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.
Modern enterprises need more than point solutions. You need a complete, integrated, auditable document lifecycle - one that turns documents from static artifacts into intelligent, governed, traceable business records. REFRACT Platform delivers this as a unified cloud platform built natively on Azure, designed specifically for organizations that can't compromise on compliance, governance, or data sovereignty.
Enterprise-Grade Document Lifecycle Management
REFRACT Platform doesn't patch together disparate services. It orchestrates a complete lifecycle:
| Phase | Vault Service | Enterprise Benefit |
|---|---|---|
| Generation | VaultPDF | Schema-driven rendering at scale. Deterministic output. Replace fragile SSRS and Word templates. |
| Governance | VaultWorkflow | Approval workflows with decision audit trails. Structured data collection with validation checkpoints - and can fill official third-party forms (government, bank-mandated) directly from that same collected data via Guided Documents. |
| Signature | VaultESign | Legally defensible e-signatures with evidence certificates, tamper detection, and signer authentication. |
| Delivery | VaultDelivery | Reliable multi-channel distribution with recipient tracking, delivery confirmation, and archive integration. |
| Lifecycle | VaultLifecycle | Unified search across documents, audit timelines, integrity verification, and evidence workspaces for auditors and regulators. |
| Notifications | VaultNotification | Intelligent queue-based email and SMS with retry logic, bounce handling, and delivery analytics. |
| Audit & Evidence | VaultAudit | Immutable event logs, tamper detection, integrity verification, and downloadable compliance bundles. |
This isn't a collection of features-it's an interconnected system where every component feeds audit evidence, traceability, and governance signals into a unified framework.
Why This Matters for Regulated Enterprises
Compliance by Architecture
REFRACT Platform embeds compliance into the system architecture, not as an afterthought:
- Immutable audit trails - Every operation (render, approve, sign, deliver, archive) generates cryptographically signed event records.
- Integrity verification - Detect tampering with hash-chain validation and evidence certificates.
- Centralized evidence workspace - Auditors and regulators access a unified, searchable audit trail without requiring document reconstruction.
- PDF/UA and WCAG compliance - Accessibility validation built into every rendering operation.
Data Sovereignty and Zero Third-Party Egress
Your Azure. Your Control. Your Compliance.
REFRACT Platform processes all documents, signatures, workflows, and audit operations inside your Microsoft Azure subscription under your Microsoft Entra ID governance. Core platform operations never send business data to third parties. This architectural choice enables:
- Compliance requirements that forbid data leaving your environment (e.g., HIPAA, financial regulations, sovereign data requirements)
- Audit transparency - Regulators can inspect infrastructure, audit logs, and evidence generation at any time
- Integration depth - Seamless connection to Dynamics 365, SharePoint, and Power Platform without proxy layers
Performance and Reliability at Enterprise Scale
- Distributed processing - Queue-based architecture ensures reliable, scalable document operations without bottlenecks.
- Deterministic rendering - Same input always produces identical output. Critical for compliance, re-sign operations, and evidence preservation.
- Retry and delivery optimization - Intelligent notification handling with bounce analysis, channel optimization, and delivery analytics.
- Multi-tier licensing - Flexible caching and validation strategies to optimize cost and performance across high-volume workloads.
How REFRACT Platform Solves Specific Dynamics 365 Pain Points
Beyond SSRS and Word Templates
Dynamics customers often rely on fragile, unversioned templates for critical documents. REFRACT Platform replaces this with schema-driven rendering: templates are versioned, changes generate audit records, and rendering output is deterministic and reproducible.
Approval Workflows with Audit Evidence
Power Automate approvals work, but they don't capture structured compliance data. VaultWorkflow embeds approval with decision recording, data validation, and audit trail generation-all queryable and evidence-ready.
E-Signature Evidence That Holds Up
Many Dynamics integrations use third-party e-signature platforms. VaultESign generates legally defensible evidence certificates, binds signatures to document hash chains, and provides tamper detection without external dependencies.
Searchable, Audit-Ready Document Lifecycle
`Finance teams spend hours reconstructing document lifecycles for audits. VaultLifecycle provides unified search, audit timelines, and downloadable evidence-turning compliance investigations from days to minutes.
Reliable Notification Delivery
Email delivery via SMTP is unreliable and untraced. VaultNotification provides queue-based delivery with bounce handling, retry logic, and delivery analytics-ensuring critical notifications reach recipients.
