound caller ID for each type of outgoing call. Different Caller IDs may be set when making calls using RingOut, RingMe, Call Flip, and Fax.
Fax SettingsCover Page InfoLets you customize the information that will be printed out on your fax cover page.
Faxes Sent via EmailIf this option is selected, when you send a fax via email with a subject line the cover page will be used. If you send it without a subject line a cover page will not be used.


Modifying Existing Templates


Step 1:

Select the Template that needs to be modified in the Templates section.
Select the Template that needs to be modified in the Templates section.


Step 2:

Click the Outbound tab if the Template setting that needs to be configured is not in the Inbound tab. Otherwise, stay on the Inbound tab. Refer to the table above for more information about the settings in the Inbound and Outbound tabs.

Click the Outbound tab if the Template setting that needs to be configured is not in the Inbound tab. Otherwise, stay on the Inbound tab.

[Back to Topics]
 

Editing the Template Information


Step 1:

Click Template Information.

Click Template Information.


Step 2:

Enter the new Template name, or view the when the Template was created or last modified.

Click Save.

Enter the new Template name, or view the when the Template was created or last modified. Click Save.

[Back to Topics]
[Select another setting to modify]
 

Editing the Regional Settings


Step 1:

Click User Details.

Click User Details.


Step 2:

Click Edit below Regional Settings.

Click Edit below Regional Settings.


Step 3:

Configure the following settings, then click Done.

Configure the following settings, then click Done.


Step 4:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 5:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the Roles settings


Step 1:

Click User Details.

Click User Details.


Step 2:

Click Edit below Roles.

Click Edit below Roles.


Step 3:

Select a role from the list, then click Done.
Select a role from the list, then click Done.


Step 4:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 5:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the User Hours settings


Step 1:

Click User Details.

Click User Details.


Step 2:

Click Edit below User Hours.

Click Edit below User Hours.


Step 3:

Select 24 hours / 7 days a week or Custom hours, then click Done.

NOTE: If you selected Custom hours, you need to set the working hours for the week. Click Copy to Weekdays if necessary.

Select 24 hours / 7 days a week or Custom hours, then click Save.


Step 4:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 5:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the User Groups settings


Step 1:

Click User Details.

Click User Details.


Step 2:

Click Edit below User Groups.

Click Edit below User Groups.


Step 3:

Select a User Group from the list, then click Done.

Select a User Group from the list, then click Done.


Step 4:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 5:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Editing the Emergency Address


Step 1:

Click User Details.

Click User Details.


Step 2:

Select the country where the Emergency Address for the Phone lines will be provisioned.

User-added image


Step 3:

Click Edit below Address

Click Edit below Address.


Step 4:

Enter the Emergency Address. Carefully review the information.

Tick the box to acknowledge that you understand the emergency calling address service. Click I Accept.

User-added image


Step 5:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 6:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the Bandwidth settings


Step 1:

Click User Details.

Click User Details.


Step 2:

Click the drop-down box below Data Usage, then make a selection.

You may also tick Use HD Voice if possible checkbox.

Click the drop-down box below Data Usage, then make a selection.


Step 3:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 4:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Receiving Voicemail Messages about RingCentral Information


Step 1:

Click User Details.

Click User Details.


Step 2:

Tick the Receive information on product education, training materials, etc from RingCentral checkbox to receive voicemail messages regarding this information. Otherwise, leave unticked.

User-added image


Step 3:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 4:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the User Greeting settings


Step 1:

Click Screening, Greeting & Hold Music.

Click Screening, Greeting & Hold Music


Step 2:

Click Enable below User Greeting, then go to the next step.

Otherwise, untick  the Enable checkbox to disable this feature instead. Go to Step 8.

Click Enable below User Greeting. Otherwise, uncheck Enable to disable this feature instead.


Step 3:

Click Edit.

Click Edit.


Step 4:

Click the drop-down box below Set Greeting, then select Custom.

Otherwise, select Default to use RingCentral's default greeting.

Click the drop-down box below Set Greeting, then select Custom. Otherwise, select Default to use RingCentral's default greeting.


Step 5:

You can record a User Greeting by using the computer's microphone and following the prompts or by uploading a .wav or .mp3 file.

