Learn how to do the most common functions on your phone.

  • Are you a visual learner? Watch this video playlist.
  • For a more in-depth look at your phone, please see the manufacturer'suser manual.

On-Device Call Recording

Record calls and access recording from the menu when a flash drive is inserted into the USB port at the top of your phone.

Restriction: This feature must be enabled by Jive. Please email requests to:
  1. While on an active call, press the More softkey.
  2. Press the StartREC softkey.
  3. Press the More > StopREC softkeys to end recording.
  4. To access your call files, press the Menu softkey.
  5. Select USB > Browse Audio.
  6. Press Play or Delete to manage files.

Call Forwarding

Automatically forward incoming calls to an internal extension or external number.

Watch Video
Tip: If you need to forward a single call, press the Forward softkey while your phone rings to send the caller to another person.
  1. Tap the Menu softkey.
  2. Select Features > Call Forward.
  3. Turn On the desired forwarding type.
    • Always : Forwards all incoming calls.
    • No Answer : Forwards all unanswered incoming calls.
    • Busy : Forwards all incoming calls while you're in a call.
      Note: Call waiting must be disabled to use call forward busy ( Menu > Features > Call Waiting).
  4. Dial the forwarding destination (internal extension or external number).
  5. If you selected No Answer, enter how many rings to wait before forwarding.
  6. Tap the Save softkey.
To disable call forwarding, disable the forwarding type.

Do Not Disturb (DND)

Stop your phone from ringing and send all incoming calls directly to voicemail.

  1. Tap to enable.

    Your phone logs any missed calls in your call history.

To disable DND, tap .

Voicemail Access

Check your voicemail from your phone.

  1. Press .
  2. Dial your password (default 0000).

    Voicemail Menu Guide

Speed Dial

Assign regularly dialed numbers to additional line keys on your phone.

  1. Tap and hold an unassigned Line key.
  2. Change the Type to Speed Dial.
  3. Enter a Name and Number.
  4. Tap the Save softkey.

3-Way Calls

Speak with two parties simultaneously by creating a mini-conference call on your line.

  1. While on an active call, tap the Conference softkey.
  2. Dial the internal extension or external number to add to the conference.
  3. Wait for the second party to answer, and then let them know that you would like to add them to a 3-way call.
  4. Tap Conference again.

Warm Transfer

Place a current call on hold and speak with the destination party before transferring the call.

  1. While on an active call, press .
  2. Dial the transfer destination (internal extension or external number).
  3. Speak to the destination party.

    Tip: To cancel a warm transfer and go back to the original call, look for the Cancel or EndCall softkey.

  4. Press .

Blind Transfer

Transfer a call to another party without speaking to them first.

  1. While on an active call, press .
  2. Dial the transfer destination (internal extension or external number).
  3. Press before the destination party answers.

    Tip: To transfer a call directly to voicemail, dial 0 + extension.


Place a call on hold while you take some time to look up an answer to a question or answer another call.

  1. Press to hold.
  2. Press to retrieve the call.

Modify Ringtone

Choose a new ringtone for your phone or assign a different ringtone to each of your lines.

  1. Tap the Menu softkey.
  2. Select Basic > Sound > Ring Tones.
  3. If there are multiple lines assigned to your phone, select the line you wish to modify.
  4. Select the desired ringtone (highlight to sample ringtones).

    Note: This phone supports silent ringtones.

  5. Tap the Save softkey.

Presence Monitoring

Visually monitor the speed dial contacts assigned to your phone to know whether or not they are on an active call. These line keys will light up (busy lamp field) indicating if someone is busy or available.

  • To presence monitor, a system admin must enable this feature on your phone.
  • The lines you want to presence monitor must be speed dial assignments on your phone.
  • The number of contacts you can presence monitor is limited the number of line keys on your phone.


Additional Hardware

Yealink BT40

Adds Bluetooth connectivity to your IP Phone with a wide variety of Bluetooth Headsets, allowing you to receive calls wherever you are in the office.

