Forms and Documents
Additional system and account information can be found by downloading or viewing the items found below. Some support forms and documents may require that you have the Adobe Acrobat Reader plug-in installed in your browser. The latest version of the plug-in can be found here.
Account Conversion Form – Web Form
Used for converting your account from legacy products to the latest VirtualPBX products.
Local Number LOA (Letter Of Agency) – PDF document
If you are porting a local number to VirtualPBX, please complete this form. Print, sign and fax the completed form to VirtualPBX at 888-998-3535. There is a one-time $25 fee to port a number to VirtualPBX.
Toll-Free LOA (Letter Of Agency) – PDF document
If you are porting a toll-free number to VirtualPBX, please complete this form. Print, sign and fax the completed form to VirtualPBX at 888-998-3535. There is a one-time $25 fee to port a number to VirtualPBX.
Change Of Ownership Form – PDF document
If you are a current VirtualPBX user and would like to change or transfer the ownership of your system to another party, please download and complete this PDF form. Completed forms should be faxed to VirtualPBX at 888-825-0800.
NOTE: Please make sure that the document is signed and dated. We will not process any unsigned Change of Ownership forms.
Quick Reference Documents
Are you new to VirtualPBX? If so, the best place to start is our Deployment Guide which will walk you through network preparation, system setup, number transfers, feature review, and onboarding (or how to transition to the Concierge Service). For help on something more particular, the below download links offer step-by-step guides on a variety of our features. If you cannot find what you’re looking for, please reach out to our Support Team by phone at 888.825.0800, by online chat in the lower right of your browser, or by email at Support@VirtualPBX.com.
Adding and Deleting Phone Numbers
Adding and Removing ACD Queues
Assigning Phones/Devices to New Extensions
Call Recording Guide
Call Transferring Guide
Create/Upload Auto Attendant Greetings
Daylight Savings Time Update
Dial by Name Directory
Phantom Calls – SIP Source Address Filter Setup
Robo Dialing Remedy Using Auto-Attendant
Simple Call Forwarding
Skills Based Ranking
SmartID Caller ID Settings
Voicemail Return Day/Night
Voicemail Text Notification
Quick Reference for System Administrators
Quick Reference for Extension Owners
Quick Reference – Voicemail
International Outbound Dialing Rates
The following document provides rate information to those customers who intend to use the VirtualPBX to dial out to International numbers.