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# Synergis Adept Reviews & Product Details

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Synergis Adept is an engineering document management (EDM) and product data management (PDM) solution that centralizes CAD drawings, engineering documents, and product data with version control, workflow automation, and secure access. Designed for asset-intensive, engineering-driven organizations, Adept replaces disconnected file systems, shared drives, and manual processes with a single, governed source of truth. It ensures teams always work from the latest, approved information while maintaining full revision history, traceability, and audit trails. Unlike other document management or ECM systems, Adept is purpose-built for engineering document control, with native support for complex CAD files and technical documentation across the asset lifecycle. It connects engineering, operations, and maintenance teams, improving collaboration and ensuring accurate information is accessible when and where it’s needed. With Adept, organizations can: • Control CAD files and engineering documents in one system • Enforce version and revision control to prevent errors and rework • Quickly locate documents using advanced search and metadata • Automate approvals and engineering change workflows • Maintain audit trails and support regulatory compliance • Secure and protect sensitive data with role-based access controls Adept integrates with CAD platforms—like AutoCAD, Inventor, and SOLIDWORKS—and ERP and enterprise systems to ensure engineering data flows seamlessly across the broader IT ecosystem. Customers consistently highlight the ability to locate the right drawings, improve collaboration, and trust that teams are working with the most current information. By improving access to critical engineering and product data, Adept helps teams reduce risk, support compliance, accelerate projects, and operate more efficiently. What is Engineering Document Management? Engineering Document Management is the process of organizing, storing, tracking, and controlling engineering-related documents throughout the lifecycle of a project or product. How is Adept different from other document management solutions? Adept is purpose-built for asset-intensive organizations with complex engineering documentation, with deep CAD integration, version control, and automated workflows. Who is Adept best suited for? Adept is designed for engineering-driven organizations in manufacturing, utilities, energy, engineering, construction, oil and gas, life sciences, and facilities and buildings.

* * *

Product Website
Synergis Adept
Seller
[Synergis Software](https://www.g2.com/sellers/synergis-software-caf01ca2-cdb0-413c-b593-fd765ffcb51a)
Discussions
[Synergis Adept Community](https://www.g2.com/products/synergis-adept/discuss)
Languages Supported

German, English, French, Italian, Portuguese, Spanish

Solution Type

All-in-One

Overview by
Scott Lamond (Vice President, Marketing)

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## Pricing

Pricing provided by Synergis Adept.

### Explorer

Contact Us

1 Named or Concurrent License Per Year

[
View More Pricing Information
](https://www.g2.com/products/synergis-adept/pricing)

## Synergis Adept Integrations
(7)

What do users say about integrations?

Verified by Synergis Adept

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

AutoCAD

](https://www.g2.com/products/autocad/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

AutoCAD LT

](https://www.g2.com/products/autocad-lt/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

IBM FileNet Content Manager

](https://www.g2.com/products/ibm-filenet-content-manager/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Inventor

](https://www.g2.com/products/inventor/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SOLIDWORKS

](https://www.g2.com/products/solidworks/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SolidWorks PDM

](https://www.g2.com/products/solidworks-pdm/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SolidWorks Product Designer

](https://www.g2.com/products/solidworks-product-designer/reviews)

Show More

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
AC

Verified User in Construction

Enterprise (\> 1000 emp.)

5/18/2026

"Would recommend, but have a few things"

3.5/5

What do you like best about Synergis Adept?

The ability to search thoroughly and quickly through thousands of documents in seconds. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

Could have better ocr supprt and could have s slightly better interface Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

Large scale databases are manageable Review collected by and hosted on G2.com.

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Response from Devon Maurer of Synergis Adept

[Editedit](https://www.g2.com/survey_responses/synergis-adept-review-12830396/official_response/edit)

Thank you for your review! I'm glad Adept helps you manage your large-scale databases and quickly find the correct documents.

I appreciate your feedback on OCR support and the user interface. I'll pass this along to our product team, as this kind of input is always valuable as we continue to improve the product.

Validated ReviewerIncentivizedSource: Seller invite

MN

Matthew N.

CAD &amp; Documentation Manager

Enterprise (\> 1000 emp.)

