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.

Site Validation

How to use Iron Mountain Site Validation functionality to gain more control over inventory and create a documented chain of custody.

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.

Calculating Retention

How to assign record codes to and remove record codes from new and existing boxes and files so that retention is properly calculated.

Assigning Hold Codes

How to apply hold codes in order to prevent record destruction.

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.

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.

Reporting

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

Resetting Your Password

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

Shredding

How to manage on- and off-site shredding services that your company contracts through Iron Mountain.

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.

Managing Organization Groups

Instructions for System Administrators about how to combine customers, divisions and departments into conceptual groups that simplify the process of managing users.

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.

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 Hold Codes

Instructions for System Administrators about how to create hold codes that prevent a record from being added to a destruction order.

Managing 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.

Custom 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.

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. 

End-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.

End-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.

Editing Multiple Boxes or Files

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

Purchase Order Management

Purchase Orders - Create, Search, Customize

Enables you to create and manage purchase orders independently. Our wizard walks you through the process, step-by-step, to ensure that you have captured all required information.