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.

If you have a SaaS Cloud system we will need your RingCentral credentials 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.  Please respond with a plain text message.

6. Thereafter respond with a photo.

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.   The photograph should appear in the documents screen of this case.

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