4/24/2025

"Nothing but positives..."

5/5

What do you like best about Synergis Adept?

Their support staff is second to none. I've worked with a lot of software companies and Synergis goes above and beyond for any issue. Everyone in the company that I've had the pleasure to work with has been very kind and understanding to my needs, especially during last minute request. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

My application has been fulfilling the needs of my company. With the ease of use to customize fields and functions to the needs of our users makes this product stand out. I don't have anything that I dislike about this product. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

Synergis is our single source of truth around our construction documentation and record storage. Instead of every global site having a shared file folder or Teams page we are able to bring all documentation under one controlled database. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

PC

Paul C.

Senior Engineer, Infrastructure and Systems

Mid-Market (51-1000 emp.)

8/13/2025

"High-Level Electronic Document Management Solution"

5/5

What do you like best about Synergis Adept?

The most impressive part of joining the Synergis Adept family is the multi-level support that comes with the package. My department adopted administrative responsibilities for a system that had been in place for at least a decade, and serviced multiple departments. The Synergis team guided us through every step of the process, including the training for users and admin. The migration time was impressive and the process was comprehensive. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

We have yet to run into the downside. Our system is up and running, and anytime we’ve required help they were there with a solution. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

Version control, ease of access and uniformity of function. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

EB

Erich B.

Director of Management Systems

Mid-Market (51-1000 emp.)

12/2/2022

"Great Document Management System with Responsive Support"

4/5

What do you like best about Synergis Adept?

Adept has many upsides, but the biggest one is the pre-sales and after-sales support from the staff. Our implementation was in 2006, and we have been a customer since, and no implementation is without incident, but over the last 15 years we've has a few issues that Synergis has been very responsive about solving, even going so far as to send out on-site techs on their own dime to assist with issues specific to us. The software itself is easy to manage and integrates nicely with nearly ever application and document type we use.

There's finally a new viewer that works well (although is still a work in progress), we do like where it is going and being able to move away from the old viewer has been a boon for us. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

In a modern Web 2.0 world, the application is not the looker at the ball, the lack of customization and modernization in the interface takes some getting used to. The lack of non-linear workflows or condition based workflows was something we had to work around and have lost some fidelity over the years as we have had to simplify the way we do business (sometimes for the better, sometimes it feels like making a square peg work in a round hole). We don't let this detract from the application, its complex but simple and effective for what we use it for.

Unique to use, new features don't always pop or help us as more refinement to existing features would. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

As an engineering and manufacturing company, document control with revisions and versions is important to ensure we have the right/latest documents on the floor. The workflows allowed us to modify our sign-off procedures to go digital and the auditing and document tracking assist with customers who require us to track everything from document access to viewing. The ability to allow every user view access to every drawing and let them solve their own issues and questions by having that access is empowering and benefits to all. Adept helps us track a trove of different documents, linked together and easily searched. Review collected by and hosted on G2.com.

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Response from Martha K. Lubow of Synergis Adept

[Editedit](https://www.g2.com/survey_responses/synergis-adept-review-7455003/official_response/edit)

Thanks Erich for taking the time to post your review. It's been a longtime journey together and we appreciate your abiding partnership with Synergis. It's really our 20+ year customers who are the bellwether of our success as a development organization. We are grateful for the praise and the constructive criticism to keep us on course toward delivering the very best product and services.

2/19/2025
Current UserValidated ReviewerIncentivizedSource: Seller invite

CT

Corey T.

Asset Data Analyst 

Utilities

Mid-Market (51-1000 emp.)

5/23/2024

"Longtime Adept Power User in Public Utility Industry...I give the highest recommendation!"

5/5

What do you like best about Synergis Adept?

My company has had Adept since 2009 and it has played a central role as an important drawing management and tool for engineering, contstructions and managing project design material.

Almost more than anything, the customer service at Synergis is second to none when comparing to any other engineering software company that I have ever dealt with in my 25 year career.

The best part is, the people who build it often reachout to ask customers how they can improve it and request ideas. #Adept\_Is\_BEST!

