Poly Edge E Series User Manual

Poly Edge E Series User Manual

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Poly Edge E Series
User Guide
8.0.0 | June 2022 | 3725-47487-001

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Do you have a question about the Edge E Series and is the answer not in the manual?

Questions and answers

Miriam
April 25, 2025

How do I set up our voicemail

1 comments:
Mr. Anderson
May 12, 2025

To set up voicemail on the Poly Edge E Series:

1. Press the voicemail button on your phone.
2. Follow the voice prompts to complete the voicemail setup.

Note: Voicemail must be built on your number for this to work.

This answer is automatically generated

CRYSTAL JORDAN
March 10, 2025

How do you retrieve voicemail messages if you have lost the password?

Summary of Contents for Poly Edge E Series

  • Page 1 Poly Edge E Series User Guide 8.0.0 | June 2022 | 3725-47487-001...
  • Page 2: Table Of Contents

    Icons Used on Poly Edge E Series Phones ........................... 34 Busy Lamp Field Icons ..................................35 Getting Started .......................................37 Logging In to Your Poly Edge E Series Phone ...........................37 Log In to a Phone ....................................37 Log Out of the Phone ..................................37 Log In to a Host Phone as a Guest ..............................37...
  • Page 3 Call Charges for Outgoing Calls ..............................47 Call Precedence and Preemption ..............................47 Use the Handset, Headset, or Speakerphone ..........................47 Place a Call ......................................47 Place an International Call ................................48 Place a Call from Recent Calls .................................48 Place a Call from an Expansion Module ............................
  • Page 4 View Recent Calls ....................................59 Sort Recent Call Entries ..................................59 Filter Entries by Call Type ................................59 View Call Details ....................................60 Edit a Recent Call Entry ..................................60 Delete a Recent Call Entry ................................60 Save a Recent Call Entry ...................................60 Call Lists and Contact Settings ................................60 Clear Call Logs and Contacts...
  • Page 5 ..............................87 Restore Default Settings .................................. 87 Connecting Other Devices ..................................88 Using a Smartphone With Your Phone .............................. 88 Pair and Connect a Smartphone to Your Phone ........................88 Managing Calls With Your Smartphone ............................88 Poly Computer Audio Connector ................................ 88...
  • Page 6 Download and Install the Poly Computer Audio Connector ....................88 Pair Your Phone and Computer ..............................89 Regenerate a Pairing Code ................................89 CSTA Lines ......................................... 89 Phone Applications ......................................90 Using the Calendar ....................................90 Enter Your Microsoft Exchange Login Credentials ........................
  • Page 7 Phone Settings ......................................109 System Settings ...................................... 109 Change the Phone Display Language ............................109 Time and Date Display ..................................109 Backlight Intensity and Timeout ............................... 109 Set the Backlight Intensity ................................110 Set the Backlight Timeout ................................110 Power Saving Mode ....................................
  • Page 8: Before You Begin

    Before You Begin This guide contains overview information for navigating and performing tasks on Poly Edge E Series Phones. This guide contains information for the following Poly products and accessories: • Poly Edge E100 and E220 • Poly Edge E300 Series, including E300, E320, and E350 •...
  • Page 9: Overview Of Poly Edge E Series Phones

    Series phones can support from 16 to 50 line keys. You can add more line keys to Edge E400 Series and Edge E500 Series phones by attaching a Poly Edge E Expansion Module: one for the Edge E400 Series, and up to two for the Edge E500 Series. A single expansion module supports up to 66 additional lines.
  • Page 10: Poly Edge E400 Series Features And Capabilities

    • Adjusting call and phone settings • Messaging features such as voicemail, paging, and Push to Talk • Poly Computer Audio Connector, which plays computer audio through your phone and lets you use your phone as an HD speakerphone • Assigning functions to user-selected keys •...
  • Page 11: Poly Edge E Series Phones Hardware Overview

    The following topics describe the hardware features for Poly Edge E Series phones. Poly Edge E100 and Edge E220 Phones Hardware Overview The following figure displays the hardware features on Poly Edge E100 and Edge E220 phones. The table lists each numbered feature shown in the figure.
  • Page 12 Feature Description Line keys Select a phone line, view calls on a line, or quickly call a favorite contact. The Poly Edge E100 supports two lines, and the Poly Edge E200 supports four lines. Softkeys Select context-sensitive keys that display along the bottom of the screen.
  • Page 13 Poly Edge E100 and Edge E220 phone hardware features - back Poly Edge E100 and Edge E220 Phone Hardware Feature Descriptions - Back Reference Number Feature Description Security slot Attach a universal security cable lock to your phone so you can secure it to a desktop.
  • Page 14: Poly Edge E300 Series Phones Hardware Overview

