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ENGINEERING DOCUMENT WORKFLOW & APPROVALS
Keep Engineering Reviews Moving.
Adept automates engineering document review and approval workflows—routing information to the right people, tracking progress, and maintaining a clear record from submission through approval and release.
Take Control of Your Engineering Documents
Engineering information is constantly changing. Drawings are revised. CAD files are updated. Documents move through review and approval. And the people who need that information extend well beyond the engineering department.
Adept brings it all together in a controlled engineering document management system designed to keep critical information accurate, accessible, and traceable throughout its lifecycle.
Automate Document Routing
Send engineering documents through defined review and approval processes without relying on email and manual handoffs.
Know Where Things Stand
Track workflow status and see where documents are in the review and approval process.
Keep Reviews Accountable
Maintain a traceable record of workflow activity, decisions, and approvals.
Move Approved Work Forward
Create controlled processes that help engineering information move efficiently from review to release.
AUTOMATE THE PROCESS
From Review Request to Release—Keep Work Moving.
Engineering reviews can involve multiple people, departments, and decisions. When that process depends on email, spreadsheets, and manual follow-up, it becomes harder to know where a document stands—or what needs to happen next.
Adept automates document routing through defined review and approval workflows, giving teams visibility into status while maintaining a traceable record of the process.
Reviewers know when action is required. Document controllers and engineering teams can see progress. Approved information moves forward through a controlled process.
BEYOND DOCUMENT ROUTING
The Right Document. The Right Reviewer. The Right Next Step.
Engineering workflows are rarely one-size-fits-all. Different documents may require different reviewers, approval paths, and actions based on project, document type, discipline, or business process.
Adept helps standardize those processes with controlled workflows that guide engineering information through review, approval, and release—while keeping the people involved informed of what needs their attention.

Built Around the Way Engineering Reviews Work
Adept brings routing, review, approvals, notifications, and auditability together in one controlled workflow environment—helping teams keep engineering processes moving without losing visibility or accountability.

FLEXIBLE DEPLOYMENT
Engineering Workflow. Your Choice of Deployment.
Whether your organization is ready for a fully managed cloud platform or requires an on-premise deployment, Adept provides controlled engineering workflows for routing, reviewing, approving, and releasing critical information.
Modern, web-based engineering document management built for speed, scalability, and simplicity. Hosted and managed by Synergis — no infrastructure for your team to manage.
- Full CAD integration with in-application access
- Version control, workflows, and secure document management
- Fully web-based — accessible from any browser
- Automatic updates and scalability
- Unlimited users included · 99.5% uptime SLA
Best for:
Teams that want a cloud-first platform with minimal IT overhead and faster time to value.
The proven engineering system of record with full lifecycle depth and the complete add-on ecosystem. Trusted by global organizations operating in the most demanding environments.
- Full CAD integration with desktop and web access
- Transmittals and advanced lifecycle capabilities
- Mobile and offline field access
- Full ecosystem: Catalyst, PublishWave, Integrator
- Flexible deployment and deep control
Best for:
Teams that need maximum control, flexibility, and the full add-on ecosystem available today.
Reviews and Approvals Don’t End When the Project Does.
Engineering information continues to change as assets move from design and construction into operations and maintenance. New drawings are created, existing documents are revised, and changes need to be reviewed and approved before they become part of the trusted engineering record.
Adept provides controlled workflows that help teams manage those processes throughout the asset lifecycle—keeping reviews moving, decisions traceable, and approved information under control.
Wherever engineering information changes, Adept helps keep the process controlled.
WORKFLOW IN ACTION
Turn Manual Reviews Into Controlled Processes
I think one of the most valuable things that we've been able to do is integrate Adept’s workflows. We've been able to automate review processes for engineering development, change forms, engineering change requests, and more.
READY TO TAKE A CLOSER LOOK?
See Adept in Action
See how Adept can help your team automate engineering reviews and approvals, track workflow progress, and move controlled information from submission through release.

