Square 9

4.5 (124)
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Content, contract and document management system

About Square 9

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

The HR automation solution streamlines the process of capturing employee documentation, populating that information onto multiple forms, and automatically notifying managers when new employees join the company. Users can securely share confidential employee information, including protected health and employment records.


Images

Square 9 Software - Automate data extraction from your documents using Square 9's AI-powered extraction tool, TransformAI.
Square 9 Software - GlobalSearch allows you to organize and sort your documents based on extracted data.
Square 9 Software - GlobalSearch Go allows you to quickly preview documents before opening them.
Square 9 Software - Use GlobalCapture to build workflows and automatically assign tasks to users.
View 4 more
Square 9 Software - Automate data extraction from your documents using Square 9's AI-powered extraction tool, TransformAI.
Square 9 Software - GlobalSearch allows you to organize and sort your documents based on extracted data.
Square 9 Software - GlobalSearch Go allows you to quickly preview documents before opening them.
Square 9 Software - Use GlobalCapture to build workflows and automatically assign tasks to users.

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Square 9

4.5 (124)
VS.

Starting Price

US$50.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

110
11

Integrations

12
7

Ease of Use

4.2 (124)
0.0 (0)

Value for Money

4.2 (124)
0.0 (0)

Customer Service

4.4 (124)
0.0 (0)
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Reviews

Overall rating

4.5 /5
(124)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support
4.4/5

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Showing 5 reviews of 124
Paul
Overall rating
  • Industry: Medical Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We're a lot more efficient now that we found Square 9.

Reviewed on 01/05/2023

Square 9 has had a great impact in the speed in which we locate files. Their workflow also allows...

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.

Pros

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.

Cons

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

Response from Square 9 Softworks

Thanks for your review, Paul! We are glad to hear you can easily locate your patient records and other documents with our solutions. Our priorities are customer experience and satisfaction, so thank you for your kind words.

Melinda
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Square9 a Huge Time-Saver

Reviewed on 19/06/2023

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has...

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.

Pros

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.

Cons

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.

Response from Square 9 Softworks

Thanks for your review, Melinda. We are glad to hear you can easily access your accounts payable documents, saving you time and money. We appreciate your feedback.

Connie
Overall rating
  • Industry: Government Administration
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Good product for basic document storage and organization, but has bugs that need to be worked...

Reviewed on 21/06/2017

Pros

Pricing is reasonable, and support is responsive. Support is all based within the company, which is located in CT, and there are wait times posted online. They are easy to contact, and generally get back to you within the day. Since the company is small, you can be escalated through the support and dev teams rather quickly depending on the severity of your issue.

Cons

Interface is clunky, and pushing updates company wide is not easy. Updates and hotfixes are frequent, but not advertised. You must request them. Additional modules implemented have not been successful. Base product is worth looking into for a small solution, but modules have not been reliable.

Vern
Overall rating
  • Industry: Maritime
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Square9 Global Search Software Review

Reviewed on 17/08/2023

We have been using the Square 9 product for well over 5 years and the more you use it, the more you...

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.

Pros

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!

Cons

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.

Response from Square 9 Softworks

Thanks for your review, Vern! We are glad to hear our platform has improved your document management. We appreciate your feedback and thank you for being a continued Square 9 customer.

Chris
Overall rating
  • Industry: Environmental Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Super happy with our implementation so far. We're just getting into things now...

Reviewed on 26/06/2017

one step closer to going paperless

one step closer to going paperless

Pros

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.

Cons

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.

Showing 5 reviews of 124 Read all reviews

Square 9 FAQs

Below are some frequently asked questions for Square 9.

Square 9 offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Square 9 has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Square 9 supports the following languages:

Dutch, English, French, German, Italian, Portuguese, Romanian, Spanish

Square 9 supports the following devices:

Square 9 integrates with the following applications:

AgVantage Edge, Agvance Accounting, Dynamics 365 Business Central, NetSuite Excel Add-in, PDI, PDI CStore Essentials, PDI Enterprise, QuickBooks Payroll, Sage 200, Sage 500, Sage CRM, Sage HR Online

Square 9 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for Square 9.