14 core capabilities

Every tool your documents need, in one platform.

From encrypted storage and AI-powered OCR to workflow automation and legally binding eSignatures, VaultIQ replaces an entire stack of disconnected tools.

Secure Storage

Document Vault

Every file is encrypted at rest with AES-256, versioned automatically, and governed by role-based access control with roles you define yourself. Set automated retention policies, tag documents with custom metadata, and search across every file type in milliseconds.

  • AES-256 encryption at rest and TLS 1.2+ in transit
  • Full version history with instant rollback
  • Database-driven roles and granular permission sets
  • Automated retention and disposition policies
  • Full-text search across all document types
  • Custom metadata tagging and taxonomy
Learn more →
Document VaultAES-256
NDA-Signed-Final.pdfLegalv4
Q4-Revenue-Report.xlsxFinancev12
Board-Deck-2026.pptxExecutivev7
SOW-Acme-Corp.docxSalesv3
AI-Powered

Intelligent OCR

Extract text from scanned documents, receipts, and even handwritten notes. A dedicated OCR service routes each page to the right recognition model and outputs structured, machine-readable data you can pipe directly into workflows.

  • AI-powered extraction from scans, photos, and handwriting
  • 100+ supported file formats including TIFF, HEIC, and PDF/A
  • Structured JSON/CSV output for downstream systems
  • Per-field confidence scores on every extraction
  • Table detection and key-value pair extraction
Learn more →
PDF
Invoice-8492.pdf
Scanned · 3 pages · 1.2 MB
EXTRACTED · 99.4% confidence
{ "vendor": "Acme Corp", "invoice_no": "INV-8492", "date": "2026-03-01", "total": "$4,280.00", "line_items": 6 }
Zero Code

Workflow Automation

Build complex document workflows visually with 13 node types, conditional branching, parallel execution paths, deadline triggers, and automatic escalation, without writing a single line of code.

  • Visual drag-and-drop workflow builder
  • 13 node types: approval, review, notify, branch, merge, and more
  • Conditional branching with expression-based rules
  • Parallel execution for independent approval chains
  • Deadline triggers with automatic escalation paths
Learn more →
Upload
OCR Extract
Manager Review
Approved?
YES
Publish
NO
Revise
Legally Binding

Digital Signatures

Collect legally binding eSignatures with certificate-based verification, multi-factor signer authentication, and timestamped audit trails. Support multi-party signing ceremonies with configurable signing order.

  • Certificate-based verification (X.509)
  • Multi-factor signer authentication (email, SMS, ID)
  • Multi-party signing with sequential or parallel order
  • RFC 3161 compliant timestamping
  • Full audit trail with IP, device, and geolocation
Learn more →
Contract-MSA-2026.pdf
SK
Sarah Kim
Mar 7, 10:23 AM
Signed
JL
James Lee
Mar 7, 2:15 PM
Signed
AR
Amy Rivera
Awaiting
Pending
Capture & Route

Email Integration

Capture incoming emails via SMTP and IMAP, auto-classify content with AI, extract attachments, and route everything to the correct workspace or workflow, no manual filing required.

  • SMTP and IMAP capture with TLS
  • AI-powered auto-classification of incoming emails
  • Automatic attachment extraction and indexing
  • Rule-based routing to workspaces and workflows
  • Thread-aware conversation linking
Learn more →
Incoming Email
vendor@acme.coInvoice
Invoice #4821 attached
Finance / Invoices
legal@partner.ioContract
Re: NDA countersign
Legal / Contracts
hr@company.comHR
Onboarding docs for J. Smith
HR / Onboarding
Intake

Hosted Forms

Not every document starts inside your organisation. Build a form in the drag-and-drop builder, publish it at its own URL, and let suppliers, applicants or the public submit straight into a workflow or a case file. No mailbox in the middle, and nobody rekeying a PDF somebody attached to an email.

  • Published on a tokenised URL you can rotate or revoke at any time
  • Switch a form on or off, or give it an expiry date
  • Per-form branding override, so it carries the right department’s identity
  • File uploads attach to the submission and land in the vault
  • Each submission gets a reference number the submitter can quote
  • Submitter email, IP and user agent captured for the audit trail
  • Submissions can open a case, or start a workflow, on receipt
See intake options →
Public URL
/forms/supplier-onboarding?t=a41f…
Submission received
ReferenceSUB-2026-00417
Submitteraccounts@riftvalley.co.ke
Attachments2 files, 1.4 MB
OpenedCase CS-2026-0091
And more

Built for every part of the workflow.

Beyond the core platform, VaultIQ handles the parts most document systems leave to you, records retention and defensible disposal, bulk capture, forms, governance, and internal comms.

Case Management

Bundle related documents, communications, and tasks into structured cases. Timeline view, status tracking, and SLA monitoring keep everything on schedule.

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Analytics & Reporting

Dashboards for document throughput, workflow bottlenecks, user activity, and compliance posture. Build custom reports with drag-and-drop.

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Real-time Collaboration

Co-editing, inline annotations, threaded comments, @mentions, presence indicators, and full change tracking across every document.

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API & Integrations

REST API with scoped API keys, inbound and outbound webhooks, LDAP/AD sync, and SSO via SAML 2.0 or OpenID Connect.

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Records Management

Records classification, retention schedules, storage tiering, legal holds, and an approval-gated destruction queue with disposition logs for defensible disposal.

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Capture & Scanning

Ingest from network scanners, watched folders, and IMAP mailboxes. Indexing templates tag and file each document as it lands, with an exception queue for anything that needs a human.

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Forms & Data Capture

Build forms with a drag-and-drop builder and publish them as hosted pages your staff or the public can submit, each response landing straight into a workflow or case.

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Governance & Access

Database-driven RBAC you edit from a permission matrix, no code deploys. Document-level ACLs, per-role IP restrictions, and an access-violations queue for every denied attempt.

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Memos & Internal Comms

Draft internal memos from reusable templates, route them for approval through the same workflow engine, and keep every one filed and searchable alongside the documents it references.

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Ready to eliminate document chaos?

Bring capture, storage, workflow, signatures, and retention under one system your auditors can actually query.