    Poly Edge E300 Series Phones Hardware Overview The following figure displays the hardware features on Poly Edge E300 Series phones. The table lists each numbered feature shown in the figure. Poly Edge E300 Series phone hardware features - front...
  • Page 15 Poly Edge E300 Series Phone Hardware Descriptions - Front Reference Number Feature Feature Description LED bar Provides call and phone status information. Line keys Select a phone line, view calls on a line, or quickly call a favorite contact. Softkeys Select context-sensitive keys that display along the bottom of the screen.
  • Page 16 Poly Edge E300 Series phone hardware features - back Poly Edge E300 Series Phone Hardware Feature Descriptions - Back Reference Number Feature Feature Description Stand connection slots Attach the stand to the phone. This enables the phone to sit at a 30- or 60-degree angle.
  • Page 17: Poly Edge E400 Series Phones Hardware Overview

    Headset cable slot Holds the headset cable away from the phone base. Poly Edge E400 Series Phones Hardware Overview The following figure displays the hardware features on Poly Edge E400 Series phones. The table lists each numbered feature shown in the figure.
  • Page 18 Poly Edge E400 Series phone hardware features - front Poly Edge E400 Series Phone Hardware Descriptions - Front Reference Number Feature Feature Description Surround lighting bar Provides call and phone status information. Line keys Select a phone line, view calls on a line, or quickly call a favorite contact.
  • Page 19 Reference Number Feature Feature Description Navigation keys / Select key Scroll through information or options displayed on the phone’s screen or select a field of displayed data. Home key Display the Home screen from other screens or display the Lines and Calls screen from the Home screen.
  • Page 20 Poly Edge E400 Series phone hardware features - back Poly Edge E400 Series Phone Hardware Descriptions - Back Reference Number Feature Feature Description Stand connection slots Attach the stand to the phone. This enables the phone to sit at a 30- or 60-degree angle.
  • Page 21: Poly Edge E500 Series Phones Hardware Overview

    Headset cable slot Holds the headset cable away from the phone base. Poly Edge E500 Series Phones Hardware Overview The following figure displays the hardware features on Poly Edge E500 Series phones. The table lists each numbered feature shown in the figure.
  • Page 22 Poly Edge E500 Series phone hardware features - front Poly Edge E500 Series Phone Hardware Descriptions - Front Reference Number Feature Feature Description Surround lighting bar Provides call and phone status information. Line keys Select a phone line, view calls on a line, or quickly call a favorite contact.
  • Page 23 Reference Number Feature Feature Description Navigation keys / Select key Scroll through information or options displayed on the phone’s screen or select a field of displayed data. Home key Display the Home screen from other screens or display the Lines and Calls screen from the Home screen.
  • Page 24 Poly Edge E500 Series phone hardware features - back Poly Edge E500 Series Phone Hardware Descriptions - Back Reference Number Feature Feature Description Stand connection slots Attach the stand to the phone. This enables the phone to sit at a 30- or 60-degree angle.
  • Page 25: Poly Edge E Expansion Module

    Poly Edge E Expansion Module You can connect a Poly Edge E Expansion Module (EM) to an Edge E400 Series or Edge E500 Series phone to add additional lines. You can connect one Edge E EM to an Edge E400 Series phone, and up to two Edge E EMs to an Edge E500 Series phone.
  • Page 26 Poly Edge E Series expansion module hardware features - front Poly Edge E Series Expansion Module Hardware Descriptions - Front Reference Number Feature Feature Description Alignment tab When connecting one EM, inserts into the alignment tab slot on the phone. When...
  • Page 27 Reference Number Feature Feature Description Line key LED indicators Indicates a line or busy lamp field contact's status. The following lists the LED Indicator behaviors shown on the expansion modules: • Solid Green—Indicates an active call in progress. • Fast-Flashing Green—Indicates an incoming call.
  • Page 28 Poly Edge E Series expansion module hardware features - back Poly Edge E Series Expansion Module Hardware Descriptions - Back Reference Number Feature Feature Description USB-C port for E EM or headset On an E500 Series phone, allows you to connection connect a second EM.
  • Page 29: Surround Led Lighting Bar

    Poly Edge E Series Phone Screens Your Poly Edge E Series phone has screens that provide access to functions, features, and information about the phone. Home Screen Overview The Home screen displays information about calls, line keys, and phone status. You can also make calls and access phone features, settings, and information from the Home screen.
  • Page 30 Edge E100 Home Screen Edge E220 Home Screen...
  • Page 31 Edge E300 Series and E400 Series Home Screen...
  • Page 32 Edge E500 Series Home Screen...
  • Page 33 Home Screen Softkeys You can use the softkeys on the Home screen to make calls and access phone features and information. The Home Screen softkeys may vary depending on administrator or service provider configurations. Call Screens Overview Call screens display the status of incoming, outgoing, and active calls. You can access these screens on the Home screen. Incoming call Outgoing call...
  • Page 34: Icons Used On Poly Edge E Series Phones

