RingCentral Texting

https://www.ringcentral.com/

Server Based System - please perform the following configuration:

Kindly have your IT Professional configure Port 443 (or Port 80) on your server https://smartadvocate.atlassian.net/l/c/BkHN739r

Please email Implementation@SmartAdvocate.com once completed.

Kindly send us your Ring Central credentials to complete the configuration. This will be your RingCentral Login, Password and Main Texting Number.

If you will be texting from multiple texting numbers, we will need the main account information above in addition to a list of all your user names, phone numbers, extensions and passwords for each of the texting numbers.

Here is an example of a RingCentral User Listing:

If you have a SaaS Cloud system we will need your RingCentral credentials as described above to complete the configuration.

When we begin to configure your integration, you will receive an email from RingCentral to verify your credentials using a security code. You will need to provide us the security code to complete the configuration.

Once your RingCentral integration has been configured, you will need to test the integration using the following instructions:

1. Find a case you are a staff member of in SmartAdvocate.

   

2. Make sure your contact card has your cell phone number and the number has text selected.

   

3. Select the text icon from the quick add bar.

   

4. Select your name in the “To” section and click send thereafter.

5. 

   You will receive a text message on your cell phone.  Reply to the text message with a plain text message.

6. Next reply to the text message with a photo and or video.

7. Once you have sent the text messages with and without photo, go back to the case in SmartAdvocate.  Go to the notes screen of the case and verify the text messages you have sent. They will be under the type of Incoming text message. You will see the plain text and the mms attachment.  

   

8. Any MMS text messages will also appear in the documents screen of the case.

   

9. To create text message templates please go to admin > text message templates.