Mitel Superset 4150 User manual

USER GUIDE

Contents
ABOUT YOUR PHONE .................................................................................................. 1
TIPS FOR YOUR COMFORT AND SAFETY ................................................................. 2
Don't cradle the handset! ......................................................................... 2
Protect your hearing ................................................................................ 2
Adjusting the viewing angle...................................................................... 2
Changing Handsets.................................................................................. 3
CUSTOMIZING YOUR PHONE ...................................................................................... 4
Ringer Control ........................................................................................ 4
Handset Receiver Volume Control.............................................................. 4
Speaker Volume Control........................................................................... 4
Display Contrast Control .......................................................................... 4
Feature Keys .......................................................................................... 5
Language Change.................................................................................... 5
Clean Mode ............................................................................................ 5
MAKING AND ANSWERING CALLS............................................................................. 6
Make a Call - PBX.................................................................................... 6
Make an External Call - KTS ..................................................................... 6
Make an Intercom Call - KTS .................................................................... 6
Answer a Call.......................................................................................... 7
Redial .................................................................................................... 7
Speed Call Keys ...................................................................................... 8
Speed Call - Personal............................................................................... 9
Handsfree Operation.............................................................................. 10
Group Listen......................................................................................... 12
Auto-Answer......................................................................................... 12
CALL HANDLING......................................................................................................... 13
Hold .................................................................................................... 13
Hold and Page ...................................................................................... 13
Transfer ............................................................................................... 14
Conference........................................................................................... 14
Conference Split.................................................................................... 14
Swap ................................................................................................... 14
Call Forward ......................................................................................... 15
Call Forward (Enhanced) ........................................................................ 15
Call Forward (No Internal/External Split).................................................. 16
Call Forward (No Internal/External Split - Enhanced) ................................. 17
Call Forward - I'm Here.......................................................................... 18
Call Forward - Forced............................................................................. 19
Call Forward - Toggle............................................................................. 20
Messaging - Advisory............................................................................. 21
Messaging - Callback ............................................................................. 22

USING ADVANCED FEATURES ................................................................................. 23
Account Codes ...................................................................................... 23
Callback ............................................................................................... 23
Call Park .............................................................................................. 24
Call Park - System................................................................................. 25
Call Park - Specific Orbit ........................................................................ 26
Call Pickup ........................................................................................... 26
Call Park - Destination Phone.................................................................. 27
Campon ............................................................................................... 27
Do Not Disturb...................................................................................... 27
Override (Intrude)................................................................................. 27
Paging - PA .......................................................................................... 28
Paging - Direct...................................................................................... 29
Paging - All Set ..................................................................................... 30
Paging - Group ..................................................................................... 30
Direct Station Select/Busy Lamp Field (DSS/BLF) ...................................... 30
DSS/BLF/Call Pickup .............................................................................. 31
Direct Page/BLF .................................................................................... 31
DSS/BLF/Direct Page/Call Pickup............................................................. 31
Auto-Latch Microphone .......................................................................... 32
Reminder ............................................................................................. 32
Reminder - Multiple ............................................................................... 33
Handset Mute ....................................................................................... 34
Headset Operation ................................................................................ 34
Headset Operation (Headset with Feature Control Switch) .......................... 35
Music................................................................................................... 36
Calculator............................................................................................. 36
Park and Page....................................................................................... 37
Record a Call ........................................................................................ 39
Call Logging ......................................................................................... 40
Phonebook ........................................................................................... 41
Call Monitoring...................................................................................... 42
Door Opener......................................................................................... 43
Night/Day Service Switch ....................................................................... 44


