Setting File Template Fields

Select which fields will be required, enabled and disabled on the File Detail screen when the customer creates a file that will be stored at Iron Mountain.

Enter a descriptive name that identifies this custom file template.
Select the Key Identifier from the dropdown list. The Key Identifier that you set is used to identify records when they are displayed on the File Details screens, the Items step and the Details step in the retrieval order cart, on order confirmation emails and within the Track Orders selection.

NOTE: You are able to set SKP Barcode as a Key Identifier on a file, however, it does not display as a field that you can require, enable or disable because it defaults from the box record when a file is created.

To clone an existing template and use the file selections set on that template, refer to Cloning a Custom File Template.
Click the checkboxes to control which fields are required, enabled and disabled on the File Detail screen when this customer creates a file. If the customer is division- or department-enabled, there are required fields that cannot be changed.

How File Template Settings Drive File Entry Fields
Field	Setting	Functionality
Enabled		Displays as an optional entry field on File 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 File Detail screen. User cannot use the Customize Layout functionality to change this setting.
Disabled	Neither Enabled or Required is checked	Does not display on File Details screen or on the Customize Layout screen. If a field is disabled AFTER the file 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.