Page 2 - Table of contents
Table of contents 1 Before You Begin ............................................................................................................................................... 1 Audience, purpose, and required skills ................................................................................
Page 12 - Before You Begin; Documentation Feedback
Before You Begin 1 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 ● Poly Edge...
Page 13 - Overview of Poly Edge E Series Phones; Access and Watch Overview and Explainer Videos; Product Overview of Poly Edge E Series Phones
Overview of Poly Edge E Series Phones 2 Before you use your phone, familiarize yourself with its features and user interface. NOTE: As you read this guide, remember that your system administrator configures certain features or your network environment may determine them. As a result, some features m...
Page 16 - Poly Edge E Series Phones Hardware Overview; Poly Edge E100 and Edge E220 Phones Hardware Overview
● Navigating pages on the main display using a dedicated pagination key. ● Adding line keys by attaching up to two optional Poly Edge E Series expansion modules ● New accessibility features such as text-to-speech and enlarged fonts ● Answering and managing calls on shared lines ● Managing contacts w...
Page 17 - Poly Edge E100 and Edge E220 phone hardware features - front
Poly Edge E100 and Edge E220 phone hardware features - front Table 2-1 Poly Edge E100 and Edge E220 Phone Hardware Feature Descriptions - Front Reference Number Feature Description 1 LED bar Provides call and phone status information. 2 Line keys Select a phone line, view calls on a line, or quickly...
Page 19 - Poly Edge E100 and Edge E220 phone hardware features - back
Poly Edge E100 and Edge E220 phone hardware features - back Table 2-2 Poly Edge E100 and Edge E220 Phone Hardware Feature Descriptions - Back Reference Number Feature Description 1 Security slot Attach a universal security cable lock to your phone so you can secure it to a desktop. 2 Wall mount bloc...
Page 20 - Poly Edge E300 Series phone hardware features - front
Table 2-2 Poly Edge E100 and Edge E220 Phone Hardware Feature Descriptions - Back (continued) Reference Number Feature Description 8 Headset port Connect a headset to the phone. 9 Handset port Connect a handset to the phone. 10 Electronic Hookswitch (EHS) Enables you to use the controls on your head...
Page 22 - Poly Edge E300 Series phone hardware features - back
Poly Edge E300 Series phone hardware features - back Table 2-4 Poly Edge E300 Series Phone Hardware Feature Descriptions - Back Reference Number Feature Feature Description 1 Stand connection slots Attach the stand to the phone. This enables the phone to sit at a 30- or 60- degree angle. 2 USB port ...
Page 23 - Poly Edge E400 Series Phones Hardware Overview
Table 2-4 Poly Edge E300 Series Phone Hardware Feature Descriptions - Back (continued) Reference Number Feature Feature Description 8 Electronic Hookswitch (EHS) Enables you to use the controls on your headset to answer and end calls. 9 Security slot Attach a universal security cable lock to your ph...
Page 24 - Poly Edge E400 Series phone hardware features - front
Poly Edge E400 Series phone hardware features - front Table 2-5 Poly Edge E400 Series Phone Hardware Descriptions - Front Reference Number Feature Feature Description 1 Surround lighting bar Provides call and phone status information. 2 Line keys Select a phone line, view calls on a line, or quickly...
Page 26 - Poly Edge E400 Series phone hardware features - back
Poly Edge E400 Series phone hardware features - back Table 2-6 Poly Edge E400 Series Phone Hardware Descriptions - Back Reference Number Feature Feature Description 1 Stand connection slots Attach the stand to the phone. This enables the phone to sit at a 30- or 60- degree angle. 2 USB port Attach a...
Page 27 - Poly Edge E500 Series Phones Hardware Overview; Poly Edge E500 Series phone hardware features - front
Table 2-6 Poly Edge E400 Series Phone Hardware Descriptions - Back (continued) Reference Number Feature Feature Description 9 Security slot Attach a universal security cable lock to your phone so you can secure it to a desktop. 10 Handset cable slot Holds the handset cable away from the phone base. ...
Page 29 - Poly Edge E500 Series phone hardware features - back
Poly Edge E500 Series phone hardware features - back Table 2-8 Poly Edge E500 Series Phone Hardware Descriptions - Back Reference Number Feature Feature Description 1 Stand connection slots Attach the stand to the phone. This enables the phone to sit at a 30- or 60- degree angle. 2 USB ports Attach ...
