Setting Custom Box Template Fields

Select which fields will be required, enabled and disabled on the Box Detail screen when the customer creates a box that will be stored at Iron Mountain. Refer to Creating a Custom Box Template for the complete steps required to create a custom box template.

Click Box Fields>; you are taken to the Box Fields step in the wizard.
Select the Key Identifier from the dropdown list. The Key Identifier that you set you set here is used to identify records when they are displayed on the Box Details screens, the Item and the Details steps of the retrieval order cart, on order confirmation emails and within the Track Orders selection.
Use the checkboxes to control which fields are required, enabled and disabled on the Box Detail screen when this customer creates a box. If the customer is division- or department-enabled, there are required fields that cannot be changed.

How Box Template Settings Drive Box Entry Fields
Field	Setting	Functionality
Enabled		Displays as an optional entry field on Box Details screen. User is able to use Customize Layout functionality to enable and require enabled fields.
Required	Automatically checks Enabled	Displays as a required entry field on Box Detail screen. User cannot use the Customize Layout functionality to change this setting.
Disabled	Neither Enabled or Required is checked	Does not display on Box Details screen or on the Customize Layout screen. If a field is disabled AFTER the box is received at Iron Mountain, users will be able to view the field, however, they will not be able to add to or modify it.

Click Confirm> to continue to the Confirmation step in the Box Template wizard.

NOTE: Use the back buttons (<Choose Customer and <Box Fields) to return to prior steps in the wizard and modify your selections.

Custom Field Labels

About Custom Field Labels

Adding Custom Field Labels to a Box