    One active call with a call on hold Icons Used on Poly Edge E Series Phones Poly Edge E Series phones have various icons and status indicators that display the status of the phone whether you are in a call or if the phone is idle.
  • Page 35: Busy Lamp Field Icons

    Icons and Status Indicators on Poly Edge E Series IP Phones Icon Description Icon Description Registered line Do not disturb enabled Unregistered line Bluetooth available Placing a call Bluetooth connected Active call using Polycom HD Voice Bluetooth speaker Held call...
  • Page 36 BLF icons States Line Icons Monitored line is idle Monitored line is busy Monitored line is on hold Monitored line is unregistered Monitored line is set to Do Not Disturb Monitored line has an incoming call...
  • Page 37: Getting Started

    By default, Poly devices don’t require you to log in before you can use them. If you don’t log in, you see the default profile. When you log in, you have full access to your personal settings and your directory.
  • Page 38: Log In To A Guest Automatic Call Distribution Phone

    Note: Check with the system administrator if your credentials are invalid. The phone updates to display your personal settings, or the Lines screen if your credentials are incorrect. Log Out of a Host Phone After you use a host phone, make sure you log out to prevent unauthorized users from accessing your personal settings. After you log out of the host phone, your guest info and changes made on a host phone don't sync to your personal phone.
  • Page 39: Lock Your Phone

    You can enable or customize your phone from the Basic settings menu. If your phone requires a password to access the settings menu, contact your system administrator for assistance. Access Help and Support Information Scan a QR code to access help videos, animations, and other documentation from the Help menu of your Poly Edge E Series phone. Task 1 Go to Main Menu >...
  • Page 40: Find Phone Information

    Cyrillic (for Russian characters) Entering Information Using the Dialpad You can use the dialpad keys on Edge E Series phones to edit or update field information. The following table describes how to enter different types of data on your phone using the dialpad.
  • Page 41 Enter Chinese Characters with the DialPad Keys You can use the dialpad keys and the PinYin input widget to enter Chinese characters on Edge E Series phones. The PinYin input widget disappears if you press the pound/hash key or don’t press a key for 5 seconds.
  • Page 42: Changing Audio Settings

    Increase or decrease the volume of your ringtone and the audio during a call. Task » Press the volume keys to increase or decrease the audio. Enable Acoustic Fence Poly Acoustic Fence suppresses background noise while you are on a call, which enhances call audio quality for call participants.
  • Page 43: Mute And Unmute The Microphones

    Poly Acoustic Fence works with handsets or headsets. However, only headsets connected to the RJ-9 port on the phone support Poly Acoustic Fence. Poly Acoustic Fence is enabled by default on the handset, disabled by default for a connected headset, and not supported with USB or Bluetooth headsets.
  • Page 44: Accessibility Features

    Users Who Are Deaf or Hard of Hearing Poly phones include features that enable users who are deaf or hard of hearing to use the phone. The following table lists the accessibility features for users who are deaf or hard of hearing.
  • Page 45: Users Who Are Blind, Have Low Vision, Or Have Limited Vision

    Users Who Are Blind, Have Low Vision, or Have Limited Vision Poly phones include features that enable users who are blind, have low vision, or have limited vision to use the phone. The following table lists the accessibility features for users who are blind, have low vision, or have limited vision.
  • Page 46: Customizing The Text Style

    • To toggle audio feedback on and off, long press the Select key. Customizing the Text Style If enabled by your system administrator, you can make the onscreen text larger or bold. Check with your system administrator to find out if this feature is enabled for your phone. Customize the Text Style Make the onscreen text larger or bold.
  • Page 47: Audio Calls

    Basic settings menu, contact your system administrator for assistance customizing your phone. Placing Audio Calls Poly phones enable you to place calls to local numbers, international numbers, and contacts. You can initiate calls from your favorites list, recent calls list, and your phone directory. From a locked phone, you can place calls to numbers authorized by your system administrator.
  • Page 48: Place An International Call

    2 From the Calls List screen, select a contact and select Dial. Place a Call from an Expansion Module You can place a call using the line keys on expansion modules connected to supported Edge E Series. Task » Do one of the following: •...
  • Page 49: Answering Audio Calls

