VaultPacks - Template & Process Catalog
Pre-built content bundles that combine document templates, governance workflows, validation workflows, approval processes, and delivery configurations into deployable business solutions.
VaultPacks are pre-built content bundles that combine .vpdf document templates, governance workflows, validation workflows, approval processes, and delivery configurations into deployable business solutions. Each pack is organized around a specific business function and provides a complete operational process, from document generation and validation through approval, signing, dispatch, delivery, and lifecycle governance.
VaultPacks allow organizations to deploy standardized business capabilities without building templates, workflows, validations, and delivery processes from scratch.
Every template or process within a pack declares its supported capabilities and governance requirements:
| Capability | Description |
|---|---|
| lifecycle | Participates in a VaultLifecycle document lifecycle (draft → issued → closed). |
| delivery | Supports batch dispatch and VaultDelivery secure-portal distribution. |
| accessibility | Output meets Section 508 / WCAG 2.1 AA requirements. |
| workflow | Includes or supports a VaultWorkflow governance or data-collection workflow. |
Template IDs
Every template and workflow in a pack has a stable templateId used when referencing it in the VaultPDF render API payload (templatePath). The .vpdf file is the compiled template binary; the templateId is the identifier you use in code.
Sales Pack
Category: Sales
Capabilities: Lifecycle · Delivery · Accessibility · Workflow (optional)
Customer-facing sales operations covering the full order-to-cash cycle - from initial quotation through order confirmation, goods dispatch, billing, credit adjustments, and customer account statements.
BC Source Module
All templates in the Sales Pack use Source Module: Sales in Business Central. The BC Template Code column shows the exact template code in the VaultPDF Template Setup, so you can cross-reference between this catalog and BC.
Receivables
AR operations covering the billing and collections lifecycle from initial invoice through credit adjustments and account-level statements.
Templates
| Template ID | BC Template Code | Description |
|---|---|---|
invoice-standard | SALES-INVOICE | Standard invoice with Bill To block, invoice meta chips, line items with subtotals, payment methods with QR code, and a branded certification footer. |
invoice-modern | SALES-INVOICE (variant) | Executive dark-slate invoice with forest-green accents. Compact 4-column info header, no chip row. Suited for professional services, consulting, and SaaS billing. |
credit-note-standard | SALES-CREDMEMO | Formal credit memo referencing the original invoice. Itemizes credited lines and documents how the credit is applied - account credit, bank transfer, or replacement. |
account-statement-standard | CUST-STMT-STD | Customer account statement with period activity, aging buckets (current / 30 / 60 / 90+ days), full transaction history with running balance, and payment instructions. |
account-statement-payment | CUST-STMT | AR statement organized by invoice, showing original amount, payments applied, credits applied, and remaining balance per invoice. Designed for remittance advice and collections follow-up. |
Workflows
| Template ID | Type | Description |
|---|---|---|
invoice-approval | governance | Validates credit limit, discount authorization (≤20%), and payment terms. Routes to AR Supervisor, AR Manager, or Finance Director based on invoice amount. |
credit-note-approval | governance | Validates that the credit amount does not exceed the original invoice total, reason is provided, and the original invoice is referenced. Routes to AR Manager or Finance Director based on credit amount. |
Order Management
End-to-end order lifecycle documents from initial quotation through sales order confirmation and physical dispatch to the customer.
Templates
| Template ID | BC Template Code | Description |
|---|---|---|
quote-standard | SALES-QUOTE | Sales quotation with validity period, chip summary row, quoted items table, totals, terms & conditions, and a three-party acceptance signature zone. |
sales-order-standard | SALES-ORDER | Customer-facing sales order confirmation with Bill-to and Ship-to addresses, order meta chips, line items, order totals, and shipping and delivery instructions. |
sales-order-modern | SALES-ORDER (variant) | Executive modern-styled sales order confirmation. Compact header layout with salesperson info, clean line-item table, and order totals. Suited for professional services and high-touch B2B accounts. |
delivery-note-standard | SALES-SHIP | Packing slip dispatched with goods. Ship-to address, order reference, itemized shipped quantities, dispatch summary, and a dual signature zone for dispatched-by and received-by confirmation. |
Workflows
| Template ID | Type | Description |
|---|---|---|
quote-approval | governance | Validates discount authorization (≤15%), margin floor (≥20%), and expiry date. Routes to Sales Supervisor, Sales Manager, or Sales Director based on quote total. |
so-customer-acceptance | data-collection | Two-step customer acceptance workflow. Customer reviews order details then submits acceptance with digital sign-off. |
delivery-confirmation | data-collection | Three-step workflow for confirming physical delivery. Receiver records delivery details, itemizes quantities received, and signs off. |
Payables Pack
Category: Accounts Payable
Capabilities: Lifecycle · Delivery · Accessibility · Workflow
Vendor-side procurement and AP operations - from raising purchase orders through goods receipt, vendor billing, and remittance advice.
