# Synergis Adept Reviews
**Vendor:** Synergis Software  
**Category:** [Engineering Document Management Software](https://www.g2.com/categories/engineering-document-management)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 202
## About Synergis Adept
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.



## Synergis Adept Pros & Cons
**What users like:**

- Users highlight the **exceptional customer support** from Synergis Adept, noting their responsiveness and commitment to resolving issues. (21 reviews)
- Users appreciate the **improved document management** with Synergis Adept, enhancing workflows and file retrieval efficiency. (17 reviews)
- Users find the **ease of use** in Synergis Adept enhances file management and retrieval for their workflows. (17 reviews)
- Users highlight the **exceptional customer support** from Synergis Adept, ensuring a smooth document management experience. (11 reviews)
- Users value the **flexibility** of Synergis Adept, finding it adaptable to various CAD and document file types. (8 reviews)
- Users find the **search efficiency** of Synergis Adept intuitive, making document retrieval quick and easy. (8 reviews)
- Collaboration (7 reviews)
- Users value the **customization options** of Synergis Adept, allowing tailored solutions for diverse project management needs. (7 reviews)
- Data Storage (7 reviews)
- Integrations (7 reviews)

**What users dislike:**

- Users find the **viewer quality lacking** , noting limitations in functionality and printing options currently available. (7 reviews)
- Users find the **learning curve steep** , making initial adaptation and user migration challenging for administrators. (6 reviews)
- Users note several **missing features** , particularly with the viewer&#39;s limitations and system performance issues. (6 reviews)
- Users find that **workflow issues** hinder flexibility and customization, making document management tedious and less efficient. (6 reviews)
- Users frequently face **bug issues** with the viewer, including load times and functionality after updates. (5 reviews)
- Users notice some **limited features** in Synergis Adept, particularly regarding 3D model management and customization options. (5 reviews)
- Users experience **performance issues** with Synergis Adept, noting slower document delivery and occasional crashes with multiple files. (4 reviews)
- Users experience **slow performance** with Synergis Adept, impacting document delivery speeds despite new features. (4 reviews)
- Software Limitations (4 reviews)
- Update Issues (4 reviews)

## Synergis Adept Reviews
  ### 1. Over two decades of Fantastic Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2020

**What do you like best about Synergis Adept?**

I have been a customer of Synergis and using the Adept software for over 20 years. I have worked with them through two different companies with two different systems and Adept has worked smoothly and reliably for both. 
Their install and training team are impeccable . I have met and spoken to many of the people who work for this company all the way to the top. Once you are involved with Adept you feel you are part of a team and you can reach out for assistance whenever its needed.  
Adept itself is a top-notch Document Management system.  They LISTEN to suggestions made by their customers and continue to look forward and make enhancements. The software is solid and I feel our documents and their versions are secure. I think the most amazing thing is that they are always forward facing and they look to their customers for opinions and ideas and always make you feel like you are an important member of the Adept family.

**What do you dislike about Synergis Adept?**

I honestly can’t think of a single downside to Adept. Yes, there’s a cost, but when you weigh that against the man-hours it saves and the security it provides, it feels like you’re truly getting what you pay for.

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

Adept offers complete control over our drawings. It maintains a version history for files and an audit trail that shows who has viewed, copied, or revised a file. Having that level of control is a real benefit, especially with everything kept in one central location that’s accessible to the people who need it. The search engine is strong and saves time, which supports productivity and helps keep information accurate. It also keeps our documents secure by limiting access to only those who should have it, and it lets us fine-tune permissions and access levels as needed. Publishwave is also used in our system for post-processing our files.

**Official Response from Martha K. Lubow:**

> Thanks for your thorough review of Synergis Adept. Your extensive experience with the software, spanning over 15 years and across different companies, really stands out. It’s great to hear that Adept has consistently provided smooth and reliable service in different settings.

Your high praise for the installation and training team, and the sense of belonging and support you've experienced with Synergis, speaks to their dedication to customer satisfaction and community building. It’s not often that you find a company where you feel genuinely part of a team, with access to assistance whenever needed.

The fact that you see the cost as a worthwhile investment for the efficiency and security it provides is a strong endorsement of the software's value. Your positive experience with Adept's control over drawings, version history, and strong search capabilities underscores its effectiveness in improving productivity and information accuracy.

As someone deeply involved in your field, your detailed feedback not only helps others understand the benefits of Synergis Adept but also reflects the trust and satisfaction you have in the product and the company. Thank you for sharing such a thoughtful and comprehensive review.

  ### 2. Continuing to enable customer success

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kirk F. | Systems Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Synergis Adept?**

A secure architecture behind the scenes enables the solution to meet many information security requirements during implementation or upgrades. The platform is also easy to use, and customer support is always available to help whenever a question comes up or an issue arises.

Update 2026: Synergis continues to drive customer success through client relationships where the client helps drive product innovation

**What do you dislike about Synergis Adept?**

In a diverse CAD software environment, there can be some minor lag in plugin support for newer or recently upgraded software utilities outside of Adept.

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

Adept provides workflow and versioning on documents that do change over time.   Centralizing these allows users to quickly find the data they need with minimal effort.