Click Importing.

You can record a User Greeting by using the computer's microphone and following the prompts or by uploading a .wav or .mp3 file. Click Importing.


Step 6:

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.

NOTE: The following are recommended audio formats:

• CCITT u-Law (G711a), 8kHz, 8 bit, mono
• PCM, 8kHz, 16 bit, mono

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.


Step 7:

Use the Play button to preview the audio you uploaded.

Click the Re-record button to upload a different file.

Click Done.

Use the Play button to preview the audio you uploaded. Click the Re-record butotn to upload a different file. Click Done.


Step 8:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 9:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the Connecting Message settings


Step 1:

Click Screening, Greeting & Hold Music.

Click Screening, Greeting & Hold Music


Step 2:

Untick the Enable checkbox to disable this setting, then go to Step 8.

Otherwise, go to the next step to customize the Connecting Message.

Uncheck Enable to disable this setting. Go to the next step.


Step 3:

Click Edit.

Click Edit.


Step 4:

Click the drop-down box below Set Greeting, then select Custom.

Otherwise, select Default to use RingCentral's default greeting.

Click the drop-down box below Set Greeting, then select Custom. Otherwise, select Default to use RingCentral's default greeting.


Step 5:

You can record a Connecting Message by using the computer's microphone and following the prompts or by uploading a .wav or .mp3 file.

Click Importing.

You can record a Connecting Message by using the computer's microphone and following the prompts or by uploading a .wav or .mp3 file. Click Importing. 


Step 6:

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.

NOTE: The following are recommended audio formats:

• CCITT u-Law (G711a), 8kHz, 8 bit, mono
• PCM, 8kHz, 16 bit, mono

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.


Step 7:

Use the Play button to preview the audio you uploaded.

Click the Re-record button to upload a different file.

Click Done.

Use the Play button to preview the audio you uploaded. Click the Re-record butotn to upload a different file. Click Done.


Step 8:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 9:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the Hold Music settings


Step 1:

Click Screening, Greeting & Hold Music.

Click Screening, Greeting & Hold Music


Step 2:

Untick the Enable checkbox to disable this setting, then go to Step 7.

Otherwise, go to the next step to customize the Hold Music.

Uncheck Enable to disable this setting. Go to the next step.


Step 3:

Click Edit.

Click Edit.


Step 4:

Click the drop-down box below Set Audio, then select your preferred audio.

If you selected Ring Tones, click Done.

Go to Step 7.
If you selected Ring Tones, click Done.
If you selected Music, click the drop-down box below Select Music, then select your preferred audio.

Click Done.

Go to Step 7.
If you selected Music, click the drop-down box below Select Music, then select your preferred audio. Click Done.
Go to the next step if you selected Custom. 


Step 5:

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.

NOTE: The following are recommended audio formats:
 
• CCITT u-Law (G711a), 8kHz, 8 bit, mono
• PCM, 8kHz, 16 bit, mono

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.


Step 6:

Use the Play button to preview the audio you uploaded.

Click the Re-record button to upload a different file.

Click Done.

Use the Play button to preview the audio you uploaded. Click the Re-record butotn to upload a different file. Click Done.


Step 7:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Click Save.

Check Override User Settings. Cick Save.

[Back to Topics]
[Select another setting to modify]

Configuring the Call Screening settings


Step 1:

Click Screening, Greeting & Hold Music.

Click Screening, Greeting & Hold Music


Step 2:

Click Enable below Call Screening, then go to the next step.

Otherwise, untick the Enable checkbox to disable this feature instead, then go to Step 5.

Click Enable below Call Screening, then go to the next step. Otherwise, uncheck Enable to disable this feature instead.


Step 3:

Click Edit.

Click Edit.


Step 4:

Select your preferred option, then click Done.

Select your preferred option, then click Done.


Step 5:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 6:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

[Back to Topics]
[Back to Template Settings]
 

Configuring the Audio While Connecting settings


Step 1:

Click Screening, Greeting & Hold Music.

Click Screening, Greeting & Hold Music


Step 2:

Untick the Enable checkbox to disable this setting, then go to Step 7.

Otherwise, go to the next step to customize the Audio While Connecting settings.

