Using This Site

Greetings! This page guides the effective and efficient use of the PlexTrac Documentation website, including navigation, exporting content, leaving feedback, and using search.

Left Navigation Bar

The main navigation menu is on the left sidebar, and 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. The sequence of modules within this site matches the sequence found with the platform.
🟣 Tenant Management: This includes information for administrators and covers various topics related to PlexTrac. It contains details on the Admin Dashboard, authentication configuration, integrations and third-party files that PlexTrac imports, supported operating systems and browsers, and a series of pages specific to on-premise management. The documentation pages under Account Management match the order in which the information is presented within the platform.
🟣 Pre-Built Report Templates: This section is dedicated to maximizing and customizing report exports using pre-built templates. PlexTrac provides a range of customizable templates that are easy to use, even for those without extensive programming knowledge. These templates can be modified to meet specific requirements, resulting in tailored reports that accurately reflect the analyzed data.
🟣 API Documentation: This section provides a comprehensive guide on how to use our API. 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 log to ensure transparency and inform users of any updates or changes.


This website provides two search options: traditional keyword search and AI-powered search. 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.
AI search only indexes pages on the PlexTrac Documentation website as the source of its responses, which are provided in the search results for further information.
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 it instantly.
Sources used to provide the answer to a query are provided 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 does not reflect 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.