**Official Response from Devon Maurer:**

> Thanks for taking the time to update your review and your continued partnership over the years! This is such meaningful insight, as customer success is truly our highest priority. One of the things we value most is the opportunity to learn directly from our customers - the ideas of those who are using Adept every day continue to shape the products we build and improvements we make.

I appreciate your input on the plugin support for new or upgraded software outside of Adept - as you know, this feedback will go directly to our product team!

  ### 3. Good document control software, but lacks a few features.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Joshua L. | Lead Product Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 03, 2024

**What do you like best about Synergis Adept?**

Synergis Adept is a great document control software that allows for version history and great audit tracking for using ECN controls.

**What do you dislike about Synergis Adept?**

Lack of features that makes it difficult to place a version of a document between others if found later during review of paper files. Cannot update other software packages due to current versions of Adept not being compatible with the current release of certain software.

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

Allows for fast lookup of current drawings by our production department for fabricating products. Reduces errors during manufacturing because the proper drawing is being implemented instead of paper copies on the shop floor.

  ### 4. Powerful PDM software

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2020

**What do you like best about Synergis Adept?**

The workflow is intuitive to setup, and the workflow tool has flexibility for the approval process be as simple or as complex as the company structure requires.  

Also, if extractable information is available, and the search card is well  files are easy to search.  The designed is dependent on how much foresight your company has on extractable data and search card design, but with a good plan this is a powerful tool.

**What do you dislike about Synergis Adept?**

The software is cumbersome to install and often requires an Adept Administrator to come back and repair or reinstall one or more files. In addition, there are many nuances that can make the software finicky if the settings are not correct.

It also takes years to develop in-depth knowledge of the software. To fully utilize it to its potential, you really need someone on staff with extensive past experience.

There is no Gold Partnership with Solidworks.

**Recommendations to others considering Synergis Adept:**

This software is easy for general users, but requires extensive experience to utilize it to its fullest.  Synergis Adept offers good up front training and helps with the initial setup it will take some time to develop competent administrators who are able to work with Synergis techs to troubleshoot problems.

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

Version control and the audit trail help give a good reference of any changes that occurred and who made changes to files.  This is especially helpful when there has been turnover in the organization because you can see exactly what changes occurred regardless of what revision information may or may not be documented.

**Official Response from Martha K. Lubow:**

> Thanks for the review and feedback. It's good to hear that you're finding that Adept is easy to use and intuitive. Everyone who uses Adept would agree with you about its powerful search capabilities using Metadata. 

I'm sorry you've had a challenging time with Adept's installation. I'm not sure if Synergis assisted you with the implementation or you did it on your own. However, please know that you can always reach out to our Helpdesk for assistance with any challenges you are experiencing.

  ### 5. Document Management at its finest!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eric P. | Construction Project Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2020

**What do you like best about Synergis Adept?**

Simple, easy to understand document management that meets all our business goals. Adept integrate with Autodesk software very well. I love how it handles xrefs in AutoCAD. The user management portion of the software is easy to use. I love that it uses Active Directory and no password is needed to log into the desktop client.

**What do you dislike about Synergis Adept?**

There are no downsides to having all your documents in an easy to find system! I haven't found a good solution to store laser scanned point clouds with the individual scan files in the "support" folder in Adept yet. Scrolling and viewing large lists of files is very glitchy from time to time.

**Recommendations to others considering Synergis Adept:**

Adept has solved all of our document management system needs. They had an amazing data migration team that was able to transfer everything from an old document management platform into Adept without any troubles. This made our transition smooth. Synergis Software has a great project management and software consulting team that performs our software upgrades on our servers each time we upgrade. They make it a simple seamless process to upgrading our Adept software!

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

Easy and fast retrieval of business critical information and building drawings.  Having the security of having all your past revision history to go along with it is equally important.

**Official Response from Devon Maurer:**

> Thank you for taking the time to share such thoughtful feedback about your experience with Adept! We're so glad to hear Adept has been easy for your team to use and that features like managing AutoCAD xrefs and Active Directory have made a positive impact on your workflows.

It's especially great to hear that Adept is helping your team quickly retrieve critical business information while maintaining full version history - reliable access to documents is exactly what a great engineering document management system should deliver!

Thanks as well for calling out the challenges with point clouds and large file lists - we always use this kind of feedback to help us continue improving the platform. We appreciate you sharing all of your experiences, and for being a part of the Adept community!

  ### 6. Top Notch Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** briley w. | CAD Designer/Adept Admin, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2020

**What do you like best about Synergis Adept?**

i was grandfathered into a Document management position at Toray and didn't know a thing about Adept until i was hired . I have a gift of being able to pick up and learn software so i wasn't worried. Everything from the Adept experience,  the help desk, and my first System Upgrade these folks are top notch with customer service . they really want you to succeed. We recently in 2025 finished the install of our custom plugin and charlie and his team have been great to work with .

**What do you dislike about Synergis Adept?**

i guess the only Dislikes are a few system limitations. Its a document management software and at Toray we try to use it and make it do things it was designed for. the viewer is another dislike however iv'e heard in 2025 release that is changing. The viewer curently doesn't have a option to print straight to a printer. I think once you learn the system there isn't a whole lot of dislikes. If you asked someone that doesn't understand the system there maybe more dislikes.

