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.
Learn moreRender. 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
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.
Deterministic Document Rendering
Adaptive rendering of tables, cards, and structured content, optional accessibility tagging, redaction, and queue-based PDF generation on Azure Service Bus.
Learn moreSecure 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.
Learn moreGovernance Orchestration
Multi-party approval workflows with rule-based approver routing, optional email one-time codes, and a hash-chained audit log.
Learn moreAttestations & 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.
Learn moreCompliance & Validation
Append-only audit trails, cryptographic integrity, PDF/UA validation, traceability, and reports for compliance review.
Learn moreLifecycle Operations & Search
Per-document lifecycle tracking in SharePoint, activity search, metadata stamped on generated files, and audit archive retention settings.
Learn moreby Refract Logic
Why the REFRACT Platform
Most document platforms were built for simplicity; the REFRACT Platform was built for trust. That distinction changes every architectural decision.
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.
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.
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.
The REFRACT Platform shares a single data model and audit ledger across rendering, governance, signing, delivery, lifecycle, and compliance.
Platform Positioning
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
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
Discover production-ready business scenarios, watch live demonstrations, and explore implementation guides.
Built for Finance & Operations
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
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
SharePoint libraries and configuration are created automatically during Dispatcher deployment.
Dispatcher and Processor are deployed directly into your Azure subscription.
Templates, field mappings, and integrations for Business Central, Power Platform, and SharePoint are loaded and ready to use.
Generate your first document and open the Lifecycle Workspace with full audit visibility, starting on day one.
Designed for Rapid Adoption
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.
Your first document should be generated on day one. Refinement and optimisation can happen over time.
Built for regulated environments
REFRACT Platform provides controls you configure and verify in your own Azure subscription, generated with the document rather than added afterwards.
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
The REFRACT Platform was designed from first principles for teams where document trust, accessibility, and auditability are non-negotiable requirements.
Microsoft 365 Native
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.
Generate, store, and manage documents directly inside SharePoint libraries, with metadata, content types, and column mapping included.
Serverless rendering, workflow orchestration, validation, dispatch, and governance processing hosted natively in your Azure subscription.
Managed Identity authentication across all platform services, with no stored credentials and no key rotation risk.
High-throughput, priority-routed document job queuing with at-least-once delivery across the rendering pipeline.
Append-only audit evidence, rendered documents, and lifecycle artifacts stored in your own Azure storage, with Managed Identity and RBAC controls.
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
REFRACT Platform attaches governed document workflows to your existing Business Central and Power Platform investments without replacing or duplicating business logic.
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
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
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
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
Works With What You Have
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.
Professional Services
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.
How we help
Rework legacy workflows, portals, and internal tools into maintainable web experiences connected to the systems your teams already use.
Design integrations across Dynamics 365, Power Platform, SharePoint, Azure services, APIs, and custom line-of-business applications.
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 engagementDon'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
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
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
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
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
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
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
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
Pre-built integration guides for Business Central and Power Platform, plus the Dispatcher API reference for custom development.
01 · Dynamics 365
Install and configure the Business Central extension, then generate your first document. Covers SharePoint storage, e-signature workflows, and audit trails, for consultants and developers.
02 · Dynamics 365
Coming soon: REFRACT Platform for Dynamics 365 Sales, to generate documents directly from CRM records, with SharePoint storage, e-signature workflows, and audit trails.
03 · Power Platform
Connect Power Automate and Power Apps to your Dispatcher. Generate PDFs, send documents for signature and approval, and retrieve sealed documents without writing code.
04 · Developer Reference
The HTTP API of your customer-hosted Dispatcher: its Microsoft Entra ID app registration, the two authentication models available to callers, and a Postman testing guide.
Common Questions
Honest answers to the questions that come up in every serious evaluation.
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.
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.
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.
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
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
Every product defaults to customer-controlled document execution and data ownership.
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.
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.
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
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.