Page 30 - Poly Edge E Expansion Module Hardware Overview
Table 2-8 Poly Edge E500 Series Phone Hardware Descriptions - Back (continued) Reference Number Feature Feature Description 9 Security slot Attach a universal security cable lock to your phone so you can secure it to a desktop. 10 Handset cable slot Holds the handset cable away from the phone base. ...
Page 31 - Poly Edge E Series expansion module hardware features - front
Poly Edge E Series expansion module hardware features - front Table 2-9 Poly Edge E Series Expansion Module Hardware Descriptions - Front Reference Number Feature Feature Description 1 Alignment tab When connecting one EM, inserts into the alignment tab slot on the phone. When connecting a second EM...
Page 33 - Poly Edge E Series expansion module hardware features - back
Poly Edge E Series expansion module hardware features - back Table 2-10 Poly Edge E Series Expansion Module Hardware Descriptions - Back Reference Number Feature Feature Description 1 USB-C port for E EM or headset connection On an E500 Series phone, allows you to connect a second EM. If a second EM...
Page 34 - Locate the Serial Number on the Device
Table 2-10 Poly Edge E Series Expansion Module Hardware Descriptions - Back (continued) Reference Number Feature Feature Description 4 EM connector Connects the EM to the phone. On an E500 Series phone, also connects a second EM to the first EM. Verify the power source for an Edge E500 Series phone ...
Page 35 - Poly Edge E Series Phone Screens; Home Screen Overview
2. Write down the entire serial number. Locate the serial number in the web system interface You can locate the serial number for your voice device in the web system interface. 1. Log in to the system web interface. 2. Go to Status > System Status. 3. Locate the SerialNumber in the Product Inform...
Page 38 - Incoming Call
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 Call Screens Overview 27
Page 39 - Icons Used on Poly Edge E Series Phones
One Active Call Multiple Calls 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. The following table displays the phone icons and status indicators that di...
Page 42 - Getting Started; Finding Phone Information; Password Required to Access Basic Settings; Access Help and Support Information
Getting Started 3 Before you use the phone, familiarize yourself with its features and user interface. NOTE: The features on your device may vary according to the network environment and the configuration by your system administrator. As a result, the examples and graphics in this guide may not refl...
Page 43 - Entering Information on Your Phone; Options to Enter Information in Data Fields; Entering Information Using the Dialpad
Entering Information on Your Phone Use the dialpad to enter information on your phone. Options to Enter Information in Data Fields You can enter numbers or English text as well as characters from foreign languages. Before you enter information into fields, choose how to enter the information using t...
Page 44 - Entering Chinese Characters with PinYin
Table 3-2 Using the Dial Pad Keys to Enter Information (continued) Task Action Enter a special character Select Encoding, and select Abc, ABC, or abc. Press either the 1, 0, asterisk, *, or pound # key one or more times to enter one of the following special characters: ● 1 key: ! | ‘ ^ \ @ : 1 ● * k...
Page 45 - Changing Audio Settings; Change Audible Ringer Settings; Set a Ringtone for Individual Contacts; Change the Phone Volume
4. Press Select to select the character from the recommendation area. The selected character displays in the input field at the cursor location. Changing Audio Settings You control certain audio settings on your phone, including the ringtone for incoming calls from all contacts or a specific contact...
Page 46 - Enable Acoustic Fence; Mute and Unmute the Microphones
Enable Acoustic Fence Poly Acoustic Fence suppresses background noise while you are on a call, which enhances call audio quality for call participants. Poly Acoustic Fence works with handsets or headsets. However, only headsets connected to the RJ-9 port on the phone support Poly Acoustic Fence. Pol...
Page 47 - Log In to a Phone; Log Out of the Phone
Logging In to Your Poly Edge E Series Phone 4 If your system administrator has set up user credentials for your phone, you can log in to a phone and access your contacts or favorites, settings, and calendar (if enabled). You can view your personal settings from any Poly phone or system within your o...
Page 48 - Log In to a Host Phone as a Guest; Log Out of a Host Phone
Log In to a Host Phone as a Guest Your system administrator enables the guest feature and provides you with the guest credentials. When you log in to a host phone as a guest, you have limited access to your personal phone settings and your directory. You can access the BroadWorks Enterprise Director...
Page 49 - Log Out of a Guest ACD Phone
● If you don’t see the Agent Sign In screen, press the ASignIn softkey or go to Settings > Features > Agent Sign In > Sign In. Log Out of a Guest ACD Phone After you use a guest ACD phone, make sure you log out to prevent access to your personal settings. If you’re logged into your ACD acco...
