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Lifecycle Operations & Discovery

Refract Logic Product Suite

VaultLifecycle™

Document Lifecycle Management & Search Platform

VaultLifecycle provides the operational backbone of the Vault Platform, managing document states, driving SharePoint-native library operations, enabling full-text search and metadata-driven discovery, and enforcing retention and archival policies across the document estate.

VaultLifecycle™

Operational Infrastructure for the Verifiable Enterprise

SharePoint-Native Operations

Read, write, and manage documents directly inside SharePoint document libraries using the Microsoft Graph API, with metadata, content-type, and column mapping.

Full-Text & Metadata Search

Search across generated document estates by content, metadata, tags, and structured properties, surfaced inside SharePoint or via API.

Lifecycle State Tracking

Track each document through its complete lifecycle: draft, active, under review, approved, delivered, and archived, with state-linked metadata.

Retention & Archival Policies

Apply configurable retention schedules and archival rules to ensure documents meet regulatory hold periods and immutability requirements.

Operational Infrastructure for the Verifiable Enterprise

Product capabilities

Built for organizations that need more than document generation. VaultLifecycle handles the operational layer: where documents live, how they are found, how long they are kept, and how lifecycle state is tracked across every platform product.

SharePoint-Native Operations

Read, write, and manage documents directly inside SharePoint document libraries using the Microsoft Graph API, with metadata, content-type, and column mapping.

  • Graph API integration
  • Library management
  • Column & metadata mapping

Full-Text & Metadata Search

Search across generated document estates by content, metadata, tags, and structured properties, surfaced inside SharePoint or via API.

  • Full-text indexing
  • Metadata-driven filters
  • Cross-library discovery

Lifecycle State Tracking

Track each document through its complete lifecycle: draft, active, under review, approved, delivered, and archived, with state-linked metadata.

  • State timeline
  • Lifecycle metadata
  • Cross-product visibility

Retention & Archival Policies

Apply configurable retention schedules and archival rules to ensure documents meet regulatory hold periods and immutability requirements.

  • Retention schedules
  • Immutable archive
  • Regulatory hold support

Metadata Enrichment

Automatically inject and synchronize structured metadata (tenant ID, document type, render version, workflow state) across document library columns.

  • Auto-injection
  • Version tracking
  • Column synchronization

Cross-Platform Integration

Acts as the connecting layer between VaultPDF rendering outputs, VaultWorkflow state transitions, VaultESign completions, and VaultDelivery records.

  • Render-to-archive
  • Workflow state sync
  • Delivery record linkage

Execution model

How it fits into the Vault Platform

1

VaultPDF renders and routes a document output to the target SharePoint library via VaultLifecycle.

2

VaultLifecycle writes lifecycle metadata (state, version, tenant, document type) to library columns.

3

As VaultWorkflow progresses, lifecycle state is updated and search indexes are refreshed.

4

Post-signature and post-delivery records are linked back to the originating document for end-to-end traceability.

5

Retention policies govern archival timing, hold enforcement, and eventual disposition.

Enterprise proof points

Built for verifiable document infrastructure

Native SharePoint integration means no separate document repositories or storage duplication.

Full-text search across the generated document estate without leaving the M365 boundary.

Lifecycle metadata drives dashboards, reporting, and governance visibility across all Vault products.

Retention and archival controls are tenant-managed, with no vendor dependency for policy enforcement.

Acts as the operational backbone connecting all five other Vault Platform products into a coherent lifecycle.

Designed for regulated teams with long-lived document estates and audit defense requirements.

Ready to modernize?

See how VaultLifecycle™ strengthens your document lifecycle.