ABOUT YOUR PHONE
7KH683( 6(7KDVWHQIL[HGIXQFWLRQNH\V+2/'683(5.(<
63($.(50,&523+21( DQG DQGSHUVRQDONH\VZLWKEXLOWLQ
VWDWXVLQGLFDWRUV7KHSHUVRQDONH\RQWKHERWWRPULJKWLVDOZD\V\RXU3ULPH
/LQHWKHUHPDLQLQJSHUVRQDONH\VFDQEHSURJUDPPHGDV
z )HDWXUHNH\VIRUH[DPSOH6ZDS<RXFDQSURJUDPIHDWXUHNH\VIURP
\RXUSKRQH<RXUDGPLQLVWUDWRUFDQDOVRSURJUDPIHDWXUHNH\V
z 6SHHG&DOONH\V<RXFDQSURJUDPVSHHGFDOONH\VIURP\RXUSKRQH
z /LQH$SSHDUDQFHV2QO\WKHDGPLQLVWUDWRUFDQSURJUDPOLQHDSSHDUDQFHV
<RXUWHOHSKRQHDOVRIHDWXUHVIRUIHDWXUHDFFHVVDQDOSKDQXPHULFOLTXLG
FU\VWDOGLVSOD\/&'ZLWKFRQWUDVWFRQWURO+DQGVIUHHRSHUDWLRQDQGDODUJH
0HVVDJH,QGLFDWRU
1RWH:KHQXVLQJWKH683(5.(<SUHVV%DFNXSVRIWNH\WREDFNXSRQH
PHQXOHYHO
<RXU683( 6(7PD\EHFRQQHFWHGWRD3&6HH\RXUV\VWHP
DGPLQLVWUDWRUIRUFRPSXWHUWHOHSKRQ\IHDWXUHVWKDWPD\EHDYDLODEOHWR\RX
LI\RXUWHOHSKRQHKDVEHHQFRQQHFWHGLQWKLVZD\
,03257$17127()25+($'6(786(56
+HDGVHWVZLWKDIHDWXUHFRQWUROVZLWFKWKDWDUHDSSURYHGIRUXVHZLWKWKH
683( 6(7PXVWEHLQVWDOOHGLQWKHGHGLFDWHGKHDGVHWMDFNWKHMDFN
QHDUHVWWKHIURQWRIWKHSKRQH,QVWDOODWLRQZLOOGLVDEOH\RXUKDQGVHW
PLFURSKRQH'LVFRQQHFWLQJWKHKHDGVHWDWWKHMDFNRUDWWKHTXLFN
GLVFRQQHFWSOXJUHVWRUHVKDQGVHWRSHUDWLRQ
7HOHSKRQHVWDWXVLQGLFDWRUV
KHQOLQHLV WKHLQGLFDWRULV
,GOH 2II
%XV\ 2Q
LQJLQJ )ODVKLQJVORZO\
2QKROGDW\RXUSKRQH )ODVKLQJUDSLGO\
2QKROGDWDQRWKHUSKRQH)ODVKLQJVORZRQIDVWRII


TIPS FOR YOUR COMFORT AND SAFETY
Don’t cradle the handset!
3URORQJHGXVHRIWKHKDQGVHWFDQOHDGWRQHFNVKRXOGHU
RUEDFNGLVFRPIRUW
HVSHFLDOO\LI\RXFUDGOHWKHKDQGVHWEHWZHHQ\RXUHDUDQGVKRXOGHU,I\RX
XVH\RXUSKRQHDORW\RXPD\ILQGLWPRUHFRPIRUWDEOHWRXVHDKHDGVHW
6HHWKHVHFWLRQRQKHDGVHWXVDJHHOVHZKHUHLQWKLVJXLGHIRUPRUH
LQIRUPDWLRQ
Protect your hearing
<RXUSKRQHKDVDFRQWUROIRUDGMXVWLQJWKHYROXPHRIWKHKDQGVHWUHFHLYHURU
KHDGVHW%HFDXVHFRQWLQXRXVH[SRVXUHWRORXGVRXQGVFDQFRQWULEXWHWR
KHDULQJORVVNHHSWKHYROXPHDWDPRGHUDWHOHYHO
Adjusting the viewing angle
7KHVWDQGEXLOWLQWR\RXUSKRQHWLOWVWRJLYH\RXDEHWWHUYLHZRIWKHNH\V
DQGGLVSOD\
 3UHVVWKHWLOWUHOHDVHSDGGOHRQWKHWHOHSKRQHEDVH
 7LOW\RXUWHOHSKRQHWRWKHGHVLUHGDQJOH
 HOHDVHWKHWLOWUHOHDVHSDGGOH





