This quick start guide is intended to provide red teams the critical knowledge needed to begin using PlexTrac effectively.
Create Client - Reports and Findings are associated with clients, which means the first step to get started with PlexTrac is to create a client.
Create Report - With a client created, a report can then be created to consolidate findings into a single repository to present to stakeholders.
Add Findings - There are several ways to add findings to reports in PlexTrac. This section demonstrates one of them.
Conduct Read Out - PlexTrac replaces the cumbersome and confusing document-based read out experience with an easy and intuitive one right within the application.
Export Report - Need to export a report into Word, PDF, Markdown, or other formats? PlexTrac enables this with the click of a button.
Add Users - Once comfortable with the key capabilities of PlexTrac, the next step is to invite other users with whom to collaborate.
After completing this quick start guide, we recommend exploring the complete product documentation to become a power user and get maximum value out of PlexTrac.