Documentation

Free recipe. Place a quality hold on a source container and every downstream container it produced, then generate a barcoded, signature-ready hold document. One script, one document template.

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Control who can see and do what — users, roles, permissions, and the built-in permission tiers.

Add custom actions to any web page with the browser extension — triggers, actions, and no-code automations.

Create, version, and generate professional PDF and label templates with HTML, CSS, and Go template syntax.

Overview and core concepts of the Application Designer — from the low-code canvas to custom Vue SPA apps.

Ask questions about your data in plain language and get answers, charts, and files.

Install and manage the on-premise agents that let DataMagik reach your local databases, files, and printers.

Review and decide the tasks that automations route to you, resuming the workflow that submitted them.

Install pre-built bundles of automations, scripts, apps, and templates in a few clicks.

Teach DataMagik to read a class of document with OCR and AI and turn it into structured fields.

Design reusable, branded emails that scripts and automations send with dynamic content.

Monitor your company's documents, storage, API calls, AI, and OCR usage against your quotas.

The AI builder for Plex — describe reports, dashboards, apps, and emailed reports in plain language.

Bulk-upload Excel data to Plex APIs — Add, Update, Get, and Delete without being a developer.

Exchange purchase orders, shipment notices and invoices with your trading partners as structured documents.

A hosted SFTP and FTPS endpoint your trading partners and your own systems connect into — three tabs of the File Exchange console, with each file routed by folder to a handler.