Page 50 - Locking Your Phone; Lock Your Phone
Locking Your Phone 5 Locking your phone prevents unauthorized people from placing or answering calls. It also prevents anyone from viewing or modifying phone information, such as your directory, call lists, or favorites. You can do the following on a locked phone: ● Place outgoing calls to emergency...
Page 51 - Unlock the Phone
3. Select Lock. Your phone is locked. TIP: You can quickly lock your phone by selecting the Lock softkey. When you do this, you can’t choose how to handle incoming calls. Your phone uses the default setting or the last setting selected. Unlock the Phone You can unlock the phone with your user passwo...
Page 52 - Users Who Are Deaf or Hard of Hearing; Users with Limited Mobility
Accessibility Features 6 Poly products include a number of features to accommodate users with disabilities. 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 ...
Page 53 - Users Who Are Blind, Have Low Vision, or Have Limited
Table 6-2 Accessibility Features for Users with Limited Mobility (continued) Accessibility Feature Description Built-in speakerphone A built-in speakerphone enables you to hear audio on the device without having to use a handset or headset. Adjustable phone stand You can adjust the phone stand to va...
Page 55 - Customizing the Text Style; Customize the Text Size; Add a Color Filter; Enable High Contrast
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 Size Make the onscreen text larger or bold. 1. Go to Menu > Settings &g...
Page 56 - Audio Calls; Placing Audio Calls; Call Charges for Outgoing Calls
Audio Calls 7 Your phone enables you to place and answer SIP calls, ignore incoming calls from all or individual contacts, and perform server-dependent tasks. NOTE: Some of the audio features require access to the Basic settings menu. If your phone requires a password to access the Basic settings me...
Page 57 - Place a Call from an Expansion Module
Use the Handset, Headset, or Speakerphone You can place and answer calls on your phone using the handset, headset, or speakerphone, and you can alternate among the three modes during calls, if available. When using the speakerphone, the Speakerphone key glows green. When using the headset, the Heads...
Page 58 - Place a Call from a Locked Phone; Place a Call with a Hidden Number; Answering Audio Calls; Answer a Call; Answer a Call from an Expansion Module
● Press the line key of the assigned favorite you want to call. The call is placed and is displayed on your phone's screen. Place a Call from a Locked Phone When the phone is locked, you can place outgoing calls only to emergency numbers, such as 911 and authorized numbers that your system administr...
Page 59 - Answer a Call on a Locked Phone; End a Call; Ignore or Silence an Incoming Call
Answer a Call on a Locked Phone Answer calls on a locked phone by entering your password. 1. On the Incoming Call screen, select Answer. 2. Enter your password. 3. Select Enter. The call connects. End a Call You can only end active calls. To end a held call, you must first resume the held call. ■ Do...
Page 60 - Rejecting Calls with Do Not Disturb; Reject All Calls with Do Not Disturb; Holding and Resuming Calls; Hold and Resume a Call
Rejecting Calls with Do Not Disturb Do Not Disturb (DND) enables you to set your phone to automatically reject calls when you don’t want to be interrupted. When you enable DND, you see the following: ● The DND icon displays in the status bar. ● When the phone is idle, the DND icon displays next to y...
Page 61 - Resume a Call on an Expansion Module; Redirecting Incoming Calls; Forwarding Incoming Calls to a Contact; Forward a Call; Forward All Incoming Calls to a Contact
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. ■ Press the line key correspon...
Page 62 - Disable Call Forwarding; Divert Calls to a Contact; Transferring calls; Choose a Default Transfer Type
Disable Call Forwarding Disable call forwarding when you no longer want to forward your calls. 1. Select Forward or go to Settings > Features > Forward . 2. If your phone has multiple lines, select a line. 3. From the Forwarding Type Select screen, select your forwarding type, and select Disab...
Page 63 - Cancel a Transfer; Redialing Calls; Redial a Number; Managing Calls; Display Calls
3. Dial a number or choose a contact from the Recent Calls list or a directory. If the transfer type is set to Blind, the call is transferred immediately. 4. If the transfer type is set to Consultative, select Transfer after speaking with your contact. Cancel a Transfer If a contact doesn’t answer t...
Page 64 - Placing Intercom Calls; Place an Intercom Call
2. On the Home screen, do one of the following: ● Select Hold to place an active call on hold. ● Select Resume to make a held call active. ● Select End Call to end a call with a contact. You can end active calls only, so resume the held call first before ending it. ● Select Transfer to send the call...