**Recommendations to others considering Synergis Adept:**

Im still only 1year into using Adept but , the positive thing i know for sure is if you need help they are willing to help you in a very timely maner.

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

Document management is part of my job, and Being able to understand how to put files/drawings into the system and have the secure and be able to find them when someone ask for them. Currently that isn't the case, we have alot of missing meta data on the data cards but slowly we are adding that data. Using tools like file guides, smart search keys, column sets, data Base Fields, we are starting to realize Adept is a slick system that will do everything we need. And its not as difficult as i first thought. ...Update ive been at Toray for 5 years now and finiding drawings in adept is a breeze, if the drawing exist i can usally find it with no problem.

**Official Response from Martha K. Lubow:**

> Briley, thanks for posting your review of Adept. We appreciate and value what new Administrators tell us about their experience with the software. We admire all the hard work you're putting into learning Adept as you take over a new position. And, many thanks for your suggestions about ways to improve the product. We hear you!

  ### 7. My Adept Experience: Document management for document control, compliance and consistency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Corey T. | Advocate for Minnesota Elderly, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 03, 2022

**What do you like best about Synergis Adept?**

More than just document management application, adept has a positive and broad impact on document work flows, verbal and non-verbal communicative structures.
I love that Synergis is forever tweaking, trying new things and open to new ideas that will work for AdeptNation! 
I love the people, help deak and many of the friendships I have developed over the years.

**What do you dislike about Synergis Adept?**

**I requested a feature request **More and more companies are moving to electronic file storage. Because of this, files are almost handled like assets which have life cyles. In addition, these files are a lot of times the source for confirming installation dates of equipment or are used in the determination of depreciation for accounting records. In my opinion, companies must develop or refine policies and procedures on file retention.  I would love to see Adept develop a module for administrators to use as a tool for file retention.

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

File reconciliation, communication between users and file security.

**Official Response from Martha K. Lubow:**

> Thanks Corey for your review and your suggestions! I love the idea of expanding Adept's capabilities in electronic file storage. Every post on G2 is reviewed by our Product Management team, and I'm sure they'll be interested in your ideas! 

  ### 8. Effortless Document Management, Always Up-to-Date

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily M. | Project Engineering Specialist - Electrical, Enterprise (> 1000 emp.)

**Reviewed Date:** June 14, 2021

**What do you like best about Synergis Adept?**

I use Synergis Adept for document management of equipment drawings, mainly PDF and AutoCAD. I appreciate that Adept is very simple and easy to use. It's also a very reliable program, which is essential since people throughout the plant need to access this information 24/7. Granting or changing user access is quick, taking only a minute or so once set up. It's easy and straightforward for accessing drawings, allowing plant personnel to search for and download what they need without constantly reaching out to engineering for help.

**What do you dislike about Synergis Adept?**

I'd like to see the app continued to be developed. People live on phones and tablets, but I still think Synergis Adept works best on a computer.

**Recommendations to others considering Synergis Adept:**

Overall I would recommend Adept.  The software is easy to use and the support is great.  It is a powerful tool.  If you chose to spend the money and purchase it I would recommend using all of the tools as a true document management system and not just a drawing repository as we did for years.  I would also like to note that several of the issues we have with using Adept stem from the past several legacy versions of drawing management software that we used.  Had we taken more time and effort to cleanse the data when transfering it into adept, the system would be even easier to use today.

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

Synergis Adept ensures access to the most recent drawing versions and allows retrieving old revisions. It's simple, easy to use, and reliable, enabling independent document access without needing engineering assistance.

  ### 9. Highly Recommended for getting your data under control

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brandt B. | Engineering Data Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2020

**What do you like best about Synergis Adept?**

Adept solves the problems found in a Windows File Share such as people saving files differently (different locations, names, folder structures,etc). This makes it much easier to find files without relying on Tacit Knowledge, Manual Searching, or even asking someone where they saved something.

Adept also helps us tremendously with version control. Prior to Adept, we would sometimes use the wrong version of a file in production, or files would get moved, lost, overwritten, or deleted. We also had duplicate (a different versions of) files all over the place. Adept helped us get this under control.

I also like the Audit Trail where we can see exactly what happened to each file (and by whom) since its creation.

I think Adept's benefits are especially felt by CAD users as assemblies and parts retain their associations automatically. But it was the best tool we found that also benefited non-CAD users.

We also like that it's a US-based company with superior customer support. It is IT friendly and suited to our line-of-work.

Update after a few years of Adept use: They are a top-notch team and are always on-hand to help us with any issues we might have. Adept is still solving the issues we needed help solving, and it is seamlessly part of our business now.

**What do you dislike about Synergis Adept?**

Upfront Cost – licenses are expensive but the benefits far outweighs the cost

Growing Pains - Not every file is in Adept yet (data migration is tedious and time-consuming). Training is required (and a new way of thinking is required). People resist change; we need to change the way we do some things. These really require us to break some bad habits which will make us better in the end.

It’s not perfect. There are occasional bugs or annoyances. It still relies on people to fill out data cards correctly, which is a training issue.

Software upgrades are a bit complex, requiring a bit more IT support than I'd like. Fortunately, this only affects us for a couple of days per year.