Changing Handsets
<RXU683( 6(7WHOHSKRQHLVFRPSDWLEOHZLWKVHYHUDOVSHFLDOW\
KDQGVHWV7RUHPRYHWKHKDQGVHWVKLSSHGZLWK\RXUSKRQHIURPWKHKDQGVHW
FRUG
 %HQGDSDSHUFOLSWRSURGXFHDSSUR[LPDWHO\FPLQRIVWUDLJKW
ZLUH
 2QWKHKDQGVHWORFDWHWKHSODVWLFJURRYHOHDGLQJLQWRWKHKDQGVHWMDFN
7KHJURRYHLVRQWKHVLGHRIWKHMDFNWKDWLVFORVHVWWRWKHKDQGVHW
PLFURSKRQH
 6OLGHWKHHQGRIWKHZLUHLQWRWKHKDQGVHWMDFNDORQJWKHJURRYHXQWLOLW
VWRSVXQGHUQHDWKWKHKDQGVHWFRUGFOLS
 :KLOHJHQWO\SXOOLQJRQWKHKDQGVHWFRUGXVHWKHZLUHWRSU\WKHFOLS
XSZDUG7KHFRUGZLOOVHSDUDWHIURPWKHKDQGVHW
 6WRUHWKHRULJLQDOKDQGVHWLQDVDIHSODFH


CUSTOMIZING YOUR PHONE
Ringer Control
7RDGMXVWWKH5LQJHU9ROXPHZKLOHWKHSKRQHLVULQJLQJ
z 3UHVV RU 
7RDGMXVWWKH5LQJHU3LWFKZKLOHWKHSKRQHLVLGOH
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH5LQJ$GMXVWVRIWNH\DSSHDUV
 3UHVVWKH5LQJ$GMXVWVRIWNH\
 3UHVVWKH5LQJHU3LWFKVRIWNH\
 3UHVV RU 
 3UHVV683(5.(<
Handset Receiver Volume Control
7RDGMXVWWKH+DQGVHW5HFHLYHU9ROXPHZKHQ\RXDUHXVLQJWKH
KDQGVHW
z 3UHVV RU 
Speaker Volume Control
7RDGMXVWWKH6SHDNHU9ROXPHGXULQJD+DQGVIUHHFRQYHUVDWLRQ
z 3UHVV RU 
Display Contrast Control
7RDGMXVWWKH'LVSOD\ RQWUDVWZKLOH\RXUSKRQHLVLGOH
z 3UHVV RU 


Feature Keys
7RGLVSOD\LQIRUPDWLRQDERXWDNH\
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH'LVSOD\.H\VVRIWNH\DSSHDUV
 3UHVVWKH'LVSOD\.H\VVRIWNH\
 3UHVVDSHUVRQDONH\
 3UHVV683(5.(<
7RUHSURJUDPDSHUVRQDONH\
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH)HDWXUH.H\VRIWNH\DSSHDUV
 3UHVVWKH)HDWXUH.H\VRIWNH\
 3UHVVDSHUVRQDONH\WKDWLVQWDOLQHNH\
 'RRQHRIWKHIROORZLQJ
 7RFKDQJHWKHNH\SUHVVWKH&KDQJHVRIWNH\DQGVHOHFWDQHZNH\
W\SH
 7RFOHDUWKHNH\SUHVVWKH&OHDUVRIWNH\
 3UHVV683(5.(<
Language Change
7RFKDQJHWKHGLVSOD\ODQJXDJH
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH/DQJXDJHVRIWNH\DSSHDUV
 3UHVVWKH/DQJXDJHVRIWNH\
 3UHVVWKHVRIWNH\IRUWKHGHVLUHGODQJXDJH
Clean Mode
7RGLVDEOHWKHWRXFKVHQVLWLYHGLVSOD\VRWKDWLWFDQEHFOHDQHGXVHD
GU\WLVVXH
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH&OHDQ/&'VRIWNH\DSSHDUV
 3UHVVWKH&OHDQ/&'VRIWNH\
 &OHDQWKHVXUIDFHRIWKHGLVSOD\
 3UHVV683(5.(<


