Custom Development

Turning Ideas into REALITY

Document Genetics - Custom Development

Learn More About Our Custom Development Skills

Smarter Processes & Rapid Innovation

Small efficiencies add up. Automating tasks, streamlining workflows and cutting out manual effort saves time and money.

The problem? Most business systems are slow to change.

That’s where Document Genetics comes in. Our UK-based team uses smart tools and custom development to enhance your existing technology — quickly and cost-effectively.

We identify the issue, define the solution and deliver results on time and on budget.

Ready to make change happen faster - contact us now to book a free consultation call.

Custom development and automation

Streamline & Automate - What's Your Application?

Examples Of Our Work

Here's a small sample of projects we've developed for our customers:

Customer self-service document search portal

Scheduling and resource planning for field-based staff

Digital SOP training

Automation of supplier auditing

Paperless HR onboarding workflow

• Displaying and manipulation of images over the web

Tracking delivery of document transmissions

• Monetising delivery of IP over the web

Custom workflow solutions

• API development work

• Development of MS Office plugins

• Archiving emails with meta-data for fast retrieval

• Capture and automation of invoice and purchase order data

• PDF manipulation, security and encryption

• Extraction of data from images - OCR of text/handwriting and barcodes

• Monitoring and extraction of data from email messages or queues

More Detail On Our Work

Customer Self-Service Document Search Portal

Give your customers instant access to the documents they need — without adding to your workload.

Our solution enables users to quickly search and retrieve documents such as invoices, credit notes, PODs, and contracts directly from your website or portal. Behind the scenes, a robust document management repository securely stores the high volume content and ensures fast retrieval. This is seamlessly connected to a lightweight search portal with an API link to your existing site.

The result:

• An intuitive self-service experience for your customers

• Minimal maintenance for your team

• Auto publishing of documents from your ERP system

• Fast, secure access to key documents at any time

Want to reduce customer queries and improve service? This is a simple way to do it.

document search portal screenshot

Workforce Management for Field-based Staff

It’s often said that your people are your greatest asset — and that’s only true if their time is used effectively. For field-based staff, efficiency is critical. Schedules change, holidays are booked, equipment is requested, vehicles are allocated — and without the right systems, admin can quickly spiral out of control.

Our client was relying on a mix of paper forms, apps, and disconnected software. We worked with them to replace this with a single, unified platform that streamlines every stage of the process.

The new portal enables:

Job scheduling and assignment of staff and vehicles

Digital job mapping using What3Words

Holiday requests and digital job-related forms

Completion and management of RAMS and TAKE2 docs

Digital approval and sign-off

The impact:

By consolidating multiple tools and processes into one intuitive system, the business has:

Cut administrative workload

Boosted productivity

Improved Health & Safety compliance

A joined-up approach doesn’t just save time — it powers better performance across the whole workforce.

Field-based staff working with digital forms

Automating Supplier Audits

Auditing suppliers is essential to ensure reliable service and compliance with quality standards. Traditional methods using self-assessment forms and spreadsheets can create heavy workloads for purchasing and quality teams.

Document Genetics has developed a fully digital supplier audit portal that removes paper from the process. The portal features:

Electronic submission of supplier information

Automated reminders when reviews are due

Workflow approvals to keep the process on track

• Supplier uploads held in a single PDF document

• All key info and audit logs held in an admin dashboard

The result is a faster, more efficient, and fully auditable supplier review process — saving time and reducing administrative overhead.

Supplier auditing screenshot

Streamlining HR Onboarding

Creating documents when onboarding a new employee can be a thankless task – contracts to be drafted, letters to be sent, information collected, boxes ticked, and tasks completed. No wonder it’s often completed in a rush and critical pieces of the jigsaw puzzle can be missed.

Our e-Onboarding solution has been designed to streamline the creation and delivery of all critical onboarding documents and the requests for new starter information.

Key benefits include:

Eliminate paper from the onboarding process

Rapidly collect required info - ID, Bank Details, References etc

Creation of letters & emails from prebuilt templates

Automatic reminders show when documents aren't returned

React quickly to any regulatory changes

Full audit log and e-archiving of documents

Speed up the recruitment new staff

c reminders show when doc

We’re not trying to completely change the way you work, simply to save you time and provide an extra pair of (virtual) hands!

HR paperless onboarding image

Digital SOP Training Management for a Manufacturing Workforce

Standard Operating Procedure (SOP) training is vital for compliance, consistency, and operational efficiency. But in large manufacturing environments, managing training records and ensuring every employee is up to date can become a full-time job.

Our client was relying on a complex spreadsheet and paper-based documents to maintain a multi-layered training matrix — a system that was time-consuming, error-prone, and difficult to maintain.

We replaced this with a fully digital, automated SOP training solution. Key features of the new system:

Secure portal for easy administration of the training matrix

Centralised storage of training documents, videos, and records in a core DMS

Automated email alerts to notify staff when training is due

Flexible delivery via tablets for shopfloor teams and browsers for office staff

The results:

The company saw immediate improvements in compliance, faster training delivery, and significant reductions in admin time. The solution paid for itself in under 18 months.

SOP training of staff image

Electronic signing and tracking

All companies need to create, share and sign business documents. To operate efficiently in the current work place we need to do this electronically.

Document Genetics have created an e-signature toolkit which is ideal for any type of business correspondence which needs to be tracked, or requires an electronic signature. This technology can easily be linked to a customers existing systems and is ideal for; proposals, quotes, contracts, legal correspondence or HR documents.

Key features include:

Track downloaded, viewed or signed documents

Add a Signature Page anywhere in the document

Set document security – View Only, Allow Download, or Sign

Rapidly create documents from templates

Email alerts when a document has been read or signed

• Reports allow you to identify docs not viewed or signed

API provides rapid integration to your ERP softwarei

Electronic sign-off and tracking image

Custom workflow solutions

Every business needs to manage and finetune their business processes and workflows. Unfortunately, ideal working practices are often limited by the incumbent ERP system - it simply doesn't have the flexibility to cope with their changing working practices.

Document Genetics have developed a workflow tool kit, which integrates with nearly all ERP platforms, to help companies react to change and upgrade their processes.

Workflow Examples include:

Purchase order approval - allows employees to create purchase orders within their budget limit and to automatically pass for signature to their managers when required.

Document review and approval - often used for contracts, procedures and quality control documents. Can also include version control.

Invoice approval – Auto capture invoices from an email queue, auto approve against a PO if possible and or send to originator to approve.

Custom Complaints - Take customer complaints from an email box or web portal, respond to the customer then workflow through the organisation until resolved.

Manufacturing Change Requests - Log the change request and supporting information, then route to various depts (quality, design, customer services etc) to successfully deploy the change.

Workflow diagram

How Can We Help

Never Stop Automating

Every business has the potential to work smarter through automation.

At Document Genetics, we help you streamline processes, reduce manual effort, and make the most of your team’s time.

If you have a process or application that could run more efficiently, get in touch today to arrange an initial call - this initial discussion may include a phone call, online demonstration, or even an onsite visit—whatever best helps us understand your goals and challenges.

Custom Development - what's your application image