Synergis Adept Features
File Management (12)
File Type Support
20 reviewers of Synergis Adept have provided feedback on this feature.
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Based on 20 Synergis Adept reviews.
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
OCR Scanning
As reported in 13 Synergis Adept reviews.
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
As reported in 20 Synergis Adept reviews.
Keep track of incrementally changing versions of the same file.
Collaboration
19 reviewers of Synergis Adept have provided feedback on this feature.
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
As reported in 18 Synergis Adept reviews.
Autogenerate documents based on templates and form submission.
Form Creation
This feature was mentioned in 15 Synergis Adept reviews.
Able to create and manage submittable user forms.
Portals and Sites
13 reviewers of Synergis Adept have provided feedback on this feature.
Able to create user portals and sites.
Disposition
This feature was mentioned in 14 Synergis Adept reviews.
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
20 reviewers of Synergis Adept have provided feedback on this feature.
Can easily find files via a simple and/or advanced search.
Web Interface
Based on 18 Synergis Adept reviews.
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
As reported in 10 Synergis Adept reviews.
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (5)
Process Automation
As reported in 20 Synergis Adept reviews.
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
This feature was mentioned in 20 Synergis Adept reviews.
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
As reported in 18 Synergis Adept reviews.
Any action a user can perform in the system can be specified as an automated action.
Records Management
This feature was mentioned in 19 Synergis Adept reviews.
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
Based on 17 Synergis Adept reviews.
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Platform (5)
Internationalization
Based on 15 Synergis Adept reviews.
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
20 reviewers of Synergis Adept have provided feedback on this feature.
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Based on 18 Synergis Adept reviews.
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
15 reviewers of Synergis Adept have provided feedback on this feature.
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
As reported in 14 Synergis Adept reviews.
Enables custom integration to external systems.
Metadata (3)
Repository
This feature was mentioned in 43 Synergis Adept reviews.
Maintain a single repository for all product data and manage access rights
Taxonomy
32 reviewers of Synergis Adept have provided feedback on this feature.
Define product taxonomies, categories, and other types of classification
Types
41 reviewers of Synergis Adept have provided feedback on this feature.
Manage multiple kinds of product metadata such as descriptive, administrative, and rights management
Data Management (7)
Version Control
Based on 45 Synergis Adept reviews.
Tracks versions and changes, including options to check-in and check-out
Alignment
33 reviewers of Synergis Adept have provided feedback on this feature.
Aligns product data from various sources such as ERP and PLM
Workflows
40 reviewers of Synergis Adept have provided feedback on this feature.
Include workflows and approvals to define who is responsible for which type of data
Lifecycle
36 reviewers of Synergis Adept have provided feedback on this feature.
Manages product data across its lifecycle phases such as as-designed, as-planned, and as-built
Document Identification
Based on 87 Synergis Adept reviews.
Allows for easy document identification using a unique document number, version reference or other features.
Workflows
This feature was mentioned in 84 Synergis Adept reviews.
Includes workflows and defines the roles of users who need to create, review and approve each type of documents.
Version Control
Based on 88 Synergis Adept reviews.
Tracks versions and changes in a project, stores, and monitors those online.
Document Management (5)
Centralized Platform
As reported in 56 Synergis Adept reviews.
Provides a unified, easy-to-access database to store, upload, and import construction plans.
Versioning
As reported in 59 Synergis Adept reviews.
Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes.
Document Management
As reported in 59 Synergis Adept reviews.
Stores, shares, and backs up construction plans and documents
Optical Character Recognition (OCR) Technology
43 reviewers of Synergis Adept have provided feedback on this feature.
Leverages OCR technology to efficiently extract data from construction documents
Linkage
This feature was mentioned in 45 Synergis Adept reviews.
Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows.
Site Management (2)
Site Progress Monitoring
Based on 39 Synergis Adept reviews.
Enables the upload of site photos to existing plans to better track the progress of a construction project
Mobile Access
This feature was mentioned in 37 Synergis Adept reviews.
Enables users to access the software on the site, on a mobile device
Dashboards (4)
Resource-based Reports
Based on 76 Synergis Adept reviews.
Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies.
Data Visualization and Analysis
As reported in 74 Synergis Adept reviews.
Allows data visualization and analysis capabilities
Quality-Based Reports
74 reviewers of Synergis Adept have provided feedback on this feature.
Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications
Automated Dashboards
This feature was mentioned in 75 Synergis Adept reviews.
Generates automated dashboards and reports on the document information and workflow progress
Collaboration (4)
Change Tracking
This feature was mentioned in 85 Synergis Adept reviews.
Provides an audit log of changes and enables users to revert to a specific version
Simultaneous Access
78 reviewers of Synergis Adept have provided feedback on this feature.
Allows users to work simultaneously on files.
File Sharing
This feature was mentioned in 85 Synergis Adept reviews.
Allows users to share individual files/folders to persons outside or inside the organization in a secure manner
Commenting on Documents
Based on 83 Synergis Adept reviews.
Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system
Security (3)
Authorization
This feature was mentioned in 81 Synergis Adept reviews.
Controls information access by only allowing authorized users to search, view and retrieve engineering documents
QR Code
66 reviewers of Synergis Adept have provided feedback on this feature.
Facilitates verification of document authenticity via QR code scanning feature
Updates on Files
As reported in 80 Synergis Adept reviews.
Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times.
Generative AI (2)
AI Text Summarization
18 reviewers of Synergis Adept have provided feedback on this feature.
Condenses long documents or text into a brief summary.
AI Image-to-Text
Based on 18 Synergis Adept reviews.
Converts images into a textual description, identifying key elements.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives





