Roadmap
What's live today, and what's coming next.
Available now
Configurable checklists
Request any document, any industry.
No-login secure links
Customers upload without an account or password.
Virus scanning
Every file is scanned before it reaches you.
Full audit trail
Every action logged — who, what, when.
Item-level reject
Reject one document with a note; the customer re-uploads just that item.
Progress tracking
Real-time status per request and per item.
Team access
Invite teammates to your organization.
Password reset
Self-service account recovery.
Automated reminders
Customers who haven't finished get a follow-up automatically.
Slack & Microsoft Teams
Get notified the moment a request is completed.
Zapier & Make
Connect Vaultform to thousands of other tools via webhook.
Google Drive
Completed documents export automatically to your Drive.
Confirmation requests
Get a typed acknowledgment from a customer for simple approvals.
Async virus scanning
Fast, reliable scanning that never blocks an upload.
Content verification
Flags files that don't match what was requested.
OneDrive
Completed documents export automatically to your OneDrive.
Dropbox
Completed documents export automatically to your Dropbox.
Drawn signature capture
Add a drawn signature alongside a typed confirmation.
Salesforce
Logs completed requests as activities on matching contacts.
HubSpot
Logs completed requests as notes on matching contacts.
Email-verified confirmations
Confirmations now require a one-time code sent to the customer's email before recording — proves inbox access, not full identity. Still not a certified e-signature.
PDF contract signing
Attach a contract PDF for a customer to review and sign, with a generated Certificate of Completion binding the signature to the exact document by hash. Still not a certified e-signature.
Automatic data deletion
Files are automatically deleted 90 days after a request completes or is cancelled. Metadata (labels, statuses, audit log) is kept; file content is removed. Immediate deletion on request is also available.
Coming soon
SharePoint site selection
Export to a specific SharePoint site/library, not just personal OneDrive.
Certified e-signature
Legally binding signing, built to ESIGN/UETA standards.
Self-hosted deployment
Run Vaultform entirely within your own infrastructure. The storage layer is already built to support this; auth, background jobs, and a real deployment path (Docker + setup) are not started yet.
SOC 2 certification
Formal compliance certification for regulated industries.