Synergis Adept Features
File Management (12)
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 20 Synergis Adept reviews.
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. This feature was mentioned in 20 Synergis Adept reviews.
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
Keep track of incrementally changing versions of the same file. 20 reviewers of Synergis Adept have provided feedback on this feature.
Collaboration
Multiple users can collaborate on document creation, annotation, and review. 19 reviewers of Synergis Adept have provided feedback on this feature.
Document Assembly
Autogenerate documents based on templates and form submission. 18 reviewers of Synergis Adept have provided feedback on this feature.
Form Creation
Able to create and manage submittable user forms. 15 reviewers of Synergis Adept have provided feedback on this feature.
Portals and Sites
Able to create user portals and sites. 13 reviewers of Synergis Adept have provided feedback on this feature.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. 14 reviewers of Synergis Adept have provided feedback on this feature.
Search
Can easily find files via a simple and/or advanced search. This feature was mentioned in 20 Synergis Adept reviews.
Web Interface
Ability to access documents via a web interface without a client being installed on a device. This feature was mentioned in 18 Synergis Adept reviews.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. 10 reviewers of Synergis Adept have provided feedback on this feature.
Workflow (5)
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. 20 reviewers of Synergis Adept have provided feedback on this feature.
Conditions
As reported in 20 Synergis Adept reviews. The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Based on 18 Synergis Adept reviews. Any action a user can perform in the system can be specified as an automated action.
Records Management
Based on 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
As reported in 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
As reported in 15 Synergis Adept reviews. Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
As reported in 20 Synergis Adept reviews. 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
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 15 Synergis Adept reviews.
APIs
Based on 14 Synergis Adept reviews. Enables custom integration to external systems.
Metadata (3)
Repository
Maintain a single repository for all product data and manage access rights 43 reviewers of Synergis Adept have provided feedback on this feature.
Taxonomy
Define product taxonomies, categories, and other types of classification 32 reviewers of Synergis Adept have provided feedback on this feature.
Types
Manage multiple kinds of product metadata such as descriptive, administrative, and rights management 41 reviewers of Synergis Adept have provided feedback on this feature.
Data Management (7)
Version Control
As reported in 45 Synergis Adept reviews. Tracks versions and changes, including options to check-in and check-out
Alignment
Based on 33 Synergis Adept reviews. Aligns product data from various sources such as ERP and PLM
Workflows
Include workflows and approvals to define who is responsible for which type of data This feature was mentioned in 40 Synergis Adept reviews.
Lifecycle
Based on 36 Synergis Adept reviews. Manages product data across its lifecycle phases such as as-designed, as-planned, and as-built
Document Identification
Allows for easy document identification using a unique document number, version reference or other features. This feature was mentioned in 87 Synergis Adept reviews.
Workflows
Based on 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
As reported in 88 Synergis Adept reviews. Tracks versions and changes in a project, stores, and monitors those online.
Document Management (5)
Centralized Platform
Based on 55 Synergis Adept reviews. Provides a unified, easy-to-access database to store, upload, and import construction plans.
Versioning
Based on 58 Synergis Adept reviews. Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes.
Document Management
Stores, shares, and backs up construction plans and documents This feature was mentioned in 58 Synergis Adept reviews.
Optical Character Recognition (OCR) Technology
As reported in 42 Synergis Adept reviews. Leverages OCR technology to efficiently extract data from construction documents
Linkage
As reported in 44 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
As reported in 38 Synergis Adept reviews. Enables the upload of site photos to existing plans to better track the progress of a construction project
Mobile Access
As reported in 36 Synergis Adept reviews. Enables users to access the software on the site, on a mobile device
Dashboards (4)
Resource-based Reports
Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies. This feature was mentioned in 76 Synergis Adept reviews.
Data Visualization and Analysis
Based on 74 Synergis Adept reviews. Allows data visualization and analysis capabilities
Quality-Based Reports
Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications This feature was mentioned in 74 Synergis Adept reviews.
Automated Dashboards
Based on 75 Synergis Adept reviews. Generates automated dashboards and reports on the document information and workflow progress
Collaboration (4)
Change Tracking
Provides an audit log of changes and enables users to revert to a specific version This feature was mentioned in 85 Synergis Adept reviews.
Simultaneous Access
As reported in 78 Synergis Adept reviews. Allows users to work simultaneously on files.
File Sharing
As reported 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
Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system 83 reviewers of Synergis Adept have provided feedback on this feature.
Security (3)
Authorization
Controls information access by only allowing authorized users to search, view and retrieve engineering documents This feature was mentioned in 81 Synergis Adept reviews.
QR Code
Based on 66 Synergis Adept reviews. 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
As reported in 18 Synergis Adept reviews. Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements. This feature was mentioned in 18 Synergis Adept reviews.
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





