The Square 9 solution platform offers a wide variety of products for document capture, storage, retention, retrieval and workflow processes to increase our customers productively and enable them to work efficiently. Square 9 is the perfect fit for our existing customers already utilizing Bizhub multi-function devices. The Square 9 bEST connector directly integrates with our devices, simplifying scanning, indexing, and searching of documents from the panel. The user interface design is easy to use and significantly cuts down on training costs. The simplistic GlobalSearch and GlobalCapture configuration interface enables our customers to really own the solution and makes it easy for them to apply changes or expand the system to other business areas within the company. The recent advancements with GlobalCapture provides enhanced capabilities to automate the capture of information for unstructured documents. The ability to automatically separate, classify, and extract data from unstructured documents is a major enhancement to the Square 9 platform. The GlobalAction workflow design canvas provides many tool and options to design a solution to meet specific business requirements. The flexibility of the configuration provides several benefits for document workflow automation increasing our customer's return on investment!

Software and re-seller / customer support can always be improved, however the software works great and the Square 9 support team does a great job responding to cases! Square 9 regularly releases new updates and enhancements to their software. At times, response times may be long depending on a variety of situations. A regularly updated knowledge base for customers and re-seller's on common issues and request would be a great help or a community for re-seller's and customer to share or post new ideas, enhancements, or common problems may expand the community. Overall great system and support. Highly recommend!

For the cost, Square 9 is a good product. We have quoted other document imaging programs and the prices don't compare. For the most part, it does exactly what we need it to do and it properly stores all of our AP documents.

The workflow runs pretty smooth, and we are able to get these invoices to the people that need to see them, quickly. Once AP enters the invoice, they don't need to revisit the invoice until it is time to print the check. Therefore, the process is pretty easy for the AP person after the initial invoice entry.

There are disconnects often between Square 9 and our server. Some of the issues come from our end with the server, but when there is an issue with Square 9, it can take a while to get it fixed. I believe there aren't a ton of people working between our software company and Square 9, so that is probably the biggest issue we have.

We used to like it, but as it allegedly advances in software development, it bothers us more and more. This is not advancement, this is software regression.

It was cost-competitive, but recent price hikes have lessened that advantage. Has an easy-to-configure archive setup, but its getting messier on their new web consoles. I also like the way it can be both web and desktop client, but new developments in this software are leaving us disappointed.

The viewer interface is slow in launching a lot of retrieved documents. The Scanning Services to process documents runs slower than our old Digitech did, (and that's pretty slow). Their batch manager is NOT easy to use, and the new workflow interface is a mess.

It is very easy to maintain software with great support.

Easy to set up workflows, minimum time required for maintenance..

Not easy to set up user's permissions, problems installing Extensions for some users

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Despite having the functionality to remove idle users, it never seems to work correctly. The cloud version is not quite as user-friendly as the original network version.

We have been using the Square 9 product for well over 5 years and the more you use it, the more you want to load into the system for simple retrieval and multi-user access throughout the organization.

The Auto Indexing using templates has had a greater impact on our efficiency than we ever expected! Every company needs document management and storage, but how it gets done is the real key and Square9 excels in that area!

We have had a few struggles with integration of the security pass-through with Windows Active Directory, but by utilizing security group permissions, it was easier to manage and is no longer an issue.

I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also appreciate that it handles all of our approval workflow processes. From Invoices, Credit Card Receipts, to Travel Requests. Initial setup can be a little overwhelming with all the information that goes along, but the knowledge base instructions and videos make it a lot easier and quicker to learn.

We sometimes experience bottlenecking of data being integrated between our CIS/FIS system and Square 9. This causes some hang-ups with workflows, scanning/auto indexing of documents.

My experience was great and would recommend them to others and have!

The kickoff team was great at was helpful and informative when we reached out to them.

We passed our project time window but did not receive a warning we were at the end of the project time frame. Reaching out a week before with a red flag would have been great. We ended up expanding the project and addressed any lingering issues at that time.

The quality of the product and the price point doesn't even compete with other options we looked at.

The workflow for AP invoices and the document imaging storage is a lifesaver at our company. We process dozens of invoices daily, and automating the process through Square 9 is crucial to the efficiency at which we operate.

I am least satisfied with the speed at which my documents export. It doesn't take that long, but to import a batch of invoices to be processed typically takes one minute to populate in an Excel sheet.

Square 9 is primarily used for document storage at our office. It is easy and fast to use and it eliminates the storage of so much paper. I love that and enjoy using the program. I spend 6-8 hours on it each day and feel like my job is much easier.

The search function is the best element in my opinion. There are several ways you can conduct a search. It makes my job much easier.

The time it takes to "pull" up the document is frustrating. It is not all that long but the rest of the program is so fast that it makes this feel like forever.

Square 9 has had a great impact in the speed in which we locate files. Their workflow also allows us to review documents generated quicker then ever. We haven't had to call Support too often and when we were deploying Square 9 they were always helpful and fantastic, treating our business like their business.