**Recommendations to others considering Synergis Adept:**

If it's your first time diving into product data management, start slow. Start adding new files to Adept and migrate legacy data slowly. Also, don't try to use too many advanced features all at once. They are easy to add/start using later, and you will have a better idea of what you need after using the basics for a while.

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

Adept currently saves us time managing data by eliminating manual searching, re-work, errors due to old revisions, and lost information.

**Official Response from Martha K. Lubow:**

> Brandt, thanks so much for your thoughtful review. Even your "dislikes" read like positive observations about upfront costs, on-boarding, and thinking in a new way. Love your perspective on migrating documents into Adept. It’s heartening to know you've been able to eliminate so much non value-added work. 

  ### 10. Superior product with amazing features and capabilities that can scale to your companies needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Synergis Adept?**

Adept has transformed the way our company manages Project Drawings for the better. Increased visibility, security, controls, and best of all only one location for users to go to! Additionally, the support team is quick to respond and helpful at answering questions and solving issues!

**What do you dislike about Synergis Adept?**

There are so many capabilities that it is a little overwhelming at first to learn as an administrator. However, the provided training goes into all the features and leaves your ready to get started

**Recommendations to others considering Synergis Adept:**

Set up a demonstration of the product with them to see all the different features.

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

We now have a secure place to store our drawings with controls around who can access and modify them.

**Official Response from Martha K. Lubow:**

> Your review has some of the best praise I've read on Adept's capabilities. "Transformation," "Increased visibility, security, controls," and "one location for users to go to!"  I couldn't write it better! Thanks for the thoughtful review and kind words. 

  ### 11. Intuitive Yet Slow for SolidWorks Users

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 03, 2024

**What do you like best about Synergis Adept?**

I like that Synergis Adept is very intuitive, which makes it easy to use. I also appreciate the ability to make batch updates to the data cards, so we can change many files at once. This feature makes it efficient when printing PDFs of SolidWorks models, as the data cards change what appears on the PDF.

**What do you dislike about Synergis Adept?**

The software is extremely slow, and it might be because it's dealing with SolidWorks. Making any change to a batch update or an individual part's data card is slow. Even moving between inbox and work areas can take minutes.

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

I use Synergis Adept for managing SolidWorks models. It helps us update parts, track file revisions, maintain a correction trail, and provides better version control and protection against accidental file deletions.

**Official Response from Martha K. Lubow:**

> Thanks for sharing your feedback — I’m really sorry for the frustration this has caused. I understand how disruptive these issues can be, especially with crashes, SolidWorks load times, and missing features you relied on.

We’re actively reviewing recent stability and performance concerns, and I’ve passed your input to our development team. 

Have you reached out to the support team about the UI scaling issue? They may have a fix already.

Or, would you be open to a quick call or email to dig into the details? Your insight is incredibly helpful.

Best,
Martha


  ### 12. Joshua Lorenz Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Joshua L. | Project Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Synergis Adept?**

I enjoy the compare feature. I think it is very useful to see difference in versions of drawings.

**What do you dislike about Synergis Adept?**

The viewer is pretty slow to load. The desktop is kind of clunky to use.

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

It makes it very easy to organize our companies drawings

  ### 13. Adept - Powerful Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom M. | VP of Engineering, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 26, 2025

**What do you like best about Synergis Adept?**

The Search Features will "WOW" you!
It is Fast, it is Easy, and it Finds what you are looking for!
With the ability to search through documents' meta-data through the Data Card allows you to Pinpoint the exact File you need, FAST!

**What do you dislike about Synergis Adept?**

The newest Adept Viewer has added many new features to the Viewers' capability but it comes with a slower delivery of the document.
But if you enjoyed the speed of the previous Oracle Viewer, Synergis gives you the option to set-up Alternative Viewers that can present the View of the Document very quickly.

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

With 1,000's of Customers and over 10,000 Engineering Drawings - Adept keeps us all on the Latest Revision seamlessly.

**Official Response from Devon Maurer:**

> Love this! 

So glad to hear the ability to search through meta-data through the Data Card is helpful in managing so many documents - fast and accurate search capabilities make a huge difference! Plus, it's great to know your team is staying aligned on the latest revisions across such a large set of drawings. That kind of visibility and control is essential for good engineering document management.

We also appreciate the feedback regarding the speed of the viewer - this kind of insight will help us continue to improve the experience!

  ### 14. Incredibly helpful tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dana F. | Document Control Admin, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about Synergis Adept?**

Adept has significantly improved our document management, from the workflows to the ease of locating the correct documentation. Our team uses Adept every day which helps streamline our production process. The staff has helped make the transition very seamless from the training to the start-up.

**What do you dislike about Synergis Adept?**

We have not come across any downside to Adept.

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

One outstanding feature is that users can only access the latest revision, guaranteeing that everyone is viewing the most up-to-date drawing. This ensures that all users are on the same page, avoiding any confusion or outdated information being used.

**Official Response from Devon Maurer:**

> Thank you for sharing your feedback! We love hearing that Adept has made things easier for your team and that the workflows and daily use of the system are helping to streamline your processes. 

And thank you for mentioning your positive experience with the transition to Adept. Helping customers transition smoothly through training and implementation is always our priority!

