A document engine whose rendering never sends document content outside your Azure subscription, delivering fast, branded PDFs at enterprise scale. REFRACT PDF is a document infrastructure that provides:
Modern business systems generate thousands of documents every day — invoices, reports, contracts, compliance forms, and operational records. Yet many organizations still rely on tools designed for static reporting or simple template replacement.
Schema-Driven Intelligence
Render complex, multi-level nested data from Dynamics 365 without the need for manual pixel-mapping or static layout rules.
Zero Document Egress
Runs inside your Microsoft 365 tenant and Azure subscription. Rendering never sends document content outside your Azure subscription.
End-to-End Governance
Automated metadata stamping and native Power Automate triggers make your documents ready for business logic and archival.
Audit Trail & Access Control
An append-only, hash-chained audit trail, plus optional item-level permission locking using SharePoint item permissions.
REFRACT PDF was created to solve these challenges by providing a document rendering engine designed for modern cloud systems, treating document generation as a structured rendering process that produces complex documents reliably, securely, and at scale.
How the platform handles processing volume and complex layouts, and where control of your data sits.
REFRACT PDF is designed to integrate with enterprise platforms. Running natively on Microsoft Azure, organizations can generate documents directly within their existing infrastructure, and rendering never sends document content outside your Azure subscription.
Microsoft Dynamics 365
CRM, Sales & Finance Ops
Microsoft Power Platform
Apps, Automate & Dataverse
Internal ERP Applications
Custom business systems
Microsoft SharePoint
Document & content management
Trusted across the Microsoft ecosystem
A schema-driven document engine for the enterprise business applications.
Connect structured JSON from Dynamics 365, Dataverse or internal systems.
REFRACT PDF interprets your schema — not static layout rules.
Map fields, set hierarchy, and define layout constraints.
Structured layout rules with automatic overflow handling.
Input: Raw JSON
Output: PDF Table Row
| Order | Customer | Amount |
|---|---|---|
| A100 | John | $1,200 |
| ⚠ Late delivery | ||
Generate schema-aware documents via your private SharePoint staging vault.
Native Entra ID sign-in and SharePoint item-level permissions control who can open each document.
No brittle templates. No runtime surprises. Just structured documents.
Built on Azure, SharePoint, Dataverse, and Microsoft Entra ID. REFRACT PDF deploys inside the Microsoft infrastructure your organization already owns and operates.
Why REFRACT PDF deploys differently
Rather than introducing new infrastructure, REFRACT PDF provisions what it needs directly inside your existing Azure, SharePoint, Power Platform, and Dynamics 365 environment. Your IT and security teams can evaluate, approve, and trust it on day one, because it runs inside boundaries they already control.
No new database
Uses your existing Dataverse and SharePoint
No portal to build
Lifecycle Workspace is a native SharePoint extension
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 Dynamics 365, Power Platform, and SharePoint are loaded and ready.
Generate your first document and open the Lifecycle Workspace with audit visibility, starting on day one.
Designed for Rapid Adoption
REFRACT PDF includes pre-configured templates, field mappings, and integration packs for supported Microsoft business applications. Most organizations 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.
Document Infrastructure
REFRACT PDF isn't just a PDF generator. It handles document workflows for enterprise and SMB customers, from rendering and formatting to monitoring and security, so you can manage documents reliably and at scale.
All outputs including standard documents, receipts, error reports, and system status PDFs are rendered consistently through a single, reliable engine.
Supports direct rendering, queued asynchronous jobs, and priority-based processing, giving control over document generation workflows.
Protect sensitive documents with watermarks and password protection, while tracking metadata and integrating with SharePoint.
Automatically formats dates, currencies, numbers, and large text IDs. Advanced features like table of contents, section numbering, icon-based booleans, nested tables, and overflow handling make your documents smarter and more readable.
Built-in status reports, job tracking, Dead Letter Queue, and configurable retries, so you can monitor document processing and keep audit trails.
REFRACT PDF adapts to small direct jobs or large batch workloads. Service Bus integration, receipt reporting, and customizable templates make it easy to extend for future needs.
Security & Compliance
REFRACT PDF is designed for enterprise workflows with secure and auditable PDF generation. Documents and templates are managed in SharePoint, using SharePoint's built-in versioning and access controls. Rendering never sends document content outside your Azure subscription.
Protect PDFs with user-defined passwords for sensitive documents.
Track document status, job IDs, and custom metadata, optionally logged to SharePoint for enterprise auditing and compliance.
All templates stored in SharePoint automatically maintain version history, so you can see changes and restore previous versions.
Leverage Azure Managed Identity for secure access. Control optional features like Service Bus queues, automated email notifications, and archiving to SharePoint.
Document access is governed by SharePoint permissions. Rendering never sends document content outside your Azure subscription.
Optional integration with Application Insights provides performance metrics, job monitoring, error tracking, and queue observability, giving admins insight into the document workflows.
Flexible pricing
Start with a pilot, then expand to enterprise-scale volumes with predictable costs.
Scale workflows without losing visibility or control.
Scale workflows without losing visibility or control.
Scale workflows without losing visibility or control.
REFRACT PDF is a document rendering engine built for PDF generation for enterprise applications. It generates structured PDFs from JSON data and runs inside your Microsoft tenant, enabling secure document generation for Dynamics 365 and other enterprise business applications.
No. Rendering never sends document content outside your Azure subscription. License validation sends your tenant identifier, license key and deployment address, and usage reporting sends counts; neither includes document content.
REFRACT eSign, Delivery and Workflow involve a REFRACT-hosted portal and notification service. See the Trust Center for exactly what each one receives.
REFRACT PDF runs in Azure Functions within your tenant and integrates with services such as SharePoint document libraries for template management and document storage.
Refract Logic holds no independent certifications: no SOC 2, ISO 27001, HIPAA or FedRAMP. REFRACT hosts the signer and recipient portal, licensing and notifications. Rendering, storage and audit run in your Azure subscription, under the security and data residency controls you configure there, on Microsoft services covered by Microsoft's own certifications.
Yes. REFRACT PDF supports both direct, real-time rendering and queued asynchronous processing through Azure Service Bus, including a batch dispatch path for submitting many documents at once. Failed jobs are retried automatically, and any that keep failing are moved to a dead letter queue instead of being lost.
Templates are stored in SharePoint document libraries, allowing version history, permissions, and governance through Microsoft 365 controls.
REFRACT PDF can operate in environments where Azure Functions and SharePoint Online are supported, including regulated deployments where processing must stay in your own tenant.
REFRACT PDF runs in your own Azure subscription and renders documents from JSON templates, with templates and generated documents stored in SharePoint.
More technical details View Documentation →
Ready to launch
REFRACT PDF renders PDFs from JSON templates, REFRACT eSign collects signatures, and REFRACT Workflow routes approvals. Rendering, storage and audit run in your Azure subscription.