HUD Web

User Guide
 USER GUIDE: HUD WEB
TABLE of CONTENTS
Overview: Fonality HUD Web ................................................................................................ 4

1. Prerequisites for HUD Web Installation ......................................................................... 6

2. Logging in to Fonality HUD Web .................................................................................... 6

3. Installing the HUD Web Plugin………………………………………………………………………………………7

4. Managing Calls……………………………………………………………………………………………………………..8
a. Making a Call……………………………………………………………………………………………………. 8
b. Transferring an Internal Call………………………………………………………………………………9
c. Transferring an External Call…………………………………………………………………………….. 9

5. Control Panel Features: Configuring a Softphone for HUD Web…………………………………..11

a. Setting up the Softphone Feature…………………………………………………………………….11
b. Adjusting Softphone Preferences……………………………………………………………………. 11
c. Changing Your Call Location……………………………………………………………………………..12

6. Control Panel Features: Adding a Personal Photo or Avatar to HUD Web…………………….12

7. Using the Chat Feature in HUD Web…………………………………………………………………………….13

a. Starting a 1:1 Chat…………………………………………………………………………………………….13
b. Starting a Group Chat……………………………………………………………………………………….14

8. Calls & Recordings……………………………………………………………………………………………………….15

a. Checking Voice Mail………………………………………………………………………………………….15
b. Managing Voice Mail………………………………………………………………………………………..16

9. Conferencing……………………………………………………………………………………………………………….17
a. Joining a Conference Call………………………………………………………………………………….17
b. Starting a Conference……………………………………………………………………………………….17
c. Inviting Others to Join a Conference…………………………………………………………………17

10. Call Center…………………………………………………………………………………………………………………..18

11. Screen Share……………………………………………………………………………………………………………….19

 USER GUIDE: HUD WEB

TABLE of CONTENTS (Cont’d.)

12. Search…………………………………………………………………………………………………………………………19

13. Video Collaboration…………………………………………………………………………………………………….20

a. Logging In…………………………………………………………………………………………………………
b. Starting a Video Conference…………………………………………………………………………….20
c. Joining a Video Conference………………………………………………………………………………20
d. Managing a Video Conference

14. Box………………………………………………………………………………………………………………………………21
a. Installing Box Sync on a Computer……………………………………………………………………21
b. Using Box…………………………………………………………………………………………………………23

15. Using the Docking Area……………………………………………………………………………………………….25

16. Support for HUD Web………………………………………………………………………………………………….25

 USER GUIDE: HUD WEB
Overview
Fonality HUD Web
Welcome to HUD Web, the ultimate Unified Communications application that brings
Chat (Instant Messaging), Calls and Call Recordings, Group Conferencing, Call Center
capability, Screen Share, Video Collaboration and a Shared Document portal – all
together in one integrated User Interface. This User’s Guide will enable an End User to
set up and use Fonality HUD Web.

The HUD Web dashboard is divided into three vertical sections:

 The left-hand section lists the company directory and is where you will place
calls, both internally and externally.

All View Recent View

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 The right-hand section is called the Docking Area and is where you can dock a
user, a group of users, a conference room, park calls and view your call queue.

 At the top of the HUD Web Dashboard, you will see eight icons representing the
various HUD Web components that you manage in the central section of the
HUD Web Dashboard.

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We’ll explore each of these components in this User Guide, as follows:
 Me => Your ‘Main Page’: Establish your availability for incoming calls, place calls, view
recent calls, and set up your Account Preferences.
 Calls & Recordings => View your complete Call Log, hear Voice Mail and listen to any
recorded calls.
 Conferencing => Find an available line for conferencing, set up the conference call and
invite people to join.
 Call Center => View your call queue -- or everyone’s call queues – and how many calls are
waiting.
 Screen Share => Share your screen during a conference call or allow others to present.
 Search => Type or speak name of contact, team, queue or conference room.
 Video Collaboration => Take your conference calls to the next level with instant video
collaboration for ‘face-to-face’ interactive discussions.
 Box => Access, manage and share critical content with others right from your Control
Panel.

However, before we do that, let’s outline out to get HUD Web installed on your
computer.

1. Prerequisites for HUD Web Installation

 Obtain the Fonality Server ID from your IT Administrator.
 Send an email to [email protected] to receive your login credentials.

2. Logging in to Fonality HUD Web

 Navigate to http://hudweb.fonality.com/
 Enter your server and phone extension, separated by an
underscore, along with your password in the fields as shown.
 NOTE: Contact your IT Administrator if you have not received
an email from Fonality with your login credentials.

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3. Installing the HUD Web Plugin
 When you log into HUD Web for the first time you will be prompted by your
browser to install a plugin. This plugin is necessary to receive screen pop notifications.
 Follow your browser’s instructions to install the plugin. The example shown below
is Google Chrome.

