If your organisation uses Iron Mountain Site Validation functionality, you are able to easily sort the collection list so that it is customer-specific. Once you have sorted the collection list, you are able to add files to boxes already on the collection list and view, edit and remove records from it.

1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.

2. Select a customer from the Select Customer drop-down. The sort is applied to the collection list, and only boxes and files for that customer appear on the collection list. The Action drop-down and the Collection Basket are now activated and you are able to place a collection order using Site Validation.

NOTE: Organisations not using Iron Mountain Site Validation can use the Customer column filter, or any other column filter to sort the collection list. The Action drop-down and Collection Basket are activated at all times when on the Collection List screen.