Document Infrastructure You Can Trust

Render. Verify. Sign. Deliver.
Your ERP and CRM stay the systems of record. REFRACT Platform adds the compliance layer: governed approvals, secure delivery, and append-only audit evidence, built into the Microsoft environment your organization already runs.

New to REFRACT Platform?

A two-minute overview of how REFRACT generates, signs and delivers documents from Business Central and Power Platform.

THE REFRACT PLATFORM

One Click. One Platform. Complete Document Lifecycle.

Every module shares a single data model and audit ledger, with documents stored in your own SharePoint or Azure storage. Use one or all; they work together by design.

Generate
Deliver
Govern
Sign
Audit
Powered by REFRACT Lifecycle™

REFRACT PDF™

Deterministic Document Rendering

Adaptive rendering of tables, cards, and structured content, optional accessibility tagging, redaction, and queue-based PDF generation on Azure Service Bus.

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REFRACT Delivery™

Secure Delivery

Batch document dispatch, external delivery through time-limited access links, and a tamper-evident log of when each delivery was created, opened, and downloaded.

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REFRACT Workflow™

Governance Orchestration

Multi-party approval workflows with rule-based approver routing, optional email one-time codes, and a hash-chained audit log.

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REFRACT eSign™

Attestations & Electronic Signatures

Electronic signing with one-time-code verification, a SHA-256 hash of the signed document in a chained audit trail, and a Certificate of Completion.

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REFRACT Audit™

Compliance & Validation

Append-only audit trails, cryptographic integrity, PDF/UA validation, traceability, and reports for compliance review.

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REFRACT Lifecycle™

Lifecycle Operations & Search

Per-document lifecycle tracking in SharePoint, activity search, metadata stamped on generated files, and audit archive retention settings.

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THE REFRACT PLATFORM

by Refract Logic

Templates
Configuration & Data
REFRACT PDF™
Deterministic Rendering
REFRACT Delivery™
Secure Distribution
REFRACT Workflow™
Governance Orchestration
REFRACT eSign™
Attestations & Signatures
REFRACT Audit™
Compliance & Validation
REFRACT Lifecycle™
Lifecycle & Search
Outputs
Governed • Signed • Delivered • Retained

Why the REFRACT Platform

A different kind of document infrastructure

Most document platforms were built for simplicity; the REFRACT Platform was built for trust. That distinction changes every architectural decision.

01

Documents stored in your own SharePoint or Azure storage

Documents are generated in your Azure subscription and stored in your own SharePoint or Azure storage, and every download is served by your own Dispatcher or SharePoint site rather than by REFRACT.

02

Born-Accessible, Not Retrofit

Accessibility is generated at creation time. Section 508 structural tags, PDF/UA tagging, and navigable TOC are properties of the rendering engine, not applied as a post-processing step after generation.

03

Cryptographic Proof, Not a Database Record

Integrity is established with SHA-256 hash embedding and a hash of the sealed document recorded in a chained audit trail at signature completion. Verification runs inside your own deployment, using a key held in your own key vault.

04

One Platform, Six Products, One Lifecycle

The REFRACT Platform shares a single data model and audit ledger across rendering, governance, signing, delivery, lifecycle, and compliance.

Platform Positioning

How the REFRACT Platform integrates with enterprise systems

Governance Without Coupling

Business Central, or your other source system, stays the system of record. REFRACT doesn't touch your transactions. Instead, it wraps document processes with approval routing, compliance controls, and tamper-evident audit evidence that operations teams can see and compliance teams can present in an audit.

Augment, Not Replace

The REFRACT Platform augments enterprise systems with governance-grade orchestration, validation workflows, approvals, secure delivery, evidence generation, lifecycle management, and auditability while preserving transactional authority within the source system.

Native to Microsoft 365

The REFRACT Platform extends Microsoft business applications with deterministic document rendering, governance workflows, secure delivery, append-only audit evidence, and lifecycle orchestration.

Business Process Gallery

Production-Ready Business Solutions

Discover how organizations automate document generation, approvals, electronic signatures, secure delivery, governance, and compliance, without compromising security or performance, with documents stored in your own SharePoint or Azure storage, powered by REFRACT PLATFORM™.

