Using This Site
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Greetings! This page guides you in using the PlexTrac Documentation website effectively and efficiently, including navigation, exporting content, leaving feedback, and using search.
The main navigation menu is on the left sidebar. It features links to various sections and pages of the website. These links act as gateways to specific areas, allowing you to find the information you need quickly. To navigate to the desired section, simply click on the corresponding link.
This site contains four main sections:
🟣 Product Documentation: This includes the home page and general information about PlexTrac that applies to all users, along with the following helpful resources: a quick start guide for new users, a page highlighting new end-user features, and release notes.
🟣 PlexTrac Modules: This includes all the modules in the platform, including those licensed.
🟣 Tenant Management: This guide is for administrators and covers various PlexTrac topics. It includes information on the admin dashboard, authentication configuration, integrations, third-party file imports, supported operating systems and browsers.
🟣 API Documentation: This section provides a comprehensive guide on how to use APIs and webhooks. It includes a "Getting Started" guide, a list of object structures and their attributes, and practical use cases. The documentation also outlines the API Change policy and logs the changes to ensure transparency and inform users of any updates or changes.
This website provides multiple search options: keyword search, phrases in the form of questions, or selecting a query from the pulldown list.
To initiate a search query, click the "Search" box at the top right corner of the page or use the keyboard shortcut Ctrl-k.
Users who type in the search bar will see dynamic search results. The search results will display relevant pages on the site for preview and context, which can be clicked to visit.
Clicking a question provides answers in the search box with relevant information and sourcing listed at the bottom.
Export to PDF is a function that downloads a digital file of a page or pages in PDF format that can be viewed, printed, and shared offline. To export a page, click Export as PDF, which can be found at the end of the page headings at the top right.
A preview page that can be printed or saved as a PDF appears.
Each page has a timestamp of when it was last updated.
Each page allows readers to provide feedback on the helpfulness of the content (not a rating of the product functionality discussed on the page). Click one of the three options to provide feedback.