Corey Tanner Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

I have been an advocate of Adept for more than 15 years and continue to work with Synergis as a power user to find more ways to utlize this tool. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

I have been working with several people with Adept on customizing different methods to streamline processes for my company. Synergis's customer service and annual conference is second to none, and I have been to a lot of AutoDesk and other design conferences. This is the very best Review collected by and hosted on G2.com.

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Response from Martha K. Lubow of Synergis Adept

[Editedit](https://www.g2.com/survey_responses/synergis-adept-review-9693907/official_response/edit)

W-O-W!! Thanks for the positive review, Corey. It's always a delight to speak to you and see that you are advancing your career and always giving credit to Adept and the folks at Synergis. Here's to many more years of a great partnership.

2/13/2025
Current UserValidated ReviewerSource: Organic

 ![Mike P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike P.")
MP

Mike P.

Designer/Technologist

Mid-Market (51-1000 emp.)

6/19/2020

"Synergis Adept has a good combination of robust features backed by capable & passionate employees."

5/5

What do you like best about Synergis Adept?

Concise storage & retrieval functionality with very good integration with other business applications. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

File viewer & workflow functionality could use some improvement. Review collected by and hosted on G2.com.

Recommendations to others considering Synergis Adept:

Give Synergis Adept serious consideration. Their product suite is significant, their staff is committed to the success of their customers and their plans for the future of the product is encouraging. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

We no longer execute business processes by manually transmitting paper documents between functional departments. Documents are now contained within Adept and are quickly accessible to a variety of users with no significant manual effort for review and usage. We have realized an increase in business process efficiency and have ensured that office floor space does not have to be allocated for document file storage.

As we have grown over the past year, Synergis Adept has been instrumental in ensuring new hires get a good sense of business information flow thus getting them productive quickly and understanding the dynamics between functional departments. Review collected by and hosted on G2.com.

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Response from Martha K. Lubow of Synergis Adept

[Editedit](https://www.g2.com/survey_responses/synergis-adept-review-4267388/official_response/edit)

Thanks for the positive review, Mike. Your enthusiasm and commitment to achieving maximum value from Adept makes you a superhero in our book. Here's to you, the great work you do, and many more years of partnership.

2/13/2025
Current UserValidated ReviewerSource: Organic

 ![George L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George L.")
GL

George L.

Superintendent of Engineering Technical Services 

Enterprise (\> 1000 emp.)

4/29/2025

"Synergis Adept - Engineering data management in mining and processing environment"

4/5

What do you like best about Synergis Adept?

I am in a mining and mineral processing industry. I am with Mechanical and Civil/Structural Engineering Technical Services.

The company uses Synergis Adept to manage, track and audit engineering documentation, and drawings. We have drawings from 1950s' all the way through, and digital CAD drawings. We also used Adept to store 3D drawings. We use Adept daily.

For scanned drawings, we use .TIF, .PDF, and they can be stacked so the latest version is available at the top. This function allows us to have version control and clarity in system.

3D .STEP files works in Adept viewer if they are zipped and stored.

We use DWG files for tracking 2D CAD files.

If proper meta data are entered and assets coded properly, the system works quite well. For CAD files, title blocks can be coded to extract meta data upon sign in to increase efficiency in Doc control.

Adept viewer is versatile and can display quite well. The program has a steep learning curve, but it does the job quite well.

The Synergis support team is quite responsive, and this is their biggest asset. Their customer relation are also wonderful.

Adept tracks documents and drawings audit trails proficiently and functions as expected for engineering audit and document control purposes. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

Adpet does a good job at stacking data and having a good audit trail. It does have limitations when it comes to stacking parent/child files.

Adept has limitation on 3D model management. It can store segmented models but it does not have ability to create federated model. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

Adept is an engineering document management system that can sort by asset area, discipline, and many more. It has capabilities to streamline with project management and engineering drawing approval process, but we do not use it. It also has ability to stack versions so it has good traceability and this solves our need for clarity in system as to what information is the latest. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: Seller invite

MM

Michael M.

Senior Designer

Mid-Market (51-1000 emp.)

2/18/2025

"Been a Synergis Adept user for 10 years, and am very happy with it."

