Manage the Document Library

During an incident, teams not only need to be aware of any developments or updates, but also have access to the right tools and data to enable resolvers to mitigate issues as quickly as possible. Creating a library of frequently used files (such as runbooks or action plans) allows incident commanders to easily locate and attach files to an incident so teams can quickly locate the resources they need directly from the Incident Console.

In the Incidents menu, under Configuration, click Document Library.


The Document Library includes the following columns:

Column Description
Name The name of the file.

Description

 The description of the file.
Owner The user assigned as the owner.
Uploaded By The user who uploaded the file to xMatters.
Last Modified By The user who most recently updated the file in xMatters.
Size The size of the file (in bytes).

You can upload new files to use in future incidents.

To upload a file from the Document Library:
  1. From the Document Library, click Upload Document.
  2. Type the name of the task list.
  3. Add an optional description.
  4. Locate the document on your computer.
  5. Click Upload.

Files can also be added directly from the Incident Console.

  1. From the Document Library, click the check box next to the names of the files you want to delete.
  2. Click Delete.
  3. In the pop-up message, click Delete.

The available filters allow you to narrow the files list based on matching specific criteria. For example, you can use filters to find files of a specific file type or owned by a certain user.

You can apply one or more filters to narrow down the list of files. If you apply multiple filters, xMatters only returns files that match all of the specified filter criteria. For detailed instructions on how to use filters, see Filtering data tables.

The following table describes the available filters in the Document Library and their values:

Filter Values

Uploaded by

 
  • Show All: All files, regardless of who uploaded them.
  • Me (First Last): Files that you uploaded. For example, "Me (Mary McBride)".
  • Search to select other options: Type a search term to populate a list of matching users that you can select from.
File Type
  • Show All: All files, regardless of their file type.
  • Search to select other options: Type a search term to populate a list of matching files that you can select from.
Owned by
  • Show All: All files, regardless of their owner.
  • None (No Owner): Any files that don't have an owner.
Last Modified
  • Show All: All files, regardless of when they were modified.
  • Me (First Last): Files that you uploaded. For example, "Me (Mary McBride)".
  • None (Not Modified): Any files that have not been modified.
  • Search to select other options: Type a search term to populate a list of matching documents that you can select from.
Files can be added to the Incident Console at any point during the response process. When added, anyone with access to the incident can view and download the files from the Attachments section of the Incident Console.
For easy access, files stored in the Document Library can be shared with other xMatters users by a URL link.
To share a file link:
  1. From the Document Library, click the name of the file you want to download to open the side panel.
  2. Under Link, click Copy to copy the file link to your clipboard.

Files stored in the Document Library can be downloaded for easier access or to share with stakeholders outside of xMatters.

To download a file from the Document Library:
  1. From the Document Library, click the name of the file you want to download.
  2. In the side panel, click Download.