MSYN Documents
Give clients a checklist and a private upload link. Track submissions, follow up on missing items and review files in your workspace.
Overview
24
Clients
18
Active
7
Waiting
11
Complete
ABC Pvt Ltd
August documents
3 / 5
2 missing
Sharma Traders
GST documents
5 / 5
Complete
Example Consulting
Quarterly records
2 / 6
4 missing
Sample interface shown for illustration.
Product overview
Available means implemented for eligible workspaces. Early access means usable with stated limits and subject to change. Planned means not yet offered, with no promised release date. Access depends on your plan, permissions and required setup.
Generate single-tenant PostgreSQL CRUD source projects. Custom workflows and JWT/OAuth generation are planned, not supported in the current offer.
Keep every client's document work, requests and progress organized in one place.
Create structured requests so clients know exactly what files are needed.
Give clients a simple upload experience without complicated portal onboarding.
Know what has arrived, what is still missing and which requests need attention.
Keep uploaded documents connected to the correct client, request and period.
Give your firm a shared workspace for managing recurring client document work.
MSYN API Designer & Generator
Watch on YouTube
Early access
Describe your API, choose a framework and generate a source project. Review individual files and documented assumptions before downloading the bundle.
Interactive sample, not a live generation
@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
MSYN also supports telecom teams coordinating site work with clients and field employees—from bulk request creation to file handoff.
Create one request per site from an Excel workbook with site details.
Assign sites to the responsible client or team member.
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.
01 / Client management
See clients, active requests, progress and outstanding requirements without maintaining a separate tracking spreadsheet.
Clients
ABC Pvt Ltd
2 active requests
Sharma Traders
1 active request
Example Consulting
3 active requests
02 / Document requests
Create a clear request for each client, select the required documents, choose the reporting period and set a due date.
New request
Client
Period
Required documents
03 / Secure collection
Give clients one secure place to see what is required and upload their files. The basic upload experience is designed to avoid unnecessary account creation.
MSYN Documents
August 2026 documents
Bank Statement
Received
GSTR-1
Received
Purchase Invoices
Upload required
Sales Invoices
Upload required
Example client upload experience.
Built for site teams
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.
Clients open a private link to view their checklist and upload files. This sample shows the desktop and mobile views; it does not submit documents.
Request for: Apex Solutions Ltd • Due Date: 30 September 2026
2 of 4 completed
Requested Items Checklist (Interactive Demo)
HDFC Bank Current Account Statements (Jul - Sep 2026)
Uploaded • HDFC_Q3_Bank_Statements.pdf (3.2 MB)
GSTR-1 & GSTR-3B Filing Acknowledgements
Uploaded • GST_Q3_Returns.pdf (840 KB)
Vendor TDS Certificates (Form 16A)
RequiredTRACES generated TDS certificates for Q3
Purchase Invoices & Bills (Folder Upload Supported)
Multi-file / FolderDrop all invoices or select your monthly folder directly
Drag & drop files or full folders anywhere
Submitted files stay with their request in the workspace's selected storage.
Clients open their request link to see the checklist. Basic uploads do not require an MSYN account.
Select several files or a folder where supported. File limits and checklist matching still apply.
Select documents or photos from your phone. File and camera options vary by device and browser.
Private request links, server-side permissions and content-based file validation control how uploads are handled.
Want to give your clients this hassle-free upload experience?
Add a client and prepare your first document checklist.
04 / Tracking
See request progress across clients and identify outstanding documents without manually checking messages or folders.
24
Clients
18
Active
7
Waiting
11
Complete
ABC Pvt Ltd
August documents
3 / 5
2 missing
Sharma Traders
GST documents
5 / 5
Complete
Example Consulting
Quarterly records
2 / 6
4 missing
05 / Follow-up
Keep missing requirements and due dates visible so your team knows which client requests need follow-up.
ABC Pvt Ltd
August 2026 documents
2 documents still missing
Due date
30 September 2026
06 / Document organization
Uploaded files stay associated with the relevant client, request and reporting period instead of becoming another unstructured folder.
Documents
07 / Firm workspace
Give your team shared visibility into client document work while keeping firm and client information organized inside the correct workspace.
Firm workload
ABC Pvt Ltd
Rahul
WaitingSharma Traders
Priya
CompleteExample Consulting
Aman
ReviewDocument Intelligence
We are exploring document classification and period checks to help reviewers identify submissions that need closer attention.
Document analysis
Possible wrong period
Requested August 2026, but the document appears to relate to July 2026.
Concept interface. Document intelligence is planned and is not represented as currently available.
Integrations
Email reminders, Gmail attachment imports and Google Drive storage are implemented for eligible, configured workspaces. WhatsApp attachment collection is in early access; expanded messaging and accounting connections are planned.
Email reminders
Send request links and reminders when workspace email delivery is configured.
Gmail attachment import
Import supported attachments after connecting Google and enabling the document collection workflow.
Google Drive storage
Choose Drive for supported collection uploads after Google authorization and workspace setup.
WhatsApp attachment collection
Receive supported attachments after Meta onboarding and workspace setup. Sending WhatsApp requests and reminders is planned.
Accounting integrations
Connections to accounting software used by firms.
How it works
Create a request for the client and reporting period.
Send the client their secure document request link.
The client uploads the requested documents.
Your team sees what is received and what is missing.
Finish the collection once all requirements are met.
MSYN Documents / Early access
Apply for a pilot with a few client requests and tell us what works for your team and what needs to change.
No payment required to apply.