Synergis Adept Features
File Management (12)
File Type Support
Based on 20 Synergis Adept reviews.
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
Based on 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
This feature was mentioned in 19 Synergis Adept reviews.
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
18 reviewers of Synergis Adept have provided feedback on this feature.
Autogenerate documents based on templates and form submission.
Form Creation
15 reviewers of Synergis Adept have provided feedback on this feature.
Able to create and manage submittable user forms.
Portals and Sites
As reported in 13 Synergis Adept reviews.
Able to create user portals and sites.
Disposition
14 reviewers of Synergis Adept have provided feedback on this feature.
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Based on 20 Synergis Adept reviews.
Can easily find files via a simple and/or advanced search.
Web Interface
18 reviewers of Synergis Adept have provided feedback on this feature.
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
This feature was mentioned 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
This feature was mentioned 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
Based on 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
As reported 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
17 reviewers of Synergis Adept have provided feedback on this feature.
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
This feature was mentioned in 15 Synergis Adept reviews.
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Based on 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
18 reviewers of Synergis Adept have provided feedback on this feature.
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
Based on 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
This feature was mentioned in 32 Synergis Adept reviews.
Define product taxonomies, categories, and other types of classification
Types
This feature was mentioned in 41 Synergis Adept reviews.
Manage multiple kinds of product metadata such as descriptive, administrative, and rights management
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
This feature was mentioned in 33 Synergis Adept reviews.
Aligns product data from various sources such as ERP and PLM
Workflows
As reported in 40 Synergis Adept reviews.
Include workflows and approvals to define who is responsible for which type of data
Lifecycle
As reported in 36 Synergis Adept reviews.
Manages product data across its lifecycle phases such as as-designed, as-planned, and as-built
Document Identification
This feature was mentioned in 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
88 reviewers of Synergis Adept have provided feedback on this feature.
Tracks versions and changes in a project, stores, and monitors those online.
Document Management (5)
Centralized Platform
This feature was mentioned 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
Based on 59 Synergis Adept reviews.
Stores, shares, and backs up construction plans and documents
Optical Character Recognition (OCR) Technology
This feature was mentioned in 43 Synergis Adept reviews.
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
39 reviewers of Synergis Adept have provided feedback on this feature.
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
As reported in 76 Synergis Adept reviews.
Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies.
Data Visualization and Analysis
Based on 74 Synergis Adept reviews.
Allows data visualization and analysis capabilities
Quality-Based Reports
As reported in 74 Synergis Adept reviews.
Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications
Automated Dashboards
75 reviewers of Synergis Adept have provided feedback on this feature.
Generates automated dashboards and reports on the document information and workflow progress
Collaboration (4)
Change Tracking
As reported 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
Based on 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
This feature was mentioned in 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
As reported in 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





