• Welcome to Iron Mountain Connect Records Management
  • Technical Requirements
  • Navigating This Online Help
  • Accessing Iron Mountain Connect Records Management
  • Iron Mountain Connect Homepage
  • Initial Log In
  • Setting Your Password
  • Setting Your Security Questions and PIN
  • If You Forget Your Password
  • Password Lockout
  • Viewing Your User Profile
  • Who's My Admin?
  • Downloadable User Guide for Iron Mountain Connect Records Management
  • About This Online Help
• Administrative Functionality
  • Managing Users
    • About User Roles
    • Creating IMC Client User Administrators (CUA)
    • Creating IMC Client Content Administrators (CCA)
    • Creating Iron Mountain Connect Standard Users
    • Creating Records Management Administrators (RMAs)
    • Creating Organization Group Administrators (OGAs)
    • Creating Records Management Standard Users
    • Organization Group Roles
    • Assigning a Standard User to an Organization Group
    • About User Profiles
    • Granting User Permissions and Access
    • Assigning Shipping Addresses During User Creation
    • User Permissions
    • User Permission Template
    • Modifying a User
    • Searching for an Existing User
    • Multi-User Edit: Permissions
    • Multi-User Edit: Access
    • Cloning Records Management Users
    • Activating and Terminating Users
    • Exporting a List of Users
    • Uploading Logos to the Iron Mountain Connect Homepage
    • Uploading Documents to the Iron Mountain Connect Homepage
  • Managing Your Organization
    • Managing Your Organization
    • Viewing Your Organization's Records Management Data
    • Displaying Inactive Customers
    • Displaying Inactive Departments
    • Viewing Your Storage Summary
    • Entering Order Confirmation Email Addresses
    • Viewing the Organizational Hierarchy
    • Accessing Your Shipping Address
    • Viewing Your Mailing & Billing Addresses
    • Viewing Your Service Level
    • Viewing Your Service Priorities
    • Viewing Your Data Profile
    • Adding a Division
    • Adding a Department
  • Organization Groups
    • About Organization Groups
    • Creating an Organization Group
    • Viewing an Organization Group
    • Editing an Organization Group
    • Removing an Organization Group
    • Organization Group History
    • Organization Group Roles
    • Creating Organization Group Administrators (OGAs)
    • Assigning a Standard User to an Organization Group
    • Multi-User Edit: Organization Group Access
  • Supply Lists
    • Creating a Supply List
    • Using the Default Supply List
    • Creating a Custom Supply List
    • Viewing a Supply List
    • Editing a Custom Supply List
    • Removing a Custom Supply List
    • Removing a Custom Supply List
  • Box Templates
    • About Box Templates
    • Iron Mountain Default Box Template
    • Creating a Box Template
    • Setting Box Template Fields
    • Viewing a Box Template
    • Editing a Box Template
    • Removing a Box Template
    • Box Template History
  • File Templates
    • About File Templates
    • Iron Mountain Default File Template
    • Creating a Custom File Template
    • Setting File Template Fields
    • Cloning a Custom File Template
    • Viewing a Custom File Template
    • Editing a Custom File Template
    • Removing a Custom File Template
    • Using the Manage File Templates Screen
    • Missing Custom File Templates
    • Organizations Missing from Custom File Templates
    • Assigning a File Template
    • File Template History
  • Custom Field Labels
    • About Custom Field Labels
    • Adding Custom Field Labels to a Box
    • Adding Custom Field Labels to a File
    • Removing Custom Field Labels
    • Displaying Custom Field Labels on Grid Screens and Exports
    • Why Do I See Fields That Are Not in the Documentation
  • Shipping Addresses
    • Shipping Address FAQ
    • Searching for an Existing Shipping Address
    • Creating a Shipping Address
    • Entering Shipping Address Details
    • Adding Users to a Shipping Address
    • View Shipping Address
    • Editing a Shipping Address
    • Removing a Shipping Address
    • Giving Users the Ability to Create a New Shipping Address
    • Users: Creating a Shipping Address While Entering an Order
  • Record Codes
    • Creating a Record Code
    • Viewing a Record Code
    • Editing a Record Code
  • Hold Codes
    • Creating a Hold Code
    • Viewing and Editing a Hold Code
    • Assigning a Hold Code
    • Removing a Hold Code
• User Functionality
  • General Information
    • Who's My Admin?
