Use this selection to create and assign custom box templates that control which fields are required, enabled and disabled when a customer enters boxes to be stored at Iron Mountain. Box templates streamline the data entry process and reduce data entry time.Individual users are able to further control the enabled and required box entry fields by customising the screen layout during box creation.

Custom box templates are created and maintained by your system administrator.

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

1. Select Records Management | Administration | Manage Box Templates. The Manage Box Templates screen opens. The Iron Mountain Iron Mountain default box template is the top template in the grey panel.
2. Click Create Box Template. The Box Template wizard opens to the Choose Customer step.
3. Click the tick box to the left of the customer that will use this box template. You are able to assign a single customer to a custom box template.

   NOTE: Only customers using the Iron Mountain default box template can be assigned to a custom box template.

   To assign a customer that is already using a custom box template, you must first remove the customer from the custom template. The customer will automatically be assigned back to the default template and be available for you to select.

4. Set the box template fields.

5. Review the settings.
6. Click Finish to finalise your custom box template. You are returned to the Manage Box Templates screen; a success message is displayed and the custom box template you have created appears on the screen. The template is effective immediately.