Page 65 - Answer an Intercom Call; Call Settings; Disable Call Waiting
5. Select Resume. Answer an Intercom Call When you receive an intercom call, your phone answers the call automatically as long as you don't have an active call already. If the phone answers an intercom call with your microphone muted, you must unmute your microphone before responding to the call. Ca...
Page 66 - Conference Calls; Audio Conference Calls; Initiate a Conference Call
Conference Calls 8 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...
Page 68 - Shared Line Limitations; Answering Calls on Shared Lines; Missed and Received Calls on Shared Lines
Shared Lines 9 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...
Page 70 - Call Lists; View Recent Calls
Call Lists 10 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,...
Page 72 - Save a Recent Call Entry; Call Lists and Contact Settings; Clear Call Logs and Contacts
1. Do one of the following: ● Go to Directories > Call Lists. ● Go to Recent Calls. 2. Do one of the following: ● Select the call record. ● Navigate to the call record, and then select Information. 3. Select Delete. Save a Recent Call Entry Save a Recent Call entry to the Contact Directory. 1. Do...
Page 73 - Favorites and Buddy Lists; Managing Favorites; Add a Favorite
Favorites and Buddy Lists 11 You can add the contacts you call most often to your Favorites list. You can use the Buddy list to monitor other users' status and presence. Managing Favorites Add contacts as favorites from the contact directory, designate an index number for favorites, view favorites o...
Page 74 - Move a Favorite to a Different Screen; Viewing Favorites; View Favorites on the Favorites List
4. On the Edit Contact screen, select Favorite Index and enter a new favorite index number. NOTE: If you enter an existing index number, a message displays that the favorite index already exists. 5. Select Save. Move a Favorite to a Different Screen On an Edge E400 Series phone, you can display a fa...
Page 75 - View Favorites on the Home Screen; Calling Favorites; Call Favorites from the Favorites List; Using Buddy Lists; Add Contacts to Your Buddy List
● Go to Menu > Directories. 2. Select Favorites. 3. Select a contact on the list to view details about that contact. View Favorites on the Home Screen You can view the details for a favorite from the Home or Lines screen. 1. Press the Home key to go the Home screen. 2. Pres and hold the line key ...
Page 76 - Updating Your Buddy Status; Update Your Buddy Status
5. 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: ● Online ● Busy ● Be right back ● Away ● On the phone ● Out to lunch ●...
Page 77 - Using the Watcher List; View Your Watcher List; View the Blocked Contacts 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 who can monitor your phone status on the Watcher list. 1. Go to Settings > Features > Presence. 2. Select Watcher List. Block Contacts from Viewing Yo...
Page 78 - Using the Directories; Add a Contact to the Contact Directory
Directories 12 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 muc...
Page 79 - Pair Your Mobile Phone to a Poly Device
Table 12-1 Contact Information Options (continued) Option Description Outgoing Line The line that speed dial calls use for your contact. Divert Contact The contact you want to divert calls from this contact to. Auto Reject Select whether to automatically reject calls from this contact. Auto Divert S...
Page 80 - View Contact Information
3. Select OK. Sync Contacts Using Bluetooth Connect and sync your contacts for the first time. Make sure that your mobile phone is already paired and connected with your desk phone. As soon as you pair and connect your mobile phone, a popup asks if you want to import your contacts. 1. From the Home ...
Page 81 - Update Contact Information; Delete a Contact from the Contact Directory; Searching the Directories; Search for Contacts
Update Contact Information After you add a contact to the contact directory, update the contact’s information. 1. Do one of the following: ● On the Home screen, press the Directories softkey, and then select Contact Directory. ● Go to Menu > Directories > Contact Directory. 2. In the Contact D...
Page 82 - Searching the Corporate Directory; Search the Corporate Directory; Calling Contacts from Directories
● Go to Menu > Directories > Contact Directory. 2. Select Search. 3. On the Search screen, enter information about the contact in the desired fields. 4. Select Search. Your contact list filters based on the text you’ve entered. Searching the Corporate Directory In the Corporate Directory, you ...
Page 84 - Accessing Voicemail; Access Voicemail Messages
Accessing, Sending, and Broadcasting Messages 13 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 Ac...
Page 85 - Remove the Message Alert; Instant Messaging; Send Instant Messages; Read Instant Messages
Remove the Message Alert If you don’t want to listen to your message when you receive a new one, temporarily remove the message alert. 1. Go to Messages. 2. Select Message Center. 3. Select Clear. The phone removes all message indicators for approximately one to two hours. Instant Messaging Send and...
