Polycom Trio Series, Trio 8500 Series, Trio 8800 Series Quick Start Manual

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USER GUIDE | CLOUD COMMUNICATIONS

Polycom Trio™ Systems

Quick Start Guide

Document Version 1.0

July 2018

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POLYCOM TRIO SYSTEMS - QUICK START GUIDE

UC Software 5.5.3AA or later

This Quick Tips applies to the Polycom® Trio™

8500 and 8800 systems.

View the

Guide

more information on available features.

Polycom Trio Solution User

on Polycom Voice Support for

Enter Data

You can use the onscreen keyboard to enter information.

To use the onscreen keyboard:

• Tap a text eld or tap .

Place Calls

You can place a call to contacts from Contacts, Recent Calls, or to a favorite.

To place a call:

• Do one of the following from the

Home screen:

□ Tap Place a Call, enter the

phone number, and tap .

□ Tap a Favorite. □ Tap Contacts, select a directory,

select a contact, and tap Dial.

□ Tap Recent Calls and select a

contact. The contact is dialed automatically.

Answer calls

You can answer or decline incoming calls.

To answer a call:

• Tap Answer.

• Tap Decline.

End Calls

You can only end active calls.

To end an active call:

• Tap Hang Up.

To end a held call, resume the call rst.

To end a held call:

• Tap Resume > Hang Up.

Hold and Resume Calls

You can place any active audio or video call on hold and resume the call when you are ready.

To hold a call:

• Tap Hold.

To resume a call:

• Tap Resume.

Initiate a 4-way Conference Call

You can initiate a conference call with up to four contacts.

To initiate a conference call:

1. Call a contact.

2. Tap Add and enter your contact’s

number or select a contact from Contacts or Recent Calls.

The contact is added to the conference after answering. You can also join an active and held call into a conference call.

To join two calls into a conference call:

• On the Calls screen, select two calls

and tap Merge Calls.

Manage Conference Calls

When you initiate a conference call, you can mute all participants, mute individual participants, or remove a participant from the call.

To mute all conference participants:

• Tap the conference name and tap

Mute All to mute all participants.

To manage individual participants:

• Tap a participant, then do one of the

following:

□ Tap Far Mute to mute the

participant.

□ Tap Hang Up to remove

the participant from the conference.

View Recent Calls

You can view placed, received, and missed calls.

To view recent calls:

• Tap Recent Calls.

View the Contact Directory

You can view and add contacts to the Contact Directory.

To view the Contact Directory:

• Navigate to Contacts > Contact

Directory.

To add a contact to the Contact Directory:

1. In the Contact Directory, tap .

2. Enter the contact’s information

and tap Save.

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POLYCOM TRIO SYSTEMS - QUICK START GUIDE

Add a Favorite

You can add contacts as favorite, and all favorites display on the Home screen.

To add a favorite:

1. Navigate to Contacts > Contact

Directory and select a contact.

2. On the Details screen, tap .

The Favorites icon changes to blue , and the contact is added

to the Home screen. Contacts

added as Favorites display rst in

the Contact Directory.

Mute the Microphone

You can mute your microphone at any time.

To mute your microphone:

• Tap Mute or tap the Mute keys

on the system or microphone.

The Mute icon changes to red and the Mute keys glow red.

Adjust the Volume

You can adjust the volume of calls or the ringtone for incoming calls using the volume keys.

To adjust the volume:

• Tap the + volume up or – volume

down buttons.

Connect a Bluetooth Device

If Bluetooth is enabled, you can pair and connect your Bluetooth-capable phone or tablet with the conference phone.

Connect a Bluetooth Device using Near Field Communication (NFC)

If Bluetooth and NFC are enabled, you can connect your NFC-enabled Bluetooth phone or tablet with a Polycom Trio 8800 system.

To connect a Bluetooth device using NFC:

• Enable NFC on your device. □ Go to Settings > Advanced >

Administrator Settings > NFC Mode.

□ Press the NFC sensor to the left

of the RealPresence Trio 8800 screen. The phone prompts you

to conrm pairing.

• Tap and hold your device for two

seconds above the NFC symbol on the system.

• Conrm that your device is paired

and connected to the Polycom Trio

8800.

Place a Call over Bluetooth

If your mobile phone is connected to the

Polycom Trio system using Bluetooth or NFC, you can place a call on your mobile phone and use the system as the speakerphone for the call.

To place a call over Bluetooth:

1. On your mobile phone, place a call

to a contact.

2. On the call screen, select the

Polycom Trio 8800 as your audio source.

Show Content

When a Polycom Trio Visual+ is connected to a monitor and paired with a Polycom Trio 8500 and 8800 system, you can show content locally. If you do not have either application, you can download RealPresence Desktop from support.polycom.com/rpd and RealPresence Mobile from your tablet’s application store.

To show content using RealPresence Desktop

1. Open the desktop or mobile

application.

2. Navigate to Settings >

SmartPairing.

3. Click or tap the check boxes for

Enable SmartPairing and Auto Detection and click OK or Done.

4. Select and select Share

Content.

5. Select your system’s name or IP

address and select Pair.

If your system is not listed, enter your system’s IP address and select Pair.

In RealPresence Mobile, tap Manual Pairing then enter your system’s IP address and tap Go.

6. Choose a monitor or application

to share.

In RealPresence Desktop, the content is displayed automatically.

7. In RealPresence Mobile, tap to

show content.

To connect a Bluetooth device:

• On your device, navigate to

Bluetooth and select on the Polycom Trio in the list of available systems and devices.