Square 9 Reviews - Page 2

I particularly like the people involved. The process of implementing your project is very streamlined. Communication is outstanding. I felt very confident in the projects/products we have implemented because the people we dealt with - every step of the way - had it together. I feel like the support behind the products are invaluable.

Honestly, it can be a bit intimidating. There's a lot of functionality that the user can access and play around with. Square 9 does offer a lot of resources to try and help you navigate it, but it still can be a lot to process.

Thanks for your review, Caladonia! We are glad you had a successful implementation and have been managing your applications through the cloud. If you ever need assistance implementing a feature, don't hesitate to reach out to support@square-9.com. We appreciate your feedback.

We've been using Square 9 for over 10 years. Very easy to implement. Forms has enabled us to provide our users with an online Purchase Order solution.

Not a lot of Cons, but maybe a way to show the admins there is an update available and list what improvements are available thru updates.

Thanks for your review, Michael! We are glad to hear you are seeing success with our forms and AP workflows. Thank you for being a longtime Square 9 customer.

It's easy to find your document once it's scanned into square 9.

The only issue I have had it with, was it got logged out twice and none of my documents were being processed, but opened a support ticket and the issue was resolved within minutes.

Thanks for your review, Amry! We are glad to hear our platform has made finding your documents easier. We appreciate your feedback.

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.

Thanks for your review, Rodney. Glad to hear our solution has improved your company's AP processes. If you ever have issues, don't hesitate to reach out to our support team and they will be able to address you quickly. Thanks for being a Square 9 customer.

User friendly enough for people with low computer literacy skills.

No automatic cleanup options. File bloat is unmanageable. can only select 22~ docs ever minute. Max of 1,000 at a time. On own virtual server with 12gb ram. Support only suggestion add more ram, at 24gb sever is using under 30% but still move as slow and crashes when tiring to delete more than 1,000 docs at a time. If you buy this product be prepared to dump unlimited storage space to it.

Dear Chris, As a customer who has been with us for 11 years, we appreciate your feedback. We're sorry your experience didn't match your expectations, but we thank you for bringing this issue to our attention. We always aim to deliver a great experience, and we are disappointed when we don't meet expectations. I have contacted our head of support, customer service manager, and account manager, so they can address your concerns. You may reach our head of Customer Success anytime at ekeller@square-9.com to discuss further. Again, thank you for your feedback. -Dawn

When it is setup, it just works and without any issues or problems. It does a good job of connecting multiple scanned documents to a single output file following defined naming rules. This is our main use of it at the moment, though there are lots of additional functions and processes I would like to implement. It is a new application for me and was setup before I started, so I have a bit to learn before I can add things.

I have found the connection to the server to be very slow and unresponsive at times. I have not been able to trace the source of the lag. There have been times the screen is unresponsive, but not clearly because the application has locked up either.

Thanks for your review, Shawn! We are glad to hear that our platform is improving your document process. We appreciate your feedback.

Our agency had always done everything on paper and we were not very technologically savvy. Square 9 got us up to speed with their training and support and we have been able to dramatically reduce our amount of paper documents with a goal of making everything electronic.

Being new to document archiving, many of the processes were foreign and the terminology was unfamiliar. It was a slow start for us but Square 9 walked us though it and we were able to develop processes that worked for us.

Thanks David for your review! We are glad to hear that you are reducing the amount of paper documents and digitally transforming your office! We are here to help, so please reach out to see how we can continue to improve your processes and check out our Education resources at www.square-9.com/resources/customer-e-learning/.

I like that Square 9 will train staff to become administrators and they will customize training that you need. I like the various features that are included: automation of indexing documents, document workflows, key free indexing, Image Xchange, and File XChange.

There are some hurdles when it comes to JSON, etc. when you have not had experience with the language. Support is always great to assist though!

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.

Hello, Thank you for taking the time to review GlobalSearch. You feedback is appreciated! We would like the opportunity to speak with you on your concerns and to remedy any problems you are experiencing. Please contact marketing@square-9.com and we will be happy to escalate any issues you have with the software, and look to have them resolved as quickly and efficiently as possible. We look forward to getting you back on track, and appreciate your continued support. Thank you!

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.

Hi Meredith, thanks for your review! We are thrilled to hear your organization has improved using our solutions. Thank you for being a Square 9 customer.

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

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

Thanks for your review Alexander! We are glad to hear you are having success with our workflows. We appreciate your feedback.

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.

Thanks for your review, Melissa! We are glad to hear you are find success using our platform's workflow capabilities. We appreciate your feedback.

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.

Thanks for your review Tammi! We are glad to hear our platform is eliminating paper and making your job easier. We appreciate your feedback.

When it works, it works. We have been using this product for a few years now and it helps keep everything organized and easily searchable. Users can move / edit / export with ease. Ties right in with our AD for users and security permissions. Makes it easily manageable from an IT perspective.

Set up and some modifications can be a bit daunting, but with the help of Square 9's support team it usually ends up being not so bad.

Thanks for your review, Nick! We are glad to hear you are having success with our platform keeping your documents organized. We appreciate your feedback.

There are many aspects that I like. Uploading documents is very simple when you design the program how you need it.

I found that with integration of the software/process could have gone more smoothly. Explained better for those that really don't understand the software/electronic side of records management yet.

Thanks for your review, Dorothy! We are glad to hear you are having success with our platform. We appreciate your feedback.

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.

Thanks for your review, Megan! We are glad our platform has improved your organization's processes and document storage. We appreciate your feedback and thank you for being a Square 9 customer.

The team that helped us migrate from on-prem to cloud was top-notch. They were very knowledgeable and efficient.

There was a learning curve for the users when we moved from on-prem to the cloud

Hi Scott, thanks for the review. We are glad to hear that you have migrated over to the cloud and are having success managing your documents. If you ever feel like you need to learn more about how to best use our solutions, we encourage you to visit our E-Learning platform at www.square-9.com/resources/customer-e-learning/

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.

Thanks for your review, Melanie! We are glad to hear you have success with our support team. Thank you for your feedback.

So easy to maintain and for users to use the product. Great and quick customer support when there ever is a problem (rarely)

There are so many features that i can't think of any cons

Thanks for your review, Glen! We are glad to hear you have had success with our platform. Thank you for being a long-standing customer and we appreciate your business.

Our on premise installation of the product is super easy to use and setup. The ability to customize workflows to be as simple or as complicated as necessary.

I have nothing negative to say about this product.

Thanks for your review, Jeff! We are glad to hear you are having success with custom workflows and our customer service team. We appreciate you being a Square 9 customer!

Square 9 provides easy access to all our records and has features that help save time for staff members. Eliminates the need to keep paper copies but yet can easily print or email to people when needed.

indexing documents after scanning can be time consuming.

Thanks for your review, Rhonda! We are glad to hear you are able to easily access your records and eliminate paper. Thanks for your feedback.

Square 9 is helping us to go paperless not only on our AP side but with all of our barge paperwork. We are slowly eliminating the need to have to dig through file cabinets of folders and papers. We are in the process of using their new AI component to create all the templates needed for our AP scanning. What a huge time saver! Also, the team at Square 9 is great about helping when you have an issue. I am a new admin and they have been helpful walking me through how to fix things when I don't know what to do.

Can't think of any issues. Everything has been resolved.

Thanks for your review, Kristin! We are glad to hear our platform is helping you go paperless and saving you time. We appreciate your feedback.

Ease of use, reliability. I like how easy it is to search for documents and to export files

exporting can take awhile

Hi Kaitlyn, thanks for your review. We are glad to hear that our solutions have made finding documents easier!