Built for Real Enterprise Workloads

  • 5-Level Hierarchical JSON Rendering with Supplementary Annexes
    Render complex ERP and CRM data into production-ready document suites, automatically appending legal annexes, disclosures, and technical attachments.
  • PDF/UA Accessibility
    Generates tagged PDFs designed for PDF/UA, with built-in accessibility validation, helping organizations produce accessible business documents for modern regulatory and enterprise requirements.
  • Intelligent Data Redaction
    Protect sensitive PII and financial information using automated binary-level redaction policies.
  • Batch Governance & Lifecycle Traceability
    Review, verify, approve, and distribute document batches with traceability through the Lifecycle Workspace.
  • Electronic Signing
    Collect electronic signatures through the REFRACT-hosted signing portal, then seal the document with its hash recorded.
  • Secure Delivery
    Deliver documents through time-limited secure access links, with a log of when each delivery was opened and downloaded.
  • Workflow & Governed Business Forms
    Digitize business forms, data collection, and approvals through governed workflows, with each step recorded in a hash-chained audit log.
  • Append-only Audit Packages
    Archive each rendered document with its template, data, and assets, ready to re-render and compare with the original.
Explore Business Processes

Discover production-ready business scenarios, watch live demonstrations, and explore implementation guides.

Built for Finance & Operations

Why Finance & Operations Teams Choose REFRACT

Stop managing document governance in spreadsheets and email.

  • Deploy AR-to-cash, PO approval, or vendor onboarding workflows

  • Rule-based approval routing on any field in the workflow's data, such as amount, department, or risk tier

  • Complete audit trail for every approval, signature, and document change

  • Less manual document handling: generation, approval, delivery, and filing run as one governed lifecycle

  • Compact files: embedded fonts carry only the characters each document uses, and annex images and PDF pages placed as images are downsampled to 150 DPI

  • Your ERP and CRM stay the system of record; REFRACT Platform handles the document layer.

Everything you need to go live. Templates pre-built. Integration packs ready. No build required.

Onboarding

Assisted Onboarding. One Working Session.

A REFRACT engineer works with your team to deploy into your Azure subscription and load your templates. Documents are stored in your own SharePoint or Azure storage.

Why REFRACT deploys differently

Rather than introducing new infrastructure, REFRACT Platform deploys its dispatcher and processor inside your existing Azure subscription, alongside SharePoint, Power Platform, and Business Central. REFRACT hosts the signer and recipient portal, licensing and notifications. Your IT and security teams can evaluate, approve, and trust it on day one, because rendering, storage and audit run inside boundaries they already control.

No new database

Uses your existing Dataverse and SharePoint

No portal to host

Lifecycle Workspace runs inside SharePoint as a web part

No identity system

Permissions inherit from your Microsoft Entra ID tenant

Four Steps. One Working Session.

01

Provision Storage

SharePoint libraries and configuration are created automatically during Dispatcher deployment.

02

Deploy Cloud Services

Dispatcher and Processor are deployed directly into your Azure subscription.

03

Initialize Solutions

Templates, field mappings, and integrations for Business Central, Power Platform, and SharePoint are loaded and ready to use.

04

Generate & Verify

Generate your first document and open the Lifecycle Workspace with full audit visibility, starting on day one.

Designed for Rapid Adoption

Pre-configured templates and integration packs.

REFRACT Platform includes pre-configured templates, field mappings, and integration packs for supported Microsoft business applications. You can begin with the included templates and mappings, then tailor branding, document layouts, and workflow rules to match their processes.

  • Pre-configured templates and field mappings included
  • No database provisioning. Uses your existing Dataverse and SharePoint.
  • No portal to build or host. Lifecycle Workspace included.
  • Security enforced by your existing Microsoft Entra ID and SharePoint permissions
  • Works with Business Central, Power Platform, SharePoint, and any system that can call the REFRACT API

Your first document should be generated on day one. Refinement and optimisation can happen over time.

Built for regulated environments

Controls that run in your own tenant

REFRACT Platform provides controls you configure and verify in your own Azure subscription, generated with the document rather than added afterwards.

Section 508 reportA conformance report you can generate per document
PDF/UA taggingTagged PDF output, checked at render time
Documents stored in your own SharePoint or Azure storageEvery download redirects to your own Dispatcher or SharePoint site, so the REFRACT-hosted portal never receives the document bytes
Chained audit trailEach entry carries the hash of the previous one
Keys in your Key VaultThe audit signing key is held in your own Azure Key Vault

Refract Logic LLC does not hold independent certifications such as SOC 2 or HIPAA. Compliance status depends on your deployment configuration, tenant environment, and applicable regulatory scope.