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4. Managing Calls
a. Making a Call
Calls can be made from two places in the left section of the Control Panel:
 The Upper Call area of the left section of the Control Panel, if you don’t know the
person’s extension or phone number; or,

 The Bottom Call area of the left section of the Control Panel.

 SELECT => All to search for the Contact

 HOVER over the Personal Photo or the Avatar of the contact
 From the Pop-up Menu CLICK => Call
 HUD Web will automatically place the call
 Use the SmartPhone in your computer to talk, or pick up the receiver on your
phone

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b. Transferring an Internal Call
 CLICK => All to use SEARCH to find the Contact Name
 DRAG and DROP the call from the Bottom Call area to the contact of choice in
the Upper Call area (In this example, transferring a call with Katerina Roemer to
Daryl Reva).

c. Transferring an External Call

 While on a call, CLICK => in the Call Box to bring up the Call Menu in the Control
Panel.

 From the Call Menu CLICK => Transfer to bring up the Transfer Menu

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 ENTER => the External Number to transfer the call to => Destination
 CLICK => Tranfer
 The call will be transferred and the existing call will end.

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5. Control Panel Features: Configuring a Softphone for HUD Web
a. Setting up the Softphone Feature
The softphone feature in HUD Web allows for placing and receiving calls using your
computer’s microphone, speakers or a headset.
 To use the softphone, CHANGE => Location to HUD Web Softphone
(see 5c below).

b. Adjusting Softphone Preferences

 CLICK => Preferences => Phone
 ADJUST => Microphone and Speaker levels, echo cancellation, and input,
output and ring devices.
 NOTES:
 For best call quality, Fonality recommends using a headset with the HUD
Web softphone.
 When switching To or From a headset, make sure to change your input and
output settings.

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c. Changing Your Call Location
HUD Web has the capability to route calls to your mobile phone, softphone or
alternate extension when you change your physical location.
 From Your Control Panel (aka ‘Me’)
CLICK => Location
 Use the location dropdown to select a different location to route calls. The
HUD Web softphone allows you to make calls using the microphone and speakers
built into your computer, and you can also add your mobile phone and another
office location.

6. Control Panel Features: Adding a Personal Photo or Avatar to HUD Web

 Under Preferences => SELECT Account
 Scroll to My Personal Information
 CLICK => Upload
 BROWSE to the Pictures folder on your computer
 CLICK on the image that you want
 CLICK => Open
 The image that you select will be automatically uploaded to your Control Panel.

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7. Using the Chat Feature in HUD Web
a. Starting a 1:1 Chat
 Locate the person using the Contacts Menu in the left-hand section of the
dashboard under Favorites, Recent or Groups.
 If your contact isn’t under one of these categories, CLICK => All to search by
Name, Number or email address.
 CLICK => Contact Name to chat.

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b. Starting a Group Chat
 CLICK => Groups in the Contacts Menu

 SCROLL => Locate the Group you want to chat with.

 SELECT => The Team/Group name.

 CLICK => Call to chat with all of the members of the team

 To build a New Group, CLICK => New

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8. Calls & Recordings

CLICK => The Calls & Recordings icon on the Control Panel menu to view your call log, voice
mails and recorded calls.

a. Checking Voice Mail

 SELECT => Voicemails
 If your Fonality system has voicemail transcription, you will see text transcriptions
of all available voice messages.
 To search for a particular message, type the C ontact Name in the SEARCH
field.
 To listen to a particular voicemail, CLICK on the Message Transcription or
the Contact Name. You will see your message playing in the top right of
the screen and can rewind, fast forward, or pause by hovering over it.

 To call the contact back, HOVER over the message

 CLICK => Call

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b. Managing Voice Mail
 From the Actions drop-down, you can Mark all messages as read or unread,
or delete them.

 From the Sort by drop-down, you can Sort messages alphabetically, by date
received or by status.

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9. Conferencing
a. Joining a Conference Call
 CLICK => The Conferencing icon on the Control Panel menu.

 CLICK => Sort by Location to sort conference rooms by location, room number or
activity.
 You can also use Search to locate a conference room.
 CLICK => On the Room
 CLICK => Join

b. Starting a Conference
 CLICK => Find Free Room & Join

c. Inviting Others to Join a Conference

 CLICK => + Add someone to invite another person(s) to join the conference.
 The person(s) you invite to join the conference will receive a call with the
Caller ID for the conference room.
 Once they CLICK => Accept they will be placed in the conference.

 OR => DRAG and DROP someone from your Recent call list into the
conference room.