5/5

What do you like best about Synergis Adept?

We have used Synergis Adept as our Document control system for 10 years now. Being able to manage and track our Engineering documents (Drawings, ECN's, ECR's, Deviations, Start/Stop's) has been invaluable. I have also have been very impressed with the Synergis Help Desk, the Customer support is outstanding.

When I do submitt a Help Desk ticket they get back to me very quickly, sometimes within minutes of my submittal, and have always been able to help me correct my issues and answer my many questions with patience. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

The Workflows are a little generic, would be nice if they were a little more customizable. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

The routing of Enginering Documenation (ECN's, Deviations etc.) both internal and to our Customers via the Transmittal process. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing")
AM

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

10/7/2025

"Adept review"

4.5/5

What do you like best about Synergis Adept?

It is very intuitive. Much SAPerior to the document control package we were using. The customer support is very responsive and the software can be picked up easily. The customization such as setting up forms was a bit more challenging but customer support walked me thru it. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

I can't say I dislike anything about Adept. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

Document control, change an obsolescence. When we obsolete documents, we can easily determine what other documents in our system reference the document and revised those as needed. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Mining & Metals](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mining & Metals")
UM

Verified User in Mining & Metals

Mid-Market (51-1000 emp.)

10/26/2022

"Long time user of Adept for CAD document management"

4.5/5

What do you like best about Synergis Adept?

Adept supplies a method to manage all of our CAD documents from the design phase thru fabrication and implementation, as well as allowing maintenance to access drawings when needed after the equipment is in service. It also stores old versions of all revised files that can be accessed at any time to see what changes were made in the past, which can be extremely helpful with troubleshooting. I would also like to say that Synergis has a very helpful helpdesk and team to work thru any issues you may have with integration between CAD software and Adept. Review collected by and hosted on G2.com.

What do you dislike about Synergis Adept?

I wouldn't classify these as dislikes, but the viewer can be a little quirky, I know Synergis is developing their viewer currently and look forward to upgrading to it in the future. There is also a definite manner that CAD users need to learn to interact with Adept, but once you understand a few things not to do, it is very painless to use Adept to manage drawings. Review collected by and hosted on G2.com.

What problems is Synergis Adept solving and how is that benefiting you?

Synergis manages thousands of .tif, .pdf, .dwg, and Autodesk Inventor files for us, giving us a common program that is used from the initial design phase of equipment to allowing access to maintenance personnel 24/7. I look forward to updating to a newer version of Adept in the near future to gain access to there viewer that handles solids models much better than the existing viewer. Review collected by and hosted on G2.com.

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Response from Martha K. Lubow of Synergis Adept

[Editedit](https://www.g2.com/survey_responses/synergis-adept-review-7262849/official_response/edit)

It's fantastic to hear how many ways Adept is helping you manage your thousands of documents and file formats. As a longtime user, you've had opportunity to observe the benefits of Adept over decades and to experience the many ways it serves you from design through fabrication. Thanks for the terrific review.

2/13/2025
Current UserValidated ReviewerIncentivizedSource: Seller invite

## Questions about Synergis Adept? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about Synergis Adept
](https://www.g2.com/products/synergis-adept/discussions/new)

GU

Guest User
•
Last activity over 1 year ago

What is Synergis Adept used for?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/what-is-synergis-adept-used-for)

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View all Discussions
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## Pricing Options

Pricing provided by Synergis Adept.

### Explorer

Contact Us

1 Named or Concurrent License Per Year

### Reviewer

Contact Us

1 Named or Concurrent License Per Year

### Creator

Contact Us

1 Named or Concurrent License Per Year

[
View More Pricing Information
](https://www.g2.com/products/synergis-adept/pricing)

Synergis Adept Comparisons

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##### 
##### Synergis Adept Features

Data Management

Document Identification

Workflows

Version Control

Document Management

Versioning

Dashboards

Resource-based Reports

Data Visualization and Analysis

Quality-Based Reports

Collaboration

Change Tracking

Simultaneous Access

File Sharing

[
View More Features
](https://www.g2.com/products/synergis-adept/features)

## Top-Rated Alternatives

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##### Categories on G2

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