Square 9 Softworks Reviews

Being able to access documents using multiple ways of looking up information (company, doc #, etc).

We had an issue with not being able to find a doc # but were able to find it using different search criteria.

No, how we use it is working great for us.

storing files we would otherwise have to keep paper copies for 40 years

They continue to add new features, such as an OCR AI tool that competes with our current OCR tool

No new ways S9 needs to improve at this time.

Our AP process was completly manual. GlobalSearch has turned that process into almost fully automated. The workflow is easy to use for end users and it is very easy to configure for any changes I've needed to make.

Square9 also has many more training opportunities as part of your subscription including Square9 University and live training sessions for both administrators and general users of the system. They have also increased regular communications and tech newsletters showcasing new features and opportunities to expand the system and of course, the free training sessions. I work with a few other larger software companies and their training is often NOT included - so that's a bonus for Square9 users for sure.

Although their tech support is among the best I've ever experienced, recently, I've found their response times are a little slower and it can take a couple of days for a response depending on the issue. I attribute this to the growth of the platform that is always including new features which of course, means more things to support. That said, they are certainly keeping up with new tech which I consider critical.

Square 9 software has helped us go paperless in at least 1 department (formerly our largest paper file department) so far. We've also been able to streamline document digitization, data extraction and reporting. All of these things save time and valuable resources and improve access to information and reporting.

Everything they promised about file storage, the speed of recovering documents is excellent.

I cannot think of anything more we need Square9 to do that it already doesn't do. They are ahead of us when we think we need something, they have already implemented it into their program.

Keeping required records for our business. Being able to search documents quickly. This helps in productivity.

It seems like response time is a little delayed now but still good service.

If service response time is as quick as before, that would be great.

As an archiving solution, GlobalSearch works great.

setup and deployment was pretty easy,. Software is easy to use, support has been excellent

Some feature are a bit clunky, but nothing we cant work around

We are saving 60k a year on postage by being able to scan in our documents instead of mailing them to our

We have 70+ stores that need to scan documents back for review, and Square 9 has solved this problem for us. It’s made the process much easier to manage across all of our locations.

Not much to say— it does the job we need done, and it does it very well.

With 70+ stores scanning documents to us for review, we needed a better way to manage the volume and keep everything organized. Square 9 solves this problem by making it easier to receive and review those scanned documents.

Square-9’s biggest strength is its streamlined scanning process combined with templates that automatically populate searchable fields, significantly improving efficiency and document retrieval.

While powerful, the template setup process can require extra effort to fine-tune, particularly when our forms or scanned documents change over time.

We're looking into the new AI products that will help us by not having to build and manage templates for scanning documents and capturing the data.

Great value compared to other solutions. AI-assisted invoice coding is accurate and easy to customize. User management and access controls are secure and simple to administer. Support is responsive and works with you to solve problems.

If a document gets lost or misrouted during processing, it can be confusing to get it back on track.

We needed to automate accounts payable and manage documents securely. Square9 handles invoice coding and approval routing with minimal oversight once workflows are set up.

This is a highly powerful and flexible application. It operates with great reliability and is backed by outstanding support. When working on projects, I have found their staff to be both knowledgeable and approachable.

We use the workflow engine quite intense and most likely for use cases it wasn't intended for. But despite the stress we are adding to the system it works like a charm and allows to easily build the most flexible and demanding workflows and wicket solutions! The interface is user friendly and become more moderns and easy to use with every new version Square9 puts out

Troubleshooting OCR-related issues can be quite challenging and often requires unexpected workarounds, which is surprising given that OCR is a core feature. While I am usually able to accomplish what I need thanks to these workarounds, there is definitely room for improvement. The audit log presents a similar situation. It records who performed an action on a document in Global Search, but it does not capture exactly what was done. I would appreciate an audit log that provides details similar to the version history feature in MS SharePoint.

We use the Global Search and Global Capture application to keep only digital version of paper applications.