The Manage File Templates screen displays a list of all active and inactive file templates, and includes functionality for you to create, view, edit and remove file templates.

• Order: The Iron Mountain default file template is displayed at the top of the list in a grey panel. Each custom file template is listed beneath the Iron Mountain default file template in alphanumeric order.
• Column filters enable you to quickly search by template name, customer, division or department.
• Click the >more link to see the complete list of customers, divisions or departments assigned to a file template.

Why Can't I Find a File Template?

A custom file template may not be listed on the Manage File Templates screen for the following reasons:

• You do not have COMPLETE organisational access. You may only have access to select divisions and/or departments. All active custom file templates for customers to whom you have COMPLETE organisational access are displayed on the Manage File Templates screen. Organisational access is granted by your system administrator.
• It has been permanently removed from the application.

Why Can't I Find/Assign a Customer, Division or Department?

Not all customers, divisions or departments are available to be assigned when you create a custom file template. A customer, division or department may not be displayed in the Assign Organisations step of the File Template wizard for the following reasons:

• The customer is not set up within Iron Mountain Connect Records Management to individually list files.
• Your organisational access is restricted; only customers to whom you have complete organisational access (access to all divisions and/or departments) are displayed. Organisational access is granted by your system administrator.
• Divisions and departments are not displayed if the customer does not validate departments.

A customer, division or department may not be displayed on the Organisation tab screen when you view or edit a custom file template for the following reasons:

• The customer is not set up within Iron Mountain Connect Records Management to individually list files.
• Your organisational access is restricted; only customers to whom you have complete organisational access (access to all divisions and/or departments) are displayed. Organisational access is granted by your system administrator.
• Divisions and departments are not displayed if the customer does not validate departments.
• You are viewing the Iron Mountain default file template and the customer, division or department is assigned to a custom file template.
• You are viewing the Iron Mountain default file template and the customer, division or department is assigned to a custom file template.