Setting File Template Fields

Select which fields will be required, enabled and disabled on the File Details screen when the customer creates a file that will be stored at Iron Mountain.

Enter a descriptive name that identifies this custom file template.
Select the Key Identifier from the drop-down list. The Key Identifier that you set is used to identify records when they are displayed on the File Details screens, the Items step and the Details step in the retrieval order basket, on order confirmation emails and within the Track Orders selection.

NOTE: You are able to set SKP Barcode as a Key Identifier on a file; however, it will not be displayed as a field that you can require, enable or disable because it defaults from the box record when a file is created.

To clone an existing template and use the file selections set on that template, refer to Cloning a Custom File Template.
Click the tick boxes to control which fields are required, enabled and disabled on the File Details screen when this customer creates a file. If the customer is division- or department-enabled, there are required fields that cannot be changed.

How File Template Settings Drive File Entry Fields
Field	Setting	Functionality
Enabled		Displayed as an optional entry field on File Details screen. User is able to use Customise Layout functionality to enable and require enabled fields.
Required	Automatically ticks Enabled	Displayed as a required entry field on File Details screen. User cannot use the Customise Layout functionality to change this setting.
Disabled	Neither Enabled or Required is ticked	Is not displayed on the File Details screen or on the Customise Layout screen. If a field is disabled AFTER the file is received at Iron Mountain, users will be able to view the field; however, they will not be able to add to or modify it.