Square 9 Reviews - Page 4

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

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.

Easy to learn and use. Easy to become familiar with and very organized. It is user friendly. Allows capability for adjustments.

Many features I am not too familiar with, but have not been in a situation when I needed to use them.

Easy to create forms and automate where they go

database design is a bit strange since most of the data are stored in a single table

Hi Arjay, thank you for your review, we are glad to hear you are having success with our forms solution. Thank you for being a Square 9 customer.

Simple, easy workflow processing. It is intuitive and user friendly!

Cloud outages from time to time with no warning.

Thanks Kyle for your review. We are glad to hear you have found success with our solutions. Thank you for being a Square 9 customer!

Easy to use. Versioning ability. It is easy to import and export documents. I like that up to 1000 documents can be loaded at one time. Seems to run at the expected speed. Flexible metadata fields.

Security is cumbersome to setup. Not able to handle multiple domains in one version. The preview window should support more file types. In line editor sometimes does not Save the changes you make even though you did save them.

Its User Interface for validation users is so simple and minimum that validation users can't mess up.

Support. I've yet to get through to someone on the phone after over a dozen tickets opened, always a voice mail and email, then waiting hours for response. My installation team, a reseller and it did not go well. I don't believe this was ever set up correctly to begin with and now it's a mess to try to figure out what went wrong. 5 months in and we still don't get 80% out of the product.

Kate, Thank you for your review. We are truly sorry to hear about your experience and will immediately address the issue to explore what happened with your GlobalCapture installation. We've escalated your comments to a solutions professional who will gather additional details and follow up with you directly as soon as possible. Thanks for taking the time to let us know what you have been experiencing.

Extremely easy to use and has an amazing upload feature

It takes a while for files to load sometimes

Thanks for your review Anya, we are glad to hear our solutions have been easy to use. We appreciate your feedback!

It is easy to use and allows for all our staff to have one location to gather our documents.

The set up, it took a lot of time to work through identifying everything that was needed and getting everyone on the same page.

Thanks for your review, Angelet. We have forwarded your information to our customer success team who can best assist you. We appreciate your feedback.

Square 9 offers a comprehensive and scalable solution for modern document management needs. Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer support make it a valuable asset for businesses seeking to enhance efficiency, productivity, and compliance in their document processes

We haven't encountered any issues as of yet.

Thanks for your review, Candace! We are glad to hear that you have seen success with our document management capabilities. We appreciate your feedback!

It has saved us a lot of time with document imaging, we scan close to 300 documents daily so OCR has been a great tool for reading the documents.

sometimes it doesn't read quite well the documents or the separator marks miss something - at the same time, our documents are sometimes ripped or have writing on the text.

Thanks for your review, Anett! We are glad to hear our platform has saved you time by digitizing your documents. We appreciate your feedback.

GlobalSearch has allowed my org to automate paper processes and go paperless with ease. Also works great with GlobalForms.

You can not secure done to the document when it comes to who can see certain documents. Like to keep things under one archive but control who can see what.

The ease of filing. Easy to navigate. Easy to use . the ability to easily access information will be beneficial

How global forms work is a little tricky. Workflows and such are kind of hard as when we were sold the software, they didn't state this portion of it.

I like it's accuracy compared to other OCR solutions I have used. It allows me to zone in on problem areas and configure them to find the data I'm looking for as best as possible.

I don't like how once something is in the queue, I can't move it up or down in the batch manager. This is a problem for me when I'm processing a large batch of files and need to test a new workflow or process a priority document.

The customization features greatly meets our needs. Really appreciate the flexibility of the work flows.

Hoping that increase in database size doesn't slow down the software speed. Hope to see an upgrade/solution soon.

Domain user groups are easy to assign security. User can easily search and view documents. Documents can be set to print specific information.

No cons were added to this review

Concept is great and you can customize everything yourself. Global Search looks good but Smart Search needs improvement. Customer service is great though!

Both Smart Search and Global Search are lagging and we've only been "on-line" for a few months. I'm concerned about how much slower the software will be as we add more and more invoices into the system.

i love the key free technology. the ability to alphabetize the ability to make the screen pull up how many ever documents to fit our needs

when indexing we have to type alot of the same information in time and time again, it will not carry the previous info over to the next record for us to review and use.

Ease of use. Ease of set-up. Workflow design and functionality, especially email importing and barcode recognition. Both allow almost fully automated indexing functionality.

When needed, technical support is difficult to reach when fast responses are needed to keep important business functions running that are depending on the software.

It has an intuitive interface that makes it easy to navigate and use, even for those new to document management systems. I can quickly locate and access the tools I need. The ability to create and customise metadata fields for documents is a standout feature. This ensures that the documents are tagged with relevant information, making searching and sorting a breeze.

Mobile features are less than what we get on laptop.

Thanks for your review, Gauravi! We are glad to hear our platform has significantly improved your document organization and retrieval process. We appreciate your feedback.

No pros were added to this review

need better resellers and need to test them to make sure they are doing a good job selling, supporting and actually know how to use it with out having to call every question in to your office and we have to wait days to get answers. We use this company for other things but this has really made us loose faith in them. Poor service.

Kim, We are truly sorry to hear about your experience and will be contacting your reseller today to explore where this went wrong. We are here to help and will offer our assistance to make sure you're being taken care of. Thanks for taking the time to let us know about the problems you have been experiencing.

Management of permissions is a snap with the SmartSearch client. Management is performed through the same client. Global forms has also may it easy for users to submit data while out of the office.

Managing the product in the web client is a little clunky. However, we are still getting use to the management via web browser.

Once it is setup it runs well. Easy to train users on. Flexible with document workflows and inbox tools

Upgrades can be difficult as the client ans server need to be updated together and the client update need admin rights.