Uncheck Enable to disable this setting. Go to the next step.


Step 3:

Click Edit.

Click Edit.


Step 4:

Click the drop-down box below Set Audio, then select your preferred audio.
 

If you selected Ring Tones, click Done.

Go to Step 7.
If you selected Ring Tones, click Done.
If you selected Music, click the drop-down box below Select Music, then select your preferred audio.

Click Done.

Go to Step 7.
If you selected Music, click the drop-down box below Select Music, then select your preferred audio. Click Done.
Go to the next step if you selected Custom. 


Step 5:

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.

NOTE: The following are recommended audio formats:

• CCITT u-Law (G711a), 8kHz, 8 bit, mono
• PCM, 8kHz, 16 bit, mono

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.


Step 6:

Use the Play button to preview the audio you uploaded.

Click the Re-record button to upload a different file.

Click Done.

Use the Play button to preview the audio you uploaded. Click the Re-record butotn to upload a different file. Click Done.


Step 7:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Click Save.

Check Override User Settings. Cick Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the Desktop Apps & Smartphones settings


Step 1:

Click Call Handling & Forwarding.

Click Call Handling & Forwarding.


Step 2:

Enabling Notify my Desktop app and Smartphone notifies your RingCentral Phone(s) and smartphone(s) before forwarding the incoming call to your desk phones and forwarding numbers.

Untick the box to disable this setting, then go to Step 4.

Otherwise, go to the next step to set the time or number of rings/seconds before forwarding the call.

User-added image


Step 3:

Set the number of rings/seconds before the incoming call will be forwarded.

Set the number of rings/seconds before the incoming call will be forwarded.


Step 4:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Click Save.

Check Override User Settings. Cick Save.

[Back to Topics]
[Select another setting to modify]
 

Configuring the Incoming Call Information


Step 1:

Click Call Handling & Forwarding.

Click Call Handling & Forwarding.


Step 2:

Click Edit below Displayed Incoming Caller ID.

Click Edit below Displayed Incoming Caller ID.


Step 3:

Select which number should be displayed when you receive a forwarded call from your RingCentral account.

NOTE: Some carriers do not support the ability to send caller ID with pre-pended, or post-pended digits. Please test that this functionality is supported by the appropriate carrier device the call will be sent to. 

Incoming Caller ID

Displays the phone number of the person calling. You can add numbers before (pre-pended) or after (post-pended) the incoming number to help you identify the call.

Called Number

Displays the phone number the person dialed. If you use your business phone for personal use as well, it allows you to identify business calls and answer them appropriately.

You may add a special number, then select whether the call will be displayed to non-RingCentral phones or to all phones.

User-added image


Step 4:

Click Play Announcement, then set your preferences. Click Save.

Direct Calls

This option allows you to hear an announcement when your extension or phone is called directly. This is helpful for identifying how you should answer the phone, especially if you use the phone for both business and personal use. The Non-RingCentral phones only option will play the announcement when forwarding a call to your home or mobile phone, but not when forwarding to a RingCentral desk phone.

Call Queue Calls

This setting applies if you are a member of a call queue. This is helpful for identifying how you should answer the phone, especially if you are a member of multiple call queues. The Non-RingCentral phones only option will play the announcement when forwarding a call to your home or mobile phone, but not when forwarding to a RingCentral desk phone.

Require my pin to answer

This option requires the pin be entered before accepting a call. This is very helpful if you do not want other people to accept your calls, such as when you have a home office and do not want your children to answer business calls.


User-added image


Step 5:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Click Save.

Check Override User Settings to ensure the settings will be applied. Click Save.

[Back to Topics]
[Select another setting to modify
 

Customizing the Voicemail Greeting

Customizing the Voicemail Greeting requires you to be on the Messages and Notifications section. 

Customizing the Voicemail Greeting requires you to be on the Inbound tab > Messages & Notifications section.

Take Messages when enabled allows you to receive voicemails. This setting is enabled by default.

User-added image

Click on links below to learn how you can set up Voicemail Greeting settings when Take Messages is enabled or disabled.