BC Source Module
All templates in the Payables Pack use Source Module: Purchasing in Business Central.
Templates
| Template ID | BC Template Code | Description |
|---|---|---|
purchase-order-standard | PURCH-ORDER-STD | Formal purchase order issued to a vendor. Buyer and vendor details, ordered items with quantities and pricing, delivery requirements, PO totals, and a dual approval signature zone. |
goods-receipt-note-standard | - | Goods Receipt Note issued on delivery. Records quantities ordered vs received, item conditions, discrepancies, and a three-party signature zone (received by / inspected by / authorized by). |
vendor-bill-standard | - | Vendor invoice recorded for AP processing. Vendor details, PO reference, cost centre, itemized charges with GL codes, AP totals, and a dual AP approval zone. |
vend-remit-standard | VEND-REMIT | AP remittance advice for a full payment run. KPI state cards, document type breakdown, vendor register, and detailed payment lines. |
Workflows
| Template ID | Type | Description |
|---|---|---|
po-approval | governance | Validates vendor approved status, PO total within department budget, and department code. Routes to Procurement Manager, Procurement Director, or CFO based on PO total. |
vendor-bill-approval | governance | AP 2-way match validation. Verifies that the vendor bill total does not exceed the linked PO amount (5% tolerance) and that vendor IDs match. Routes to AP Manager or Finance Director. |
Manufacturing & Production Pack
Category: Manufacturing
Capabilities: Lifecycle · Accessibility · Workflow
Shop floor and production operations from work order release through goods completion. Covers BOM documentation, quality inspection, material requisitions, and production completion reporting.
No Delivery Capability
Manufacturing documents are internal-only by default and do not include VaultDelivery support.
Templates
| Template ID | Description |
|---|---|
work-order-standard | Shop floor work order with product details, routing steps (operation, work center, labor hours), order summary, and dual approval signature zone. |
bill-of-materials-standard | BOM document showing component hierarchy, quantities per unit, unit and extended costs, lead times, and total BOM cost summary with overhead rate applied. |
quality-inspection-standard | QC inspection report with criterion-by-criterion pass/fail results, actual vs specification measurements, tolerance, and disposition (accept / reject / rework). |
material-requisition-standard | Internal material request from production to stores. Lists items with required quantities, unit and estimated costs, and a three-party signature zone (requested / approved / issued by stores). |
Workflows
| Template ID | Type | Description |
|---|---|---|
work-order-approval | governance | Validates material availability, production capacity, routing completeness, and positive qty. Routes to Shift Supervisor, Production Manager, or Production Director. |
quality-inspection-approval | governance | Validates zero critical defects, full inspection completion, and disposition set. Routes to Quality Director for any failed or non-conforming inspection. |
material-requisition-approval | governance | Validates work order reference, BOM quantity allowance (≤10% tolerance), stock availability, and cost center. Routes based on requisition total. |
production-completion | data-collection | Three-step workflow for recording actual production output. Operators capture yield, downtime, scrap, and non-conformances, then sign off. |
Warehouse & Logistics Pack
Category: Warehouse
Capabilities: Lifecycle · Accessibility
Warehouse and logistics operations covering wave-based order picking, outbound packing with lot and serial tracking, and internal stock transfers. Templates use data-heavy compact layouts with 7-column primary tables and overflow rows for supplementary tracking data.
