File templates streamline the data entry process and reduce data entry time. Iron Mountain Connect Records Management utilises two types of file templates:

• Custom file templates
• The Iron Mountain default file template

Custom file templatescontrol which fields are required, which are enabled and which are disabled when a user creates a file record. System administrators create custom file templates and assign them at the customer, division and department levels within acompany.Individualusersare able to further control the enabled and required file entry fields by customising the screen layout during file creation.

The Iron Mountain default file template is pre-configured and cannot be modified or removed. Customers that are not assigned to a custom file template automatically use the Iron Mountain default file template.

File Template Rules

Naming:

• You must give a unique name to each custom file template that you assign to the same customer.
• Custom file templates assigned to different customers can use the same name.

Assigning:

• File templates are assigned at the customer, division and/or department levels.
• Assigning a custom file template to a division and/or department already using a custom file template overwrites and replaces the original file template.
• Assigning a custom file template to a division or department that was already using the default file template replaces the default file template.

Removing:

• You are able to remove active and inactive custom file templates.
• You are not able to remove the Iron Mountain default file template.

Status:

• Custom file templates assigned to at least one customer, division or department are active. Active templates display in BLUE on the Manage File Templates screen.
• Templates become inactive when all customers, divisions and/or departments are removed. Inactive templates are displayed in GREY on the Manage File Templates screen and cannot be viewed or edited, only removed.