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Get Iron Mountain Transmittal Sheet
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How to fill out the Iron Mountain Transmittal Sheet online
The Iron Mountain Transmittal Sheet is an essential document used for managing records efficiently. This guide provides a clear, step-by-step approach to completing the form online, ensuring that you include all necessary details accurately.
Follow the steps to complete the Iron Mountain Transmittal Sheet online.
- Press the ‘Get Form’ button to obtain the document and open it for editing.
- Enter your Customer ID in the designated field to identify your account.
- Provide your Customer Name as it appears in your records.
- Fill in the Customer Box Number, which pertains to the specific box of records.
- For the Record Code, enter the relevant code which may be required for retrieving records.
- Input Division ID, ensuring it does not exceed 12 characters, if applicable.
- Specify the Date Range for the records by filling out both the FROM and TO sections, including month (MM), day (DD), and year (YYYY).
- In the Alpha/Numeric Range fields, include the relevant codes for your records, if necessary.
- Complete the Department ID field, also limited to 12 characters as required.
- In the Major Description area, provide a concise summary of the contents or purpose of the records.
- Indicate Destruction Eligibility by specifying the date if the records are to be destroyed.
- Enter the Hold Code, marking its status as Permanent or Undefined.
- Add a reference number in Reference #1 for internal tracking if needed.
- Include any Minor Description for additional context, if applicable.
- Repeat steps 4-14 for additional box numbers and records as necessary.
- Provide your Full Name in the Preparer’s section to identify who filled out the form.
- Fill in the Date on which the form is completed.
- Lastly, input your telephone number and extension for potential follow-up.
- Review all entered information for accuracy before finalizing.
- Once all fields are filled out and checked, save your changes, and decide if you want to download, print, or share the form.
Complete your documents online today for efficient record management.
To fill out a letter of transmittal, start by including your contact information at the top. Follow this with the recipient's information, a brief introduction stating the purpose of the letter, and a list of the enclosed documents. You can simplify this task by using the Iron Mountain Transmittal Sheet, which provides an organized layout for capturing all necessary information.
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