    Answering Audio Calls When you receive an incoming call on your phone, you can choose to answer the call in a number of different ways. Answer a Call Answer a call using the handset, speakerphone, or a headset. Task » Do one of the following: •...
  • Page 50: Ignoring Or Rejecting Incoming Calls

    Ignoring or Rejecting Incoming Calls When you receive an incoming call, choose to ignore or reject the call instead of answering. Reject or ignore an incoming call, reject incoming calls from a specific contact, or enable Do Not Disturb to reject all calls for a brief period of time. Note: You can’t reject calls on shared lines.
  • Page 51: Holding And Resuming Calls

    Resume a Call on an Expansion Module You can resume calls placed on hold by other contacts from your expansion module connected to supported Edge E Series. A flashing red LED light on a line key on the expansion module indicates a call is on hold on the contact's line.
  • Page 52: Divert Calls To A Contact

    The forwarding number or name of the contact you chose scrolls in the status bar. When you select Always as your forwarding option, the Forwarding icon displays on the line. Disable Call Forwarding Disable call forwarding when you no longer want to forward your calls. Task 1 Select Forward or go to Settings >...
  • Page 53: Cancel A Transfer

    Cancel a Transfer If a contact doesn’t answer the transfer or if you want to remain speaking with the contact on your line, cancel the transfer before it completes. Task » Select Cancel on the call transfer screen. The call doesn’t transfer and becomes active. Redialing Calls Recall the last contact you called using Redial, if enabled by your system administrator.
  • Page 54: Placing Intercom Calls

    • Select Transfer to send the call to another contact. • Select Conference to initiate a conference call. • Select Join to join an active call and one or more held calls into a conference call. Placing Intercom Calls Like a normal call, the intercom feature enables you to place a call to a contact. An intercom call differs from a normal call in that the call recipient’s phone answers automatically when not in an active call.
  • Page 55: Answer Calls Automatically

    1 Go to Settings > Basic > Preferences. 2 Select Call Waiting and select Disable. Answer Calls Automatically You can set up your phone to automatically answer calls using Auto Answer. When enabled, the phone automatically answers all incoming calls using the speakerphone. Your system administrator sets how many times the phone rings before it automatically answers the call.
  • Page 56: Conference Calls

    Conference Calls When you initiate a conference call, you can manage conference participants, join calls into a conference, or split your conference into individual calls. Audio Conference Calls Start a conference call with two contacts on hold. You can also split, hold, or resume conference calls. If your system administrator enables the conference management feature on your phone, you can manage each participant in the call.
  • Page 57: Split A Conference Call

    » During a conference call, select End Call. Split a Conference Call Splitting a conference call ends the conference and places the participants on hold in individual calls. You can then resume one of the held calls. Task » During a conference call, select the Split softkey.
  • Page 58: Shared Lines

    Shared Lines All Edge E Series support multiple and shared lines. Your administrator can customize your phone to enable multiple shared lines. Shared Line Limitations Phones configured with shared lines have certain limitations. The following features aren’t available or have limitations on phones with shared lines: •...
  • Page 59: Call Lists

    Call Lists Your phone enables you to view, sort, delete, and edit recent incoming and outgoing calls in the Call Lists. You can also clear all uploaded call and directory entries or restrict the phone from uploading them to the server. Recent Calls The Recent Calls list includes missed, received, and placed calls.
  • Page 60: View Call Details

    View Call Details You can view call details in the Recent Calls list. Task 1 Do one of the following: 2 Do one of the following: • Select the call record. • Navigate to the call record, and then select Information. Edit a Recent Call Entry You can edit a contact’s phone number stored in your Recent Calls list before returning the contact's call.
  • Page 61: Clear Call Logs And Contacts

    Clear Call Logs and Contacts By default, the phone stores your call logs and saved contacts. As desired, clear your personal history of stored call logs and contacts from the phone. Task 1 On the phone, go to Settings > Basic > Clear Uploaded Calls/Directory. 2 Select Yes.
  • Page 62: Favorites And Buddy Lists

    Favorites and Buddy Lists Managing Favorites Add contacts as favorites from the contact directory, designate an index number for favorites, view favorites on the Home or Lines screen depending on your phone, and delete favorites. Favorites are the contacts in your contact directory that you call most often. Add a Favorite Add a contact to your Favorites list.
  • Page 63: Viewing Favorites

    1 Do one of the following: • On the Home screen, long press the line key next to the contact. • Go to Directories, select Contact Directory or Favorites, and then select a contact. 2 Select Edit. 3 From the Edit Contact screen, select Favorite Index and delete the favorite’s index number. 4 Select Save.
  • Page 64: Add Contacts To Your Buddy List

