File templates streamline the data entry process and reduce data entry time. Iron Mountain Connect Records Management utilizes two types of file templates: 

• Custom file templates
• The Iron Mountain default file template

Custom file templates control which fields are required, which are enabled and which are disabled when a user creates a file record. System administrators create custom file templates and assign them at the customer, division and department levels within a company. Individual users are able to further control the enabled and required file entry fields by customizing the screen layout during file creation.

The Iron Mountain default file template is pre-configured and cannot be modified or removed.  Customers that are not assigned to a custom file template automatically use the Iron Mountain default file template. 

File Template Rules

Naming: 

• You must give a unique name to each custom file template that you assign to the same customer. 
• Custom file templates assigned to different customers can use the same name. 

Assigning: 

• File templates are assigned at the customer, division and/or department levels.
• Assigning a custom file template to a division and/or department already using a custom file template overwrites and replaces the original file template.   
• Assigning a custom file template to a division or department that was already using the default file template replaces the default file template.  

Removing:

• You are able to remove active and inactive custom file templates. 
• You are not able to remove the Iron Mountain default file template.

Status:

• Custom file templates assigned to at least one customer, division or department are active.  Active templates display in BLUE on the Manage File Templates screen.
• Templates become inactive when all customers, divisions and/or departments are removed.  Inactive templates display in GREY on the Manage File Templates screen and cannot be viewed or edited, only removed.