MAKING AND ANSWERING CALLS
,I\RXUWHOHSKRQHV\VWHPRSHUDWHVDVD3%;WKH3ULPH/LQHFDQEHXVHGIRU
ERWKLQFRPLQJDQGRXWJRLQJFDOOV2XWJRLQJFDOOVUHTXLUHGLDOLQJDOLQHDFFHVV
FRGHXVXDOO\IROORZHGE\WKHWHOHSKRQHQXPEHU
,QDNH\WHOHSKRQHV\VWHP.76WKH3ULPH/LQHLVXVHGIRULQWHUQDO
,QWHUFRPFDOOVRQO\2XWJRLQJFDOOVUHTXLUHWKHXVHRI/LQHNH\V
Make a Call - PBX
 /LIWWKHKDQGVHW
 'LDOWKHH[WHQVLRQQXPEHURUDOLQHDFFHVVFRGHXVXDOO\DQGWKH
WHOHSKRQHQXPEHUIRUDQRXWVLGHFDOO
2 
3UHVVD6SHHG&DOONH\
2 
3UHVVWKH5HGLDOVRIWNH\
Make an External Call - KTS
 /LIWWKHKDQGVHW
 3UHVVD/LQHNH\
 'LDOWKHWHOHSKRQHQXPEHU
2 
3UHVVD6SHHG&DOONH\
2 
3UHVV5(',$/
Make an Intercom Call - KTS
$Q,QWHUFRPFDOOLVDFDOOEHWZHHQWZRH[WHQVLRQVZKLFKHLWKHUSDJHVRU
ULQJVWKHFDOOHGH[WHQVLRQ
7RVZLWFKEHWZHHQDULQJLQJLQWHUFRPFDOOWRDSDJHGLQWHUFRPFDOO
 0DNHDFDOO
 'RRQHRIWKHIROORZLQJZKLOHOLVWHQLQJWRULQJEDFNWRQH
 3UHVVWKH'LUHFW3DJHIHDWXUHNH\
 'LDO


Answer a Call
z /LIWWKHKDQGVHW
2 
3UHVVWKHIODVKLQJ/LQH$SSHDUDQFHNH\DQGOLIWWKHKDQGVHW
1RWH7KH$XWR/DWFK0LFURSKRQHIHDWXUHGHVFULEHGHOVHZKHUHLQWKLVJXLGH
DOORZV\RXWRDQVZHUDQGUHVSRQGWRLQWHUQDOFDOOVKDQGVIUHH
Redial
7RUHGLDOWKHODVWQXPEHUWKDW\RXPDQXDOO\GLDOHG
 /LIWWKHKDQGVHW
 3UHVV5(',$/


Speed Call Keys
<RXPD\XVH6SHHG&DOO.H\VWRPDNHDFDOORUWRVHQGDVWULQJRIGLJLWV
GXULQJDFDOOSUHVVD6SHHG&DOO.H\GXULQJDFDOOWRVHQGDPXOWLGLJLW
SDVVZRUGIRULQVWDQFH
7RGLDODVWRUHG6SHHG DOOQXPEHU
 /LIWWKHKDQGVHW
 3UHVVD6SHHG&DOONH\
7RVWRUHD6SHHG DOOQXPEHU
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH)HDWXUH.H\VRIWNH\DSSHDUV
 3UHVVWKH)HDWXUH.H\VRIWNH\
 3UHVVDSHUVRQDONH\WKDWLVQWDOLQHNH\
 3UHVVWKH&KDQJHVRIWNH\
 3UHVVWKH6SHHG&DOOVRIWNH\
 'RRQHRIWKHIROORZLQJ
 7RVWRUHDQHZQXPEHUHQWHURURWKHUGLJLWVXVHGWRDFFHVVDQ
RXWVLGHOLQHLIUHTXLUHGIROORZHGE\HQWHUWKHWHOHSKRQHQXPEHU
3UHVVWKH,QVHUW3DXVHVRIWNH\EHWZHHQGLJLWVWRFUHDWHDRQH
VHFRQGSDXVHGXULQJGLDOLQJSUHVVWKH,QVHUW3DXVHVRIWNH\PRUH
WKDQRQFHWROHQJWKHQWKHSDXVH
 7RHQWHUWKHODVWQXPEHUGLDOHGSUHVVWKH5HGLDOVRIWNH\
 ,I\RXZDQWWKHQXPEHURIEHSULYDWHSUHVVWKH0DNH3ULYDWHVRIWNH\
 3UHVVWKH6DYHVRIWNH\
 3UHVV683(5.(<


