White-Label SynergyOS

What It Is

SynergyOS is a unified work platform you can embed or rebrand to power document management, chats, notes, tasks, and email filing inside your product. Use all capabilities or only a subset. Keep your existing frontend, use our production UI, or commission a custom UI from us. Integrate via APIs and webhooks, define custom item types and metadata, and retain full control over identity, permissions, and data residency.

Use cases

• Ship document management and knowledge features without building storage, versioning, and permissions from scratch.
• Provide in-app chats, notes, and tasks tied to the same folders and records your users already work with.
• Add secure email-to-folder filing with attachment capture
• Provide full-text search and vector search.
• Offer enterprise-ready governance: access control, audit trails, and version history.

Why It Matters

Product teams lose months rebuilding the same primitives: files, threads, activity, permissions, search, and mobile-friendly UI. SynergyOS gives you a single, consistent data model for all work items, a unified folder structure that your app can adopt, and a set of interoperable apps that you can turn on or off. You accelerate roadmap delivery while meeting enterprise requirements from day one.

Capabilities at a Glance

• Files and Versioning: secure storage, previews, history, locking, and co-authoring with Microsoft 365 desktop and web apps (requires an M365 license).
• Chats: lightweight, Markdown-first conversations scoped to folders, projects, or records. Typing indicators and read receipts can be enabled per conversation.
• Notes: fast, searchable notes with the same permissions and folder placement as files.
• Tasks: assignable tasks linked to folders and items.
• Email Filing: capture messages and attachments into folders. Save attachments to Drive automatically while keeping the thread readable.
• Search: unified index across files, notes, chats, tasks, and emails with saved searches and filters.
• Collections: projects, contacts, companies, contracts, and other structured items with customizable metadata.
• Activity: complete audit trail and commits across items for transparency and governance.

Integration Models

1. API-First (bring your own UI)

   • Call SynergyOS HTTP APIs for CRUD on folders and items, search, activity, and permissions.
   • Receive webhooks for events such as file uploaded, email filed, task completed.
   • Real-time updates available via a streaming channel for live UI.

2. UI Components and Full App Surfaces

   • Embed our responsive web UI for Drive, Notes, Chats, Tasks, and Search.
   • Pick entire apps or specific panels like a right-hand Reading Pane or a Folder Picker.
   • White-label theming and branding available.

3. Custom Frontend by SynergyOS

   • We deliver a tailored frontend that fits your product’s information architecture and design system while leveraging SynergyOS services under the hood.

You can mix models. For example, embed Drive and Search, build your own Tasks view, and automate Email Filing through APIs.

Data Model and Extensibility

• Folders + Items: everything lives in a hierarchical folder structure. Items include files, notes, chats, tasks, emails, calendar events, and your custom types.
• Custom Item Types: define new types such as “RFP,” “Deal,” or “Case.” Attach custom metadata and behavior while inheriting core capabilities like permissions, search, and activity.
• Folder Types and Metadata: classify folders as “Project,” “Client,” or any business concept. Filter items by folder metadata. Example: a search for “notes tagged ‘financials’” returns notes inside folders tagged “financials.”
• Permissions: folder-level ACLs cascade by default. Items can switch to item-level permissions when needed. Exception: Chats and Tasks default to participant or task-level permissions rather than folder inheritance.
• Links and Relations: cross-link items, reference entities from Collections, and surface related work in context.

Security, Governance, and Compliance

• Auth and SSO: integrate with your identity provider using OIDC or SAML SSO. JWT session tokens supported.
• Least-Privilege Access: consistent ACLs across folders and items, plus share links gated by live permission checks.
• Auditability: immutable activity feed and version history on files and notes, including who did what and when.
• Co-Authoring: live co-editing with Microsoft Office Online and desktop apps for licensed users.
• Data Protection: encryption in transit and at rest, regional hosting options, and export tooling on request.

Deployment Considerations

• Regional hosting and isolated instances are supported for enterprise requirements.
• Integration patterns work for both multi-tenant SaaS and private environments. Contact us to discuss residency or private instance needs.

Getting Started

1. Choose scope – pick the capabilities you want: Files, Notes, Chats, Tasks, Email Filing, Search, Collections.
2. Pick an integration model – API-only, embedded UI, or custom frontend.
3. Map identity and permissions – define how folder and item permissions map to your roles.
4. Design your data model – define required folder types, item types, and metadata.
5. Brand the UI – apply your logo, colors, and domain if embedding our surfaces.
6. Ship the first workflow – for example: “File emails and attachments to ‘Deals/Acme/2025’ and auto-notify the team chat.”

Tip Many partners start with Files + Email Filing, then add Search, then introduce Notes and Tasks once users are comfortable with the folder structure.

FAQ

Can we use only one feature, like Tasks or Email Filing? Yes. All capabilities are modular. Enable what you need and leave the rest off.

Can we keep our existing frontend? Yes. Use our APIs for data and events. You can embed select UI components where it makes sense.

Can you build a custom frontend for us? Yes. We can deliver a branded, production-ready UI that runs on top of SynergyOS.

Can we define custom item types and metadata? Yes. Create new item types with custom fields and behaviors. They inherit permissions, activity, and search.

How do permissions work with Chats and Tasks? Chats and Tasks default to item-level permissions rather than inheriting from the parent folder. Everything else inherits by default, unless you opt into item-level ACLs.

Do path links grant access? No. Path links only open locations. Access is checked live against current permissions.

Do you support Microsoft Office co-authoring? Yes, for licensed Microsoft 365 tenants in both Office Online and desktop apps. We also support LibreOffice through Collabora Online.

What about data residency and private instances? Regional hosting and isolated instances are available. Contact us with your requirements.

How do get started?

If you want a short technical scoping call or a sandbox configured to your data model, reach out here: Contact-us