Quick Start
Try VaultPDF in minutes using sample templates and ready-to-run payloads in the Playground.
VaultPDF lets you generate clean, structured PDF documents from JSON data.
The fastest way to try it is to start with a sample template. Each example includes a ready-to-use payload, so you can load it into the Playground and generate a PDF immediately.
What you will do
In this quick start, you will:
- Browse available templates
- Load a sample into the Playground
- Review the sample payload
- Generate a preview PDF
- Explore how JSON maps to document layout
Step 1: Open the Templates page
Go to the Templates page to browse available examples.
Templates are organized to help you explore common document patterns such as:
- Invoices
- Approval workflows
- Multi-page reports
- Signature-ready documents
Each template includes a matching sample payload so you can test it without creating anything from scratch.
Step 2: Choose a template
Select any available template and click Use Template.
This loads the template and its sample payload directly into the Playground.
You do not need to prepare JSON manually for your first test. Everything is preloaded so you can focus on understanding the output.
Step 3: Review the sample payload
Once the template opens in the Playground, review the sample JSON payload.
This helps you understand how VaultPDF turns structured data into a finished document.
Typical payload sections may include:
- Customer information
- Order or invoice details
- Addresses
- Line items
- Totals
- Approval or signature data
Step 4: Generate a preview PDF
Run the template in the Playground to generate a preview PDF.
This lets you see how the sample payload is rendered using the selected template.
As you review the output, notice how VaultPDF handles:
- Grouped business data
- Structured sections
- Tables and summaries
- Signature-ready layouts
- Multi-page formatting
Step 5: Explore more examples
After generating your first preview, try a few different templates to see how VaultPDF supports different document types.
A good sequence is:
- Invoice Template
- Approval Workflow
- Multi-page Report
- Signature Document
This gives you a quick view of the main layout patterns supported by VaultPDF.
How VaultPDF works
VaultPDF uses structured JSON as the source of truth for document generation.
In practical terms:
- Objects map to grouped sections such as customer or order details
- Arrays map to repeating content such as tables
- Totals map to summary areas
- Approval data can map to signature and verification sections
This structure makes documents easier to generate consistently across workflows.
Recommended first templates
Invoice Template
A good starting point for understanding cards, tables, and totals.
Approval Workflow
Shows approval-oriented layouts, signature zones, and verification-style content.
Multi-page Report
Demonstrates long-form document flow, pagination, and grouped content.
Signature Document
Shows documents prepared for manual signing or external signature workflows.
What to look for in the output
As you test templates, pay attention to:
- How fields are grouped
- How repeating rows are displayed
- How totals are summarized
- How approval and signature areas are placed
- How document sections stay readable across pages
Next steps
After trying a few templates, continue here:
Need deeper access?
The public docs and Playground are designed for evaluation and exploration.
Template design, advanced configuration, and implementation workflows may be available only in selected enterprise or partner environments.
Why Vault Platform for Dynamics 365
How Vault Platform transforms Dynamics 365 into a compliance-ready, audit-grade governance platform with enterprise document generation, workflow automation, electronic signatures, lifecycle auditing, and immutable evidence management - all within your Azure environment.
What is VaultPDF?
VaultPDF is a cloud-native document rendering engine that converts structured JSON data into polished PDFs entirely within your Azure environment. No third-party SaaS. No data leaving your tenant.