Page 86 - Reply to Instant Messages; Delete Instant Messages; Broadcasting Messages with Group Paging; Send a Group Page
Reply to Instant Messages After you read an instant message on your phone, send a reply to the message. 1. Go to Messages. 2. Select Instant Messages. 3. From the Instant Messages screen, select a message and select Reply. 4. Enter a message and select Send. Delete Instant Messages Delete old instan...
Page 87 - Receiving Pages; Listen to a Page During an Active Call
2. In the Paging Groups screen, select a paging group. NOTE: When you send a group page without selecting a page group, the phone automatically sends it to the default paging group (group 1). 3. Select Page. Just before the page starts, you hear an alert tone, then the page begins. 4. To end the pag...
Page 88 - Group Paging Settings; Change the Default Paging Group; Play Pages During Active Calls
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. If your phone requires a password to access the Ba...
Page 89 - Send a PTT Broadcast
Executives. By default, you’re subscribed to Channels 1, 24, and 25. This means that you can send and receive PTT broadcasts on Channels 1, 24, and 25. Each group or channel has one of the following priorities: ● Normal—By default, broadcasts sent to channels 1 to 23 are considered Normal broadcasts...
Page 90 - Receiving PTT Broadcasts; Listen to a PTT Broadcast During an Active Call; Reply to PTT Broadcasts
You can immediately initiate another broadcast on another channel, even if the previous broadcast is in the waiting period. Receiving PTT Broadcasts How you receive a PTT broadcast depends on the broadcast priority, whether you are in an active call, and if your phone is set up to receive broadcasts...
Page 91 - End PTT Broadcasts; Change the Default Channel
3. When you finish talking, release Talk. The broadcast enters another waiting period until someone broadcasts again. If no activity occurs within the waiting period, the channel closes and no more broadcasts can take place during this session. End PTT Broadcasts If you end an active PTT broadcast, ...
Page 92 - Play PTT Broadcasts During Active Calls
Play PTT Broadcasts During Active Calls Enable PTT broadcasts to interrupt active calls so that you can listen to the audio of the call and the broadcast simultaneously. This setting is disabled by default. When disabled, your phone doesn’t play broadcasts while you are in a call, but holds them in ...
Page 93 - Move Between Pages; Set the Default Page; Delete a Page
Pagination 14 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. Move Between Pages Use the Pagination key to move b...
Page 94 - Re-add a Deleted Blank Page
2. Do one of the following: ● Select Yes to delete the page. ● Select No to return to the Home page. Re-add a Deleted Blank Page You can re-add an auto-appended blank page that you've deleted. 1. Press and hold the pagination key. 2. Select Add New Page. Re-add a Deleted Blank Page 83
Page 95 - Wi-Fi and Bluetooth Connections; Connecting to a Wireless Network
Wi-Fi and Bluetooth Connections 15 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 ● Poly Edge E450 ● Poly Edge E550 The following mod...
Page 96 - Using Bluetooth Devices on Your Phone
2. Press the Select key to enable Wi-Fi, and then press Save. 3. Press Reboot. After the phone reboots, it can connect to a wireless network. Connect to a Wireless Network After you enable Wi-Fi on your phone, connect to a wireless network. 1. Do one of the following: ● Press the Scan softkey to sca...
Page 98 - Pair an Android Device Using NFC; Connect a Paired Bluetooth Device; Managing Calls with Your Smartphone
● If a device of the same type is already connected, the existing device disconnects and the new device connects. ● If a device of a different type is already connected, the desk phone prompts you to confirm that you want to disconnect the existing device and connect to the new device. Pair an Andro...
Page 99 - Disconnect or Unpair a Connected Bluetooth Device
When you pair and connect your smartphone with your Edge E Series phone, you can perform the following tasks: ● Use the Edge E Series phone to handle calls, including muting the microphone and adjusting the call volume. Control the volume of not only active calls but also any audio played on the Edg...
Page 100 - Headsets; Headset memory mode; Enable headset memory mode; Connecting a USB Headset
Headsets 16 Connect a Bluetooth or USB headset to your phone to place and answer calls. You can also use electronic hookswitch (EHS). Headset memory mode By default, headsets connected using the analog RJ-9 port on the back of the phone aren’t automatically recognized by the phone. The default audio...
Page 101 - Poly Headset Settings; Set the Answering Call Alert
Your phone does the following behavior when you connect to analog and USB headsets: ● When you connect and use a USB headset, the headset key glows green. ● When you connect and use both an analog and a USB headset, the phone automatically uses the USB headset for all calls. ● When you connect two U...
