VaultLifecycle
VaultLifecycle is a SharePoint-hosted workspace that provides a unified operational view of every document generated by REFRACT Platform, with search, filters, timeline, signing, delivery, workflow, and configuration in a single interface.
VaultLifecycle is a SharePoint Framework (SPFx) web part deployed to your SharePoint environment. It provides a real-time operational view of every document generated by REFRACT Platform, combining SharePoint list metadata, Dispatcher API data, and immutable VaultAudit records into a unified, searchable workspace. The Timeline tab surfaces the VaultAudit event stream for each document, severity-classified, filterable by audience, and expandable to Level 2 sub-event trails for full operational detail.
SPFx Deployment
VaultLifecycle is delivered as part of the vaultpdf-spfx package. It must be deployed to your SharePoint App Catalog and added to a SharePoint page by your administrator. No Azure infrastructure changes are required; the web part connects to your existing Dispatcher Function.
One Lifecycle. Multiple Sources.
Business documents rarely originate from a single system - quotes from CRM, invoices from ERP, signed agreements from external workflows, operational documents from internal applications. REFRACT Platform ingests all of them into a single customer-controlled lifecycle with consistent governance, retention, and audit evidence.
Every ingested document moves through four phases:
| Phase | Description |
|---|---|
| Capture | Documents are received through supported ingestion channels and stored in customer-controlled Azure and Microsoft 365 environments. |
| Classify | Vault applies metadata, lifecycle context, and governance attributes to standardize downstream processing. |
| Govern | VaultAudit records cryptographic evidence and lifecycle events to support traceability and operational review. |
| Discover | VaultLifecycle provides a unified workspace to search, review, and manage document history across all connected systems. |
Teams can search by business metadata, apply consistent governance and retention controls, review audit evidence, and navigate back to the originating system - all from one workspace.
Generate anywhere. Govern centrally. Discover instantly.
What the Workspace Shows
Document Search
Full-text and filter-based search across all generated documents. Filter by status, date range, document type, template, requester, and active products.
Event Timeline
A VaultAudit-powered timeline showing every compliance milestone for a document, from generation through signing, delivery, and archival. Events are severity-classified with Executive, Compliance, Security, and Full filtered views. Operational detail lives in Level 2 sub-event trails expanded on demand.
Integrity Verification
One-click SHA-256 hash verification and immutable archive status for any document. Confirm whether a PDF has been tampered with since generation, or reproduce it from the .vpdf archive and compare hashes. Both operations are recorded as VaultAudit compliance events and can produce a Certificate of Verification.
Product Status Badges
Visual badges on each document record show which REFRACT Platform products are active: VaultAudit, VaultESign, VaultDelivery, Section 508, and VaultRedact.
Related Files
Access the rendered PDF, evidence certificate, accessibility report, evidence bundle, and any reproduced originals from a single panel.
Operational Actions
Initiate signing sessions, create delivery sessions, trigger archive operations, export audit data, and manage workflow submissions directly from the workspace.
Document Status Values
Each document in the workspace displays a status badge derived from its SharePoint list entry and dispatcher API state:
| Status | Description |
|---|---|
generated | PDF has been successfully rendered and stored. |
verified | SHA-256 hash has been independently verified against the original. |
signed | VaultESign session completed and signed PDF produced. |
delivered | At least one VaultDelivery session has been accessed or downloaded. |
archived | Document has been flagged as archived in the audit log. |
pending-signature | VaultESign session is active; awaiting one or more signers. |
validation-failed | A workflow validation rule failed; participant correction required. |
processing | Document is currently being rendered or sealing is in progress. |
failed | Render or seal operation failed. See the Timeline tab for error details. |
Data Sources
VaultLifecycle aggregates data from three sources:
| Source | Data Provided |
|---|---|
| SharePoint Activity List | Document metadata: CorrelationId, DocumentId, DocType, TemplatePath, PdfHash, Status, EngineVersion, requester identity, and timestamps. |
| Dispatcher API | Audit events, signing session state and slot details, delivery session state and access events, workflow instance state and step data. |
| Immutable Audit Blob | Tamper-evident JSONL event stream for each document. Provides the source of truth for the event timeline. |
SharePoint Activity List
The workspace reads from the VaultPDF Activity SharePoint list populated automatically by the Dispatcher at render time. Key columns:
| Column | Description |
|---|---|
CorrelationId | Unique render correlation ID. Primary key linking all Dispatcher API data. |
DocumentId | Business document identifier (e.g. invoice number). |
DocType | Document type label (e.g. invoice, vendor-contract). |
TemplatePath | Blob path of the template used for rendering. |
PayloadPath | Blob path of the JSON payload used for rendering. |
DocumentLink | SharePoint URL of the generated PDF. |
PdfHash | SHA-256 hash of the rendered PDF for integrity verification. |
Status | Current document status (see status values above). |
MetadataJSON | JSON snapshot of resolved features and template settings at render time. Used to derive product badges. |
Deep Links
Source systems can open VaultLifecycle with filters pre-populated by appending query parameters to the SharePoint page URL:
https://your-site/SitePages/Home.aspx?correlationId=d8cb1510-8290-40f8-8592-702eaa9838a6
https://your-site/SitePages/Home.aspx?batchId=082ab853-7852-47f0-b078-1927d2d92619
https://your-site/SitePages/Home.aspx?sourceSystem=D365_FOThe workspace opens automatically with the filter applied. CorrelationIds and BatchIds are globally unique UUIDs; no sourceSystem qualifier is needed to find a specific record by GUID. Deep links work from both the Home.aspx dashboard web part and list-view pages with the VaultLifecycle command set installed.
See Deep Links in the Workspace Tabs reference for the full parameter reference and security model.
Workspace Tabs Reference
Detailed reference for every tab in the VaultLifecycle workspace: search, filters, deep links, Timeline, Signing, Delivery, Workflow, and Configuration.
VaultDispatch API Reference
HTTP endpoint reference for batch dispatch management - list batches, get batch detail, approve or reject, and cancel.
Workspace Tabs Reference
Detailed reference for every tab in the VaultLifecycle workspace: search and filters, Timeline, Signing, Delivery, Workflow, and Configuration.