Square 9 is easy to use and allows us to search and locate our patient records and other documents faster then ever. We also use GlobalForms for allowing our patients complete their exams forms before they arrive for their eye exam.

It can be hard to see the status of documents after they are released from GlobalForms.

Ease of finding documents via index fields. Nice indexing tools, especially key-free. Make it possible for my remote project sites to create visibility of their documents and purchasing transactions. The same goes for our Corporate office being able to create visibility for our projects sites.

Ease of use. User friendly. Creates many efficiencies for us. We use to create 3 way matches for AP and this software does it great. I love the options to customize searches and permissions. I like that I can do some level of customization without outside help.

Small bugs or quirks. Increasing wait time for key free. Limited options to "burn" items such as signatures or annotations. Missing a strong phone or tablet ap. Worflows are improving but not to a point that satisfies the needs of my company. Would be great to have option to print index fields in margin of shrunk document...or even on a second page.

We have reduced time to process orders both outbound and inbound thus expediting claim submission and increasing cash flow. We have improved multiple process by developing GlobalSearch workflows to automate previously manual processes.

Easily configurable and adjustable to fit our processes. Administration is extremely easy, one does not need a degree in computer science to make it work or troubleshoot an issue. Users find it easy to learn and use.

We use the desktop client; when we upgrade, it is cumbersome in that we have to touch each workstation and takes a long time on each. It would be nice to retain the number of records displayed in the user settings - as the number of records grows, the default of 50 in the display often leads to records being overlooked in a search.

I love this system it has been a life saver for my job!

I love the tailoring you can do to everything in every aspect!

It takes a bit of time to set up and import if you are doing it on your own. There is some trial and error for sure!

Dragging and dropping docs into this system is great.

Our licenses keep getting locked up because the application runs in a browser and our people are used to just "X" ing out of a browser when they're done - but that doesn't release the Square9 licenses.

Reduction of physically stored paperwork as well as a reduction in lost paperwork. Not having to increase staff as the company has grown.

From a technical standpoint, I like the fact that it takes little of my time to maintain and administrate. With the significant enhancements over the last year or two, I see the ability to automate more and more processes which are done throughout our company.

We do our own design and development. Working through the reseller for issues and questions can be time consuming and sometimes frustrating. From a user perspective, I can't think of any significant cons...

We are storing all of our legal documents, tax returns, account payable checks, journal entries, ACH/Wire documents and a few other random documents. We have security in place but storing them here allows our other divisions to view these items and eliminate the need for copies stored at their site.

I like how easy it is for users to use. Very little training is necessary. Accounting was skeptical but I believe they love it now.

Sometimes the template and workflow creation can be tricking. There is so much you can do but the online training only dives in so deep.

The easy searching in multiple archives.

Some of the newer features take training to figure out and the security takes testing.

Overall our end users seem to like Square 9 and the management side is much more streamlined and intuitive than other products that we have used in the past.

We switched from a different document management solution due to the complexity of managing the system. Square 9 made the install and setup a breeze. Day to day management and use is much easier with its Active Directory integration.

I currently do not have any cons compared to what we have used in the past.

Overall using Square 9 has been easy and it has made finding documents much easier since we now have everything stored in one place.

Square 9 is a very easy and functional tool to use in order to keep all important documents in one central location.

Sometimes documents take a long time to open/download. However, this is combatted by using the desktop version instead of the web browser version.

This platform has allowed me to speed up contract cycle times and collaborate efficiently at all stages of the process. I can now negotiate, manage, and collaborate on contracts quickly and seamlessly, which has had a positive impact on my organization.

What I like the most is its ability to speed up contract cycle times. Before, he was trapped in a maze of endless and tedious paperwork. But now I can negotiate, manage and collaborate on contracts efficiently and without stress. It's just amazing!

Although customer service is generally excellent, I have experienced some delays in response on occasion. While I understand that you may have many demands, I would have liked quicker responses in certain situations.

This software has completely eliminated all paper costs and improved productivity 60%

It's very user friendly. If I want to search for something, all I have to do is type in a keyword and I can easily find what i'm looking for. Having the ability to create separate inboxes for each type of document made GlobalSearch a really good fit for us. Now, instead of my back office being filled with file cabinets, I've been able to get rid of them entirely and scan everything into GlobalSearch.

I wish there were more online courses to take. With the few Square 9 has, I've learned a lot, but i'd love to be able to learn more about the features from my desk or at home.

i liked the improvements in the interface and the speed o f searching. Also, the addition and improvements to the web client have helped our organization massively.

Adding users and Fields is still nebulous. I wish that it was easier to spin up new archives or create them from already existing once.

We have a backend system that can connect via REST api. They have a good documentation and sample on how to use the REST API.

Wish they have the online version for SmartSearch with full features as the desktop client. That will be nice. Everything should be web app and no more desktop client.

We scan a large number of documents into our system daily and need to search them pretty quickly after they are loaded. This system allows us to do that with minimal processing time and returns reliable results.

Once you get use to the process of building workflows to process documents it is easy but the learning curve can be intense at times. But with support it isn't too bad.