Change the field settings on an existing custom file template. The template's history is automatically updated with each change that you make; however, you cannot edit the history.

1. Select Records Management | Administration | Manage File Templates. The Manage File Templates screen opens.
2. Click the Action drop-down to the right of the file and select Edit from the drop-down list.

3. Update the field settings (File Fields tab screen) on the file template as necessary:
   1. Change the template's name.
   2. Select a different Key Identifier.
   3. Update the custom file template field settings.
4. Update the organisations (Organisations tab screen) that will use the custom file template. The screen layout and process for assigning organisations varies based on the customer's account profile settings:
   1. If the customer does not validate departments, there are no divisions or departments to assign.
   2. If thecustomer is not division-enabled,only departments are displayed. Click the tick box to the left of a department to add it to the custom file template. Refer to Assigning Organisations to a File Template to learn how to quickly add, remove and display divisions and departments in the Selector and in the Selected For list.
   3. If thecustomer is division- and department-enabled, both divisions and departments are displayed. Select a division to view the departments within that division; click the tick box to the left of a department to add it to the custom file template. Refer to Assigning Organisations to a File Template to learn how to quickly add, remove and display divisions and departments in the Selector and in the Selected For list.

5. You cannot edit the file template history; Iron Mountain Connect Records Management automatically updates the history with each change that you make.
6. Click Save when you have finished editing the custom file template.
7. Click Close to return to the Manage File Templates screen. The changes to the file template are effective immediately.