Document Gathering

OIT will send a Welcome Email to both the Channel Partner and Client with the following requirements

1. CC/ACH Auth on File
   Note: This step is REQUIRED before we can move forward with any other steps, including porting and onboarding.
2. First & Last Name and Email of the billing contact
3. Tax exemption, if applicable
4. Copy of phone bills dated last 30 days - Required for porting
   • Customer Service Record (CSR) also recommended
5. List of DID TFN being ported w/ notes for use (voice, fax, etc) - Required for porting

Onboarding Complete

Once all required documentation is received, an Onboarding Complete notification will be sent to both the Channel Partner and Client to notify them that the domain creation process has begun. Below is a sample of the onboarding complete notes. For a sample of the complete onboarding notes on an onboarding call with details on each section, see Onboarding Call Guidelines

Onboarding Notes

Thank you for providing all necessary requirements to complete your onboarding. The details of your final order are below. If you have any questions, please reply to this email or call 305.967.6756.

Next Steps:
In the next 24 hours, you will receive the following emails.

• <IF PORTING> Port Submission Email
• <IF PURCHASING HARDWARE> Hardware Shipment Email with Tracking Number
• <IF ASAP> Welcome Email - This will list your new numbers with us.

Once you have received the Welcome Email, your channel partner may log in to begin configuring routing & provisioning hardware at any time. Please ensure all call routing is configured prior to your activation date in order to avoid downtime. You can access our documentation regarding call routing and provisioning at https://voipdocs.io.

• Getting Started Guide
• Configuring your voicemail

Final Order:

Domain:
Time Zone: 

Name of Billing Contact:
Email of Billing Contact:
Tax Exemption Form:

ASAP or Porting:
Quantity of Temp DID(s):
Area Code:

Port Date:
Partial or Full port:
PIN:
Authorized User Name:
Authorized User Title:

DIDs to be ported:
DIDs not to be ported: 

Main CID Number:
CNAM:

E911 DID:
E911 Address: 

SMS DID:

Native Fax Type:
Native Fax Number:
Native Fax ATA Purchased: 

Shipping address for hardware:
Hardware package addressed to:

Account Configuration

Within 2 hours, or once the welcome email has been sent (if starting ASAP), the Channel Partner may begin configuring the account. Below is a recommended list of steps to follow when configuring the account

1. Create Users
2. Create AAs & Call Queues
3. Route DIDs
4. Configure Native Fax
5. Provision E911
6. Purchase/Add & Provision Hardware
7. 10DLC Brand Registration & Campaign Submission

Hardware Purchased from OIT

If the client or channel partner purchases hardware from OIT, they will receive a tracking number once the order has shipped. The channel partner may then navigate to Inventory > Phone Hardware and assign the phones accordingly.

Please note that even though the phones will not be labeled, they will still provision automatically once plugged in and connected to the internet. 

Confirmation of Configuration on FOC

On the day of porting, regardless of activation type, OIT will verify the following items have been configured properly prior to the port. If any of these items are configured incorrectly or missing, OIT will contact the channel partner to verify the next steps.

• Users have all been created
• All DIDs have been routed
• Native Fax is configured
  • ATA is online if applicable
• Auto Attendants & Call Queues are fully configured if in use
  • Recording Uploaded & Applications set
  • Phones added to Queue
• Hardware is online
  • If softphone, confirm softphone is registered
• E911 is provisioned for all locations