  ### 15. Multi-Location Access for the most part, and SolidWorks Most Recent Edition Hold Us Back

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 02, 2026

**What do you like best about Synergis Adept?**

It allows access from several locations to view our standards and other documentation.

**What do you dislike about Synergis Adept?**

There are features that we need (SolidWorks) that they are so far behind on and holds us back from updated information that would be helpful to our business

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

Not sure on this one

  ### 16. Cad Designer - Engineering Software Administrator

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Glass, Ceramics & Concrete | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Synergis Adept?**

I like that the software is user friendly. It doesn't take a lot of time to get users familiar with the software and off and running. I also like that the system can be configured to suit your needs. Also, I like the fact that data can not only be extracted from your documents, but it can also be pushed into your documents. I also like the fact that this software can be integrated with Autodesk products. Customer support has always been great, whether it be user issues or product upgrades.

**What do you dislike about Synergis Adept?**

The weakest link that I have seen is the viewer that comes with the software package.

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

We have one group that works on projects for multiple locations. Having a way to search for documents related to each facility is a must have. Document control was a big issue for us. Also being able to give access to our files to users at the remote locations was a big plus for our group as well. The remote sites can keep files up to date.

  ### 17. Always Know Where Your Files Are—Easy to Find When You Need Them

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Synergis Adept?**

We know where all the files are and we can find them when we need them.

**What do you dislike about Synergis Adept?**

The user interface is daunting to our less technical users.

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

Institutional knowledge that used to walk out the doors is systematically gathered and retained for ongoing and future needs.

  ### 18. We were better off before the upgrade.

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about Synergis Adept?**

We do like the functionality of the search engine. However, a legend with the wildcards would be very helpful. Especially, to those who use the system less often.

**What do you dislike about Synergis Adept?**

I seem to be hearing a lot about the software as of late. In a recent incendent, we needed prints for emergency work and were not able to access them. This being a contributing factor to a nearly sitewide shutdown. Consensus at the plant is that we were in a much better position prior to the upgrade.
The new viewer has caused some fits. 
Printing is always an issue I hear from users.
As you already know, the viewer is very sluggish and takes a considerable amount of time to open with the first file.
Sometimes our drawings don’t open at all. See below example. I can see the drawing in the thumbnail but it will not open in the view window.

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

Managing our drawings with version history.

**Official Response from Martha K. Lubow:**

> Thanks for sharing your experience. I have forwarded your concerns to the product development team, Helpdesk, and your account manager, all of whom are committed to making you whole after the upgrade.  I promise to follow up with you.

  ### 19. Fast Access to Stored Information with Powerful Search

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jesus E. | It engineers, Enterprise (> 1000 emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Synergis Adept?**

the facility to search store and keep the information at hand

**What do you dislike about Synergis Adept?**

slowness due the amount of data or maybe the capacity of software

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

the benefits of adept will be the capacity of have storage info on it

**Official Response from Devon Maurer:**

> Thanks for the review! I'm glad Adept is helping you keep important information organized and easy to find when you need it. I appreciate your feedback on performance as well, and I'll be sure to share it with our team. Thanks again for taking the time to share your experience.

  ### 20. The future seems brighter than I thought

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ernesto H. | Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Synergis Adept?**

Keeping to the one document has the truth method.

**What do you dislike about Synergis Adept?**

Poor usability for remote CAD users with large data sets

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

No more multiple documents, no more questions about which is the latest, central location for document storage

**Official Response from Devon Maurer:**

> Thanks for sharing your thoughts! It's great to see Adept helping your team eliminate questions about which revision is the most current. Having a single source of truth for engineering information is so important, so I'm happy to see the value it's providing you. Your comments on usability for remote CAD users is appreciated and will be passed on to the product team!

  ### 21. Handling Large Datasets

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tyler C. | Drawing Supervisor, Enterprise (> 1000 emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Synergis Adept?**

Easy user interface for first time users

**What do you dislike about Synergis Adept?**

I would like there to be a queue for when all the licenses are in use.

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

Handling revisions for large amounts of engineering drawings and project documents

**Official Response from Devon Maurer:**

> Thank you for taking the time to leave a review! I'm glad to hear Adept is helping your team manage revisions across engineering drawings and project documents, and that you've found it easy for new users to get started with. I appreciate the feedback on license availability as well, and I'll be sure to pass that along to our product team. Thanks again for sharing your experience and for being part of the Adept community!

  ### 22. Jaylin C review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Synergis Adept?**

It’s easy to use and has a pleasing interface.

**What do you dislike about Synergis Adept?**

Sometimes I have problems opening the viewer in solid works

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

Education about the program, the video database will be a big help.

  ### 23. Great product, support, & people

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy F. | Drafter/Designer, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 03, 2024

**What do you like best about Synergis Adept?**

Any time I have had any problems or questions they have been resolved very quickly.

**What do you dislike about Synergis Adept?**

I have no dislikes as of today. I have been using this software for almost 15 years.

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

I think the cloud based is going to solve a lot of problems for my company.

**Official Response from Devon Maurer:**

> Thank you for your wonderful review - we're so glad you're loving Adept and are always happy to provide support.