Industries

Purpose-built for regulated industries

The REFRACT Platform was designed from first principles for teams where document trust, accessibility, and auditability are non-negotiable requirements.

Healthcare & Life Sciences

  • Document generation where rendering never sends document content to Refract Logic
  • Patient care profiles, clinical reports, and discharge summaries
  • Section 508 accessibility for federally funded providers
  • Audit trails for document access and delivery

Public-Sector Requirements

  • Section 508 reports for documents that must meet accessibility rules
  • Tamper-evident records and cryptographic audit trails
  • Documents stored in your own SharePoint or Azure storage
  • Multi-party approval workflows
  • Run on commercial Azure; not yet run on Azure Government or Microsoft 365 GCC

Financial Services

  • Chained audit and integrity controls for regulated documents
  • Account statements, credit reports, and compliance filings
  • Sealed-document hash recorded in a chained audit trail after approval
  • Retention and archival policies, with write-once storage where the immutability policy is applied and locked

Legal & Professional Services

  • Electronic signatures with one-time-code verification and recorded consent
  • Tamper-evident audit records kept in your own SharePoint or Azure storage
  • Structured content rendering for contracts, clauses, and annexes
  • Controlled delivery with access logging

Microsoft 365 Native

Built to live inside your M365 tenant

REFRACT hosts the signer and recipient portal, licensing and notifications. Rendering runs in your Azure subscription; documents and audit records are stored in your own SharePoint or Azure storage.

Documents stored in your own SharePoint or Azure storage
Your tenant

SharePoint Document Libraries

Generate, store, and manage documents directly inside SharePoint libraries, with metadata, content types, and column mapping included.

Your tenant

Azure Functions

Serverless rendering, workflow orchestration, validation, dispatch, and governance processing hosted natively in your Azure subscription.

Your tenant

Microsoft Entra ID

Managed Identity authentication across all platform services, with no stored credentials and no key rotation risk.

Your tenant

Azure Service Bus

High-throughput, priority-routed document job queuing with at-least-once delivery across the rendering pipeline.

Your tenant

Azure Blob Storage

Append-only audit evidence, rendered documents, and lifecycle artifacts stored in your own Azure storage, with Managed Identity and RBAC controls.

REFRACT-hosted

Azure Communication Services Email

Signers, approvers, and recipients get email notifications with links into the REFRACT portal to sign, approve, or open documents. Mail arrives in Outlook or any other mail client.

Business Application Integration

Works with the business applications you already use

REFRACT Platform attaches governed document workflows to your existing Business Central and Power Platform investments without replacing or duplicating business logic.

Business Central Native Integration

Dynamics 365 Business Central

Generate, govern, approve, sign, and securely deliver documents directly from Business Central using native AL integrations and lifecycle orchestration.

Designed specifically for Business Central with AL-based integration supporting rendering, workflows, dispatch, eSignature, and lifecycle governance.

Capabilities

Document GenerationApproval WorkflowsVendor OnboardingRemittance AdviceSecure DeliveryAudit Evidence
Power Platform connector

Power Platform

Use REFRACT Platform capabilities inside Power Apps and Power Automate through the REFRACT Power Platform connector.

The REFRACT Power Platform connector for Power Apps and Power Automate.

Capabilities

Power Apps IntegrationPower Automate ActionsDocument GenerationWorkflow LaunchDispatch Actions
REST API

REFRACT API

Connect any system that can call the REFRACT API to generate documents and send them for signature and approval, on the same governed document lifecycle.

The HTTP API of your customer-hosted Dispatcher, for any system that can call it.

Capabilities

Document GenerationElectronic SignaturesApproval WorkflowsSecure DeliveryDownload Sealed PDF
Coming soon

Dynamics 365 Sales

Coming soon: extend customer-facing processes with onboarding workflows, attestations, document generation, approvals, acknowledgements, and governed lifecycle tracking.

Will connect CRM processes to governed document lifecycles.