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10. Call Center

 CLICK => The Call Center icon on the Control Panel menu to view all of the queues
that you are authorized to view.
 You can view My Queues or All Queues.
 CLICK => My Status to log in and out of particular queues.
 CLICK => Sort by to sort queues by one of options shown above.
 CLICK = > Either the List icon or the Grid icon

Grid View List View

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11. Screen Share

 CLICK => The Screen icon on the Control Panel menu to initiate a Screen Sharing
session.
 ADD => Members by entering their names in the + MEMBERS field.
 CLICK => Start screen share.

12. Search

 CLICK => The Search icon on the Control Panel menu.

 ENTER => Contact Name, Team, Queue or Conference Room
 CLICK => Search

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13. Video Collaboration
HUD Web provides the capability to instantly take a conference call to the next level of
interaction with Video Collaboration.

The place to start using Video

Collaboration => hudweb.fonality.com
Topic
Prepare an Agenda that everyone on
the call can see.
Join a Conference
ENTER => Meeting ID
CLICK => Join Conference

Start a Conference
ADD => Members
CLICK => Start Conference

a. Logging In
 NAVIGATE => http://hudweb.fonality.com
 ENTER => User Name and Password
 CLICK => The Video Collaboration icon on the HUD Web menu.

NOTE:
 If you are not sure about your HUD Web login credentials, check for an email
from Fonality or contact your IT Administrator.
 For issues logging in to Fonality HUD Web, please contact your IT
Administrator.

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b. Starting a Video Conference
 ADD => Members by entering their names in the + MEMBERS field.
 CLICK => Start conference.

c. Joining a Video Conference

 ENTER => Meeting ID
 CLICK => Join conference.

NOTE:
 Wait 15-30 seconds for the video to initiate and connect.
 If your guests click on the Meeting Link prior to the video initiating,
they will receive the message below.
 Have them re-click the link once the session has begun.

d. Managing a Video Conference

 Once a video collaboration session is started, you have additional options
located at the bottom of the screen for managing the conference (see below):
 Audio => Mute or Unmute yourself
 Video => Allow participants to see you or not
 Settings =>
 Invite
 CLICK => Invite
 You now have the option to email the session, copy and paste it into a
chat window or invite additional participants
 Depending on bandwidth, you can host up to 25 video collaborators
 View Participants => Mute all or some attendees
 Share Screen => Share your screen without having to leave the video
conference
 Chat => Chat with All or individual guests
 Record => Record the session
 End Meeting => End the video session
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 Microphone – Turn your audio ON or OFF

 Audio and Video - Allow the video conference owner to toggle audio and video
during the meeting

 Settings – Initiate conference recording

 Invite - Invite up to 25 collaborators via email or Instant Messaging (IM).

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 Participants – Mute/Unmute All, Lock Screen Share, Lock Meeting

 Share Screen - Share your screen without leaving video conference

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 Chat - Chat with all attendees or individual attendees

 Record – CLICK => Record to record the session. The recorded file will be
automatically converted to mp4 when the meeting ends.

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14. Box
Keep Content Organized: Box makes it easy to upload and organize all your files –
documents, spreadsheets, presentations, images, audio and video files in just a few clicks.

Share Files Quickly and Easily: With Box, you share content with your team – and external
partners and vendors – just by sending a link.

Manage Content Access: With Box, you define who can access and edit specific files and
folders. You also get the reassurance of password-protecting shared links.

a. Installing Box Sync on a Computer

 Once your IT Administrator has set you up as a User for Box
 LOGIN => https://[Your Company].app.box.com/files
 CLICK => The Settings Icon next to your User Name
 CLICK => Get Box Sync

 SELECT the appropriate Operating System for your computer to download (see
below).
 CLICK => Run to install Box Sync on your computer.

 ACCEPT => License Terms and Conditions

 CLICK => Install

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b. Using Box
 Once Box Sync is successfully installed, GO TO => https://fonality.app.box.com/login
 ENTER => Password in the Log in to your account screen
 CLICK => Log in

 From the Box Menu Bar CLICK => the Folders Icon to:
 View and Work With Existing Folders and Files

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 Upload Files and Folders

 Create New Folders and Documents

 Perform Other Actions

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15. Using the Docking Area
The Docking Area is the perfect place to ‘dock’ Contacts, Groups, Conference Rooms and
Queues that you use on a daily basis. By default, My Queues and Parked Calls will always
appear in the Docking Area.
 To dock a Contact, Group, Conference Room or Queue
CLICK and DRAG => The Icon into the Docking Area

 To remove an item from the Docking Area,

HOVER => Over the Icon
CLICK => Undock

16. Support for HUD Web

If you encounter any issues, please send us details (time and date; user ID; SID; etc.) to
[email protected] or help.fonality.com.

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