Speed Call-Personal
7RGLDODVWRUHGSHUVRQDO6SHHG DOOQXPEHU
 /LIWWKHKDQGVHW
 'LDO
 (QWHUDQLQGH[QXPEHUEHWZHHQDQG
7RVWRUHDSHUVRQDO6SHHG DOOQXPEHU
 /LIWWKHKDQGVHW
 'LDO
 (QWHUDQLQGH[QXPEHUEHWZHHQDQG
 (QWHURURWKHUGLJLWVXVHGWRDFFHVVDQRXWVLGHOLQHLIUHTXLUHG
IROORZHGE\HQWHUWKHWHOHSKRQHQXPEHU
3UHVVWKH,QVHUW3DXVHVRIWNH\EHWZHHQGLJLWVWRFUHDWHDRQHVHFRQG
SDXVHGXULQJGLDOLQJSUHVV,QVHUW3DXVHVRIWNH\PRUHWKDQRQFHWR
OHQJWKHQWKHSDXVH
 +DQJXS


Handsfree Operation
<RXUWHOHSKRQHLVFDSDEOHRIERWKKDOIGXSOH[DQGIXOOGXSOH[KDQGVIUHH
RSHUDWLRQ
%RWKPRGHVRIRSHUDWLRQDOORZ\RXWRFRQGXFWFRQYHUVDWLRQVZLWKRXWWKHXVH
RIDKDQGVHWRUKHDGVHW)XOOGXSOH[RSHUDWLRQDOORZV\RXDQGDQRWKHUXVHU
ZLWKIXOOGXSOH[FDSDELOLW\WRFRQYHUVHZLWKRXWRYHUULGLQJHDFKRWKHUVYRLFHV
7KHRWKHUXVHUPD\EHXVLQJDKDQGVHWDKHDGVHWRUWKH\PD\EHLQ
VSHDNHUSKRQHPRGH
)XOOGXSOH[RSHUDWLRQUHTXLUHVWKDW\RXUWHOHSKRQHEHFRQQHFWHGWRDQ
H[WHUQDOSRZHUDGDSWHU)RUVRPHHQYLURQPHQWVHJQRLV\ORFDWLRQVIXOO
GXSOH[KDQGVIUHHRSHUDWLRQPD\QRWEHVXLWDEOH7RUHWXUQWRIXOOWLPHKDOI
GXSOH[PRGHGLVFRQQHFWWKHH[WHUQDOSRZHUDGDSWHU
)RUEHVWSHUIRUPDQFHXVHUVVKRXOGQRWHWKHIROORZLQJ
z )RUEHVWSHUIRUPDQFHXVHUVVKRXOGQRWHWKHIROORZLQJ
z
$IWHUDFRQYHUVDWLRQEHJLQV\RXUWHOHSKRQHPD\WDNHVHYHUDOVHFRQGVWR
GHWHUPLQHLGHDOVSHDNHUDQGPLFURSKRQHOHYHOVEHIRUHFRPPHQFLQJIXOO
GXSOH[RSHUDWLRQ'XULQJWKLVWLPH\RXUWHOHSKRQHZLOORSHUDWHLQKDOI
GXSOH[PRGH
z
:KLOHLQVSHDNHUSKRQHPRGH\RXUSKRQHPD\WHPSRUDULO\VKLIWWRKDOI
GXSOH[PRGHLIURRPFRQGLWLRQVFKDQJHLHRWKHUSHUVRQVHQWHUWKHURRP
RU\RXUKDQGSDVVHVLQIURQWRIWKHPLFURSKRQH
z <RXUVSHDNHUSKRQHZRUNVEHVWZKHQDOOFRQQHFWHGSDUWLHVDUHLQTXLHW
HFKRIUHHHQYLURQPHQWV127(([FHVVLYHEDFNJURXQGQRLVHRULJLQDWLQJ
ZLWKRWKHUFRQQHFWHGSDUWLHVFDQLPSDLUFRPPXQLFDWLRQXVLQJWKH
VSHDNHUSKRQH,IWKHQRLVHSHUVLVWVFRQWLQXHWKHFDOOXVLQJWKHKDQGVHWRU
VZLWFKWRKDOIGXSOH[RSHUDWLRQE\GLVFRQQHFWLQJWKHSRZHUDGDSWHU
z
'RQRWSODFH\RXUSKRQHQHDUVRXUFHVRIQRLVHVXFKDV3&IDQVHWF
z <RXVKRXOGIDFH\RXUWHOHSKRQHZKHQ\RXVSHDNDQG\RXVKRXOGEHQR
PRUHWKDQIRXUWRVL[IHHWDZD\7DNHFDUHQRWWREORFNWKHPLFURSKRQH
ZLWKSDSHUVRURWKHUREMHFWV
z
3RVLWLRQWKHWHOHSKRQHVRWKDW\RXDUHIDFLQJDVRXQGDEVRUELQJVXUIDFH
VXFKDVDQXSKROVWHUHGFKDLURUVRIWZDOOSDQHOVDV\RXVSHDN