    • Paging Through Results Screens
    • Default and Favorite Addresses
    • Customizing Results Screens/Grids
    • Displaying Custom Field Labels on Grid Screens and Exports
    • Why Do I See Fields That Are Not in the Documentation
    • Multi-Select Functionality
    • Using Your Cart
    • Using Purchase Orders
    • Calculating Retention
    • Iron Mountain Site Validation
  • Boxes
    • Creating a Box
    • Box Fields
    • Locking Box Entry Fields
    • Customizing the Box Details Screen Layout
    • Adding a New File to a New Box
    • Viewing a New Box
    • Editing a New Box
    • Editing Multiple Boxes (Multi-Box Edit)
    • Refiling an Existing Box
    • Removing and Deleting Boxes from a Pickup List
    • Calculating Retention
    • Iron Mountain Site Validation
    • Holds
      • Putting a Box on Hold
      • Removing a Hold from a Box
      • Determining Why a Box is on Hold
  • Files
    • File Fields
    • Adding a New File to a New Box
    • Adding a New File to an Existing Box
    • Locking File Entry Fields
    • Customizing the File Details Screen Layout
    • Editing a New File
    • Viewing a New File
    • Removing a File from an Existing Box
  • Pickup Lists
    • Pickup Lists
    • Customizing the Pickup List Screen
    • Exporting a Pickup List
    • Iron Mountain Site Validation
    • Sorting the Pickup List with Iron Mountain Site Validation
  • Searching
    • Editing Multiple Files (Multi-File Edit)
    • Searching for Records Stored at Iron Mountain
    • Improving Your Search Results
    • Keyword and Column Filter Search Rules
    • Using Search Operators
    • Searching for Dates
    • Searching for Numbers
    • Example Searches
    • Record Statuses
    • Your Search Results
    • Tasks (Actions) Available from the Search Results screen
    • Searching Within Results & Applying Search Filters
    • Customizing the Search Results Screen
    • Exporting Search Results
    • Managing Holds
    • Advanced Search
      • Creating an Advanced Search
      • About Advanced Search Criteria
      • Advanced Search Rules
    • Multi-Box Search
    • Multi-File Search
    • Exporting Search Results
  • Retrieval Orders
    • Entering a Retrieval Order
      • Retrieval Order Wizard Step 1: Retrieval Order Cart Items
      • Retrieval Order Wizard Step 2: Retrieval Order Details
      • Retrieval Order Wizard Step 3: Retrieval Order Completion
      • Editing a Completed Retrieval Order
      • Users: Creating a Shipping Address While Entering an Order
      • Using Purchase Orders
      • Changing the Requestor
      • Retrieval Methods
      • Digital Delivery Orders
      • Setting Frequently Used Retrieval Methods
      • Adding and Removing Records from within the Cart
      • Adding Records to the Retrieval Cart
      • Removing Records from the Retrieval Cart
      • Editing a Box or File
      • Editing Multiple Boxes or Files
      • Reviewing Box Records
      • Reviewing File Records
      • Box Details Tab Screen
      • File Details Tab Screen
      • Files Tab Screen
      • Transaction History Tab Screen
      • Data History Tab Screen
    • Requesting an Unlisted File
      • Requesting an IOD from an Unlisted File
      • Requesting an XOD from an Unlisted File
      • Reviewing Unlisted File Requests
      • Editing an Unlisted File Request
      • Removing an Unlisted File Request
      • Editing/Removing a Completed Unlisted File Request
    • Requesting an Unlisted Open Shelf File
      • Requesting an IOD from an Unlisted Open Shelf File
      • Requesting an XOD from an Unlisted Open Shelf File
      • Editing an Unlisted Open Shelf File Request
      • Removing an Unlisted Open Shelf File Request
      • Editing/Removing a Completed Unlisted File Request
    • Image on Demand (IOD)
      • Requesting an IOD from a File
      • Requesting an IOD from an Unlisted File
      • Requesting an IOD from an Unlisted Open Shelf File
      • Requesting an IOD from within the Cart
      • Viewing and Editing an IOD Request
      • Removing an IOD Request
      • Editing/Removing a Completed IOD Request
      • After a Document or Study has been Imaged
    • X-ray on Demand (XOD)
      • Requesting an XOD from a File
      • Requesting an XOD from an Unlisted File
      • Requesting an XOD from an Unlisted Open Shelf File
      • Requesting XOD from within the Cart
      • Viewing and Editing an XOD Request
      • Removing an XOD Request
      • Editing/Removing a Completed XOD Request
      • After a Document or Study has been Imaged
    • Digital Delivery Orders
  • Pickup Orders
    • Entering a Pickup Order
    • Pickup Order Wizard Step 1: Pickup Order Cart Items
    • Pickup Order Wizard Step 2: Pickup Order Details
    • Pickup Order Wizard Step 3: Pickup Order Completion
    • Editing a Completed Pickup Order
    • Users: Creating a Shipping Address While Entering an Order
    • Using Purchase Orders
    • Requesting Vault Pickup Service
    • Managing Holds
  • Bulk Data Upload
    • About Bulk Uploads
    • Bulk Upload Templates
    • Formatting Bulk Upload Data
    • Bulk Uploading Boxes
    • Bulk Uploading Files
    • Confirming a Bulk Box Upload
    • Correcting Bulk Upload Errors
  • Supply Orders
    • Entering a Supply Order
    • Supply Order Wizard Step 1: Supply Order Cart Items
    • Supply Order Wizard Step 2: Supply Details
    • Supply Order Wizard Step 3: Supply Order Completion
    • Editing a Completed Supply Order
    • Users: Creating a Shipping Address While Entering an Order
    • Using Purchase Orders
    • Shipping Priorities
    • Carrier Options
  • Destruction Orders
    • Preparing for Destruction
    • Formatting the destruction.csv
    • Entering a Destruction Order
    • Destruction Order Wizard Step1: Destruction Order Details
    • Destruction Order Wizard Step 2: Authorizing a Destruction Order
    • Destruction Order Wizard Step 3: Completing a Destruction Order
  • Tracking Orders
    • Editing Completed Orders & Removing Order Items
    • Cancelling Orders
    • Order Types
    • Order Statuses
    • Processed Orders
    • Order History
• Glossary