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.
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.
OCR Scanning
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.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission.
Form Creation
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device.
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)
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.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
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)
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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 with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
Metadata (3)
Repository
Maintain a single repository for all product data and manage access rights
Taxonomy
Define product taxonomies, categories, and other types of classification
Types
Manage multiple kinds of product metadata such as descriptive, administrative, and rights management
Data Management (7)
Version Control
Tracks versions and changes, including options to check-in and check-out
Alignment
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
Lifecycle
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.
Workflows
Includes workflows and defines the roles of users who need to create, review and approve each type of documents.
Version Control
Tracks versions and changes in a project, stores, and monitors those online.
Document Management (5)
Centralized Platform
Provides a unified, easy-to-access database to store, upload, and import construction plans.
Versioning
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
Optical Character Recognition (OCR) Technology
Leverages OCR technology to efficiently extract data from construction documents
Linkage
Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows.
Site Management (2)
Site Progress Monitoring
Enables the upload of site photos to existing plans to better track the progress of a construction project
Mobile Access
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.
Data Visualization and Analysis
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
Automated Dashboards
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
Simultaneous Access
Allows users to work simultaneously on files.
File Sharing
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
Security (3)
Authorization
Controls information access by only allowing authorized users to search, view and retrieve engineering documents
QR Code
Facilitates verification of document authenticity via QR code scanning feature
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)
AI Text Summarization
Condenses long documents or text into a brief summary.
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