Capabilities

Customer OnboardingQuote & Proposal PacksContract AcknowledgementsCustomer AttestationsLifecycle Evidence

Works With What You Have

Your ERP stays in control. REFRACT handles the compliance layer.

Finance and operations teams keep working in Business Central, with no new portals or parallel systems to maintain. REFRACT Platform attaches governed document workflows, approval routing, and audit evidence to the processes you already run, without taking ownership of your transactions. IT and security get compliance controls and audit trails that operate inside the boundaries they already control.

Disconnected governanceEvidence generationWorkflow orchestrationLifecycle managementSource-system neutrality

Professional Services

Modernization & AI Enablement for Microsoft Business Systems

Refract Logic works with select organizations on modernization initiatives that align with our engineering expertise: Microsoft business applications, Azure cloud architecture, enterprise integration, and governed AI-powered knowledge experiences.

We modernize legacy business applications and digital experiences, connect enterprise systems across Dynamics 365, Power Platform, SharePoint, and custom platforms, and implement practical AI capabilities such as AI-powered search and knowledge assistants over existing business content.

Engagements are intentionally focused: architecture-led, hands-on delivery, and built around the same tenant-controlled Azure patterns behind REFRACT Platform.

Business Application ModernizationAzure ArchitectureEnterprise IntegrationAI-Powered SearchKnowledge Assistants

How we help

Modernize business applications

Rework legacy workflows, portals, and internal tools into maintainable web experiences connected to the systems your teams already use.

Connect Microsoft systems

Design integrations across Dynamics 365, Power Platform, SharePoint, Azure services, APIs, and custom line-of-business applications.

Add practical AI experiences

Implement AI-powered search and knowledge assistants grounded in existing business content, permissions, and operational context.

Best fit

Microsoft-centered organizations modernizing business systems where architecture, integration, governance, and AI-powered knowledge access need to move together.

Discuss a services engagement

Don't see your business system?

REFRACT PLATFORM™ is built on a source-system agnostic architecture, allowing organizations to integrate additional ERP, CRM, and custom business applications through the REFRACT API.

Architectural Decisions

Decisions that matter

Every architectural trade-off in the REFRACT Platform was made deliberately. Here is what we chose, and why it works in your favor.

01 · Customer-Owned Infrastructure

You host the documents. We host the portal.

Documents are generated in your Azure subscription and stored in your own SharePoint or Azure storage. Every document download, for REFRACT eSign, Delivery, and Workflow alike, redirects the browser to your own Dispatcher or SharePoint site, which serves the bytes directly; the REFRACT-hosted portal never receives them. Signature images and field values, and REFRACT Workflow attachment uploads, are the two exceptions: they pass through the portal in memory on their way to your Dispatcher and are never written to its storage. The portal keeps signer contact details, one-time-code hashes and session state.

02 · Microsoft-Optimized Architecture

Built for Microsoft. Intentionally.

REFRACT Platform is engineered specifically for Azure, SharePoint, Dynamics 365 Business Central, and Microsoft 365. That is a deliberate design decision, not a constraint. Focusing on one ecosystem lets REFRACT integrate deeply with the platform your organization already runs.

03 · Compliance-Ready Foundation

Controls, not certificates

Refract Logic does not hold SOC 2 or HIPAA certification, and the platform is not presented as certified. What it provides are controls you can inspect: governed workflows, a chained append-only audit trail, and an audit signing key held in your own Azure Key Vault. Your compliance team configures and verifies them in your tenant, against your own requirements.

04 · Accessibility by Design

Tagged by the renderer, not a remediation tool

PDF/UA structural tags, Section 508 navigability, and reading order are produced by the rendering engine as each document is generated, so there is no separate remediation tool to buy or run. The trade-off: accessibility is switched on when a document is rendered, and a document rendered without it is not tagged afterwards.

05 · API-First Integration

Any application can connect

Every REFRACT Platform capability is available via REST API. Native Microsoft integrations are built on the same API layer available to any application: ERP, CRM, or custom system. If your workflow originates outside Microsoft, the governed document lifecycle is still reachable.

06 · Deterministic Rendering

Same input, same output.

The rendering engine produces identical output from identical input, with no floating layouts, and each document can be checked against its recorded hash. That makes validation, testing, and regulatory review easier.

Integrations & Documentation

Start with what works. Extend as you need.

Pre-built integration guides for Business Central and Power Platform, plus the Dispatcher API reference for custom development.

