Synergis Adept Features
File Management (18)
Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
Web Interface
Ability to access documents via a web interface without a client being installed on a device
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search
Can easily find files via a simple and/or advanced search
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
Video Support
Supports various video file formats
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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.
Collaboration (12)
File following
Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Simultaneously Editing
Users can work simultaneously on files.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
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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
Administration (20)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
Storage Limits
Administer storage limits by user or group
Storage Zones
Choose data center your files should be stored at
Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Platform (9)
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.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
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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.
Workflow (19)
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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.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Metadata Management
Collect and maintain structured information that describes data or content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Digital Asset Management
Manage digital assets
Task Management
Create, manage and track all task activities and progression
File Management
Create, save, and store files
Forms Management
Store, manage and track all forms in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Website Management
Built-in website builder or integration with third-party site
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
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
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 (3)
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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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Agentic AI - Cloud Content Collaboration (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Additional Functionality (113)
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Revision History
Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Visualization
Graphical representation of data
File Management
Create, save, and store files
Supplier Management
Manage all supplier data and operations
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Customizable Branding
Add customized logos and colors to align with company branding
Multi-Language
Manage and support multiple languages
Bills of Material
Material list of manufacturing parts and associated costs
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Parts Management
Track parts inventory levels and manage re-stocking
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Change Management
Track and monitor efficient handling of all changes/transitions
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-CAD editing
Manage and edit content taken from multiple CAD sources and create an integrated single design
For Manufacturers
Intended to be used by manufacturers
Data Storage Management
Manage and store data in a database
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Product Lifecycle Management
Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Metadata Management
Collect and maintain structured information that describes data or content
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Content Library
Centralized repository to store content and assets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Information Governance
Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Indexing
Compile and organize data into specific metrics
Filtering
Find & retrieve relevant data or documents
Electronic Signature
Digitally sign online documents
Version Control
Track revisions and updates made to files and navigate between different versions
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Single Sign On
Allow users to access multiple services after entering their login credentials once
Image Editing
Edit, touch up, and convert images for publishing
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Configurable Workflow
Configure existing workflows to meet your organization's needs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Login
At least a username and password is required to access the system
Content Delivery
Distributing content through various platforms or channels
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
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