I'm glad to hear you're looking forward to the Adept Cloud release - so are we! We're excited to introduce it at Adept Experience this year - hopefully you'll be joining us there! There's several sessions and training classes that will offer great insights for implementing it at your company.

  ### 24. Good experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 11, 2025

**What do you like best about Synergis Adept?**

We like adept and the way our employees are utilizing to complete work.
We appreciate some of the fixes that were done during the upgrade especially the Plot.
Team is great to work with as they are trying their best to address newly identified issues.

**What do you dislike about Synergis Adept?**

We had some issue with the embedded JIF. and the fact that we had to use work around for quite sometime. The fact that we have to wait for big releases for some of the fixes.

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

Viewing Plot on the field. It help with accuracy in mapping.

**Official Response from Devon Maurer:**

> Thank you for sharing your feedback! It's great to hear your team is finding value in using Adept to support their work, and that the recent upgrade improvements have made a positive impact. We truly appreciate your kind words about our team as well - supporting our customers and working through challenges together is the most important aspect of what we do!

I understand your frustration regarding the embedded JIF issue and the need for workarounds and appreciate the feedback. It's always valuable as it helps us prioritize improvements and continue refining the product so we can deliver enhancements as efficiently as possible. We hope you continue sharing your ideas and ways we can improve, and if you ever need help with a specific issue, a member of our team will always be available to assist!

  ### 25. Excellent Document History Tracking and Access Visibility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Synergis Adept?**

The ability to track document history and who accessed the document.

**What do you dislike about Synergis Adept?**

The viewer can be slow at times, however a simple restart helps fix the problem

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

It gives us the ability to use full-text search to find equipment numbers across multiple DWG files.

**Official Response from Devon Maurer:**

> Thanks for taking the time to leave a review! It's always great to hear that features like tracking document history and access and full-text search are helping you work more efficiently. Your experience on the viewer performance is appreciated as well - we take all that feedback to heart as we work to continuously improve our products and features.

  ### 26. Adept’s Search and Document Control Supercharge Our Workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Synergis Adept?**

Adepts search capabilities and way of establishing document control allows us to speed workflow and control documents across our company.

**What do you dislike about Synergis Adept?**

We have issues with the web based viewer for some dwg files.

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

Controlling drawings and checking them out to third parties.

**Official Response from Devon Maurer:**

> Love this! Quickly finding information and maintaining document control is exactly what Adept is built for - "supercharging" your workflow is such a great way to describe it! I'm glad to hear it's also been beneficial in controlling drawings across teams and external partners. 

Thank you for also sharing your feedback about the viewer - that kind of input helps guide future improvements and enhancements. 

  ### 27. Would recommend, but have a few things

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Synergis Adept?**

The ability to search thoroughly and quickly through thousands of documents in seconds.

**What do you dislike about Synergis Adept?**

Could have better ocr supprt and could have s slightly better interface

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

Large scale databases are manageable

**Official Response from Devon Maurer:**

> 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.

  ### 28. Nothing but positives...

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew N. | CAD &amp; Documentation Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** April 24, 2025

**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.

**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.

**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.

  ### 29. High-Level Electronic Document Management Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul C. | Senior Engineer, Infrastructure and Systems, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2025

**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.

**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.

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

Version control, ease of access and uniformity of function.

  ### 30. Great Document Management System with Responsive Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Erich B. | Director of Management Systems, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 02, 2022

**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.

**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.

**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.

**Official Response from Martha K. Lubow:**

> 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.

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

**Rating:** 5.0/5.0 stars

**Reviewed by:** Corey T. | Asset Data Analyst , Utilities, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2024

**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

**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.

**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

**Official Response from Martha K. Lubow:**

> 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. 

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

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mike P. | Designer/Technologist, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 19, 2020

**What do you like best about Synergis Adept?**

Concise storage & retrieval functionality with very good integration with other business applications.

**What do you dislike about Synergis Adept?**

File viewer & workflow functionality could use some improvement.

**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.

**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.

**Official Response from Martha K. Lubow:**

> 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.

  ### 33. Synergis Adept - Engineering data management in mining and processing environment

**Rating:** 4.0/5.0 stars

**Reviewed by:** George L. | Superintendent of Engineering Technical Services , Enterprise (> 1000 emp.)

**Reviewed Date:** April 29, 2025

**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.

**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.

**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.

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

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael M. | Senior Designer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2025

**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.

**What do you dislike about Synergis Adept?**

The Workflows are a little generic, would be nice if they were a little more customizable.

**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.

  ### 35. Adept review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2025

**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.

**What do you dislike about Synergis Adept?**

I can't say I dislike anything about Adept.

**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.

  ### 36. Long time user of Adept for CAD document management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2022

**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.

**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.

**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.

**Official Response from Martha K. Lubow:**

> 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. 

  ### 37. Good Software, Great Staff

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna C. | IT Systems Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2024

**What do you like best about Synergis Adept?**

The support staff is just second to none. Professional and personable, they know their product inside and out and will go above and beyond to make sure they are providing the best support they possibly can. Implementation services run like a well oiled machine and even the developers will not hesitate to get involved to see any issue resolved. Being a small customer who has worked with Synergis numerous times, I am always very impressed with their process and dedication to the success of their customers. They are a pleasure to work with and we always have a few  laughs along the way. In my many years working in IT and the countless vendors I've worked with in that time, I know that having reliable support is the most important aspect of any sofware and Synergis is truly the Gold standard.

