Synergis Adept Features
File Management (12)
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Metadata
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.
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OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
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Versioning
Keep track of incrementally changing versions of the same file.
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Collaboration
Multiple users can collaborate on document creation, annotation, and review.
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Document Assembly
Autogenerate documents based on templates and form submission.
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Form Creation
Able to create and manage submittable user forms.
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Portals and Sites
Able to create user portals and sites.
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Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
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Search
Can easily find files via a simple and/or advanced search.
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Web Interface
Ability to access documents via a web interface without a client being installed on a device.
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Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (5)
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Process Automation
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.
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Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
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Activities
Any action a user can perform in the system can be specified as an automated action.
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Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
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Case Management
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)
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Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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Performance and Reliability
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.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
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System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
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APIs
Enables custom integration to external systems.
Metadata (3)
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Repository
Maintain a single repository for all product data and manage access rights
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Taxonomy
Define product taxonomies, categories, and other types of classification
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Types
Manage multiple kinds of product metadata such as descriptive, administrative, and rights management
Data Management (7)
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Version Control
Tracks versions and changes, including options to check-in and check-out
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Alignment
Aligns product data from various sources such as ERP and PLM
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Workflows
Include workflows and approvals to define who is responsible for which type of data
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Lifecycle
Manages product data across its lifecycle phases such as as-designed, as-planned, and as-built
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Document Identification
Allows for easy document identification using a unique document number, version reference or other features.
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Workflows
Includes workflows and defines the roles of users who need to create, review and approve each type of documents.
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Version Control
Tracks versions and changes in a project, stores, and monitors those online.
Document Management (5)
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Centralized Platform
Provides a unified, easy-to-access database to store, upload, and import construction plans.
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Versioning
Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes.
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Document Management
Stores, shares, and backs up construction plans and documents
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Optical Character Recognition (OCR) Technology
Leverages OCR technology to efficiently extract data from construction documents
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Linkage
Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows.
Site Management (2)
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Site Progress Monitoring
Enables the upload of site photos to existing plans to better track the progress of a construction project
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Mobile Access
Enables users to access the software on the site, on a mobile device
Dashboards (4)
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Resource-based Reports
Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies.
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Data Visualization and Analysis
Allows data visualization and analysis capabilities
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Quality-Based Reports
Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications
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Automated Dashboards
Generates automated dashboards and reports on the document information and workflow progress
Collaboration (4)
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Change Tracking
Provides an audit log of changes and enables users to revert to a specific version
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Simultaneous Access
Allows users to work simultaneously on files.
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File Sharing
Allows users to share individual files/folders to persons outside or inside the organization in a secure manner
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Commenting on Documents
Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system
Security (3)
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Authorization
Controls information access by only allowing authorized users to search, view and retrieve engineering documents
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QR Code
Facilitates verification of document authenticity via QR code scanning feature
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Updates on Files
Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times.
Generative AI (2)
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Image-to-Text
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





