01
Import site requests
Create one request per site from an Excel workbook with site details.
Document collection for client and site teams
Client documents, in one place.
Send clients a checklist, collect their files through a private link, and track what is still missing. Your team can review submissions without searching through email threads.
MSYN Documents is in early access. Features depend on workspace access and setup.
Watch MSYN DocumentsMSYN Documents
Example workspaceClient workspace
Document requests
Sample Client
Monthly bookkeeping
Bank statement
ReceivedIncome statement
RequestedTax certificate
ReceivedIllustrative interface. Sample information only.
MSYN Documents / The collection workflow
Watch on YouTubeMSYN Documents / Early access
Less chasing.
More progress.
One organized place for your client requests, incoming files and follow-ups.
Ask for exactly what you need
Clear document checklists and due dates.
Make uploads simple
Private request links and HTTPS file transfers.
Keep every request in view
See received files and outstanding items.
Product demo
See a document request from both sides.
Switch between the Business Workspace, where your team reviews submissions, and the Client Portal, where clients see and upload requested files.
https://app.msyn.in/dashboard/requests/REQ-2026-08
Apex Global Inc. — Q3 Bookkeeping
3 of 4 ReceivedClient: Priya Sharma (priya@apexglobal.com) • Assigned Staff: Rohit Mehta • Due in 4 days
HDFC Bank Statement (July - Sept 2026)
Uploaded 2 hours ago • HDFC_Q3_Statement.pdf (2.4 MB)
GSTR-3B Filing Acknowledgement
Uploaded yesterday • GSTR3B_Filed_Ref984.pdf (420 KB)
Payroll Summary & PF Challans
Uploaded 3 days ago • Folder: 8 Files
Vendor TDS Deduction Certificate (Form 16A)
Pending client upload • Automated follow-up set for tomorrow
Request
Quarterly
Auto Reminders
Scheduled
Storage
Workspace
Review
Pending
Try a document request with your own team.
MSYN API Designer & Generator
Watch on YouTube
Early access
MSYN API Designer & Generator
Describe your API, choose a framework and generate a source project. Review individual files and documented assumptions before downloading the bundle.
Task Tracker API
Interactive sample, not a live generation
TaskController.java
@RestController
@RequestMapping("/api/tasks")
public class TaskController {
private final TaskService service;
public TaskController(TaskService service) {
this.service = service;
}
@GetMapping
public Page<TaskResponse> list(Pageable pageable) {
return service.list(pageable);
}
}Start with forms or ExcelUse guided requirements, import a workbook, or begin with a prefilled template.
Keep completed workRetry failed preparation without regenerating completed, valid steps.
Know what was checkedValidation reports distinguish completed checks from builds and tests that were not run.
Early access supports single-tenant PostgreSQL CRUD projects and requires API Designer workspace access. Custom workflows and JWT/OAuth generation are planned, not currently supported. Review files and validation reports before deployment; a downloadable bundle is not proof of a successful build.
Telecom site operations / Early access
Site requests and field-file collection, in one workflow.
MSYN also supports telecom teams coordinating site work with clients and field employees—from bulk request creation to file handoff.
02
Route the work
Assign sites to the responsible client or team member.
03
Collect site files
Recipients use their portal worklist or secure link to upload requested files.
Clients and employees can open their assigned worklist, upload site files, and send completed work back to the requester for review.
The problemAsking for files is the easy part.
Asking for files is the easy part.
Keeping track takes the time.
A request rarely ends with one email. Files arrive separately, follow-ups pile up, and someone has to work out what is still missing.
✓
Documents arriving through WhatsApp, email, drives, and other channels
✓
Repeated follow-ups for missing files
✓
Unclear status across dozens or hundreds of clients
✓
Documents submitted for the wrong period
✓
Random filenames and inconsistent organization
✓
Staff spending time downloading, renaming, sorting, and checking files
Early access
MSYN
Documents
From the first request to the final file.
Set out what you need, give clients a place to send it, and keep each submission with its request. MSYN Documents helps your team see what is ready for review.
Request
Create a structured checklist for exactly what you need from each client.
Collect
Give clients a simple secure link where they can upload requested files.
Track
Know what has arrived, what is missing and what requires attention.