Templates
| Template ID | Description |
|---|---|
picking-slip-standard | Wave-based warehouse picking slip. Two-level hierarchical table: pick groups (zone + aisle) with indented per-zone pick line detail (item code, bin location, lot/batch, qty required, qty picked, status). Conditional status styling - Open / Picked / Short / Skipped. Picker sign-off card. |
packing-list-compact | Compact outbound packing list. 7-column primary table (line, item code, description, qty ordered, qty packed, UOM, weight kg) with lot/serial number, dimensions, and expiry date in overflow rows. Package totals summary card with declared value and gross weight. Dual dispatch / receipt sign-off zone. |
stock-transfer-order-standard | Internal stock transfer order between warehouse locations or bin addresses. 7-column primary table (line, item code, description, from bin, to bin, qty, UOM) with lot/batch and reason code in overflow rows. Three-party approval zone: requested-by / approved-by / received-by (destination). |
CRM Pack - Dynamics 365 Sales
Category: CRM
Capabilities: Lifecycle · Accessibility · Workflow (optional)
Customer relationship management documents for Dynamics 365 Sales - from initial quote through confirmed sales order, plus pipeline and account intelligence reports. Navy-blue modern theme with chip KPI rows, overflow column tables, and signed approval zones.
Templates
| Template ID | Description |
|---|---|
quote-crm-standard | Sales Quote / Proposal with six-column product table (line, product/service, qty, unit price, disc %, line total) and overflow rows for product code and notes. Quote totals card and three-party signature zone. |
sales-order-crm-standard | Sales Order Confirmation with six-column order table, overflow rows for item code, warehouse, and notes. ORDER DETAILS card with ship-by date and customer PO reference. Two-party confirmation signature zone. |
opportunity-summary-crm | One-page opportunity summary with key metrics (revenue, budget, decision maker), sales timeline milestones, and an activity log table. Ideal for deal-review meetings and CRM printouts. |
account-overview-crm | Single-page account overview with KPI card, full contacts table (name, title, email, phone, role), and recent deals table (deal name, stage, close date, amount, status). Suitable for account-review and QBR packets. |
pipeline-report-crm | Sales pipeline report grouped by stage using a two-level hierarchical table. Stage rows show opportunity count and stage value; child rows show account, deal name, close date, probability, and amount. Includes pipeline summary KPI card with weighted forecast and win rate. |
Workflows
| Template ID | Type | Description |
|---|---|---|
quote-crm-approval | governance | Validates opportunity linkage, discount authorization (≤20%), margin floor (≥18%), and quote validity date. Routes to Sales Manager (>$75K) or Sales Director (>$200K). |
proposal-customer-acceptance | data-collection | Two-step customer acceptance workflow. Customer reviews proposal then submits acceptance decision (accept / request revision / decline) with digital sign-off. |
deal-close-confirmation | data-collection | Two-step workflow for recording a closed-won deal. Sales rep captures win details and fulfillment handoff notes; manager confirms the close is accurately documented in CRM. |
CRM Health Pack - Dynamics 365 Sales Analytics
Category: CRM Health
Capabilities: Accessibility · Workflow (optional)
Management analytics layer for Dynamics 365 Sales. Rep performance scorecards, team-level forecast summaries, and pipeline aging reports with conditional staleness styling. Governance workflow locks period forecast commits; data-collection workflow archives manager-led pipeline review action plans.
Templates
| Template ID | Description |
|---|---|
rep-scorecard-crm | Individual sales rep performance scorecard for a period. Quota attainment %, win rate, pipeline coverage ratio, and average deal size in a chip row. Closed-deals table with outcome conditional styling and an activity summary table vs targets. |
forecast-summary-crm | Team-level period forecast summary. Committed, best-case, total pipeline, and coverage ratio chips at the top; rep-by-rep forecast breakdown table (committed, best case, pipeline, coverage, last updated). |
pipeline-aging-crm | At-risk pipeline aging report with conditional red (Critical >60d) / amber (Stale 31 - 60d) / blue (Monitor 15 - 30d) band styling per opportunity. Chip row shows total at-risk value, critical count, stale count, and no-activity count. |
Healthcare Patient Pack - Clinical & Revenue Cycle
Category: Healthcare
Capabilities: Accessibility
HIPAA-Flagged PHI Documents
Both templates in this pack are flagged as PHI documents. They must be deployed in an Azure-hosted Vault environment covered by a Microsoft Business Associate Agreement (BAA). Do not render or store PHI data in non-BAA tenants.