Configuring the Voicemail Greeting settings when Take Messages is enabled
Configuring the Voicemail Greeting settings when Take Messages is disabled


Configuring the Voicemail Greeting settings when Take Messages is enabled

Step 1:

Click Edit.

Click Edit.

Step 2:

Click the drop-down box below Set Greeting, then select your preferred greeting.

 

When the default greeting is selected, you may choose a language below View In to display the default greeting text.

NOTE: View In only affects your current view of the greeting text and will not change the Greetings Language setting. See User: Setting User Details for more information on changing the Greetings Language.

Use the Play button to listen to the default greeting.

Go to Step 6.

The Voicemail Greeting is set to the system default unless previously changed. You can also listen to the default Voicemail Greeting in your preferred language. Click the drop-down box below View In, then select a language. Use the Play button to listen ot the default greeting.

Go to the next step if you selected Custom.

Click the drop-down box below Set Greeting, then select Custom.


Step 3:

You can record your own Voicemail Greeting by following the prompts on the Computer Microphone tab. After you have recorded the greeting, click the Upload button, then click Done. Go to the next step.

If you prefer to upload an audio file instead, click the Importing tab.

You can record your own Voicemail Greeting by following the prompts on the Computer Microphone tab.


Step 4:

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.

NOTE: The following are recommended audio formats:
 
• CCITT u-Law (G711a), 8kHz, 8 bit, mono
• PCM, 8kHz, 16 bit, mono

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.


Step 5:

Use the Play button to preview the audio you uploaded.

Click the Re-record button to upload a different file.

Click Done.

Use the Play button to preview the audio you uploaded. Click the Re-record butotn to upload a different file. Click Done.


Step 6:

Click Edit below Notifications.

Click Edit below Notifications.


Step 7:

Review and check your preferred settings. Click Done.

Review and check your preferred settings. Click Done.


Step 8:

Tick both the Override User Settings checkboxes to ensure the settings will be applied.

Click Save.
 

Check both the Override User Settings boxes to ensure the settings will be applied. Cick Save.

[Back to Topics]
[Select another setting to modify
 

Configuring the Voicemail Greeting settings when Take Messages is disabled

Click the drop-down box below How to Handle Missed Calls, then select your preferred setting.

Click the drop-down box below How to Handle Missed Calls, then select your preferred setting.

Click on links below to learn more about your preferred setting.

Configuring Play greeting and disconnect
Configuring Connect directly to Group

 

Configuring Play greeting and disconnect 

Play greeting and disconnect plays the default or your uploaded greeting before disconnecting the call.

Step 1:

Click Edit.

Click Edit.

Step 2:

Click the drop-down box below Set Greeting, then select your preferred greeting.

When the default Unavailable Greeting is selected, you may choose a language below View In to display the greeting text.

NOTE: View In only affects your current view of the greeting text and will not change the Greetings Language setting. See User: Setting User Details for more information on changing the Greetings Language.

Use the Play button to listen to the greeting, then close the window.

Go to the next step.
When the default unavailable greeting is selected, you may choose a language below View In to display the greeting text.
Custom lets you record your own Unavailable Greeting by following the prompts on the Computer Microphone tab. Click the Upload button, then click Done. Go to the next step.

If you prefer to upload an audio file instead, click the Importing tab. Go to Step 3.
Custom lets you record your own Unavailable Greeting by following the prompts on the Computer Microphone tab. Click the Upload button, then click Done. Go to the next step. If you prefer to upload an audio file instead, click the Importing tab.


Step 3:

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.

NOTE: The following are recommended audio formats:
 
• CCITT u-Law (G711a), 8kHz, 8 bit, mono
• PCM, 8kHz, 16 bit, mono

Click Browse, then look for the .mp3 or .wav file that needs to be uploaded.


Step 4:

Use the Play button to preview the audio you uploaded.

Click the Re-record button to upload a different file.

Click Done.

Use the Play button to preview the audio you uploaded. Click the Re-record butotn to upload a different file. Click Done.
 

Step 5:

Click Edit below Notifications.

Click Edit below Notifications.
 

Step 6:

Review and check your preferred settings. Click Done.

Review and check your preferred settings. Click Done.
 

Step 7:

Tick both the Override User Settings checkboxes to ensure the settings will be applied.

Click Save.

