SYNERGI SOFTWARE LIMITED

Dox42

dox42 software combines document automation and data integration, empowering organisations to generate complex documents automatically.

Integrate data, images, tables, dynamic charts, QR codes, and text modules from data sources such as SharePoint, Microsoft Dynamics 365 (FO|AX, BC|NAV, CE|CRM), SAP, Web Services, or Excel.

Features

• Send high quality and intelligent documents to your customers
• Design document templates and data connections in MSWord, Excel, PowerPoint
• Low / No Code Solution
• Let business users create document templates by themselves
• Ability to create your own plug-ins
• Dynamics 365 integration

Benefits

• Reduces number of templates
• Eliminates copy and paste errors
• Automates document generation
• Connects into multiple data-sources

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at paul.burns@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

135541301904594

Contact

Team Synergi
01914770365
paul.burns@teamsynergi.co.uk

About your service

• Service categories:

  Applications

  Content workflow and management

  • Document
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Microsoft 365; SharePoint; SAP; SQL; Dataverse; MS Dynamics; Docusign; Custom Data Sources
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: None
• System requirements:
  • Appropriate Dox42 license
  • Support extension integration

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Response time is within one hour during normal business hours Monday - Friday.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Typically, 09:00-17.00 UK hours, Monday to Friday, excluding public holidays. Flat rate service is provided along with a support contract, can be tailored to the needs of the customer, including development hours. All support contracts are flexible and priced to your needs. The support desk is manned by a technical support analyst, and supported by technical consultants and account managers.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Syngeri also offer Cloud consultancy and can assist with the role out and adoption of Dox42.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: Data can be easily migrated utilising common migration tools readily available in the market.
• End-of-contract process: The associated costs for end of life contract where appropriate will be determined between both parties depending on the level of technical expertise on the client side, these costs are not described in an initial deployment contract.
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Our documentation is created in line with UK Government open standards for viewing documents. All files are saved in PDF/A format to ensure long-term accessibility and compatibility. They are fully searchable, with Optical Character Recognition (OCR) applied to any scanned content. Each document includes tagged headings, paragraphs, lists, and tables to support screen readers and maintain a logical reading order. Images contain alternative text, and metadata such as title, author, and language are correctly set. We use high-contrast colours and clear fonts for readability. An HTML version of the content is available as an open format alternative for users who prefer or require it. These measures ensure our documentation is accessible to all users, including those using assistive technologies.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: No
• Service interface: No
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: There is a SOAP interface and a REST interface that allows for the generation of documents, slides and spreadsheets which allows saving to a server location, a SharePoint folder including in an email returning to the caller or printing.
• API documentation: Yes
• API documentation formats: PDF
• API sandbox or test environment: No
• Customisation available: Yes
• Description of customisation: Users have the ability to create their own plug-ins.

Scaling

• Independence of resources: Dox42 scales from small companies to global enterprises, and on-premise install is also available for those who do not wish to have a cloud hosted service.

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Dox42

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: Data can be easily migrated or exported utilising common migration tools readily available in the market.
• Data export formats:
  • CSV
  • ODF
• Data import formats:
  • CSV
  • ODF

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Dox42 Online is delivered as a SaaS solution hosted on Microsoft Azure, leveraging its globally distributed, load-balanced infrastructure for high performance and reliability. While dox42 does not publish a specific uptime SLA on its public site, availability is underpinned by Azure’s service-level agreements for infrastructure. For application-level guarantees, organisations typically define commitments through custom support contracts with dox42 or its partners. This approach ensures scalability and resilience, but any formal guarantee of availability should be confirmed as part of contractual arrangements.
• Approach to resilience: Dox42’s approach to resilience centres on a cloud‑native, Azure‑hosted architecture with load‑balanced services designed for high performance and horizontal scalability, enabling continuous document generation even under peak demand.
• Outage reporting: Dox42 does not provide a public status page for real-time outage notifications. Service availability is monitored internally through Azure’s infrastructure, as dox42 Online is hosted on Microsoft Azure with a load-balanced architecture. In the event of an outage or service disruption, users are informed through direct communication channels, typically via email or through their contracted support partner.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
• Access restrictions in management interfaces and support channels: Access restrictions can be delivered by Microsoft's conditional access, a feature within Microsoft 365.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users receive audit information on a regular basis
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users receive audit information on a regular basis
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: NCSC Cyber Essentials Plus
• Information security policies and processes: As the solution is based on the Microsoft 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Software Security Code of Practice: No

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: We have a change management process that has a multi level approval process and a dedicated Change Manager. Components of the service are monitored and maintained proactively, with any risks to service noted on a risk register. Any changes to service can be viewed via a audit history in our internal PSA system.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: We have various monitoring systems in place that identify potential threats. We can deploy emergency patches in line with our Change Management process.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: We use industry leading monitoring tools to manage our systems. Should a potential threat be detected an incident would be auto created into our PSA system. The incident is then catergorised based on its priority and severity and resolved within our SLA guidelines.
• Incident management type: Supplier-defined controls
• Incident management approach: Incidents can be raised pro-actively via our monitoring systems, via email, via phone, via our RMM tool or via a client portal. We have a standardised incident management process that is in line with ITIL principles. Major incident reports will be provided by email where appropriate, monthly, quarterly and annual incident reports and analysis are also available.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 97cf5048-9c9a-4c73-be5a-f056b3c9691e
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 67e908ac-11fc-4164-81f1-f7ce9907ff0a
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at paul.burns@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.