The Business Impact
Reduced Compliance Risk
Immutable audit trails and evidence-ready documents turn compliance investigations from weeks of manual reconstruction into auditable, searchable events.
Operational Efficiency
Template versioning, workflow automation, and centralized search eliminate manual document management overhead.
Audit and Regulatory Confidence
Regulators see a cohesive, compliant platform. Sovereignty, traceability, and integrity are built in-not bolted on.
Enterprise Scalability
Distributed processing, intelligent caching, and queue-based workflows handle high-volume, mission-critical document operations without bottleneck.
Who Chooses REFRACT Platform
- Financial Services and Insurance - Regulated document generation and e-signature workflows with immutable audit evidence.
- Healthcare and Public Sector - HIPAA, GDPR, and sovereign data requirements demanding zero third-party data egress.
- Enterprises Running Dynamics 365 - Replacing fragile SSRS/Word templates with enterprise-grade, compliant document automation.
- Large Organizations - Mission-critical document operations requiring reliability, auditability, and integrated governance.
REFRACT Platform vs. the Alternatives
| Aspect | REFRACT Platform | Third-Party SaaS | DIY / Point Solutions |
|---|---|---|---|
| Data Sovereignty | Your Azure. No third-party egress. | Data leaves your environment. | Requires custom integration and compliance engineering. |
| Integrated Lifecycle | Complete: generate - approve - sign - deliver - audit | Fragmented: multiple vendors, no unified audit trail | Fragmented: multiple point solutions, custom connectors. |
| Compliance Evidence | Built-in immutable audit trails, evidence certificates, integrity verification | Often audit-unfriendly or opaque | Must be custom-built. |
| Microsoft Integration | Native: Dynamics, SharePoint, Teams, Power Platform | Limited or requires middleware | Limited or requires middleware. |
| Audit Transparency | Infrastructure and event logs under your control | Limited access; vendor-dependent | Full control but requires constant maintenance. |
| Time to Compliance | Weeks: platform is compliance-ready | Months: requires custom policy mapping | Months/years: build and test custom compliance. |
Go Live Today. Not in 6 Months.
Most enterprise document platforms require databases, hosted portals, custom infrastructure, and lengthy implementation projects before users generate their first document.
REFRACT Platform takes a different approach.
Built entirely on Azure, SharePoint, Dataverse, and Microsoft Entra ID, Vault deploys into the Microsoft environment your organization already owns and operates. No new database platform. No custom portal infrastructure. No separate identity system.
Why Vault Deploys Differently
Rather than introducing new infrastructure, Vault provisions everything it needs directly inside your existing Azure, SharePoint, Power Platform, and Dynamics 365 environment. Your IT and security teams can evaluate, approve, and trust it on day one, because it runs inside boundaries they already control.
Vault does not require you to:
- Provision or manage a new database. Document metadata, lifecycle records, and audit events are stored in your existing Dataverse and SharePoint.
- Build or host a custom portal. The Vault Lifecycle Workspace is a native SharePoint Framework extension protected by your existing Entra ID and SharePoint Group permissions.
- Configure a separate identity system. All permissions inherit from your active Microsoft Entra ID tenant.
Four Steps. One Working Session.
Designed for Rapid Adoption
REFRACT Platform includes pre-configured templates, field mappings, and integration packs for supported Microsoft business applications. Most organizations begin with the included templates and mappings, then tailor branding, document layouts, email content, and workflow rules to match their business processes.
✓ Pre-configured templates and field mappings included
✓ No database provisioning. Uses your existing Dataverse and SharePoint environment.
✓ No portal to build or host. Lifecycle Workspace included.
✓ Security enforced by your existing Microsoft Entra ID and SharePoint permissions
✓ Works with Dynamics 365, Power Platform, SharePoint, and custom applications
Your first document should be generated on day one. Refinement and optimisation can happen over time.
Ready to Streamline Your Document Lifecycle?
REFRACT Platform turns document automation from an operational burden into a strategic compliance asset. Learn how to integrate REFRACT Platform with your existing systems.
What is REFRACT Platform?
A complete, enterprise-grade document lifecycle platform built natively on Azure. Automated generation, governed workflows, e-signatures, delivery, and immutable audit trails - all running inside your tenant.
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.