08/16/18 16:25 PM  

RingCentral App (Glip) - Notes App | Create, Edit and View Notes

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SummaryThe RingCentral App allows you to easily create, edit, and view notes using the Notes App.
Details


Notes App - Create, Edit and View Notes

Creating a Note
Editing a Note
Viewing a Note


Creating a Note

Creating a note inside a conversation
Creating a note from the left pane 
Creating a note from My Notes


Creating a note inside a conversation


1. In a conversation, click the + sign, then click New Note.

New Note


2. Continue writing your note. Use the editing tools on the top left. When finished, click SAVE DRAFT or POST NOTE to the current conversation.

User-added image


Creating a note from the left pane


1. On the left pane, hover over Notes, then click the + sign.

Left pane - New note


2. Continue writing your note. Use the editing tools on the top left. When finished, click SAVE DRAFT or POST NOTE to the current conversation.

User-added image


Creating a note from My Notes


1. When inside the My Notes section, click the New Note button.

My Notes - New Note


2. Continue writing your note. Use the editing tools on the top left. When finished, click SAVE DRAFT or POST NOTE to the current conversation.

User-added image


Editing a Note


1. Click Notes on the left pane.

Notes - Left pane


2. Search for the note that needs to be edited. Use the scroll bar on the right side. You can also look for a note posted by a specific person by clicking the Show drop-down menu. Click Posted by... then enter the name or email.

My Notes - Show filters

NOTE: Click the View drop-down menu to sort the notes by List or by Summaries. You can also display the notes by sorting the recent ones, or sort them by Title or Author.


3. Click the note that needs to be edited. When the note open, click EDIT.

4. Use the editing tools on the top left menu. Click the SAVE NOTE when done.
 

Viewing a Note

The buttons at the top-left part of the screen vary based on whether you're viewing or composing/editing the note, or when the note is in draft mode.

When you view a note, you will the following buttons on the top left:

Print
Edit
Like
Bookmark
Pin
Share
Move
View the conversation where this was first posted
History
Delete

View Notes - Tools


NOTE: If the note is in Draft mode, only the following buttons are available: Print, Edit, History, and Delete. 

Draft - Tools


When viewing an existing note, the buttons on the top right allow you to minimize the note, edit it, or close the note viewer.

View Notes - Top Right Buttons


When composing or editing a note, there are buttons to minimize the note, save draft (if note hasn't already been published), post the note (or save, if the note has already been published), and cancel the note.

Composing Note - Top Right Buttons


Minimizing a note reduces it to a small thumbnail displayed at the top-right of your RingCentral App page. After you're done checking messages or doing anything else on the App, just click on the thumbnail to go back into the Note Viewer. You can even have multiple notes minimized at the same time, either while viewing the notes or editing them.

Minimized Note


In-line Replies

As with other content types on the RingCentral App, you can reply to notes that have been shared. 

These replies are attached to specific points in the note, making them much more contextual. You can imagine how this comes in handy when you are providing feedback. You can even upload a file as a reply, or post a task to make sure your requested changes actually get done.

Note - Pin - Reply


Click + to the left of the compose box to reply with a task or a file.

The pins on the note represent previous replies. Just click on a pin to see the replies. If there are any incomplete tasks associated with a given pin, the icon in the pin will be an unchecked task box. When all of the tasks associated with a pin are completed, the icon changes to a checked task box.

As with all messages posted to the RingCentral App, the replies appear right in the conversation stream, with a reference to the note itself.

Reply - Conversation Stream

Click on the Client Brand Guidelines link and it will open the note in the Note Viewer with the pin corresponding to this reply already selected.



See Also

RingCentral App (Glip) - Notes App Overview

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