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.

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.

From implementation to completion, it was apparent that our satisfaction was Square 9's top priority. I'm happy to report that they earned us as a satisfied customer!

The document storage feature was the primary attraction to Square 9. But what sold us on Square 9 was the OCR technology, which has automated the invoice entry process. Further, with Square 9, we are able to import that data into our accounting system. Above all, it is easy to use, which has allowed a smooth transition for all users.

Nothing to report.

Customer service is probably the fastest of any software service. They also will assist any time I just can't figure something out in programming.

Square 9 provided a technician to do the initial setup and training. Programming is relatively simple as new companies or users are added. Annual downloads are perfect for audits.

There is no retention process available, so this has to be done manually as documents meet their expiration.

Overall Square9 has made an enormous positive impact on our organization and we are very happy with the decision to use their products.

The best part of Square9 is the visibility and fast access to documents, both in process and archived.

The worst part of Square9 is that we are not completely reliant on it for our Accounts Payable processing, so when the system stops working, our entire ability to move forward with processing and paying invoices is held up until it is fixed. Fixes for those urgent problems do not happen as quickly as we need them done.

one step closer to going paperless

Love the workflow design interface for global capture and global action. Also, the batch manager is SO useful in tracking the workflows and how they are working (or not working). The ability to tie documents to other databases with lookups is also very powerful.

I wish the documentation had some examples, esp with the OCR template setup. An example in particular of the directional OCR zones with repeats for line item data extraction into a table field. Even a walk through video would be VERY helpful. The current documentation doesn't explain all the settings and how to configure them for repeating zones. Since its difficult to explain in text, a visual would REALLY help. I've been fighting with it for some time now and I still don't have it working. A hyperlink data type for URL fields would be a great add on. We have many documents that we would like to link to a mapping application ie. work permits link to a location. Many of our documents have a spatial reference that i have in a lookup field in another database that has geographic coordinates based on address. I can't believe this hasn't been implemented yet?! The proposed workaround in the forum doesn't work. The ability to click a hyperlink field that opens a new browser window to a specific URL would be SO nice.

It is next to impossible to find an equitable solution for a similar cost. They price very appropriately for what you get.

Standard headaches that you could get with any number of platforms. Things happen, stuff may not be configured correctly, etc. I wish it were more intuitive and modernized, but that sounds like something that's in the works anyways so we'll see how that turns out.

Awesome cant say enough about it or the service they give

Ease of use and the cost of what you get with the product

It is a great system and is easy to use

working with it for years only need support assistance twice and they were available immediately and resolved the issue on the spot.

Ease of saving, finding and sharing one or many documents

nothing love working with the database. reliable and easy to save and to locate documents

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.

The program is very easy to use. Their implementation team is second to none. They will contact you frequently to make sure everything is going ok and if you run into a problem, they immediately fix it or investigate it. The product has allowed us to easily find and secure documents that would otherwise be stored in an unsecured box that you could spend hours trying to find.

Honestly haven't found any cons at this time.

Integration with our accounting software and the ability to search for documents with image exchange from another program

Archive layout and audit trail is not very descriptive as to what was changed and by who on a document. Grids are not customization enough to be able to select sub accounts from our accounting software and combine them to create a complete GL account

Helped with filing

I can find the items that I am looking for, I can log on anywhere, easy to log into the online system.

Take a lot to search multiple items. It would be great if I could copy and past a list and search them all at once.

Smart software which makes document routing and management efficient and traceable. Can run backend SQL reports to monitor key metrics across document processing.

Would like to see added features that are more akin to Sharepoint with the ability to multiple fields across multiple documents at once.

Create use tailored to our specific organization. Enjoy workflow and webform customization. Document workflow is a plus as well

Install file size should be cut down. More professional service people to get faster response times for creating forms