7RXVH+DQGVIUHH2SHUDWLRQWRPDNHFDOOV
 ,I\RXZDQWWRXVHD1RQ3ULPH/LQHSUHVVD/LQH$SSHDUDQFHNH\
 'LDOWKHQXPEHU
 &RPPXQLFDWHE\XVLQJWKHVSHDNHUDQGWKHPLFURSKRQH
7RXVH+DQGVIUHH2SHUDWLRQWRDQVZHUFDOOV
 3UHVVWKHIODVKLQJOLQHNH\
 &RPPXQLFDWHE\XVLQJWKHVSHDNHUDQGWKHPLFURSKRQH
7RKDQJXSZKLOHXVLQJ+DQGVIUHH2SHUDWLRQ
z 3UHVV63($.(5
7RWHPSRUDULO\GLVDEOHWKHPLFURSKRQHGXULQJD+DQGVIUHH
FRQYHUVDWLRQ
z 3UHVV0,&523+21(WKHPLFURSKRQH/('WXUQVRII
7RUHHQDEOHWKHPLFURSKRQHDQGUHWXUQWRWKHFRQYHUVDWLRQ
z 3UHVV0,&523+21(WKHPLFURSKRQH/('WXUQVRQ
7RGLVDEOH+DQGVIUHH2SHUDWLRQ
z /LIWWKHKDQGVHW
7RUHWXUQWR+DQGVIUHH2SHUDWLRQ
 3UHVV63($.(5
 +DQJXS


Group Listen
7RDOORZRWKHUVLQWKHURRPWROLVWHQWRWKHIDUHQGRIDKDQGVHWFDOO
z
3UHVVWKH*URXS/LVWHQIHDWXUHNH\
7RUHWXUQWRDSULYDWHWZRZD\KDQGVHWFDOOIURP*URXS/LVWHQ
z 3UHVVWKH*URXS/LVWHQIHDWXUHNH\
7RDOORZRWKHUVLQWKHURRPWRMRLQDWHOHSKRQHFRQYHUVDWLRQ
z 3UHVV63($.(5
7RUHWXUQWRDSULYDWHWZRZD\KDQGVHWFDOOIURP6SHDNHU
z 3UHVV0,&523+21(
Auto-Answer
7RHQDEOHRUGLVDEOH$XWR$QVZHU
z 3UHVVWKH$XWR$QVZHUIHDWXUHNH\
7RDQVZHUDFDOOZKHQ\RXKHDUULQJEDFN
z &RPPXQLFDWHE\XVLQJWKHVSHDNHUDQGWKHPLFURSKRQH
7RWHUPLQDWHDFDOO
z 3UHVV&$1&(/
2 
:DLWIRUWKHFDOOHUWRKDQJXS


