12/06/19 18:15 PM  

Notes Overview on the RingCentral App Web or Desktop

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SummaryThis article provides an overview of how you can access, create, filter or sort, view, and open notes on the RingCentral app Web and Desktop.
Details


The Notes section displays all the notes that were shared in your conversations. It helps you to easily sort and find notes by providing preset filters to choose from. It also allows you to compose and edit a note.

How to access Notes
How to create a note
How to filter and sort notes
How to view and open a note in Note Viewer 

 

How to access Notes


1. Open the RingCentral app from your browser or launch the app from your desktop.

2. Click the More Click More actions button located at the bottom of the Left Pane.

3. Click Notes. All notes are displayed by default.


From the Notes interface, you can:

Create a note
Filter and sort notes
View and open a note
 

How to create a note

To compose a note, click the New Note New Note button button located just above the Sort drop-down menu. See Create Notes on the RingCentral App Web or Desktop to learn more.

 

How to filter and sort notes


Use preset filters from the drop-down menus next to Show, View, and Sort.


Show

Use this filter to sort notes according to the following categories — All Notes, notes you have posted, notes posted by a specific person, notes posted in a team or folder.


1. Click the drop-down menu next to Show, then select a filter.

2. If you selected Posted by, enter the name or email address then press Enter. The list of notes will be displayed below.


View

This filter helps you refine how the list of notes will appear in your current view. Click the drop-down menu next to View, then select List or Summaries.

List shows a list of all the notes from a selected Show category and displays the titles, posted date and time, file size, and the name of the note's author.

Summaries presents the list of notes, with its titles, posted date and time, file size, author's name, plus snippets from the note.


Sort

Drill down the list of notes using Sort by displaying the recently posted ones (Recent), or filter it by Title or Author. Click the drop-down menu next to Sort, then select Recent, Title, or Author.

 

How to view and open a note in Note Viewer


1. Click on any note in the list to open it. The note will open in the same window.

2. Click on any of the buttons on top of the Note Viewer. The following actions can be initiated as you view the note:

• Print the note
• Edit the note
• Like the note
• Bookmark the note
• Pin the note
• Share the note
• Move the note to a different conversation 
• View the conversation where the note was posted
• View the note's History
• Delete the note
• Add a comment to the note
• Minimize the note
• Close the note

Opened note in Note Viewer

See Create Notes on the RingCentral App Web or Desktop to learn more.


See Also

How to Use the RingCentral App Top Bar

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TitleNotes Overview on the RingCentral App Web or Desktop
URL Name8275
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