Page 105 - Using Bluetooth Headsets
1. Do one of the following: ● Go to Settings > Basic > PLT Hub > Advanced. ● Go to PLT Hub > Advanced. 2. Select Noise Exposure. 3. Select one of the following: ● No Limiting ● Limited at 80 dBA ● Limited at 85 dBA Set the Hours on Phone Per Day You can set the headset with the number of...
Page 107 - Connect a Headset With Poly Fast Pair; Cancel Poly Fast Pair; Enable Headset Echo Cancellation
● Edge E550 Connect a Headset With Poly Fast Pair Use Poly Fast Pair to quickly connect a supported headset to a supported Poly Edge E Series phone. Be sure you are using a supported headset and an Edge E phone that supports Bluetooth. For more information, see Poly Fast Pair on page 95 . 1. Be sure...
Page 108 - Setting the Headset Base Unit Options
NOTE: Some TTY devices can use EHS to interface with the phone. See your TTY device documentation for more information. For EHS, use a headset that includes a serial control interface in addition to the standard analog headset jack (RJ-9) interface. The serial control interface requires an EHS adapt...
Page 109 - Disconnect Electronic Hookswitch
Change the Headset Mode To control your phone using your headset, the headset must be in softphone mode. Headsets that come with a docking station have two modes: softphone and desk phone mode. If you can’t operate the phone from your headset, it’s possible that your headset is in desk phone mode. ■...
Page 110 - Connecting Other Devices; Poly Computer Audio Connector; Download and Install the Poly Computer Audio Connector; Pair Your Phone and Computer
Connecting Other Devices 17 You can connect other devices to your phone, including smartphones and PCs. Poly Computer Audio Connector The Poly Computer Audio Connector is an application that enables you to play computer audio through your Edge E Series phone and use your phone as a microphone. When ...
Page 111 - Regenerate a Pairing Code; CSTA Lines
● On your phone, go to Settings > Features > Audio Connector PC Pairing. 2. Select Pairing Mode. 3. Select Manual. A pairing code displays on your phone. 4. On your computer, start the Poly Computer Audio Connector application. 5. Right-click the icon in the notification area and select Pair. ...
Page 112 - Phone Applications; Using the Calendar; Enter Your Microsoft Exchange Login Credentials
Phone Applications 18 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 settin...
Page 113 - Navigating the Web
Open the Calendar Access the calendar from the Meetings screen, the Home screen, or the Call screen. ■ Do one of the following: ● On the Meetings screen, select a meeting. ● Go to Menu > Calendar. Display Meeting View on the Calendar Meeting view displays the details for a chosen meeting. From Me...
Page 114 - Browser Navigation Soft Keys; Open the Web Browser
The Web Browser is an interactive browser. Use the Web Browser to search the Internet and view web pages. From the Web Browser, you can select hyperlinks, enter information into text boxes, and scroll through web pages. There are scrolling indicators on the screen indicating your position on the web...
Page 115 - Cisco BroadWorks Features; Parking and Retrieving Calls on the Cisco BroadWorks Server; Park a Call; Retrieve a Parked Call
Cisco BroadWorks Features 19 Certain 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, use Call Park to park a call directly to a contac...
Page 116 - Managing Calls Remotely with Cisco BroadWorks Server
parked call remains on the parked extension until the call is returned to the parker and answered or the parked caller ends the call. 1. Press and hold the line key with the parked call. The Park Info soft key is displayed. 2. Press the Park Info soft key. The Parked Call screen is displayed. 3. Pre...
Page 117 - Managing Calls with UC-One BroadWorks Anywhere; Enable BroadWorks Anywhere; Edit BroadWorks Anywhere Locations
Managing Calls with UC-One BroadWorks Anywhere BroadWorks Anywhere is a UC-One feature that enables you to use one phone number to receive calls on your desk phone, mobile phone, or home office phone and place calls from any of these phones using one number. BroadWorks Anywhere also enables you to m...
Page 118 - Disable BroadWorks Anywhere Locations; Remove BroadWorks Anywhere Locations; Managing Calls with UC-One Remote Office; Add a Remote Office Number
3. Select BroadWorks Anywhere and select a location. 4. Edit the selection. 5. Select Save. Disable BroadWorks Anywhere Locations When you return to the office or want to stop remotely managing your calls, you can disable BWA locations. 1. Do one of the following: ● Select UC-One on the Home screen....
Page 119 - Disable Remote Office; Edit Your Remote Office Number; Reject Anonymous Calls
● 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. All calls made to your desk phone forward to the remote office number. Disable Remote Office When you return to the office or wan...