**What do you dislike about Synergis Adept?**

I am not a daily user of the software and only an IT member responsible for keeping it running. I know that the staff in my company who use it are very reliant on it for their daily processes and have never offered any negative feedback whatsoever.

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

We are current;y not using Adept to it's full extent but have found it's document control and management capabilities to be essential to our daily processes

**Official Response from Martha K. Lubow:**

> Hi Donna:
Thank you for such a glowing review! It’s fantastic to hear that the support team’s professionalism and dedication have made such a positive impact on your experience. It’s clear that their efforts to go the extra mile have helped ensure your success and satisfaction.

Your feedback highlights how valuable a seamless implementation process and collaborative support are when managing essential systems. It’s great to see how important Adept’s document control and management capabilities are to your team’s daily operations, providing the reliability you need.

Hearing that you’ve consistently had a positive experience with Adept and the Synergis team is truly encouraging. If you continue exploring new ways to use the software, it sounds like there’s even more potential to enhance your workflows further. Thank you again for sharing your experience—it’s inspiring!

  ### 38. Synergis Adept - Easy, Powerful Engineering Document Management System

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christopher  W. | Adept Support Subject Matter Expert, Enterprise (> 1000 emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about Synergis Adept?**

Adept is a very easy to use, yet flexible and highly configurable.  It is extremly to implement and configure for specific uses.   It give high degree control over security to meet a variety of different needs.  And the Synergis Technical Support is outstanding

**What do you dislike about Synergis Adept?**

There is not much to dislike about Adept.

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

/My company had countless engineering drawings spread across network file share, home grown systems, SharePoint, etc.  There was not common method of managing the drawings.  With Adept, we were able to standardize the management software, collect the appropriate metadata, and bring things together to be able to secure and control the documents and enhance the searchability and make it easier to find documents, while providing improved control over access, limiting access of sensitive materials to only approved users..

  ### 39. Interesting document management system

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Enterprise (> 1000 emp.)

**Reviewed Date:** September 02, 2025

**What do you like best about Synergis Adept?**

They have the best trainer I have ever come across

**What do you dislike about Synergis Adept?**

A bit rigid in that they asked us to sign an NDA in order to record the training session

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

Managing and cataloging our vast collection of digital Engineering drawings

  ### 40. It helps control all our engineering documentation with ease.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2025

**What do you like best about Synergis Adept?**

being able to automate workflows and control revisions. their customer support is quick, friendly and very capable.

**What do you dislike about Synergis Adept?**

some glitches with solidworks integration.

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

it helps minimize time engineers spend with documentation by automating our workflows and keeping record of all interactions.

  ### 41. Adept user for over 10 years and Admin for the last 2

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Synergis Adept?**

The integration with SolidWorks has been very good.  Seeing as we use it on a daily basis for our design work this has been a great feature.  Customer support is always great, and they are quick to respond and resolve any issues that come up.

**What do you dislike about Synergis Adept?**

Most of the issues that I see come up with users are with them trying to work outside of the system, which really isn't an Adept issue.

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

Controlling the release and changes of engineering drawings and the release process as well as the product control documents.

  ### 42. Steep learning curve, but keeps everything in order

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about Synergis Adept?**

Adept is very customizable to fit the company's workflow. It's relatively easy to use, but it does have a steep learning curve. IT-wise, implementation is easy. But making the customization and rules so that it fits neatly into how the organization works requires a dedicated team. The ultimate goal is to have the whole organization working through Adept daily, otherwise the benefits quickly diminish.

**What do you dislike about Synergis Adept?**

From my usage so far, Adept is not the ideal "Windows Explorer" replacement yet. It's very tedious to browse documents fast. We're still in the early stages of moving everyone to Adept fully, so it might be because not everyone is cataloging the documents as intended. Biggest shortfall, in my opinion, is that Adept requires a change in how people work.

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

Fixes everything that is wrong with using Windows Explorer as "document control". One can quickly glance at what documents are in the works and in what stage.

  ### 43. Synergis Adept Technical Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Emmanuel S. | System Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2024

**What do you like best about Synergis Adept?**

Adept is very easy to install and maintain. The technical support is very excellent. I recently had an issue with Tomcat having to be upgraded and Technical Support came to my rescue. Dean was excellent from the time I put in the ticket and he responded immediately. We ran into a little issue, however, Dean was able to resolve along with help his collogue asap.

**What do you dislike about Synergis Adept?**

I would like the web portal to be more helpful.

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

Adept is used to manage our engineering documents. It is used primarily by our draftman and engineers.

**Official Response from Martha K. Lubow:**

> Thanks Emmanuel for sharing your review of Synergis Adept. I’m really glad to hear that you’ve found it easy to install, maintain, and train others on—that’s exactly what we aim for. It’s also great to know that our technical support team has been helpful; they work hard to ensure you have a positive experience.

I appreciate your feedback on the web portal. I’d love to hear more about what improvements would make it more helpful for you. Your input is invaluable in helping us make the software better for you and your team.

