Follow the steps below to edit an existing box or file that is stored at Iron Mountain. Use the Multi-Item Edit functionality to edit more than one box or file at a time.
NOTE: The Action drop-down selections available vary based on your system permissions and the type of record. The Edit drop-down is not available for open shelf files.
- Select Records Management | Search, Retrieve. The Search Results screen is displayed.
- Perform a search to find the records you need to edit.With your search results displayed, move your cursor over the record that you wish to edit. The record will be highlighted.
- There are two ways that you can open a record in edit mode:
- Click the box icon or the file icon. The Box or File Details screen opens. Click the Edit button at the bottom.
- Select Edit from the Action drop-down. The Box or File Number screen opens in edit mode with the Details tab displayed.
- Edit the record as necessary. Refer to the sections on Box Fields and File Fields for information about the fields you are editing.
- Click Save. Iron Mountain Connect Records Management saves your changes and you are returned to the Search Results screen.
See Also
