High-level Functional Overview
How to log in to Iron Mountain Connect Records Management and navigate through the new layout and functionality.
DownloadIron Mountain connect records management how to's
Searching
How to perform a basic search to locate records stored at Iron Mountain.
DownloadAdvanced Searching
How to build a complex search that can utilize both search filters and search criteria, and that can be refined and re-run. Advanced searches contain custom capabilities that surpass those available in basic search.
DownloadRetrieving Records
How to retrieve records stored at Iron Mountain.
DownloadPlacing a Pickup Order
How to generate pickup orders for boxes and files that you need to have picked up and stored at Iron Mountain.
DownloadSite Validation
How to use Iron Mountain Site Validation functionality to gain more control over inventory and create a documented chain of custody.
DownloadPlacing a Supply Order
How to generate an order for containers and materials that you will use to pack records for storage at Iron Mountain.
DownloadCreating a New Box
How to create a box of records that will be picked up and stored at Iron Mountain.
DownloadCreating a New File
How to create and add files to new and existing boxes of records that will be picked up and stored at Iron Mountain.
DownloadCalculating Retention
How to assign record codes to and remove record codes from new and existing boxes and files so that retention is properly calculated.
DownloadAssigning Hold Codes
How to apply hold codes in order to prevent record destruction.
DownloadBulk Upload
How to use bulk upload functionality to create up to 200 records with the click of a button rather than manually entering the data, one record at a time.
DownloadRequesting an Image on Demand
How to place a request for Iron Mountain to image a document within a file, unlisted file or unlisted open shelf file and deliver it electronically as a .pdf file.
DownloadRequesting an X-ray on Demand
How to place a request for Iron Mountain to scan an x-ray study within a file, unlisted file or unlisted open shelf file and deliver it electronically via a picture archiving communication system.
DownloadTracking Orders
How to track orders, view detailed order information and history, and cancel orders.
DownloadReporting
How to request and schedule Records Management and Shredding reports that provide detailed information on activity, retention, inventory and financials.
DownloadResetting Your Password
How to use either a link or security questions to independently reset your password.
DownloadShredding
How to manage on- and off-site shredding services that your company contracts through Iron Mountain.
DownloadManaging Users
Instructions for System Administrators about how to create users and assign system access and permissions.
DownloadManage Organizations
Instructions for System Administrators about how to view and administer customer, division and department level account information from within one screen.
DownloadManaging Organization Groups
Instructions for System Administrators about how to combine customers, divisions and departments into conceptual groups that simplify the process of managing users.
DownloadManaging Custom Supply List
Instructions for System Administrators about how to create and maintain supply lists that control which supplies are available for different customers and locations.
DownloadCustomizing Box Templates
Instructions for System Administrators about how to create and assign custom templates that control which fields are required, enabled and disabled when users create boxes.
DownloadCustomizing File Templates
for System Administrators about how to create and assign custom templates that control which fields are required, enabled and disabled when users create files.
DownloadManaging Hold Codes
Instructions for System Administrators about how to create hold codes that prevent a record from being added to a destruction order.
DownloadManaging Record Codes
Instructions for System Administrators about how to create record codes that are used to calculate the length of time a record is retained.
DownloadCustom Field Labels
Instructions for System Administrators about how to add custom field labels that replace the default, system-assigned field labels on boxes and files. Instructions for users on how to display custom labels on grid screens and exports.
DownloadEditing Multiple Boxes or Files
How to edit field values on 2-100 existing boxes or files at one time.
DownloadManaging Shipping Addresses
Instructions for System Administrators about how to add, edit and remove shipping addresses that are used when placing pickup, retrieval and supply orders. Administrators manage shipping addresses from a single, centralized location.
DownloadUsing Shipping Addresses
How standard users find existing shipping addresses, set default and favorite addresses, and create a shipping address when given the proper permission.
DownloadShipping Address Quick Start Guide
Instructions to help System Administrators and users quickly learn about key changes to shipping address functionality. Includes step-by-step instructions and graphics that explain creating, editing and removing shipping addresses.
DownloadEnd-to-End Box Creation
How to use Iron Mountain Connect Records Management to electronically prep and create a box for pickup, from start to finish.
DownloadEnd-to-End Box Creation with Site Validation
How customers enabled with Iron Mountain's Site Validation feature use Iron Mountain Connect Records Management to electronically prep and create a box for pickup, from start to finish.
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