12/06/19 21:09 PM  

Create Notes on the RingCentral App Web or Desktop

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SummaryThis article describes the Add Note feature on the RingCentral App Web or Desktop.
Details

 

Creating a Note in a Conversation Stream


1. In a conversation, click the Plus (+) button, then click New Note.

Click + button > 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.

 

Creating a Note from the Left Pane or My Notes

 

1. Click More at the bottom of the Left Pane, and then select Notes. You will be redirected to the My Notes page.

2. Click the New Note button.

My Notes - New Note

3.  Use the editing tools on the top left. When finished, click SAVE DRAFT or POST NOTE to the current conversation.

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TitleCreate Notes on the RingCentral App Web or Desktop
URL Name8508
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