Adept Document Management Review - why 3.8 stars?

Shlomi Lavi / updated: Apr 26, 2022

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What is Adept Document Management?

Adept Document Management is an engineering and CAD document management solution for businesses of all sizes. It services include collaboration, automation, visualization, integration, and others. The software was designed and launched by Synergis Software headquartered in Pennsylvania, United States.

Who is it best for?

The software is an extensive solution and can be used for the needs of any business size. Major industries where it has been used include product design and manufacturing, aerospace and defense, oil and gas, chemicals, education, engineering services, and others. Some major customers of the software include Bosh Rexroth Group, Leach International, and Rex Power Magnetics etc.

Main features and functionalities

Control and administrative capabilities offered by the software include granular access rights control, integration with Active Directory, batch document importing, and automated updates and upgrades. The software offers collaboration services of web client options, workflow automation, email management and notifications, transmittal automation, and bill of material automation.

Adept Document Management offers integration with a variety of popular third party systems including Autodesk Inventor, AudoCAD, SolidWorks, Microsoft Office, Microsoft SharePoint, and others. Visualization and markup support is offered for both 2D and 3D drawings. Other important services include audit trail, automated file naming, file relationship management, batch publishing, version control, and others.

What is the actual cost?

Adept offers four license pricing options; Explorer, Reviewer, Creator, and Desktop.

• Explorer starts at $19 per named user per month and $228 per named user per year.
• Reviewer starts at $35 per named user per month and $420 per named user per year.
• Creator starts at $50 per named user per month and $600 per named user per year.
• Desktop starts at $65 per named user per month and $780 per named user per year.

Explorer comes with features such as Powerful searching & browsing, Searching for metadata or document content, etc. Reviewer comes with all features of Explorer plus Automate manual processes, Eliminate bottlenecks, etc.

The Creator comes with everything in Reviewer plus: Check-in, check-out documents, SafeEdit ensures one user edits at a time, etc. The desktop comes with everything in Creator plus: Access to CAD integrations, Adept inside AutoCAD, Inventor, SolidWorks, etc.

ITQlick pricing score is 6.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Adept Document Management. You can also find here pricing information from Adept Document Management's website.

Pros

• Adept is easy to set up, learn, and use
• Users can have direct access to files in the vault via the Windows file system
• Users can create relationships between files

Cons

• The software does not work with Revit Central Models

How it stacks up?

Access a head to head analysis of Adept Document Management vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Adept Document Management right for you or your business?

Adept is a good choice for organizations looking for a document management application that helps enterprises in the petroleum, mining, pharmaceutical, retail, government, and other industries handle engineering drawings and paperwork. Preferred Utilities, PLASCO, Buzzi Unicem, Dow Chemical, Greene, Toray Composite Materials America, Eastern Shipbuilding, Visa Lighting, Space Age Electronics, Seahorse Bioscience, and others have used the program.