Polycom Trio Series User manual

USER GUIDE | CLOUD COMMUNICATIONS
Polycom Trio™ Systems
Quick Start Guide
Document Version 1.0
July 2018

2
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 Polycom Trio Solution User
Guide on Polycom Voice Support for
more information on available features.
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.
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.
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.