Broadview OfficeSuite User Manual
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- User manual (36 pages) ,
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- Manual (24 pages)
Table of Contents
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User Guide
OfficeSuite® Phone
putting all Your offiCeSuite®
featureS to uSe to be more effiCient
ContaCt Support
Just click on Help Chat on top of the
MyOfficeSuite Dashboard
http://MyOfficeSuite.broadviewnet.com
To access the community, go to the Support tab
on the MyOfficeSuite Dashboard or visit
http://community.broadviewnet.com
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Table of Contents
Related Manuals for Broadview OfficeSuite
Summary of Contents for Broadview OfficeSuite
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Page 1: User Guide
User Guide OfficeSuite® Phone putting all Your offiCeSuite® featureS to uSe to be more effiCient ContaCt Support Just click on Help Chat on top of the MyOfficeSuite Dashboard http://MyOfficeSuite.broadviewnet.com To access the community, go to the Support tab on the MyOfficeSuite Dashboard or visit... -
Page 2: Table Of Contents
Using Your OfficeSuite® Phone ........ -
Page 3: Quick Start Guide
Quick Start Guide All of your phone’s features and settings will be This quick start guide is designed to provide you managed through the phone itself and through with a brief overview of the system. our intuitive, online customer portal called For more detailed instructions, please reference MyOfficeSuite. -
Page 4: Using Your Phone
Quick Start Guide – Using Your Phone aCtivating Your phone search for employees by typing in the first few letters of their last name and pressing Submit. Once the Press the Activate soft key and enter your extension and PIN, then press Activate. If your phone does not coworker you are trying to reach is selected, press have an Activate soft key, contact your technical the Dial key to begin the call. - Page 5 Quick Start Guide – Using Your Phone Conference key again to join all parties. Press when the phone is not in use. adjuSting Your phone diSplaY SettingS muting a Call You can adjust and personalize your phone’s settings Press to mute the microphone during a call. by clicking on the Home key and then selecting the Then press to turn off mute.
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Page 6: Using Features Through The Myofficesuite Portal
My Call Twinning widget and entering the number you’d like to twin and click Save. Then, program a line key as Twinning Pullback myofficeSuite portal If you’re not already a user, you would manage your Classic portal at http://officesuite.broadviewnet.com. features through the Quick Start Guide... - Page 7 MyOfficeSuite. programming buttonS: Speed dialS and forwarding CallS to outSide phoneS OfficeSuite® Phone enables you to program any assigned keys on your phone to whatever numbers you’d like. The most popular buttons to program are Speed Dials, Forward to Voicemail or Cell and Intercom.
- Page 8 Quick Start Guide – Using Features through the MyOfficeSuite Portal park location keys. CheCking email Click on Check Email from the My Email widget. The number of new messages is displayed on the widget for your convenience. SearChing and adding ContaCtS Click on the Contacts tab on the top navigation of the portal.
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Page 9: Installing Your Phone
OfficeSuite® phone. 2: ConneCt Your phone handSet Connect your phone handset into the port next to on the back of your OfficeSuite® phone. You may also connect a headset into the port next to the back of your OfficeSuite® phone. -
Page 10: Using Your Officesuite® Phone
MyOfficeSuite portal to match your phone staff for activation. Your extension was created by PIN). Then, follow the voice prompts to set up your Broadview Networks when your account was created mailbox and change your passcode. and when you first logged into MyOfficeSuite, you note: Please choose a passcode that is easy to created your numeric PIN. -
Page 11: Using Redial
Using Your OfficeSuite® Phone uSing redial adjuSting the ringer volume Press the Redial soft key to redial the most Press when the phone is ringing. recently called number. To redial previous numbers, muting a Call use the call list and scroll through to find the Press to mute the microphone during a call. - Page 12 – up to 5 devices can be used at once when into any OfficeSuite® phone and use it as your own multi-desking is activated. – same number, same speed dials, same voicemail.
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Page 13: Using The System From The Myofficesuite Portal
Using the System from the MyOfficeSuite Portal http://MyOfficeSuite.broadviewnet.com Classic portal, there is a different website to manage your features. If you’re using the http://officesuite.broadviewnet.com Go to to access your system. talk to your admin about upgrading to the new myofficeSuite... - Page 14 HD meeting and your top of the Dashboard is a series of tabs with different toll-free service. You will be set up by Broadview functions and in the center of the Dashboard are as a MyOfficeSuite user for the customer portal, as...
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Page 15: Listening To Voicemail
OfficeSuite® Phone can send your voicemail message to any email address. To enable this, click on Voicemail Settings on the My Voicemail widget and check Enable Voicemail Notifications. - Page 16 Monthly charges do apply, see the portal for details. aCtivating and uSing Your voiCemail app The OfficeSuite® Mobile Voicemail App is available for free. The Voicemail App allows access to your OfficeSuite® voicemail messages on your mobile device and displays a list of all of the messages in your voicemail box, indicating the time, caller and status.
