Change the field settings on an existing custom file 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 File Templates. The Manage File Templates screen opens.
2. Click the Action dropdown to the right of the file and select Edit from the dropdown list.

3. Update the field settings (File Fields tab screen) on the file template as necessary:
   1. Change the template’s name.
   2. Select a different Key Identifier.
   3. Update the custom file template field settings.
4. Update the organizations (Organizations tab screen) that will use the custom file template. The screen layout and process for assigning organizations varies based on the customer’s account profile settings:
   1. If the customer does not validate departments, there are no divisions or departments to assign.
   2. If the customer is not division-enabled, only departments display. Click the checkbox to the left of a department to add it to the custom file template. Refer to Assigning Organizations to a File Template to learn how to quickly add, remove and display divisions and departments in the Selector and in the Selected For list.
   3. If the customer is division- and department-enabled, both divisions and departments display. Select a division to view the departments within that division; click the checkbox to the left of a department to add it to the custom file template. Refer to Assigning Organizations to a File Template to learn how to quickly add, remove and display divisions and departments in the Selector and in the Selected For list.

5. You cannot edit the file template history; Iron Mountain Connect Records Management automatically updates the history with each change that you make.
6. Click Save when you are finished editing the custom file template.
7. Click Close to return to the Manage File Templates screen. The changes to the file template are effective immediately.