Source System Agnostic Architecture
REFRACT Platform is built on a native source-adapter architecture, allowing organizations to generate enterprise documents from virtually any business application without changing the core platform. Build once. Integrate everywhere.
Build Once. Integrate Everywhere.
REFRACT Platform is built on a native source-adapter architecture, allowing organizations to generate enterprise documents from virtually any business application without changing the core platform.
Business applications simply provide structured business data to REFRACT Platform through a native source adapter. Once data reaches the platform, the same enterprise capabilities become available regardless of the originating system.
This architecture enables organizations to standardize document generation, workflow, governance, digital signatures, secure delivery, lifecycle management, and auditing across multiple business applications using a single platform.
Only the source adapter changes
Every supported source system leverages the same underlying rendering pipeline, workflow engine, signature orchestration, delivery, lifecycle, and audit services. Adding a new business application means writing a new adapter - not a new platform.
Core Platform Capabilities
Every supported source system can leverage the same enterprise capabilities:
REFRACT PDF
Schema-driven document rendering with deterministic, enterprise-grade PDF output.
REFRACT Workflow
Governed approval and data-collection workflows with built-in compliance checkpoints.
REFRACT eSign
Legally defensible electronic signatures with evidence certificates and tamper detection.
REFRACT Delivery
Multi-channel secure document delivery with recipient tracking and confirmation.
REFRACT Audit
Immutable event logging, integrity verification, and compliance evidence generation.
REFRACT Lifecycle
Cross-document search, audit timelines, and an evidence workspace for auditors and regulators.
Only the source adapter changes. Everything else remains the same.
Currently Supported
The following native source adapters are available today.
Microsoft Dynamics 365 Business Central
Production-ready integration for enterprise document generation, workflow, digital signatures, secure delivery, lifecycle governance, and immutable auditing.
Microsoft Dynamics 365 Sales
Generate quotes, proposals, contracts, customer communications, and governed business documents directly from Dynamics 365 Sales.
Microsoft Power Platform
Build governed business applications that leverage REFRACT Platform for enterprise document generation, approvals, digital signatures, delivery, and audit.
Microsoft SharePoint
Native SharePoint integration for document storage, lifecycle management, verification, reproduction, governance, and enterprise collaboration.
Coming Soon
Microsoft Dynamics 365 Supply Chain Management
Extending REFRACT Platform to manufacturing, warehousing, logistics, procurement, and supply chain document generation.
Native Source Adapter Architecture
flowchart TB APP["Business Application"] ADAPTER["Native Source Adapter"] PLATFORM["REFRACT PLATFORM™"] PDF["REFRACT PDF™"] WF["REFRACT Workflow™"] ESIGN["REFRACT eSign™"] DELIVERY["REFRACT Delivery™"] AUDIT["REFRACT Audit™"] LIFECYCLE["REFRACT Lifecycle™"] APP --> ADAPTER --> PLATFORM PLATFORM --> PDF PLATFORM --> WF PLATFORM --> ESIGN PLATFORM --> DELIVERY PLATFORM --> AUDIT PLATFORM --> LIFECYCLE
This architecture allows organizations to modernize document generation independently of their business applications while maintaining a consistent enterprise document platform.
Why Source Adapters?
Source adapters separate business applications from document generation. This allows organizations to:
- Standardize document generation across multiple business systems
- Reuse templates, workflows, governance policies, and delivery mechanisms
- Reduce migration effort when replacing ERP or CRM platforms
- Adopt new business applications without redesigning document processes
- Maintain a single enterprise document platform across the organization
Need Another Business System?
While REFRACT Platform currently focuses on the Microsoft ecosystem, its architecture is designed to support additional ERP, CRM, and line-of-business applications through native source adapters.
Potential business systems include:
- Salesforce
- Epicor ERP
- Oracle NetSuite
- SAP Business One
- Acumatica
- Infor CloudSuite
- Sage Intacct
- Custom business applications
Prioritized by Customer Demand
Additional source adapters are prioritized based on customer demand and implementation requirements. If your ERP or CRM isn't listed above, reach out - it may already be under consideration.
Interested in Another Business System?
Don't see your ERP or CRM listed? If your organization is evaluating REFRACT Platform for another ERP, CRM, or custom application, we'd be happy to discuss a native source adapter tailored to your environment.
Why REFRACT Platform?
REFRACT Platform delivers complete document lifecycle automation for regulated enterprises. Enterprise-grade rendering, governed workflows, defensible e-signatures, immutable audit trails, and compliance-by-design - without third-party data egress.
Why REFRACT Platform for Dynamics 365
How REFRACT Platform transforms Dynamics 365 into a compliance-ready, audit-grade governance platform with enterprise document generation, workflow automation, electronic signatures, lifecycle auditing, and immutable evidence management - all within your Azure environment.