Page 120 - UC-One Simultaneous Ring; Create a Personal Ring Group; Add Numbers to Your Simultaneous Ring List
3. Select Anonymous Call Reject. 4. On the Anonymous Call Reject screen, select Enabled. The phone automatically rejects anonymous calls, and the callers hear a message stating you don’t accept calls from unidentified numbers. Your phone doesn’t ring, and you aren’t notified of an attempted call. UC...
Page 121 - Delete Numbers from the Simultaneous Ring List; Managing UC-One Favorites and Contacts
6. Select Save. You cannot pick up or barge in on calls answered on another phone. The contact who answers the call must transfer the call to your phone or park the call on your line for you to speak with the caller. Delete Numbers from the Simultaneous Ring List You can delete a number added to you...
Page 122 - Viewing UC-One Contacts and Favorites; View UC-One Contacts and Favorites; View Aggregated Self-Presence for Cisco BroadWorks Lines; Filter UC-One Favorites
Viewing UC-One Contacts and Favorites You can view UC-One contacts and favorites from your phone on the Home and Lines screen and in the Contacts list. You can also view UC-One groups and contacts in each group. You cannot mark UC-One contacts as favorites on your phone. You must mark contacts as fa...
Page 123 - Search for UC-One Contacts; Cisco BroadWorks Executive-Assistant; Private and Shared Lines for Executives and Assistants; Executive Options; Filter Executive Calls
3. Choose your desired filter selection: ● Select Favorites to display only your UC-One Favorites on the Home screen and in the UC-One Contacts list. ● Select Online to display only the UC-One contacts that are currently online on the Home screen and in the UC-One Contacts list. Search for UC-One Co...
Page 124 - Set a Filter Criteria for Filtered Calls; Screen Executive Calls; View a List of Assigned Assistants; Assistant Options; Answering Executive Calls
1. On the Home screen of the executive’s phone, select Executive. 2. Select Call Filtering then select On. Set a Filter Criteria for Filtered Calls Executives can determine which types of calls are filtered to an assistant by choosing whether to filter all calls, internal calls, external calls, or c...
Page 125 - Place a Call on Behalf of an Executive; Push a Call to the Executives Phone; Divert Filtered Executive Calls
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 o...
Page 126 - Barge In on an Executive Call; Access the Call Actions for Cisco BroadWorks Dynamic Busy
3. Enter the number where you want to divert executive calls. Pick Up a Held Executive Call on a Shared Line Executives and assistants can both pick up held calls on shared or private executive lines. On shared lines, the executive and assistant can view the status of calls on both phones and choose...
Page 128 - Ribbon Communications Features; Ribbon Communications Multiple Appearance Directory; Placing a MADN Call
Ribbon Communications Features 20 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 Multip...
Page 130 - Managing the Ribbon Communications Address Books
Enable Privacy Enable privacy for an active call. After you enable privacy for an active call on a public shared line, you can’t disable privacy for the call. You can allow other MADN members to join the active call by transferring the call or initiating a conference call. ■ During an active call, d...
Page 131 - Using the Global Address Book; Perform a Simple Search of the Global Address Book; Save a Global Address Book Contact to the Contact Directory
Using the Global Address Book Ribbon Communications Global Address Book (GAB) is a read-only directory similar to the Corporate Directory, which is a company directory enabled and populated with contacts by your system administrator. Use the GAB to search for and save contacts to the Contact Directo...
Page 132 - Using the Personal Address Book; View Contacts in the Personal Address Book
Using the Personal Address Book Search for contacts, edit contact information, and save contacts to the PAB. NOTE: Before importing contacts to your phone, make sure you save all of your contacts to your PAB. Save contacts to your PAB using the Ribbon Communications Personal Agent on your computer. ...
Page 133 - Editing Contacts in the Personal Address Book
Editing Contacts in the Personal Address Book Edit contacts in the PAB on your phone or in your Ribbon Communications Personal Agent on your computer. If you modify a contact's information on your phone or computer, the changes are automatically updated in the Ribbon Communications Personal Agent an...
Page 134 - Phone Settings; System Settings; Change the Phone Display Language; Change the Time and Date Format
Phone Settings 21 Basic customizations on the phone include 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 sys...
Page 135 - Backlight Intensity and Timeout; Set the Backlight Intensity; Set the Backlight Timeout
2. Select Time and Date and select Disable. Backlight Intensity and Timeout Adjust the settings for the phone’s backlight illumination. If desired, change settings for the following backlight components: ● Backlight Intensity: The brightness of the screen during phone activity and inactivity. ● Back...
