Skip to main content

Installation & Setup

Get up and running with DocuDevs in just a few minutes. This guide covers everything you need to start processing documents with our platform.

Prerequisites​

  • Python 3.9+ (for SDK usage)
  • API Key from DocuDevs platform
  • Internet connection for API access

Step 1: Get Your API Key​

Your API key is required to authenticate with the DocuDevs platform.

Creating an API Key​

  1. Sign up at DocuDevs.ai (currently in private beta)
  2. Navigate to Settings → API Keys after login
  3. Create a new API key for your project
  4. Copy the API key (it looks like: 1234567890abcdef1234567890abcdef)
Security Note
  • Store your API key securely like a password
  • Never commit API keys to code repositories
  • Don't include API keys in client-side code
  • Revoke and regenerate if compromised

Managing API Keys​

  • Multiple Keys: Create separate keys for different projects/environments
  • Revocation: Revoke keys anytime from the portal
  • Regeneration: Generate new keys as needed
  • Monitoring: Track usage per API key

Step 2: Install the SDK​

# Install the latest version
pip install docu-devs-api-client

# Or install a specific version
pip install docu-devs-api-client==1.0.1

Verify Installation​

# Test your installation
from docudevs.docudevs_client import DocuDevsClient
print("DocuDevs SDK installed successfully!")

Step 3: Configure Your Environment​

Set up your API key for easy access across your projects.

Linux / macOS:

export API_KEY="your-api-key-here"

Windows (Command Prompt):

set API_KEY=your-api-key-here

Windows (PowerShell):

$env:API_KEY="your-api-key-here"

Step 4: Test Your Connection​

Verify everything is working with a quick test:

import asyncio
import os
from docudevs.docudevs_client import DocuDevsClient

async def test_connection():
    # Initialize client
    client = DocuDevsClient(token=os.getenv('API_KEY'))
    
    try:
        # Test connection by listing configurations
        response = await client.list_configurations()
        print("✅ Connection successful!")
        print(f"Status code: {response.status_code}")
        return True
        
    except Exception as e:
        print("❌ Connection failed!")
        print(f"Error: {e}")
        return False

# Run the test
success = asyncio.run(test_connection())
if success:
    print("🎉 You're ready to start processing documents!")
else:
    print("🔧 Please check your API key and network connection.")

Alternative Integration Methods​

Direct API Usage (cURL)​

If you prefer direct API calls without the SDK:

# Test your API key
curl -X GET https://api.docudevs.ai/configuration \
  -H "Authorization: Bearer $API_KEY"

# Upload and process a document
curl -X POST https://api.docudevs.ai/document/upload-files \
  -H "Authorization: Bearer $API_KEY" \
  -F "document=@your-document.pdf"

CLI Tool​

The CLI tool is included with the SDK installation and provides convenient command-line access to all DocuDevs functionality:

# CLI is included with SDK installation
pip install docu-devs-api-client

# Set up authentication (choose one method)
export DOCUDEVS_TOKEN=your-api-key-here
# OR
export API_KEY=your-api-key-here
# OR pass token with each command using --token

# High-level document processing (upload + process + wait for result)
docudevs process document.pdf --prompt="Extract invoice data"

# OCR-only processing
docudevs ocr-only document.pdf --format=markdown

# Upload and process with a saved configuration
docudevs process-with-config document.pdf my-invoice-config

# Case management
docudevs create-case "Invoice Batch 2024-01"
docudevs list-cases
docudevs upload-case-document 123 document.pdf

# Configuration management
docudevs list-configurations
docudevs save-configuration my-config config.json

# Template management
docudevs list-templates
docudevs fill template-name data.json

# Operations (error analysis, etc.)
docudevs error-analysis job-guid-here

# Low-level commands (for advanced usage)
docudevs upload-document document.pdf    # Upload only
docudevs process-document GUID config.json  # Process uploaded doc
docudevs status GUID                     # Check job status
docudevs result GUID                     # Get job result
docudevs wait GUID                       # Wait for completion

CLI Authentication​

The CLI supports multiple authentication methods:

  1. Environment Variable (Recommended):

    export DOCUDEVS_TOKEN=your-api-key-here
    docudevs process document.pdf

  2. Legacy Environment Variable:

    export API_KEY=your-api-key-here
    docudevs process document.pdf

  3. Command Line Option:

    docudevs --token=your-api-key-here process document.pdf

CLI Features​

  • High-level Commands: process, ocr, process-with-config handle the full workflow
  • Case Management: Create and manage document cases
  • Configuration Management: Save and reuse processing configurations
  • Template Operations: Fill and manage document templates
  • Operations: Submit and monitor advanced operations like error analysis
  • Automatic Waiting: Commands automatically wait for results by default
  • Environment Integration: Respects environment variables for authentication

For complete CLI documentation including all commands and options, see the CLI Reference.

Configuration Options​

API Endpoint Configuration​

# Default endpoint (production)
client = DocuDevsClient(token=api_key)

# Custom endpoint (if using different environment)
client = DocuDevsClient(
    api_url="https://api.staging.docudevs.ai",
    token=api_key
)

Timeout Configuration​

# Configure custom timeouts
client = DocuDevsClient(
    token=api_key,
    timeout=30  # 30 seconds timeout
)

Troubleshooting​

Common Issues​

Authentication Errors​

401 Unauthorized - Invalid API key

Solution: Verify your API key is correct and active

Network Errors​

Connection timeout or network unreachable

Solutions:

  • Check internet connection
  • Verify firewall settings
  • Try different network if behind corporate firewall

Import Errors​

ModuleNotFoundError: No module named 'docudevs'

Solutions:

  • Reinstall the SDK: pip install --upgrade docu-devs-api-client
  • Check Python environment: pip list | grep docudevs
  • Verify Python version: python --version

Environment Variable Issues​

API key not found or None

Solutions:

  • Check environment variable: echo $API_KEY
  • Restart terminal/IDE after setting variables
  • Use absolute path for .env files

Getting Help​

If you encounter issues:

  1. Check the Troubleshooting Guide
  2. Review Common Error Codes
  3. Contact Support: support@docudevs.ai

Next Steps​

Now that you have DocuDevs installed and configured:

Quick Start​

Learn Core Features​

Explore Advanced Features​

Ready to process your first document? Continue with the Quick Start tutorial!