    4 Select Save. Updating Your Buddy Status Poly phones enable you to sign into and update your presence status on your phone to let contacts know when you are busy or available. You can update your status to one of the following: •...
  • Page 65: Using The Watcher List

    Using the Watcher List The Watcher list provides a list of contacts who can monitor your phone status. View Your Watcher List View the contacts sho can monitor your phone status on the Watcher list. Task 1 Go to Settings > Features > Presence. A list of contacts that can monitor your status displays.
  • Page 66: Directories

    Directories All Poly Edge E Series phones support a Contact Directory and a Corporate Directory. Using the Directories Use the directories on your phone to view, call, and manage your contacts. Add a Contact to the Contact Directory When you add a contact to your contact directory, choose how much information you want to enter for your contact. The only required field in the contact directory is the Contact field (the contact’s phone number).Your system administrator...
  • Page 67: Add Corporate Directory Contacts To The Local Directory

    Add Corporate Directory Contacts to the Local Directory Add contacts in the corporate directory to the Contact Directory. When you save a corporate directory contact to the Contact Directory, the first name, last name, and phone number of the contact automatically save to the directory. You can add additional contact information to the contact in the directory afterward.
  • Page 68: Searching The Directories

    5 Select Delete to delete the contact. Searching the Directories You can search the directories on your phone for contacts. Search for Contacts Search the contact directory for your desired contact. Task 1 Do one of the following: • On the Home screen, press the Directories softkey, and then select Contact Directory. •...
  • Page 69: Calling Contacts From Directories

    Calling Contacts from Directories On Poly Edge E Series phones, search for and call contacts in your contact directory, the corporate directory, and the BroadWorks Enterprise Directory, if enabled. Call a Contact From a Directory Place a call to a contact directly from your directory.
  • Page 70: Accessing, Sending, And Broadcasting Messages

    Accessing, Sending, and Broadcasting Messages Access, send, and broadcast a variety of message types. Note: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available on your phone. Accessing Voicemail Access the voicemail service if your phone has a new voicemail.
  • Page 71: Read Instant Messages

    1 Go to Messages. 2 Select Instant Messages. 3 If you have multiple lines on your phone, select a line. 4 From the Instant Messages screen, select the New softkey. 5 Enter a contact's phone number, URL, or IP address, then select OK. The phone number, URL, or IP address you enter displays on the screen.
  • Page 72: Send A Group Page

    • Emergency: By default, broadcasts sent to group 25 are considered emergency broadcasts. An emergency broadcast interrupts normal broadcasts, priority broadcasts, and active calls. These broadcasts play out at near-maximum volume even if you enable Do Not Disturb. To send and receive pages, subscribe to the paging groups. By default, you are subscribed to paging groups 1, 24, and 25, and you can send and receive pages to those paging groups.
  • Page 73: Group Paging Settings

    • End the page. This ends the page at your phone only. • Place a new call. Group Paging Settings Change your default paging group, update page group subscriptions, and enable pages to play during active calls on your phone. Note: The features described in this section require access to the Basic settings menu on the phone.
  • Page 74: Send A Ptt Broadcast

    while the other phone enters the receiving state. By default, all phones are configured to receive broadcasts sent to channel 1. • Priority—By default, broadcasts sent to channel 24 are considered Priority broadcasts. A Priority broadcast interrupts Normal broadcasts or active calls. All phones receive Priority broadcasts unless Do Not Disturb is enabled. Phones play Priority broadcasts at the phone's current audio level.
  • Page 75: Reply To Ptt Broadcasts

    The following scenarios happens when you receive a broadcast during an active call: • When your phone is set up to receive normal broadcasts during an active call, the broadcast immediately plays. You can listen to both the active call and the broadcast. •...
  • Page 76 Change the Default Channel Update the default channel the phone uses to transmit PTT messages. The default channel is channel 1. When you change the default channel, the phone automatically subscribes to the channel you select. Task 1 Go to Settings > Basic > Preferences > Paging/PTT Configuration. 2 Select PTT Push to Talk >...
  • Page 77: Pagination

    Pagination Poly Edge E Series phones support pagination. Pagination enables you to add pages to the Home screen of your phone when you exceed the physical line key limit. Use the Pagination key to move between the pages and set the default page.
  • Page 78: Wi-Fi And Bluetooth Connections

    Wi-Fi and Bluetooth Connections Connect to a wireless network and use Bluetooth devices with your phone. The following models support Bluetooth: • Poly Edge E220 • Poly Edge E320 The following models support Bluetooth and Wi-Fi: • Poly Edge E350 •...
  • Page 79: Disconnect From A Wireless Network

