Setting Frequently Used Retrieval Methods
User Functionality > Retrieval Orders > Entering a Retrieval Order > Setting Frequently Used Retrieval Methods

Save time and effort by setting a default retrieval method that eliminates the step of manually setting the retrieval method for each item in the cart.

You can set different default retrieval methods for boxes and files, and you are able to manually change the retrieval method if individual items in your cart require a different retrieval method.

  1. From within the Cart Items screen, click the Set Retrieval Method link that is located near the Empty Cart button.
  2. Click the radio buttons to select one retrieval method for the boxes in your cart, and/or one method for the files in your cart.

DIGITAL DELIVERY NOTE:

  1. Determine how long this retrieval method will remain as the default:
    • Indefinitely:  Check the Set as Default for Future Retrievals checkbox to apply the selected retrieval method(s) to items currently in your cart and to items that you add to your cart during future work sessions.  This setting will remain until you return to this screen and uncheck this box. 
    • This work session only:  Leave Set as Default for Future Retrievals unchecked to apply the default retrieval method to all items currently in your cart.  It will not apply to items that you add during future work sessions.
  2. Click Update.  Iron Mountain Connect Records Management applies the default retrieval method.

 

See Also