Square 9 Softworks vs. Zoho WorkDrive

Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.

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Zoho WorkDrive is probably the best for small organizations because of its affordability and the easy of setting up. Zoho is very well suited for facilitating the sharing of documents securely to allow for efficient collaboration. It is also supported by enterprise grade security, making it well suited for storing and sharing documents securely.

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• The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
• While indexing fields in Global Search, the Key Free tool works great.
• Global Search is well-organized. It's easy to navigate and find your documents.
• The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.

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• It is every easy to share documents/ files using Zoho WorkDrive
• Zoho WorkDrive is far much cheaper than similar solutions, like OneDrive/ Google Workspace but still gives much more storage than those
• The support from the Zoho WorkDrive team is very solid, and always able to respond within minutes

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• GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalForms could have better formatting tools to enhance the fields and text formatting

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• Zoho WorkDrive has limitations in sync and performance.
• There is Sync limitations which lacks the selective or block and make it inefficient for large files
• There is navigation issues like trash and shared items and tasks are hidden in menus.
• Large files uploading and downloading is very slow. The speed lacks
• In the storage part if we edit the file, the file takes the full file version and store it.
• Missing feature is there is no proper encryption for the files and folders.

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We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.

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The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.

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Very user friendly and I've had difficulties with many other CRMs/ WorkDrives. This one is definitely top notch. In fact, I used Zoho WorkDrive back in 2015 for my first company, then I worked for a company which also used Zoho WorkDrive and now I have another company and we're using it again.

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Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.

We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.

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It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.

I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.

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We tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.

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We are using IDrive e2 since last 2 year for NAS storage backup and Idrive e2 pricing are very budget friendly.

The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.

• Reduction in human error through manual data entry process now being automated
• Reduction in cost due to automation allowing the function to not require a full time employee
• Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)

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• Zoho WorkDrive makes knowledge transfer process easy, when someone leaves or join company.
• Zoho WorkDrive helps engineers and developer sharing API docs, code snippet, RCA etc.
• Zoho WorkDrive is part of zoho workplace, so we don't have to invest on standalone apps and services.

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