Search Results

Overview Windows will change the default PDF reader in windows by user action selecting a prompt to change the default application. This commonly occurs with Google Chrome and Microsoft Edge. This guide will show you how to change the default PDF application ...

Sign into Microsoft Teams with you username and password. Navigate to the top left corner of the screen and click on the icon that says "Calls". You can either enter the clients number directly into the dial box and press call.  Or, if a client has call...

Once you have started the call. You can put a client on hold by clicking on the three dots at the top of the call screen that says "more" From the dropdown menu, click the button that says "hold" To take the client off hold, click on the button that says...

When you are on a call, you can place a client on mute by clicking on the button that says "mic".  This will mute your microphone so the client cannot hear you speak.  To unmute your microphone, click on the button again that says "Mic". NOTE: It will noti...

Direct Transfer This is usually used when you want to transfer a call directly to your colleague without consulting them first. Once you have the client on the phone, click on the three little dots at the top of the call screen that says "More". Click on "Tr...

This procedure will show you how to use the keypad during a call.  During a call, the keypad is generally only used when you call a company and they prompt you to enter 1. for accounts, 2. for sales etc.    One you have started a phone call, click on the bu...

"Device settings" is used to adjust any audio or video settings during a call.  When you have started a call, you are able to use the "device settings" button. To use these functions, click on the button that says "More" during a call, then select "Device se...

Log into Outlook with your username and password. Go to a previously sent email with your signature.  Highlight the signature, right click your mouse and click "copy." Create a new email by selecting the "Home" tab which is located at the top left of your...

Overview This procedure will teach you how to synchronize folders from Microsoft Teams so you can access shared resources from your file explorer side bar in windows. Procedure Detail Step 1 - Teams Open the Microsoft Teams app and sign in using your em...

In this procedure you will learn how to add a contact in Microsoft Teams. Once you have done this, you will be able to look up the number for the client or search the name in the dial pad and call the client without having to search for their number.    1. S...

Overview This procedure is used when you cannot send a document in outlook because the attached file is too large.  In this procedure, you will learn how to link a OneDrive file to a client so they can view the documents required.  Difficulty Very Easy ...

Overview This procedure will explain step-by-step how to Synchronise a folder in SharePoint.   Difficulty Very Easy Estimated Time Process   Detail Step 1: Sign into SharePoint Open a new tab in your internet browser. Type your tenant name.shar...

Overview Once you have completed this procedure, you will have the knowledge to set up your work email on your phone. Difficulty Very Easy Estimated Time Process   Detail Step 1: Open App Store Unlock your phone and navigate to your phones app s...

Overview Once you have completed this procedure, you will have the knowledge to install OneDrive onto your phone.    Difficulty Very Easy Estimated Time Process   Detail Step 1: Open your App store Unlock your phone and navigate to your phones ...

Overview To allow windows to unzip compressed files we recommend 7-Zip. 7-Zip will allow you to uncompress more file types than built into windows or by using WinZip.  How to open compressed files with 7-Zip If you want to view the files in a compressed fol...

Overview 3CX is an open standard, software-based phone system based on the SIP standard. It works with a range of phone hardware and also features web browser-based extensions and mobile apps. A major advantage is the software itself can be hosted on a remote...

Difficulty Very Easy Estimated Time Starting a call To call, click on the dial pad in the top right menu or click on the search icon. Enter the phone number or search by name, extension number or email address.  Choose your device to place a call ...

Overview When we are away form our desk and cant take calls, 3CX gives us the apportunity to tell the system we are away. Your team members can also see your status when set. Difficulty Very Easy Estimated Time Manage your status & queues The “Status...

Overview This proceedure will teach you how to make calls and how to answer them in detail. Difficulty Very Easy Estimated Time Process Flowchart Detail Step 1: Making a phone call There are a few different options you can choose when you need...

Overview This procedure will teach you the steps on how to put a caller on hold.  Difficulty Very Easy Estimated Time Process     Detail Step 1: Answer the call When a caller in making an inbound call, press the green button to answer the call....