Iron Mountain Connect Records Management How To's

High-level Functional Overview

How to log in to Iron Mountain Connect Records Management and navigate through the new layout and functionality.

Searching

How to perform a basic search to locate records stored at Iron Mountain.

Advanced 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.

Retrieving Records

How to retrieve records stored at Iron Mountain.

Placing a Pickup Order

How to generate pickup orders for boxes and files that you need to have picked up and stored at Iron Mountain.

Placing a Supply Order

How to generate an order for containers and materials that you will use to pack records for storage at Iron Mountain.

Creating a New Box

How to create a box of records that will be picked up and stored at Iron Mountain.

Creating 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.

Requesting 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.

Requesting 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.

Tracking Orders

How to track orders, view detailed order information and history, and cancel orders.

Bulk 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.

Managing Users

Instructions for System Administrators about how to create users and assign system access and permissions.

Manage Organizations

Instructions for System Administrators about how to view and administer customer, division and department level account information from within one screen.

Resetting Your Password

How to use either a link or security questions to independently reset your password.

Reporting

How to request and schedule Records Management and Shredding reports that provide detailed information on activity, retention, inventory and financials.

Managing 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.

Managing 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.

Customizing 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.

Customizing 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.

Using Shipping Addresses

How standard users find existing shipping addresses, set default and favorite addresses, and create a shipping address when given the proper permission. 

Editing Multiple Boxes or Files

How to edit field values on 2-100 existing boxes or files at one time.