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https://dudodiprj2sv7.cloudfront.net/product-logos/Ht/a0/ULRTRLT165E1.PNGLowest TCO for the biggest bang for the buck!It is being used as our central document management and control system. It address remote access to our daily operations information, business archives and remote transactional needs.,Fast Manual indexing with what we consider the best in point-n-click OCR indexing. Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location. Fast workflow designers for rapid implementation Broad range of capture and information processing tools, easy to configure Loaded with essential security options Low price, and about 10X more powerful than MS SharePoint right out of the box. Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.,Integrated Viewer panes are the only real improvement needed. Maybe an increased range of annotation options. Theirs are quite good, but could be better.,10,Faster sales track and revenue Easier to set up low initial point of entry in cost on financing More capture business opportunities because of it. Much more employee efficiency. Great auto-update processing at client stations,,10,8,2,Legal Content Searching Fast Archival of AP and AR documents No limit on archival input sources or processing Fantastic Web Server for remote/mobile access,Contract Signing and Agreement Workflow over the Web Document Distribution, better than MS SharePoint and with a lot more horsepower Basic workflow tasking.,Higher Volume Remote Capture Data Migrations,Yes,Price Product Features Product Usability Positive Sales Experience with the Vendor,We evaluate products very thoroughly and honestly, our business depends upon it. So I do not think we'd change much in the process itself.,Professional services company,No,Change management was a small part of the implementation and was well-handled,Some minor disagreements amongst customer staff about some workflow designs, easily remedied Getting the right IIS configuration. Some previous server settings made the easy install a little more difficult. Making sure the document scanners were properly installed and tuned/configured for best scanned image quality. You'd be surprised how many times an ECM vendor has no idea how to do this well and without excessive charges for the simple work.,9,In-person training Self-taught,8,You can almost do it by just using their manuals, which are pretty good.,No,9,Yes,Sure. One client of ours had SmartSearch operating over 3 network servers based upon their normal deployment style. One of their servers did not allow the best access by the main application server. So Square-9 support helped us track down the processing problem. It was not software related as we may have thought, it was a network connectivity and security issue hampering our process. This was above and beyond their responsibility, but they helped us show the client that one of their "perfect server" configurations was not so perfect, and we got the issue resolved. That was a lot of very patient phone work with us at the client site.,Point-N-Click Indexing Advanced Search Builders Document Revision and Version Control Web-based Workflow Queues,The Advanced Forms Workflow designer is a bit more difficult, and takes some redundant design steps. Multi-document viewing sessions take a bit of mouse-work, but not too bad.,Yes,9,8,10,9,SQL Back-Office Systems QuickBooks Pro Great Plains Software,ESRI (easy),File import/export Single Signon API (e.g. SOAP or REST) Javascript widgets,8,Just do your due-diligence. Know what kind of data stream or database you need to connect to with a 3rd-party application, what OS and platform it is on, and if you need the 3rd party application to issue more commands to the SmartSearch system than just basic retrievals. Armed with the correct prep-knowledge, these application integrations become easier each time you do them.,10,10,Implementation assistance that was not needed, speed of delivery, also turned out to be not necessary, and a performance guarantee they offered up front.,Use one of their better resellers who know their stuff. Having more support choices for no extra cost is really nice to have, plus the extra attention to support and design is better that way.,Yes,New Features No client/end-user downtime No IT/support needs to perform the upgrade process.,More features, maybe some new color coding options for the Web Server piece Hopefully an expansion of their Content Search abilities,No,NoAn Easy Way to Store and RetrieveWe use SmartSearch Document Management to keep track of all of our contracts and other miscellaneous documents. It is used by all senior management and managers in the company in order to retrieve contracts or to analyze the contracts we have with specific companies. Our Legal department finds this software especially useful because we are able to track expiration and renewal notice dates of each individual contract. This helps us tremendously in making sure we stay ontop of renewing or terminating contracts on a timely basis.,Sends email notifications to appropriate individuals when expiration or renewal notice dates are approaching. Offers an easy and fast way to search for specific documents. It allows managers to simply drop documents into the inboxes for Legal to permanently archive. Allows documents to be easily emailed. No more sorting through various files on the desktop to try to find the correct document. Is set up in an organized manner that is appropriate for the documents that are contained in the archives.,There was some difficulty initially setting up the workflows for the email notifications to work. This was frustrating to get worked out and involved multiple test attempts. The system can be slow at loading long documents, which for a legal department is not ideal. The documents do not automatically get uploaded with search pdf capability, a workflow must be set up in order to enble this feature.,6,Increased efficiency in time management Assists the company in not missing termination dates of vendors we do not wish to continue business. Allows an easy analysis of all active vendors and customers.,Time Matters,10Smartsearch Document ManagementIt is a tool for us to save candidate information such as references, work samples, employment documentation electronically as well as email it to our clients. We also use the tool to save pertinent client information, but not nearly as often.,Saves multiple copies of resumes- Valuable if you are presenting a candidate on different positions requiring you highlight unique skills. Makes it easy to send clients things like reference letters, copies of degrees, references, etc... Acts as a safe place to store client agreements, offer letters, etc... Things that may get misplaced or lost in a paper-based system Provides a detailed history of important documents over the course of working with a client or candidate.,I use Firefox on a Mac Mini and often times my documents will not display in the preview so I will need to email them to myself first to preview prior to sending them to a client or candidate. (The Adobe image preview does not work either) Sometimes it can hang up when saving files with a large amount of graphics.,7,Faster response time to clients and candidates.,,7,5,1,Storing Important Employee Info. Storing supplemental documents Storing Client agreements,none,Can not think of any applications beyond the current way we utilize it.,No,Product Features Product Usability Existing Relationship with the Vendor,I didn't evaluate. That is done by our corporate office.,Vendor implemented,Change management was a major issue with the implementation,None I recall.,8,5,No,I don't know who Square 9 Softworks is?,Saving Documents Accessing Documents Sending Documents,Previewing Documents,7
Windows, Linux, Mac
SmartSearch Document Management
4 Ratings
Score 10.0 out of 101
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SmartSearch Reviews