Follow up
Keep outstanding requirements visible and simplify repetitive reminders.
Organize
Keep submissions connected to the right client, request and period.
Review
Give your team one place to review incoming client documents.
Built for site teams
Upload a whole site folder. Keep every file.
Clients can select a folder or upload files one at a time. MSYN matches recognized filenames to the site checklist, while duplicate and other files are kept as additional uploads for the team to review.
Explore the workflowSite folder upload
I-AP-SPLL-ENB-V002
60.jpg
Orientation photo at 60 degrees
90.jpg
Orientation photo at 90 degrees
site-plan.pdf
Additional site document
Recognized files map to requested items. Additional files retain their original filenames and appear in the request for review.
One workflow
From request to completion.
Your team manages the request. Your client sees the checklist and a place to upload each file.
01
Create a request
Select the client, period, due date and documents required.
02
Share a secure link
Give your client one simple place to see requirements and upload files.
03
Check progress
See received, missing and attention-required documents from your workspace.
04
Keep work moving
Follow up on outstanding items and move the request toward completion.
For your clients
Give clients a checklist, not another account.
Clients open a private request link, see the documents you need, and upload against each item. They can check what remains without creating an MSYN account.
Document request
August 2026
- ✓
Bank Statement
Received
- ✓
GSTR-1
Received
- ↑
Purchase Invoices
Upload required
- ↑
Sales Invoices
Upload required
Upload documents
Sample request with example client information.
How files are handled
Keep every document connected to its request.
MSYN Documents organizes collection around the client, request, and reporting period, so teams can see what arrived and what still needs attention.
Security and document handlingStep 01
A clear request
Define the documents, reporting period and due date within your workspace permissions.
Step 02
A focused upload
Clients use a private request link. The backend checks supported filenames, sizes and file content.
Step 03
Visible progress
Authorized team members can review submissions and see recorded document activity.
HTTPS connections, workspace permissions and encrypted integration credentials protect the workflow. Read the controls and limits in our Security information.
Planned
Planned checks to support document review.
We are exploring classification and period checks to flag submissions for closer review. These features are not available today.
ClassificationPeriod detectionDuplicatesMissing pagesMetadata extractionReview assistance
Document analysis
HDFC Bank Statement
Requested periodAugust 2026
Detected periodJuly 2026
Document typeBank Statement
!
Possible wrong period
This document may require review.
Concept only. Document intelligence is planned and is not represented as currently available.
The MSYN platform
Our products and what comes next.
MSYN Documents and API Designer are in early access. Available features require eligible workspace access and setup. Planned additions are not part of the current offer and have no promised release date.
Early accessAPI Designer
Generate Spring Boot, FastAPI or Express PostgreSQL CRUD projects. Requires API Designer access; custom workflows and JWT/OAuth generation are planned.
Early accessDocuments
Client requests, collection, tracking and review. Available features depend on workspace access, plan and required service setup.
PlannedAI Solutions
Planned tools to classify documents and flag submissions for review.
PlannedAdvanced automation
Planned support for repeatable tasks across document and client workflows.
PlannedAdditional integrations
More communication, storage and accounting connections are planned. Current Gmail and Drive options are listed on the product page.
PlannedAnalytics
Understand operational progress, bottlenecks and workload.
PlannedCloud
Planned file and workspace services beyond the current storage options.
PlannedAdvanced team tools
Further team coordination tools are planned. Current workspace roles and permissions are already implemented.
PlannedSecurity administration
AES-256-GCM credential protection and workspace permission checks are implemented. Additional administration tools are planned.
Planned means not yet offered. Early access may change and does not include every feature shown on the roadmap.
Built for
Teams managing recurring client work.
Agencies & Consultants
Request briefs, brand files and project assets against one client checklist.
Legal & Real Estate
Track requested agreements and supporting records with access set by your team.
HR & Recruitment
Give candidates and contractors a list of documents to submit before they start.
Accounting & Finance
Track monthly statements, invoices and receipts by client and reporting period.
Early Access Program
Try MSYN with your team.
Tell us how you collect client documents and what you need to test. We'll contact you about pilot availability.
Apply for Early Access →
No credit card required to apply.