Documentation Overview
Start here for setup, licensing, first-scan checks, and the everyday indexing, block-content filtering, and Refactor workflows teams use once the index is live.
Baseline principle
Scans read stored content and write only to DXM Block Toolkit index tables. Refactor can write stored content, but only after configure, preview, and explicit apply. A full scan creates the baseline that reporting, drill-down, Refactor scoping, and exports depend on.
Getting Started #
Most new customers move through these guides in order before using the day-to-day toolkit workflows.
Step 1
Install DXM Block Toolkit
Install the plugin in WordPress and confirm the DXM Block Toolkit admin page loads cleanly.
Read guideStep 2
Activate your license
Enter your Lemon Squeezy key so full scans and index writes are available.
Read guideStep 3
Run your first scan
Run the first full scan and confirm the latest completed baseline is fresh enough to trust.
Read guideEveryday Toolkit Workflows #
Once a full scan has completed successfully, these guides cover the parts of DXM Block Toolkit teams use most often during cleanup, redesign, replacement, QA, and reporting.
Blocks & Sources
Use block totals, source counts, filters, and source drill-down to scope cleanup, replacement, or redesign work.
Read guideAdvanced Source Filters
Narrow specific wording variants or similar content patterns with block content, class token, ID or anchor, attribute path/value, and compact query syntax, then turn the filtered scope into review, update, replacement, QA, or handoff work.
Read guideRefactor
Configure, preview, apply, and roll back deterministic replacement batches with content-aware scope, JSON mode, and batch details.
Read guideContent Coverage
See what belongs in Blocks, Patterns, Template Parts, and Navigations so you read the right inventory.
Read guideExports
Download inventory rows or exact source evidence for reporting, QA, and handoff.
Read guideScan Health
Check the latest full-scan status and freshness before you report from the index.
Read guideNeed a search-first workflow?
If the question starts with an evergreen workflow problem instead of an operational product step, open Guides instead of the docs stack.