Industry pack for healthcare organizations. Covers patient billing (EOB-style statements with insurance adjudication) and care coordination (360-degree patient profiles with risk levels and care gap tracking). Both templates carry HIPAA metadata flags and Section 508 accessibility.
Templates
| Template ID | Description |
|---|---|
patient-billing-summary | EOB-style patient billing statement. Red BALANCE DUE card, four financial chips (total billed, insurance paid, adjustments, patient balance). Itemized charges table with CPT, revenue code, and rendering provider in overflow rows. Insurance info and payment options block at bottom. |
patient-care-profile | Patient care coordination 360 profile. Demographics, care team, and CARE STATUS risk card with four engagement chips (days since last visit, open care gaps, active medications, upcoming appointments). Care gaps table with High/Medium/Low priority and Overdue/Due Soon/Current status conditional styling. Recent encounters table. |
Guided Document Packs
Category: Onboarding & Compliance Capabilities: Workflow (with one or more Guided Documents)
A Guided Document Pack pairs a single VaultWorkflow data-collection session with one or more Guided Documents - official third-party PDFs (government forms, bank-mandated forms, compliance forms) filled from the same submission that seals your own branded VaultPDF summary. The participant answers your questions once; every downstream document, yours and theirs, is produced from that single answer set.
Reference configurations, not a fixed catalog
Unlike the Business Central-integrated packs above, these are illustrative patterns rather than a pre-built catalog with stable template IDs - the official forms and their field layouts are specific to your organization, your vendors' jurisdictions, or the agency requiring them. Use the Guided Documents reference to configure your own mapping against the real forms you need.
Example Configurations
Only Vendor Onboarding (W-9) is built and verified today
Every other row below is an illustrative category, not a shipped pack - see Guided Documents: Guided Form Packs for exactly what's built versus planned next.
| Pack | Workflow collects | Guided Documents produced |
|---|---|---|
| Vendor Onboarding (built) | Contact details, entity type, tax classification, address. | IRS Form W-9. |
| Vendor/Supplier Onboarding (foreign) (planned next) | Foreign entity details, country of citizenship, foreign tax ID, treaty claim. | IRS Form W-8BEN. |
| Employee Onboarding (planned next) | Filing status, dependents, additional withholding elections. | IRS Form W-4. |
| Customer Onboarding | Account details, billing/shipping contacts, tax-exemption status, credit application data. | State/local tax-exemption certificates, credit application forms required by your finance team's chosen provider. |
| Compliance Forms | Attestations, certifications, sanctions/export-control declarations already captured in your governance workflow. | Industry- or regulator-specific attestation forms that must be filed on the regulator's own template. |
| Government Forms | Any workflow data a government agency's own form requires. | The agency's official fillable PDF, filled and locked - not a VaultPDF-branded facsimile. |
Confirm AcroForm vs. XFA before building a pack around a real form
Guided Documents fill standard AcroForm fields only. Many real government and bank forms are XFA-hybrid (XFA data plus a complete, independent AcroForm layer) and work fine with rejectXfa: false - but a pure/dynamic XFA form with no real AcroForm fields underneath will silently leave every field blank rather than error. Verify the actual PDF before committing engineering time to a mapping - see Guided Documents.
I-9 is not a straightforward data-fill
I-9 is sometimes raised alongside W-4 for Employee Onboarding, but it involves employer-side physical identity-document inspection and attestation under penalty of perjury - materially more than mapping collected data onto a form. It isn't recommended as a "safe" next pack without separately scoping that process.
Ready to use a VaultPack?
Reference a template by its templateId in the VaultPDF render API payload, or deploy a pack's workflow using the VaultWorkflow schema.
Signature Zones
Reserve space for digital signatures in your PDFs using platform-agnostic anchor zones that integrate with DocuSign, Adobe Sign, Dropbox Sign, and other e-signature platforms. Optionally append a tamper-evident Approval & Verification page.
VaultWorkflow
VaultWorkflow is a governed multi-step document workflow engine. It orchestrates structured data collection, validation, approval routing, and final PDF sealing, all within your Azure tenant.