The Manage File Templates screen displays a list of all active and inactive file templates, and includes functionality for you to create, view, edit and remove file templates.
- Order: The displays at top of the list in a grey panel. Each is listed beneath the Iron Mountain default file template in alphanumeric order.
- Column filters enable you to quickly search by template name, customer, division or department.
- Click the >more link to see the complete list of customers, divisions or departments assigned to a file template.
Why Can’t I Find a File Template?
A custom file template may not be listed on the Manage File Templates screen for the following reasons:
- You do not have COMPLETE organizational access. You may only have access to select divisions and/or departments. All active custom file templates for customers to whom you have COMPLETE organizational access display on the Manage File Templates screen. Organizational access is granted by your system administrator.
- It has been permanently removed from the application.
Why Can’t I Find/Assign a Customer, Division or Department?
Not all customers, divisions or departments are available to be assigned when you create a custom file template. A customer, division or department may not be display in the Assign Organizations step of the File Template wizard for the following reasons:
- The customer is not set up within Iron Mountain Connect Records Management to individually list files.
- Your organizational access is restricted; only customers to whom you have complete organizational access (access to all divisions and/or departments) display. Organizational access is granted by your system administrator.
- Divisions and departments do not display if the customer does not validate departments.
A customer, division or department may not display on the Organization tab screen when you view or edit a custom file template for the following reasons:
- The customer is not set up within Iron Mountain Connect Records Management to individually list files.
- Your organizational access is restricted; only customers to whom you have complete organizational access (access to all divisions and/or departments) display. Organizational access is granted by your system administrator.
- Divisions and departments do not display if the customer does not validate departments.
- You are viewing the Iron Mountain default file template and the customer, division or department is assigned to a custom file template.
- You are viewing the Iron Mountain default file template and the customer, division or department is assigned to a custom file template.
See Also