CALL HANDLING
Hold
7RSODFHDFDOORQ+ROG
z 3UHVV+2/'
7RUHWULHYHDFDOOIURP+ROG
 /LIWWKHKDQGVHW
 3UHVVWKHIODVKLQJOLQHNH\
7RUHWULHYHDFDOOIURP+ROGDWDQRWKHUVWDWLRQ
 3UHVVWKHIODVKLQJOLQHNH\
2 
 'LDODQGWKHQXPEHURIWKHVWDWLRQWKDWSODFHGWKHFDOORQ+ROG
Hold and Page
7KH+ROGDQG3DJHIHDWXUHDOORZV\RXWRSXWDFDOORQKROGDQGSDJHZLWKRXW
KDYLQJWRXVHDIHDWXUHNH\RUFRGH<RXFDQDOVRSDJHDIWHUSDUNLQJDFDOO
VHH&DOO3DUN6SHFLILF2UELW
7RSODFHDFDOORQKROGDQGSDJH
 3UHVVWKHUHG+2/'NH\WZLFH
 0DNHWKHSDJH
7RSODFHDFDOORQKROGDQGQRWSDJH
 3UHVVWKHUHG+2/'NH\
 3UHVVDQ\NH\H[FHSWIRUWKHUHG+2/'NH\7KHFDOOLVRQKROG


Transfer
7R7UDQVIHUDQDFWLYHFDOO
 3UHVV75$16&21)
 'LDOWKHQXPEHURIWKHWKLUGSDUW\
 'RRQHRIWKHIROORZLQJ
 7RFRPSOHWHWKH7UDQVIHUKDQJXS

7RDQQRXQFHWKH7UDQVIHUZDLWIRUDQDQVZHUFRQVXOWDQGKDQJXS
 7RFDQFHOWKH7UDQVIHUSUHVV&$1&(/
Conference
7RIRUPD RQIHUHQFHZKHQDWZRSDUW\FDOOLVDOUHDG\LQSODFHRUWR
DGGDQRWKHUSDUW\WRDQH[LVWLQJ RQIHUHQFH
 3UHVV75$16&21)
 'LDOWKHQXPEHURIWKHQH[WSDUW\
 :DLWIRUDQDQVZHU
 3UHVV&RQIHUHQFH
7ROHDYHD RQIHUHQFH
z +DQJXS
Conference Split
7R6SOLWD RQIHUHQFHDQGVSHDNSULYDWHO\ZLWKWKHRULJLQDOSDUW\
z 3UHVVWKH6SOLWVRIWNH\
Add Held
7RPRYHDFDOORQ+ROGWRDQRWKHUOLQHDSSHDUDQFH
 3UHVVWKHDYDLODEOHOLQHNH\
 3UHVVWKH$GGKHOGVRIWNH\
 3UHVVWKHIODVKLQJOLQHNH\
7RDGGDFDOORQ+ROGWRDQH[LVWLQJFRQYHUVDWLRQRUFRQIHUHQFH
 3UHVVWKH$GGKHOGVRIWNH\
 3UHVVWKHIODVKLQJOLQHNH\


Swap
7RFDOODQRWKHUSDUW\ZKHQ\RXDUHLQDQHVWDEOLVKHGWZRSDUW\FDOO
 3UHVV75$16&21)
 'LDOWKHQXPEHU
7RDOWHUQDWHEHWZHHQWKHWZRSDUWLHV
z 3UHVVWKH7UDGH&DOOVVRIWNH\
Call Forward
&DOO)RUZDUGOHWV\RXUHGLUHFWLQFRPLQJFDOOVWRDQDOWHUQDWHQXPEHU%XV\
,QWHUQDODQG([WHUQDOUHGLUHFWV\RXUFDOOVZKHQ\RXUWHOHSKRQHLVEXV\1R
$QVZHU,QWHUQDODQG([WHUQDOUHGLUHFWV\RXUFDOOVDIWHUVHYHUDOULQJVLI\RX
GRQWDQVZHU%XV\1R$QVZHU,QWHUQDODQG([WHUQDOUHGLUHFWV\RXUFDOOV
ZKHQ\RXUWHOHSKRQHLVEXV\RULI\RXGRQWDQVZHU$OZD\VUHGLUHFWVDOO
LQFRPLQJFDOOVUHJDUGOHVVRIWKHVWDWHRI\RXUWHOHSKRQH
1RWH)RULQIRUPDWLRQDERXWXVLQJWKH7R0HVRIWNH\VHH&DOO)RUZDUG,P
+HUH
7RSURJUDP DOO)RUZDUG
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH)RUZDUGLQJVRIWNH\DSSHDUV
 3UHVVWKH)RUZDUGLQJVRIWNH\
 3UHVVHLWKHUWKH%XV\1R$QVZHU%XV\1R$QVZHURU$OZD\V
VRIWNH\
 3UHVVHLWKHUWKH,QWHUQDORU([WHUQDOVRIWNH\
 'LDOWKHGHVWLQDWLRQQXPEHU
 'RRQHRIWKHIROORZLQJ
 7RVDYHDQGWXUQIRUZDUGLQJRQSUHVVWKH6DYH2QVRIWNH\

