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NOTE: Organizations that contract to use Iron Mountain Site Validation functionality follow different steps to enter file-only and vault pickup orders. Refer to Placing File-Only and Vault Pickup Orders with Iron Mountain Site Validation. |
- Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.
- Iron Mountain Connect Records Management performs Site Validation for a single customer at a time. Select a customer to sort the pickup list, and to activate the Pickup cart, Action dropdown and multi-select functionality.
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NOTE: Changing the customer after you have added items to the cart will delete all new items and remove existing items from the pickup list. |
- If necessary, add new boxes, add new files and/or add existing boxes to the pickup list.
- Once you have added items to the pickup list, select new and refile boxes and click Add to Cart. Iron Mountain Connect Records Management increments your cart by one for each item on the order.
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NOTE: File-only line items do not have an Add to Cart button; they are added from the Pickup Order Cart Items screen. Refer to Placing File-Only and Vault Pickup Orders with Iron Mountain Site Validation. |
- Click the cart button. The Pickup Order wizard leads you step-by-step through the order process starting with Pickup Order Wizard Step 1: Pickup Order Cart Items.
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NOTE: Items remain in your cart from session to session until you complete an order or manually remove the item. |