Page 136 - Power Saving Mode; Change Your Office Hours for Power Saving Mode; Change Idle Timeouts for Power Saving Mode
Make sure to configure the Backlight Idle Intensity settings. See Set the Backlight Intensity on page 124 . 1. Go to Menu > Settings > Basic. 2. Select Backlight Timeout. 3. Choose the number of seconds the phone is idle before the backlight dims. 4. Press the Select softkey. Power Saving Mode...
Page 137 - Security Settings; View the Security Classification for Your Phone
1. Go to Menu > Settings > Basic. 2. Select Power Saving > Timeouts. 3. Configure the following settings: ● Office Hours Idle Timeout: The number of minutes (1 to 600) the phone waits during office hours before starting power saving mode. ● Off Hours Idle Timeout: The number of minutes (1 t...
Page 139 - Customizing Your Phone; Changing Your Background; Change the Background Picture; Adding Personal Photos as Your Background
Customizing Your Phone 22 Make basic customizations to your phone that include 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 pho...
Page 140 - Supported Sizes and Formats for Background Pictures; Add a Background Using the System Web Interface
Keep in mind the following when you use a personal photo as the background image: ● Progressive or multiscan JPEG images aren’t supported. ● Smaller images are centered and surrounded with black space. ● Larger images are scaled proportionally to fit the screen. ● Horizontal or vertical black bars a...
Page 141 - Picture Frame Options; Screen Savers; Enable the Screen Saver
6. Select Select a file from PC/Desktop, and select Choose File for Phone Image. 7. Choose your picture file and select Open. 8. Select Save. The phone adds the file to the list of available backgrounds. 9. Go to Settings > Basic > Preferences. 10. Select Background and select a background ima...
Page 142 - Use Personal Photos as Screen Saver
3. Select Wait Time and enter the number of minutes the phone should wait before displaying the screen saver after no activity. Enter a time between 1 and 9999 minutes. The default is 15 minutes. 4. Select Type and select either Default or Idle Browser. 5. Select Save. Use Personal Photos as Screen ...
Page 143 - Disable the Screen Saver
9. Select Save. Your phone displays the screen saver after the number of minutes you specified in the Wait Time field. Disable the Screen Saver Prevent the screen saver from starting, even if your phone has been idle for a period of time. You can also remove the USB flash drive to disable the screen...
Page 144 - Updating the Phone Software; Update the Phone Configuration; View Software Details; Update the Phone Software
Maintenance 23 Maintain your phone by updating the phone software and configuration and by rebooting or resetting your phone as needed. 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 di...
Page 145 - Resume a Postponed Software Update
■ When prompted to update your software, select Update. The phone downloads the software and reboots. Then, the software updates. Postpone Software Updates Instead of updating your software immediately, you can choose to postpone the update for a later time if your administrator has enabled it. You ...
Page 146 - Reboot Your Phone; Reset the Phone to Factory Defaults
Rebooting or Resetting Your Phone You can reboot or reset your phone to troubleshoot certain issues. Reboot Your Phone To assist with troubleshooting, your system administrator may ask you to restart your phone. CAUTION: Before you restart the phone, contact your system administrator. If the phone i...
Page 147 - Troubleshooting; Preparing to Troubleshoot Issues; View Warnings; Remove Warnings; Run a Diagnostics Check
Troubleshooting 24 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 To prepare to troubleshoot issues with your phone, you can investigate existing warnings, run a diagnosti...
Page 148 - Test Phone Hardware; Viewing the Phone’s Status
3. On the Diagnostics Check screen, select Yes to run the check. The icon next to the item indicates the status: ● Passed ● Failed ● Disabled 4. On the Diagnostics Report screen, do one of the following: ● Choose a component and select Details to see detailed information. ● Select Back to return to ...
Page 149 - View the PAB Status; Troubleshooting Issues; Speakerphone
View System Information View information that may be helpful for troubleshooting issues, including the phone’s model number, software version, MAC address, and IP address. 1. Go to Settings > Status. 2. Select System Information. Check the Status of the Calendar Issues with the phone’s connection...
Page 150 - Bluetooth Headset Issues; Recording Issues and Solutions
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: ● Call recording ● Picture frame...
Page 151 - Getting help; Document information
Getting help 25 Poly is now a part of HP. The joining of Poly and HP paves the way for us to create the hybrid work experiences of the future. Information about Poly products has transitioned from the Poly Support site to the HP Support site. The Poly Documentation Library is continuing to host the ...