7RVDYHDQGOHDYHIRUZDUGLQJRIISUHVVWKH6DYH2IIVRIWNH\
7RWXUQ DOO)RUZDUGRQDQGRIIRQFHLWKDVEHHQSURJUDPPHG
z 'RRQHRIWKHIROORZLQJ
 7RWXUQIRUZDUGLQJRQSUHVVWKH7XUQ)ZG2QVRIWNH\
 7RWXUQIRUZDUGLQJRIISUHVVWKH7XUQ)ZG2IIVRIWNH\


Call Forward (Enhanced)
&DOO)RUZDUGOHWV\RXUHGLUHFWLQFRPLQJFDOOVWRDQDOWHUQDWHQXPEHU%XV\
,QWHUQDODQG([WHUQDOUHGLUHFWV\RXUFDOOVZKHQ\RXUWHOHSKRQHLVEXV\1R
$QVZHU,QWHUQDODQG([WHUQDOUHGLUHFWV\RXUFDOOVDIWHUVHYHUDOULQJVLI\RX
GRQWDQVZHU%XV\1R$QVZHU,QWHUQDODQG([WHUQDOUHGLUHFWV\RXUFDOOV
ZKHQ\RXUWHOHSKRQHLVEXV\RULI\RXGRQWDQVZHU$OZD\VUHGLUHFWVDOO
LQFRPLQJFDOOVUHJDUGOHVVRIWKHVWDWHRI\RXUWHOHSKRQH
1RWH)RULQIRUPDWLRQDERXWXVLQJWKH7R0HVRIWNH\VHH&DOO)RUZDUG,P
+HUH
7RSURJUDP DOO)RUZDUG
 3UHVV683(5.(<
 3UHVVWKH0RUHVRIWNH\XQWLOWKH)RUZDUGLQJVRIWNH\DSSHDUV
 3UHVVWKH)RUZDUGLQJVRIWNH\
 3UHVVWKHVRIWNH\WKDWFRUUHVSRQGVWRWKHW\SHRIFDOOIRUZDUGLQJ\RX
ZDQWWRSURJUDP
 3UHVVHLWKHUWKH,QWHUQDORU([WHUQDOVRIWNH\
 'LDOWKHGHVWLQDWLRQQXPEHU
7KH&XUUHQW1RVRIWNH\UHVWRUHVWKHSUHYLRXVO\SURJUDPPHG
GHVWLQDWLRQLIDYDLODEOH7KH'HOHWHVRIWNH\LIDYDLODEOHWXUQVRIIWKH
IRUZDUGLQJDQGGHOHWHVWKHGHVWLQDWLRQ
 'RRQHRIWKHIROORZLQJ
 7RVDYHDQGWXUQIRUZDUGLQJRQSUHVVWKH6DYH2QVRIWNH\
 7RVDYHDQGOHDYHIRUZDUGLQJRIISUHVVWKH6DYH2IIVRIWNH\
 &RQWLQXHSURJUDPPLQJRWKHUW\SHVRI&DOO)RUZDUGRUSUHVV683(5.(<
WROHDYHSURJUDPPLQJPRGH
7RWXUQDOOW\SHVRI DOO)RUZDUGRQDQGRIIRQFHSURJUDPPHGLI
DYDLODEOH
 3UHVVWKH)RUZDUGLQJVRIWNH\
 3UHVVWKH7XUQ) '2QRU7XUQ) '2IIVRIWNH\