Change the field settings on an existing custom box template. The template’s history is automatically updated with each change that you make; however, you cannot edit the history.

1. Select Records Management | Administration | Manage Box Templates. The Manage Box Templates screen opens.

2. Edit the custom box template:

a. Click the Action dropdown to the right of the box and select Edit from the dropdown list.

OR

b. Click the Action dropdown to the right of the box and select View.  Next, click the Edit button at the bottom of either the Box Field tab screen or the History tab screen.

3. The settings on the Box Fields tab are updatable; change the Key Identifier as necessary and use the checkboxes to select and unselect box template settings. You cannot edit the history; Iron Mountain Connect Records Management automatically updates the history with each change that you make.

4. When you are finished editing the custom box template, click Save.

5. Click Close to return to the Manage Box Templates screen. The changes to the template are effective immediately.