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:
- From the Document Library, click Upload Document.
- Type the name of the task list.
- Add an optional description.
- Locate the document on your computer.
- Click Upload.
Files can also be added directly from the Incident Console.
- From the Document Library, click the check box next to the names of the files you want to delete.
- Click Delete.
- 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
|
|
File Type |
|
Owned by |
|
Last Modified |
|
To share a file link:
- From the Document Library, click the name of the file you want to download to open the side panel.
- 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:
- From the Document Library, click the name of the file you want to download.
- In the side panel, click Download.