The Iron Mountain default file template is a preconfigured template that comes with Iron Mountain Connect Records Management and drives data entry for customers not using a custom file template.  The Iron Mountain default file template cannot be removed.  Customers are automatically assigned to the default file template:

• At creation
• When they are removed from a custom file template

The field settings on the Iron Mountain default file template cannot be edited.  The File Description 1 (the key identifier) field is required; all other fields on the Iron Mountain default file template are enabled. 

Multiple customers can be assigned to the default Iron Mountain file template at one time. 

If you assign file templates at the division and/or department levels, a customer can be assigned to the default template and to one or more custom templates at the same time.  However, once a division or department is assigned to a custom file template, that division or department (not the customer) is automatically removed from the default Iron Mountain file template.

Viewing the Iron Mountain Default File Template

Select Records Management | Administration | Manage File Template. The Manage File Templates screen opens. The Iron Mountain default file template  is the first template listed; it displays in the grey panel.

1. Click the template name or click the View button to the right of the Iron Mountain default template. The Iron Mountain default template opens with the File Fields tab screen displayed. You are not able to update the field settings on the Iron Mountain default file template.
2. Click the Organizations tab to review the customers, divisions and departments currently assigned to the Iron Mountain default file template.  If you do not see all of the organizations that you believe should be displayed on this tab, refer to Organizations Missing from Custom File Templates.
3. Click the History tab to review the change history for the Iron Mountain default file template;  the history is updated when a custom template is removed and the customer is restored to the Iron Mountain default template.
4. When you are finished viewing the Iron Mountain default file template, click Close from within any of the tab screens to return to the Manage File Templates screen.