It’s awesome to see how Adept is helping manage your engineering documents and supporting your draftsmen and engineers. Knowing it’s making an impact in your workflow really motivates us to keep delivering the best possible solution.

Thanks again for taking the time to share your thoughts!

  ### 44. We use Adept to manage all of our engineering files.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven C. | Vice President of Engineering Systems, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 20, 2024

**What do you like best about Synergis Adept?**

Having one location for all our files and they are easy to retrieve.

**What do you dislike about Synergis Adept?**

The viewer is too slow. It needs a better Interface.

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

Getting everything to access the same information has been a huge benefit.

  ### 45. Adept Utilities Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.)

**Reviewed Date:** September 05, 2024

**What do you like best about Synergis Adept?**

Adept is very flexiable and the SQL backend allows for custom reporting with varrious bussiness intelligence software. Synergis' technical support is excellent and the staff is very friendly.

**What do you dislike about Synergis Adept?**

A robust API guide and breakdown of various backend tables as well as Transmittal template backup features (speaking from the 2019 version, I am unaware if improvements have been made with current version).

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

Adept helps our engineering group control drawing revisions and track construction approvals as they move through engineering workflows.

  ### 46. Maintaining not gaining

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 13, 2021

**What do you like best about Synergis Adept?**

Adept has great version control and links well with our AutoCAD drawings. I also love the Metadata concept of flat storage and search criteria rather than a mess of folders.

**What do you dislike about Synergis Adept?**

Adept has not changed much since we purchased. I see the tool getting passed up by the competition. There is also not much flexibility in our current setup, nor is there a way to quickly pivot the system to improve the layout. The viewer, however, is by far the most significant pain point. It is slow and cumbersome. We've gone to great lengths to create a viewing solution because the viewer had not changed.

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

Years ago, we had been stuck in a windows folder storage system. We had duplicate files everywhere. Today, Adept provides a single source of truth for our engineered drawing sets.

  ### 47. Tech support is fantastic

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2025

**What do you like best about Synergis Adept?**

While there are many things to like about Adept in terms of document management functions, I'm most impressed by their front-line tech support.  They are always quick to respond, courteous, professional and thorough in their troubleshooting.

**What do you dislike about Synergis Adept?**

We do deal with a higher number of connection / login issues than I would like.

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

Document organization and the ability to search our documents for information.

  ### 48. Adept is easy to use, easy to configure, and flexible to any environment

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trevor T. | Senior Software Developer, Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about Synergis Adept?**

the flexible environment and rapid resonse from their support.

**What do you dislike about Synergis Adept?**

work flow emails need greater flexability and improvement

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

provides easy permission control for various internal users and external vendors

  ### 49. Adept Experience

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Synergis Adept?**

File archiving and ease of searchability.

**What do you dislike about Synergis Adept?**

When upgrades lose functions that were working in previous versions.

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

The audit trail helps us keep track of what was done to the files and ease of finding a file.

  ### 50. mixed some good some bad

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Synergis Adept?**

I like the pdm and document control for revisions

**What do you dislike about Synergis Adept?**

When the viewer has issues, or doesn't work well. Having to start the adept viewer software after updates or it doesn't work. when date time mismatches happen, and a document needs manually fixed.

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

document control, and revision control.


## Synergis Adept Discussions
  - [What is Synergis Adept used for?](https://www.g2.com/discussions/what-is-synergis-adept-used-for) - 1 comment, 1 upvote

- [View Synergis Adept pricing details and edition comparison](https://www.g2.com/products/synergis-adept/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-05+17%3A34%3A53+-0500&secure%5Bsession_id%5D=69b795e0-ec5b-4576-95e2-6248c9eff28d&secure%5Btoken%5D=f5fbd38bdcd02fd55b28ef8442bf1f473c547916c1ffca1eb25ddbbdbf14e4a2&format=llm_user)
## Synergis Adept Integrations
  - [AutoCAD](https://www.g2.com/products/autocad/reviews)
  - [AutoCAD LT](https://www.g2.com/products/autocad-lt/reviews)
  - [IBM FileNet Content Manager](https://www.g2.com/products/ibm-filenet-content-manager/reviews)
  - [Inventor](https://www.g2.com/products/inventor/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [SOLIDWORKS](https://www.g2.com/products/solidworks/reviews)
  - [SolidWorks PDM](https://www.g2.com/products/solidworks-pdm/reviews)

## Synergis Adept Features
**Metadata**
- Repository
- Taxonomy
- Types

**Document Management**
- Centralized Platform
- Versioning
- Document Management
- Optical Character Recognition (OCR) Technology
- Linkage

**Data Management**
- Document Identification
- Workflows
- Version Control

**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Data Management**
- Version Control
- Alignment
- Workflows
- Lifecycle

**Site Management**
- Site Progress Monitoring
- Mobile Access

**Dashboards**
- Resource-based Reports
- Data Visualization and Analysis
- Quality-Based Reports
- Automated Dashboards

**Collaboration**
- Change Tracking
- Simultaneous Access
- File Sharing
- Commenting on Documents

**Generative AI**
- AI Text Summarization
- AI Image-to-Text

**Security**
- Authorization
- QR Code
- Updates on Files

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

## Top Synergis Adept Alternatives
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