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Page 17: Setting Up Speed Dials
Setting up Speed dialS and memorY keYS Your OfficeSuite® phone has memory keys that you can easily set up as one-touch speed dials or to access the powerful features of the system. Setting up your memory keys is easy. Click Configure from the My Phones widget. -
Page 18: Unanswered Calls
Using the System forwarding Your buSineSS CallS to an outSide phone OfficeSuite® Phone allows you to forward any of your calls to any outside number so you can work from anywhere. To program this, simply go to the My Phones widget on the MyOfficeSuite Dashboard... -
Page 19: Forwarding Calls
Using the System uSing the do not diSturb feature Do not disturb is a great feature to use when you do not want to be interrupted. All calls will be sent to your voicemail or other coverage and all intercom requests and pages will also be muted. -
Page 20: Searching And Adding Contacts
Join or Leave a group, you may do so here as well. never miSS a Call with twinning OfficeSuite® Phone’s Call Twinning feature allows incoming calls to ring your office phone and any other phone simultaneously. This means you never miss an important call if you are away from your desk. - Page 21 Using the System Coworker preSenCe The Coworkers option under Contacts allows you to set your own presence and see who else is available in your company. To set your own custom presence, click on the settings key. Then, select Set Presence Status and choose from one of the pre-set statuses or select the Custom option to type in and set your own status.
- Page 22 911 CallS CuStomize the daShboard for Your preferenCeS OfficeSuite® Phone is fully compliant with all E911 regulations. This means, in the event of an emergency, To customize the presentation of your Dashboard, click on Customize Dashboard. Here you can add, if 9 + 911 is dialed, the system will present authorities with location data about your system.
- Page 23 The following features need to be added by your administrator in order for the widgets to appear. ConferenCing with hd meeting If you have purchased OfficeSuite HD Meeting®, you can start or join an HD video, audio or web conference right through the MyOfficeSuite portal.
- Page 24 Using the System managing Your online fax If you have purchased Broadview’s Online Fax service, you can manage it through the MyOfficeSuite portal. On the My Online Fax widget, you will see your inbound fax numbers and there you are able to select from the drop-down menu which number you would like to set as your fax number.
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Page 25: Optional Features And Services
Optional Features and Services We offer a wide selection of phones, soft phones and accessories for your choosing. polYCom 16-line polYCom 12-line polYCom 6-line or 12-line Color touCh Color lCd phone lCd phone SCreen phone polYCom ConferenCe polYCom 2-line or CordleSS phone phoneS... - Page 26 SoftphoneS With this feature, you can turn any PC, Mac or laptop into a fully-functional phone that is part of your OfficeSuite® system. Handle calls right from your other device. It utilizes the same extension and features as your desk phone, offering seamless communications from anywhere.
- Page 27 Outlook® calendars for fast and accurate transfering. Call Center ServiCeS and extenSion Call reCording Broadview offers complete Call Center Service packages that include call evaluations, reporting, call queuing, live status dashboards and call recording. If you just need inbound...
- Page 28 OfficeSuite® phone. Salesforce®. offiCeSuite® ConneCtor for SkYpe for buSineSS OfficeSuite® Connector for Skype for Business offers seamless integration with your Skype for Business service allowing you to initiate calls from your desk phone right through your Skype for Business account, without requiring expensive E5 licensing.
- Page 29 Optional Features and Services automatiC voip failover With our automatic failover options, if the primary line of communication goes down, OfficeSuite® can sense the issue and automatically switch to an Secondary alternate failover line, or even public Internet access. primary So you will never experience downtime.
- Page 30 Put phones anywhere, even places where you don’t have an electrical outlet. We offer PoE switches ranging from 8 to 48 ports. planatronics Supraplus wideband headset Features wideband capability and ultra noise-canceling microphone. Check with your Broadview Networks representative about compatibility and options.
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Page 31: Getting Help
Getting Help Broadview offers many ways to get help and support when using your OfficeSuite® Phone system. mYoffiCeSuite portal Support The MyOfficeSuite portal offers a comprehensive support section with complete guides and instructions, FAQs, helpful videos and a link to our online community with a plethora of information. Next to each widget on the Dashboard of the portal is also an instructional video on how to use that feature. - Page 32 Our online community offers a wealth of information where you can search by topic, feature, read how-to articles and even post questions where Broadview staff members will answer for you. To access the community, go to the Support tab on the MyOfficeSuite Dashboard or visit...
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Page 33: Safety And Regulation Information
Safety and Regulation Information This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interferences received, including interference that may cause undesired operation. -
Page 34: Index
OfficeSuite® Click-to-Call Extension 29 Coworker Presence 21 OfficeSuite® Connector for Chrome™ 29 OfficeSuite® Connector for Salesforce® 28 Dashboard Preferences 22 OfficeSuite® Connector for Skype for Business 28 Desktop App 21 OfficeSuite® Dialer 28 Display 5 OfficeSuite® HD Meeting 23, 28... -
Page 35: Copyright, Safety Notices
Index Copyright, Safety Notices limited warrantY. Polycom warrants to the end user (“Customer”) that this product will be free from defects in workmanship and materials, under normal use and service, for one year from the date of purchase from Polycom or its authorized reseller. Polycom’s sole obligation under this express warranty shall be, at Park and Retrieve 12 Polycom’s option and expense, to repair the defective product or part, deliver to Customer an equivalent product or part to replace the defective item, or if neither of the two foregoing options are reasonably... - Page 36 ContaCt uS at: live Chat: Chat live with Broadview for help via the portal. Just click on Help Chat on top of the MyOfficeSuite Dashboard http://MyOfficeSuite.broadviewnet.com...