05/09/19 21:38 PM  

RingCentral App - 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 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.

New Note Page

 

Creating a note from the left pane

 

1. On the left pane, click more actions button > Notes.

click more actions button > Notes.

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.

New Note Page


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.

New Note Page
 

 

Editing a Note

 

1. On the left pane, click more actions button > Notes.

click more actions button > Notes.

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 opens, click EDIT.

4. Use the editing tools on the top left menu. Click 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.

User-added image

When composing or editing a draft note, there are buttons to minimize the note, post note (or save), edit the note, and close the note.

User-added image

When composing or editing a published note, there are buttons to minimize the note, save note, and cancel the note.

User-added image

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 thumbnail
 

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.

in line reply

Click Plus (+) 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.

 

See Also:


RingCentral App - Notes App Overview

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