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LinkVault Pro

Generate personalised documents from templates, collect data with web forms, deliver through branded channels, track every interaction and manage e-signatures — five capabilities organisations normally buy as separate tools, in one tenant-isolated platform.

See it on your documents What it does

5Tools replaced by one platform

6Output formats — JPEG, PNG, PDF, DOCX, PPTX, XLSX

3Delivery channels — email, SMS, WhatsApp

60+Audited action types across the platform

The idea

From raw data to a verified, signed document — without leaving one system

Every customer operates in their own secure workspace with its own users, branding, plan, usage limits and audit trail. Feature access is governed by subscription plan, so the same platform scales from a single department to an enterprise rollout.

Raw dataExcel, form, or API

Personalised documenttemplate + placeholders

Branded deliveryyour domain, your colours

Recipient self-serviceOTP portal, re-requests

Verification & signaturepublic proof, DocuSign

Capabilities

What LinkVault Pro does

Secure file links & URL shortening

Custom branded aliases on your own domain, BCrypt-hashed password protection, expiry dates and maximum download limits, scheduled activation windows, auto-delete, tags and campaign groups. URL short links add full UTM parameters and click limits.

TemplatePro — document generation

Upload an SVG, DOCX, HTML, fillable PDF, PPTX or XLSX template. Placeholders are detected automatically and column mappings are saved for reuse. A visual HTML editor with live preview and a starter library, plus conditional logic — {{#if}}, {{#unless}}, {{#each}} — gated by plan complexity tier.

Batch jobs at scale

Upload an Excel of recipients, map columns, choose an output format and run it as a background job with live progress, per-row status, retry of failed rows and cancellation. Download a result spreadsheet containing every generated link — with an optional test run first.

Web forms with auto-generation

A visual builder with conditional field visibility, per-field validation, CAPTCHA, rate limiting and duplicate-email prevention. Connect a form to a template and every submission automatically generates a document, delivers it, adds it to the recipient portal and can issue a verification credential — in real time, scheduled or batched.

Branded delivery & custom domains

Guided DNS verification (TXT, CNAME or HTTP file) with automatic Let's Encrypt SSL provisioning, renewal and ongoing health monitoring. Branded download pages carry your logo, colours, backgrounds, headline, footer and password prompt — with platform attribution optionally hidden. Branded QR codes support logo overlay and bulk export.

Multi-channel delivery

Email via SendGrid with SMTP fallback, SMS and WhatsApp via Twilio or custom providers — templated with merge fields, WhatsApp Business templates and India DLT/TRAI compliance fields. Per-recipient delivery status is tracked across every channel.

Verifiable credentials & e-signature

Public verification pages showing document title, recipient, issue and expiry dates and a tamper-evident verification count — available on every plan — plus an "Add to LinkedIn Profile" button with tracking, and credential revocation. DocuSign integration handles multi-signer workflows with signing order and full status tracking.

Recipient intelligence

Download and click counts with unique tallies; per-event timestamp, geo-location, ISP, device, browser and OS; view-duration beacons; SendGrid engagement webhooks; CTA overlays with A/B test variants; rule-based dynamic routing; retargeting pixels; and view alerts on key documents.

Recipient portal

A self-service hub, with no account to create

Every document sent to a given email address is aggregated in one place — even across multiple sending companies.

OTP email login with lockout protection and anti-enumeration safeguards
Secure, time-limited sessions
Search and filter by company, name and date
Per-company branding applied inside the portal

Re-request workflow. When a link expires or hits its download limit, the recipient can request renewed access. Owners approve or deny from a queue, and a fresh time-limited link is issued automatically.

Integrations

Built to be embedded

REST API

Scoped API keys with granular permissions, per-minute and per-day rate limits, IP allow-lists and usage tracking.

Webhooks

Inbound and outbound, HMAC-signed, with full delivery logs.

Zapier

No-code automation into thousands of downstream tools.

Industry use cases

Where it earns its place

Each scenario below is achievable with features already implemented in the platform.

Education & training

Thousands of completion certificates and transcripts generated from a learner spreadsheet and delivered by email or WhatsApp — with graduates adding credentials to LinkedIn and verifying them publicly. Enrolment forms auto-generate offer letters on submission.

Financial services & insurance

Statements, policy documents and notices generated per customer and delivered on branded, password-protected, expiring links — with a full audit trail of who generated, sent and accessed each document, plus DLT-compliant SMS and WhatsApp reminders.

Healthcare & diagnostics

Patient-specific lab reports and prescriptions delivered securely with expiry and download limits, consent forms collected with e-signature, and privacy-preserving design throughout — hashed PII and no-account OTP access.

HR, staffing & professional services

Offer letters, payslips and experience certificates issued in bulk, with verification pages that background-check firms can validate independently. Onboarding forms auto-produce and route documents for signature.

Events & membership bodies

Personalised tickets, badges and membership cards generated from registrant lists and delivered with branded QR codes for check-in — with CTA overlays and retargeting pixels driving renewals.

Government, legal & public sector

Official notices and certificates with public verification pages to combat forgery, scheduled activation, complete audit logs, and forms-driven issuance of permits with e-signature.

Security & governance

Designed for regulated use

Multi-tenant isolation of all customer data, enforced through a tenant provider at the identity layer
Three role tiers — system/super admin, company admin and user
Privacy by design — recipient emails, phone numbers and IPs stored as SHA-256 hashes where used for rate-limiting and deduplication
Rate limiting globally, on authentication, on form submissions and per API key
Anti-forgery/CSRF protection, HttpOnly/SameSite session cookies, anti-enumeration on portal login
Data lifecycle — configurable expiry, grace periods, retention, soft delete and automated purge
Comprehensive audit log — 60+ tracked actions with actor, IP, before/after values and severity

Architecture

What it is built on

Framework: ASP.NET Core 8.0 — Razor Pages + Minimal API
Database: SQL Server via Entity Framework Core 8.0
Identity: ASP.NET Core Identity with multi-tenant claims
Storage: Pluggable — local disk or Azure Blob Storage
Background jobs: Hangfire — batch jobs, email and SMS queues
Email · SMS: SendGrid with SMTP fallback · Twilio and WhatsApp Business API
Rendering: Open XML SDK, Playwright headless browser, LibreOffice
E-signature: DocuSign eSignature API
QR codes: QRCoder + SkiaSharp — logo overlay, colour, SVG export
Domains & SSL: Automated Let's Encrypt (ACME), DNS verification, health checks
Analytics: MaxMind GeoIP, user-agent parsing

Bring us your template and a spreadsheet

We will generate a branded, verifiable, delivered document from it — and show you the analytics behind every recipient.

Request a demo See what is next — Yantra