Synergis Adept Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 . Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

**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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We have not come across any downside to Adept. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The weakest link that I have seen is the viewer that comes with the software package. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.