Check both the Override User Settings boxes to ensure the settings will be applied. Cick Save.
 

Configuring Connect directly to group 

Connect directly to group connects an incoming call to a particular Group.

Step 1:

Click Select Group.

 

Click Select Group.


Step 2:

Select the group from the list, then click Done.

Select the group from the list, then click Done.


Step 3:

Click Edit below Notifications.

Click Edit below Notifications.
 

Step 4:

Review and check your preferred settings. Click Done.

Review and check your preferred settings. Click Done.
 

Step 5:

Tick both the Override User Settings checkboxes to ensure the settings will be applied.

Click Save.

Check both the Override User Settings boxes to ensure the settings will be applied. Cick Save.

[Back to Topics]
[Select another setting to modify
 

Configuring the Caller ID settings

Select the phone number that will be displayed as the User's Caller ID for outgoing calls.

NOTE: If you select Toll-Free number or Blocked as your Default Caller ID for any of your endpoints/calling features, you can also select an alternate local number to use in case we detect that your call will not go through.


Step 1:

Click the Outbound tab, then click Caller ID.

Click the Outbound tab, then click Caller ID.


Step 2:

Tick the Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 3:

Decide what phone number you want to display as your Caller ID number for the following:
 

By Phone

By Feature

RingOut from Web

Call Flip

RingMe (Outgoing to Caller)

Fax Number

Click Edit below the setting that needs to be changed.

Click Edit below the setting that needs to be changed.


Step 3:

You may tick the Display my extension number for internal calls checkbox if you prefer to display your extension as your Caller ID when making internal calls.

NOTE: All RingCentral and IP phones will see the extension. Calls forwarded to external phones, like a mobile phone, will still show your complete direct phone number.

You may check Display my extension number for internal calls if you prefer to display your extension as your Caller ID when making internal calls.


Step 4:

Scroll to the bottom of the page, then click Save.

Scroll to the bottom of the page, then click Save.

Configuring the Fax settings

View and edit the selected Template's fax Cover Page and Fax via Email settings. 

NOTE: Administrators can add trusted emails for Users to send faxes to. Check Admin: Adding a trusted email to send faxes for more information.


Step 1:

Click the Outbound tab, then click Fax Settings.

Click the Outbound tab, then click Fax Settings.


Step 2:

Tick Override User Settings checkbox to ensure the settings will be applied.

Check Override User Settings to ensure the settings will be applied.


Step 3:

Edit the information that should go to the Template's Fax Cover Page.

You can also set the phone number that will be displayed as the Caller ID number for the Fax Number. Click Edit below Fax Number to change the number.

Click Select below Cover Page to select a number.

Edit the information that should go to the Template's Fax Cover Page.


Step 4:

This setting when enabled uses the cover page when the User/s send a fax via email with a subject line. If the email sent has no subject, then the cover page will not be used.

User-added image


Step 5:

Click Save.

Scroll to the bottom of the page, then click Save.

Deleting Templates

There are several ways of deleting Templates.

Method 1:

Select the Templates to be deleted from the list, then click the Delete button.

Select the Templates to be deleted from the list, then click the Delete button.

Method 2:

To delete a template from the Templates list, click Delete opposite the one that needs to be deleted.

To delete a template from the Templates list, click Delete opposite the one that needs to be deleted.

Method 3:

While editing the Template settings, you can click Delete Template at the bottom left of the page.


User-added image

[Back to Topics]
 

Duplicating a Template


Step 1:

Click Copy opposite the Template that needs to be duplicated.

 

Click Copy opposite the Template that needs to be duplicated.

Step 2:

Enter the name for the new Template, then click Save.

User-added image


Step 3:

Configure the new Template's settings.

Refer to the Modifying Existing Templates section for more information on how to configure a Template's settings.

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Applying a Template to User/s


Step 1:

Click Apply opposite the Template that needs to be applied to User/s.

Click Apply opposite the Template that needs to be applied to a User.

Step 2:

Select Users that need to be assigned to the selected Template. Click Apply.

Select Users that need to be assigned to the selected Template. Click Apply.

Step 3:

A prompt appears to confirm that the template will be applied to the selected Users.

Click Yes.

User-added image


 

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