
Records and Information Management
Smart Assign
Automatically assign record codes according to your policies with a smart records assignment solution.
Contact SalesDo you have boxes of records in storage with missing record codes?
Take control of your records with Smart Assign
Why do I need box-level record codes?
When storage boxes lack unique record codes, organisations lose visibility into what they are storing and when it can be destroyed. Over-retaining unclassified records drives up storage costs and increases legal liability.
Iron Mountain Smart Assign assigns record codes to your physical inventory, delivering the governance required to meet UK compliance demands and execute seamless M&A transactions.
What is Smart Assign?
Iron Mountain Smart Assign is a technology-enabled solution that streamlines the process of assigning record codes at the box level, automatically aligning with your organisation’s retention policies.
Smart Assign eliminates the traditional manual-touch process. By giving you the visibility and confidence you need to make informed, defensible decisions about your legacy records.
What are the benefits of Smart Assign?
Improve compliance with Smart Assign
Efficient. Cost-effective. Done.
Step 1
Identify records stored without record codes
We work with you to identify boxes of records stored with descriptive information but without record codes.
Step 2
Leverage rule-based algorithms
Using a repository of over 40,000 rules, your inventory report, and an up-to-date retention schedule, Smart Assign helps identify boxes that need to be addressed and automatically applies record codes.
Step 3
Run a quality check
Once record codes are assigned, a solution specialist will run a quality check, send you a summary for validation, and then upload the information to our online portal.
Result
Make defensible decisions
Once your records have been properly assigned according to your retention policies, they can be defensibly destroyed at the end of their retention period.

Not sure where to start with your records cleanup project?
Compass is a powerful, technology-driven diagnostic assessment that can help chart your records cleanup needs.