    2 Select Bluetooth, and then select On. Pair and Connect a Bluetooth Device When your system administrator has enabled Bluetooth on your Edge E Series phone, you can pair and connect your phone to a Bluetooth-enabled device. You can pair multiple Bluetooth devices to your phone, but only one device will connect at a time.
  • Page 80: Pair And Connect An Android Device Using Nfc

    7 Select Pair on both your device and your phone. Pair and Connect an Android Device Using NFC You can use NFC to pair and connect an NFC-capable Android mobile device to a Bluetooth-enabled Edge E Series phone. Note: iPhones don't support Bluetooth pairing with NFC.
  • Page 81: Headsets

    Headsets Connect a Bluetooth or USB headset to your phone to place and answer calls. You can also use electronic hookswitch (EHS). For a list of compatible headsets, use the compatibility matrix on https://compatibility.plantronics.com/deskphone. Connecting a USB Headset After you connect a headset to your phone, you can set up your phone to use the headset automatically when answering and placing calls.
  • Page 82: Managing Calls With Your Bluetooth Headset

    Configure the following options for your specific headset model: • For Poly headsets, change the coarse receive level to 3 and the transmit level to B on the headset base unit. For details, refer to the guide that comes with your headset.
  • Page 83: Enable Electronic Hookswitch

    4 Remove the EHS adapter from the serial port on the back of the phone. Poly Headset Settings When you connect a supported Poly headset to your Poly Edge E Series phone, you can access settings in the PLT Hub menu.
  • Page 84: Set The Answering Call Alert

    • Wireless Settings • Softphone Settings • Audio Tuning Settings • Advanced Settings • Restore Defaults settings Note: The features list in PLT Hub varies based on thePoly headset that you use. Set the Answering Call Alert You can configure the headset to alert you on incoming calls to the phone. Task 1 Do one of the following: •...
  • Page 85: Set The Volume Level Indicator Tones

    • Minimum & Maximum Only: Hear a tone only when you hit the minimum or maximum volume level. Adjust the Headset Speaker Bass and Treble You can adjust the bass and treble settings for the headset speaker from your Edge E Series phone. Task 1 Do one of the following: •...
  • Page 86: Adjust The Microphone Gain

    Note: Once you press Back, the recorded audio deletes automatically. Adjust the Microphone Gain You can adjust the headset microphone gain from your Edge E Series phone. Task 1 Do one of the following: • Go to Settings > Basic > PLT Hub > Audio Tuning.
  • Page 87: Set The Hours On Phone Per Day

    2 Select Hours on Phone Per Day. 3 Select the number of desired hours. Restore Default Settings You can restore the headset default settings from your Edge E Series phone. Task 1 Do one of the following: • Go to Settings > Basic > PLT Hub > Restore Defaults.
  • Page 88: Connecting Other Devices

    Pair and Connect a Smartphone to Your Phone If your Edge E Series phone supports Bluetooth, you can use the phone to control smartphone calls and for audio playback. You can pair up to two smartphones to your Bluetooth-enabled Edge E Series phone. However, you can only connect and use one smartphone at a time for call control and audio playback.
  • Page 89: Pair Your Phone And Computer

    Pair Your Phone and Computer By default, your phone automatically pairs with your computer when you connect it to a computer running the Poly Audio Connector application via Ethernet cable. To pair with a phone on the network that is not directly connected to your computer, you must pair manually.
  • Page 90: Phone Applications

    Phone Applications Poly phones can support optional applications configured by your system administrator. Ask your system administrator if your phone supports any of the applications discussed in this section. Note: Some of the features described in this section require access to the Basic settings menu. If your phone requires a password to access the Basic settings menu, contact your system administrator for assistance.
  • Page 91: View Meeting Details

    • From Month view, select a date and select a meeting. View Meeting Details You can view meeting details on the calendar, including start time, end time, participants, and notes. Task 1 On the Calendar screen, select a meeting. 2 View the meeting details including location, organizer, time, date, and notes. Join a Meeting from the Calendar The Calendar screen lists all upcoming meetings.
  • Page 92: Using The Launch Pad

    Icon Action Refreshes the current web page. Returns to the browser's home page. Displays the toolbar permanently so it does not hide every three seconds. Enables the toolbar to hide every three seconds. To display a hidden toolbar, you have to press the touchscreen until the toolbar displays.
  • Page 93: Display The Launch Pad's Main Screen

    Task » Do one of the following: • Select Home to display the Launch Pad's main window with all the Launch Pad applications. • Select Refresh to refresh the Launch Pad window and access an updated application. • Select Back to launch the previous application you viewed. •...
  • Page 94: Cisco Broadworks Features