Common Questions

Questions we hear before evaluation

Honest answers to the questions that come up in every serious evaluation.

Does REFRACT Platform require Microsoft technologies?

REFRACT Platform is engineered specifically for Microsoft environments and provides native integration with Dynamics 365 Business Central, Power Platform, Azure, and Microsoft 365, with Dynamics 365 Sales coming soon. If your organization's primary cloud is AWS or Google Workspace, REFRACT Platform's core architectural advantages (documents stored in your own SharePoint or Azure storage, native SharePoint storage, Microsoft Entra ID identity) do not transfer. Every platform capability is also available via REST API, which allows non-Microsoft applications to connect where the primary runtime environment remains Azure.

Is REFRACT Platform a SaaS platform?

The REFRACT Platform dispatcher and processor deploy inside your Azure subscription. REFRACT hosts the signer and recipient portal, licensing and notifications. Rendering runs in your Azure subscription; documents and audit records are stored in your own SharePoint or Azure storage. Your organization retains ownership and control of your documents, storage, security policies, audit records, and governance processes. Your IT and cloud architecture teams provision and own the Azure resources, which also means Azure resource costs are yours to manage directly.

Is REFRACT Platform HIPAA or SOC 2 certified?

Refract Logic does not hold independent HIPAA or SOC 2 certifications. REFRACT Platform provides the compliance-enabling controls: append-only, cryptographically chained audit trails, governed approval workflows, documents stored in your own SharePoint or Azure storage, accessibility at render time, and policy-based retention. Compliance outcomes depend on how your team configures and locks down your specific Azure tenant, your organizational policies and procedures, and your applicable regulatory scope. The architecture is compliance-ready. Your compliance team and auditors verify and certify against your requirements.

Who designs REFRACT templates?

REFRACT templates can be developed by Refract Logic, implementation partners, or customer teams using the documented REFRACT template model. For organizations that want to accelerate initial template creation, REFRACT Template Assist™ provides an assisted design path from existing document references, representative sample data, and business requirements. Teams can begin with their existing document designs instead of starting from a blank template. Template Assist is used during design time only. Templates are rendered through REFRACT PDF, validated against the actual output, refined, and reviewed before deployment. Production document generation remains deterministic.

Learn more about REFRACT Template Assist™

Company

About Refract Logic LLC

Refract Logic is a document infrastructure company building the compliance, accessibility, and governance layer for enterprise document workflows.

We believe organizations generating business and regulated documents should be able to prove those documents are accurate, accessible, and tamper-evident, without relying on external document processing platforms.

REFRACT Platform is how we deliver that promise: six products, one lifecycle, customer-controlled document execution.

Founding principles

1

Documents stored in your own SharePoint or Azure storage

Every product defaults to customer-controlled document execution and data ownership.

2

Trust is provable

Compliance isn't a checkbox; it's evidence. We build systems where document integrity, approvals, signatures, and lifecycle events can be verified inside your own deployment.

3

Accessibility is structural

Section 508 and PDF/UA are not retrofit features. When accessibility is required, REFRACT Platform applies accessibility controls directly within the rendering pipeline so compliant documents are produced by design.

4

Enterprise without friction

Regulated teams shouldn't have to choose between governance and productivity. We design platforms where compliance, developer experience, and operational performance work together as one system.

Our story

Why We Built REFRACT Platform

The team behind Refract Logic brings more than 25 years of combined hands-on engineering and architecture experience across Microsoft business applications and enterprise document systems.

Over years of building solutions across ERP, CRM, approvals, and compliance-driven workloads, we repeatedly saw organizations struggle with external document dependencies, fragmented lifecycle visibility, accessibility requirements, and background processing complexity.

We built REFRACT Platform to take a different approach. REFRACT Platform renders, stores and audits documents inside customer-controlled Microsoft environments, using Azure and Microsoft 365 services organizations already trust and govern. By combining deterministic document generation, workflow governance, electronic signatures, secure delivery, audit evidence, and lifecycle visibility, we designed a platform that keeps document execution closer to business systems and operational controls.

Built for organizations that

demand accuracy, compliance, and trust.

Questions about deployment, licensing, or how REFRACT Platform fits your Microsoft environment? Our team will get back to you within 1-2 business days.

Get in Touch