9 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 30+ configurable roles. Set automated retention policies, tag documents with custom metadata, and search across every file type in milliseconds.

  • AES-256 encryption at rest and TLS 1.3 in transit
  • Unlimited version history with instant rollback
  • 30+ granular roles and 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 with 99%+ accuracy. VaultIQ’s OCR engine supports 100+ file formats 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
  • 99%+ character-level accuracy with confidence scores
  • 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
And more

Built for every part of the workflow.

Beyond the core platform, VaultIQ includes everything you need to manage cases, track analytics, collaborate in real time, and integrate with your existing stack.

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

Full REST API, webhooks, LDAP/AD sync, SSO via SAML 2.0 and OpenID Connect, plus native Slack and Teams notifications.

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Ready to eliminate document chaos?

Join thousands of teams using VaultIQ to secure, automate, and collaborate on every document in their organization.

Get started for freeBook a demo