    Cisco BroadWorks Features The following features are available when your administrator configures your phone with Cisco BroadWorks. Parking and Retrieving Calls on the Cisco BroadWorks Server When your phone is registered with a Cisco BroadWorks server, you can use Call Park to park a call directly to a contact's line.
  • Page 95: Ignore A Parked Call

    For example, dial *884144. Ignore a Parked Call You can choose to ignore a parked call instead of retrieving the call. Ignoring the parked call removes the parked call icon, but the call remains parked on your line until the call is retrieved, the retrieval time expires, or the call is ended.
  • Page 96: Managing Calls With Uc-One Remote Office

    4 Enter information for the Status, Name, Primary Number, and Alt. Number/SIP URI fields, if applicable. 5 Choose the settings you want to enable. 6 Select Save. Edit BroadWorks Anywhere Locations After you enable BroadWorks Anywhere and add locations on phone, you can edit the added locations. Task 1 Do one of the following: •...
  • Page 97: Reject Anonymous Calls

    1 Do one of the following: • Select UC-One on the Home screen. • Go to Settings > Features > UC-One Call Settings. 2 Select a line. 3 Select Remote Office. 4 Enter your remote office number and press Enabled. 5 Select Save.
  • Page 98: Create A Personal Ring Group

    When the incoming call is answered on one of the phones added to your Simultaneous Ring list, the call is logged in the Missed Calls list on the other phones. Unanswered incoming calls are logged in the Missed Calls lists on all connected phones.
  • Page 99: Uc-One Contacts' Presence Information

    UC-One Contacts' Presence Information UC-One contacts are Enterprise Directory contacts that have Instant Messaging and Presence (IM&P) enabled, and you can view their presence information on your phone. While you can view UC-One contacts presence information on the Lines screen, you cannot change your presence status on the phone.
  • Page 100: View Aggregated Self-Presence For Cisco Broadworks Lines

    Task » Select Directories > UC-One Contacts. Your UC-One groups display. If there are no user-defined groups, contacts display under the All Contacts group. View Aggregated Self-Presence for Cisco BroadWorks Lines The home screen displays the aggregated self-presence received from the Cisco BroadWorks Messaging Server (UMS). Task Filter UC-One Favorites You can filter your list of contacts either by Favorites or by your contact's status.
  • Page 101: Executive Options

    Executive Options As an executive, you can view a list of assigned assistants, filter calls to assistants assigned to your line, and set criteria for filtered calls on your line. Filter Executive Calls Executives can enable Call Filtering on their phones to send all executive calls directly to an assistant to answer, and the executive is not alerted of the incoming call.
  • Page 102: Pick Up A Held Executive Call On A Shared Line

    When Call Screening is enabled, incoming call notifications also display on the executive's phone, and the executive can choose to answer the call. Place a Call on Behalf of an Executive As an assistant, you can make calls on behalf of any of your assigned executives. When a call is made on behalf of an executive, a solid red bar displays on the executive’s line key, if the executive’s line is a shared line.
  • Page 103: Pick Up A Held Executive Call On A Private Line

    2 Select the held call, and select the Pick Call soft key. Pick Up a Held Executive Call on a Private Line On private lines, the executives and assistants can pick up held calls on each other's phones, but they cannot view the status of a call or choose which held call to pick up.
  • Page 104: Ribbon Communications Features

    Ribbon Communications Features The following features are available when your administrator configures your phone with Ribbon Communications. Ribbon Communications Multiple Appearance Directory Number - Single Call Appearance Register your phone with the Ribbon Communications server to use Multiple Appearance Directory Number - Single Call Appearance (MADN-SCA).
  • Page 105: Resume A Held Madn Call

    Resume a Held MADN Call Any MADN member can resume a held call on the shared line. When an active call is placed on hold on the shared line, a red LED light flashes on the line key on all members' phones, if enabled by your system administrator.
  • Page 106: Managing The Ribbon Communications Address Books

    A confirmation tone plays, and the call is resumed automatically. Enable Privacy on a Bridge Call You can enable privacy on a bridge call to prevent additional MADN members from barging in to the call. Task » During a bridge call, select Transfer and dial the PRV code or select the Privacy softkey, if enabled. A confirmation tone plays when privacy is enabled and the call is resumed automatically.
  • Page 107: Using The Personal Address Book

    1 Go to Menu > Settings > Basic > Preferences. 2 Select Global Address Book > View Persistency and select Enable. View Persistency is enabled and you can view your most recent search each time you return to the GAB. Using the Personal Address Book Search for contacts, edit contact information, and save contacts to the PAB.
  • Page 108 Edit Contacts Locally Edit PAB contacts on your phone’s local interface. When you edit contacts on your phone, your contact's information is updated in the Ribbon Communications Personal Agent as well. Task 1 In the Contact Directory screen, select a contact and select Edit. 2 Edit the information in the contact fields and select Save.
  • Page 109: Phone Settings