Yealink EHS36

Provides the technical interface between your phone and a compatible wireless headset. Supported models include those by Jabra, Plantronics and Sennheiser headsets.

Yealink EXP40

Expands the functional capability of your phone with a large graphic LCD screen and 40 programmable display keys.

For a complete list of supported features, visit the Supported Features tab.

Yealink WF40

This dynamic plug-and-play style USB device is an ideal office networking solution for companies—particularly, smaller organizations—seeking affordable, convenient and reliable high-speed wireless connectivity.

Yealink WF50

The Yealink WF50 is a next-generation Wi-Fi USB Dongle, designed to allow users to select whether to connect to a 2.4GHz (150 Mbps) Wi-Fi network or a 5GHz (up to 433 Mbps) Wi-Fi network, which means that users can optimally communicate, collaborate and more with this quick, easy and reliable connection. This dynamic plug-and-play style USB device is also equipped with WPA/WPA2 encryptions, providing your network with active defense against security threats.

Supported Features

See what features are supported on your phone.

Call Handling Features

  • Warm Transfer
  • Blind Transfer
  • Do Not Disturb (DND)
  • Call Forward All
  • Call Forward Busy (call waiting must be disabled)
  • Call Forward No Answer
  • Anonymous Call Rejection
  • Intercom (* + ext)
  • Hold
  • Multi-way Calling
  • Reject
  • Call Waiting
  • On-hook Dialing
  • Speakerphone
  • Stutter Tone

User Interface Features

  • Call Logs
  • On Device Directory
  • Multicast “Mega” Volume (requires latest firmware version and additional configuration)
  • Bluetooth
  • LDAP Directory
  • Adjustable Ringer Volume
  • On Device Call Recording
  • Electronic Hook Switch (EHS)

Feature Keys

  • 16 SIP Accounts
  • 30 Upper Multifunction Keys (supports line assignments)
  • On Device Speed Dial Edit
  • Voicemail Button
  • Mute Button


  • Touch Screen Display
  • Message Waiting Indicator (MWI)
  • Caller ID (CID)
  • Busy Lame Field (BLF)
  • Shared Line Appearance (requires latest firmware version and additional configuration)
  • Time/Date Display
  • On-Screen Message Display

Network & Provisioning

  • On Device Ethernet (PoE)
  • One Touch Activation
  • PC Connection
  • Gigabit Ethernet
  • Bluetooth
  • Cisco Multicast
  • Polycom Multicast
  • Web Interface Provisionable
  • WiFi (requires USB Dongle WF40 adapter)
  • Secure Provisioning


  • Digital Sidecar w/20 Programmable Keys (supports line assignments)
  • Up to 6 Sidecars
  • Wired Headset
  • Bluetooth Headset (requires USB Dongle BT40 adapter)


  1. Verify you have created a device profile.
  2. Verify you have assigned the phone's MAC address to the device profile.
  3. Verify you have properly plugged in the phone.

From the Web UI

Learn how to provision your phone from the web UI.

  1. Tap the Menu key.
  2. Select Status and then write down the phone's IP Address.
  3. Open an incognito window in Google Chrome, enter the IP address in the address (URL) bar and then press enter on your keyboard. If the web UI doesn't load, enter https:// before the phone’s IP address.
  4. Enter your Device Admin Password.

    Tip: To find your password, log in at and then click Security in the left sidebar.

  5. Go to Settings > Auto Provision.
  6. Enter http://‹domain› for the Server URL.

    Note: Replace ‹domain› with your unique domain (found in parentheses at the top of the admin portal dashboard).

  7. Click Confirm > Auto Provision Now > Yes.
If the phone doesn’t automatically reboot, power cycle the device to apply its provisioning settings.

Reset Secure Provisioning

After you factory reset a phone, you’ll need to reset secure provisioning from the admin portal so it can reconnect.

  1. Log in at
  2. Click Devices in the left sidebar and then choose the device that needs secure provisioning reset.
  3. From Hardware > Reset Secure Provisioning, click Reset.