Steps - Customer Accounts

[ Back ] [ Up ] [ Next ]

These instructions are for those Texas ISD schools who have an online account already set up. In order to simplify the process for customers to access their account, the following review is presented:

regular Procedure:

  1. From the "Home" page, click the "Customer Accounts" link under "Other Links."

  2. You will be prompted to enter the username and password for the first level of security (CASE SENSITIVE-Check your documentation!).  Enter each one in their respective box and click "OK."  Special Note: It may be necessary to enter the password multiple times to gain access to this area through the secure server (i.e., delete and retype) or if it appears after gaining access then click the "Cancel" button.

  3. After the "Customer Accounts" page opens, scroll down that page and click the button assigned for your school district.
  4. You will be prompted to enter the username and password for the second level of security (CASE SENSITIVE-Check your documentation!). Enter each one in their respective box and click "OK."  Special Note: It may be necessary to enter the password multiple times to gain access to this area through the secure server (i.e., delete and retype).
  5. After your school district page opens, scroll down that page and click the button assigned for your school. Special Note: Different schools in the same district may have their own online account (unless the school district requires all orders to be placed through one department). If that is the case, only a district online account would be set up listing the academic forms that all of the schools in that district use).
  6. After the school / district "Order Form" page opens, scroll down that page and click the "X ISD Online Forms" button. Special Note: Check out the other features available on the Order Form page. For example, click the "Past Orders" button to review all the orders that have been placed with JMB Business Forms (last 1-5 years).
  7. After the school / district page opens in the ordering program, proceed to locate the form needed.  The unique ID number and the name of the registered user for each school / district have been pre-entered (select only if it is blank or there is more than one registered user by clicking on the arrow and highlighting the selection on the drop down menu and then clicking it).  After entering the Purchase Order number (if required) and the quantity (1=1000, 2=2000, etc.), click “Add to cart.”  Follow this same procedure for each form needed.  Then a summary form will appear that lists the content of your online order during that session.  Check for accuracy or make any corrections or adjustments at that time as instructed.  When you are finished selecting the required forms, click “Place Order.”  Another form will appear that offers the “Preferred Method of Ordering.”  Enter your email address and submit your order by clicking on the “Display Order Form.”  By using the “Print” button in your browser, you may print out this order form to retain a copy for your records.  You do not have to fax or phone in your order even though the directions instruct you to do so (because of the "Check" only option).  We will be automatically notified whenever you submit the order electronically.  If there are any problems during the ordering process refer to “Help” in the online ordering program or contact us by email or phone with your question from the information located at the bottom of the page (Special Note: If unresolved problems persist with the online order program after referring to “Help” or contacting JMB Business Forms, it is possible to return to the original school / district "Order Form" page and use the alternate order form located there (scroll down page to locate).
  8. For all technical questions regarding online accounts, contact John M. Baze, Jr., jmbjr@jmbbusinessforms2000.com, in Computer Services.

 

Additional ways to access an existing online account (if previous links do not function properly):

  1. From the "Home" page under "Services," click the "Customer Accounts" link.
  2. After the "Online Account" page opens, scroll down that page and click the "Customer Accounts" link.
  3. Start at Regular Procedure #2 above.