    Phone Settings Basic customizations on the phoneinclude changing the time and date format, setting the backlight intensity, changing office hours and timeouts for Power Saving mode, and viewing and modifying security settings. System Settings You can make basic customizations to your phone’s system settings, including the time and date format, backlight intensity, and Power Saving mode.
  • Page 110: Set The Backlight Intensity

    Power Saving Mode Poly phones enter power saving mode to conserve energy after being idle for a certain period of time. Determine the period of time that the phone is idle before the screen turns off, and set different idle timeouts for office hours and off hours, such as evenings and weekends.
  • Page 111: Change Idle Timeouts For Power Saving Mode

    You can view and update the security settings for your phone if your administrator enabled them. Security Classification For Edge E Series phones registered with the Cisco BroadWorks Server, you can view and modify the security classification level for your phone, if the feature is enabled by your system administrator.
  • Page 112 • Top Secret • Secret • Restricted • Classified A notification displays on all call participants' phones informing them that the classification level of the call has changed.
  • Page 113: Customizing Your Phone

    Customizing Your Phone Make basic customizations to your phone that include setting the language, changing the background, adding personal photos, and enabling the screen saver. Changing Your Background You can change the background picture on your phone to any image set up by your system administrator or your own photo.
  • Page 114: Use A Usb Flash Drive To Add A Background

    320×240 pixels Edge E300 320×240 pixels Edge E400 320×240 pixels Edge E500 800×480 pixels Edge E Series phones support the following formats for background images: • .bmp • .jpg • .jpeg • .jpe • .jfif • .png Use a USB Flash Drive to Add a Background You can add personal photos as your background using a USB drive.
  • Page 115: Screen Savers

    1 Attach the USB flash drive that contains your photos to the phone. Note: If your phone doesn't detect the USB flash drive when you attach it to your phone, the USB port on your phone may be disabled. Contact your system administrator. 2 Select Settings >...
  • Page 116: Use Personal Photos As Screen Saver

    Use Personal Photos as Screen Saver Display your personal photos on a USB flash drive as a screen saver. The photos you use must have the following file type and size properties: • File type: BMP, JPEG, or PNG • Maximum size: 9999 × 9999 pixels The phone can only display the photos as your screen saver when the USB flash drive is attached to the phone.
  • Page 117: Maintenance

    Maintenance Updating the Phone Software You can update the software on your phone when a new software version is available. When new software is available, a notification is displayed on your phone and you have the option to update your software, postpone the software update (if enabled by your administrator), or exit the notification.
  • Page 118: Exit The Software Update Notification

    Task 1 When prompted to update your software, select Postpone. 2 Select one of the time options. The notification disappears from the phone screen and displays again during the remaining five minutes of the postpone time selected. Exit the Software Update Notification When the software update notification displays, you also have the option to exit the notification without choosing to update or postpone the software.
  • Page 119: Troubleshooting

    Troubleshooting If you’re having issues with your Poly phone, try the troubleshooting options and solutions in the following topics to resolve certain issues. Preparing to Troubleshoot Issues Investigate Warnings When a phone can’t perform certain tasks, a Warning icon displays in the status bar.
  • Page 120: Viewing The Phone's Status

    • Display Diagnostics: Test the LCD for faulty pixels. • Brightness Diagnostics: Test the screen brightness. • LED Diagnostics: Test the LEDs. Viewing the Phone’s Status View the status of your phone and various features. View System Information View information, including the phone’s model number, software version, MAC address, and IP address. Task 1 Go to Settings >...
  • Page 121: Usb Port

    USB Port If you attach a USB device to your phone, and the phone does not detect the attached USB device, your system administrator may have disabled the USB port on your phone. In this case, you cannot attach a USB device to your phone to use the following features: •...
  • Page 122: Recording Issues And Solutions

    Issue Corrective Action My headset doesn't pair automatically. If your headset is an older model, you may need to enter a password before the headset can pair with your phone. Refer to your headset documentation for more information. Recording Issues and Solutions If you encounter any issues recording calls, see the following table for possible solutions to common problems.
  • Page 123: Support

    Support NEED MORE HELP? poly.com/support Poly Worldwide Headquarters 345 Encinal Street Santa Cruz, CA 95060 United States © 2022 Poly. Bluetooth is a registered trademark of Bluetooth SIG, Inc. All trademarks are the property of their respective owners.

This manual is also suitable for:

Edge e100Edge e220Edge e300Edge e400Edge e500

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