We are in official beta.
Documentation
Everything you need to get started with DocButterfly products.
Getting Started
New to DocButterfly? Start here.
- Getting Started — no code, seven stages, one screenshot each
- The setup bar — what the arrows on your dashboard mean
- Accounts and account types — personal, developer, business, employee
- Connect Dataverse — by signing in with Microsoft
- Query Dataverse — the builder, pasted FetchXML, or FetchXML as-is
- Quick Start Guide — for developers, starts with an API key
- Base URL & hosts — and why a call can 404
- Building Workflows in the Orchestrator
- One letter per person, from a roster — batch documents
- Creating Your First Flow
- API Keys and Authentication
DocFlow Essentials
PDF operations and document conversion.
Beyond PDF
Web capture, email, signatures, and more.
Platform Integrations
Connect DocButterfly to your workflow tools.
API Reference
Direct API access for developers.
Document AI
Read fields, tables and data off scans and photos.
Healthcare & EDI
X12 and FHIR R4, parsed, validated, and rendered as documents.
Support & Resources
Troubleshooting and best practices.
Need Help?
Can't find what you're looking for? Our support team is here to help.
Contact Support View Plans