Using This Site

Greetings! This page is designed to assist in using this website efficiently and smoothly, ensuring a seamless experience as you navigate the pages. We will update this guide with new features, functionalities, and resources to help optimize your time, whether you are a new or returning user.

Left Navigation Bar

The left sidebar displays the main navigation menu, which includes links to different sections or pages of the website. These links serve as gateways to explore specific areas. Click these links to navigate the desired sections and find relevant information quickly.
This site contains three main sections:
  • Product Documentation: This includes the home page and general information about PlexTrac that applies to all users. There is a page on assignments and roles, followed by an overview and explanation of PlexTrac's APIs.
  • PlexTrac Modules: This includes all the modules in the platform, including those licensed. The sequence of modules within this site matches the sequence found with the platform.
  • Tenant Management: This includes information directed towards admins and covers the Admin Dashboard, authentication configuration, integration configuration, on-premise management, and release notes. The documentation pages under Account Management match the order in which the information is presented within the platform.


This website provides two search options: traditional keyword search and an intelligent AI-powered search (Lens). The AI-powered search is intended to offer more precise and comprehensive results by analyzing the purpose behind a search query and providing relevant information beyond just keyword matches. It pulls data from multiple pages and can generate instructions to complete tasks.
Lens AI only indexes pages on the PlexTrac Documentation website as the source of its responses.
To initiate a search query, click the "Search" box at the top right corner of the page or use the keyboard shortcut Ctrl-k to activate instantly.
This will trigger the appearance of a modal in which a word, phrase, or question can be entered. Search defaults to the traditional method of keyword relevancy and will dynamically show page results as a query is typed.
Another option is to click "Lens" to access the semantic AI search feature. This innovative function uses advanced algorithms and previous user queries to analyze the context and significance of the search request. As a result, the same query could have a different outcome in Lens, as shown below.
Sources used to provide the answer to a Lens query exist at the bottom of the answer, as well as related questions that might be of interest.

Export to PDF

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 with others offline. To export a page, click three dots next to the page header and select Export as PDF.
A modal appears with options to export the specific page, the page and its subpages (if applicable) or the entire site.
Adobe Acrobat Reader is required to view PDFs.

Page Published Date

Each page has a timestamp of when it was last updated. If a page seems outdated or not reflecting the current experience, try reloading the browser page to refresh the cache. If the issue persists, please send feedback to the Support Portal.

Page Rating

Each page allows reader feedback on the helpfulness of the content (not a rating of the product functionality discussed on the page). Provide feedback by clicking one of the three options.


All feedback is welcomed. Provide input to the Support Portal for any comments or suggestions on improving this site.
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