SmartSearch
4 Ratings
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Score 10.0 out of 101
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Reviews (1-3 of 3)
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Terrence Abrams profile photo
December 04, 2014

SmartSearch Review: "Lowest TCO for the biggest bang for the buck!"

Score 10 out of 10
Vetted Review
Reseller
Review Source
It is being used as our central document management and control system. It address remote access to our daily operations information, business archives and remote transactional needs.
  • Fast Manual indexing with what we consider the best in point-n-click OCR indexing.
  • Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location.
  • Fast workflow designers for rapid implementation
  • Broad range of capture and information processing tools, easy to configure
  • Loaded with essential security options
  • Low price, and about 10X more powerful than MS SharePoint right out of the box.
  • Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.
  • Integrated Viewer panes are the only real improvement needed.
  • Maybe an increased range of annotation options. Theirs are quite good, but could be better.
Not really. This is a smart product built by a bunch of former Xerox Docushare and Westbrook Fortis developers and sales directors who got tired of doing it wrong at their old employment.
Read Terrence Abrams's full review
Megan Cobleigh profile photo
April 11, 2014

SmartSearch Review: "An Easy Way to Store and Retrieve"

Score 6 out of 10
Vetted Review
Verified User
Review Source
We use SmartSearch Document Management to keep track of all of our contracts and other miscellaneous documents. It is used by all senior management and managers in the company in order to retrieve contracts or to analyze the contracts we have with specific companies. Our Legal department finds this software especially useful because we are able to track expiration and renewal notice dates of each individual contract. This helps us tremendously in making sure we stay ontop of renewing or terminating contracts on a timely basis.
  • Sends email notifications to appropriate individuals when expiration or renewal notice dates are approaching.
  • Offers an easy and fast way to search for specific documents.
  • It allows managers to simply drop documents into the inboxes for Legal to permanently archive.
  • Allows documents to be easily emailed. No more sorting through various files on the desktop to try to find the correct document.
  • Is set up in an organized manner that is appropriate for the documents that are contained in the archives.
  • There was some difficulty initially setting up the workflows for the email notifications to work. This was frustrating to get worked out and involved multiple test attempts.
  • The system can be slow at loading long documents, which for a legal department is not ideal.
  • The documents do not automatically get uploaded with search pdf capability, a workflow must be set up in order to enble this feature.
I think this software is great to organize documents for mid-sized companies. We primarily use this system to keep track of legal and regulatory documents that have dates we need to be aware of. It is easy to use, but does have some frustrating features. The workflows can be somewhat difficult to set up. In addition, I wish that the documents were automatically uploaded with pdf search capabilities. However, the ease of searching for documents and the emails that are sent to warn employees of dates they should be aware of, are extremely helpful in managing our company's contractual obligations.
Read Megan Cobleigh's full review
R.J. Kahn profile photo
April 19, 2014

User Review: "Smartsearch Document Management"

Score 7 out of 10
Vetted Review
Verified User
Review Source
It is a tool for us to save candidate information such as references, work samples, employment documentation electronically as well as email it to our clients. We also use the tool to save pertinent client information, but not nearly as often.
  • Saves multiple copies of resumes- Valuable if you are presenting a candidate on different positions requiring you highlight unique skills.
  • Makes it easy to send clients things like reference letters, copies of degrees, references, etc...
  • Acts as a safe place to store client agreements, offer letters, etc... Things that may get misplaced or lost in a paper-based system
  • Provides a detailed history of important documents over the course of working with a client or candidate.
  • I use Firefox on a Mac Mini and often times my documents will not display in the preview so I will need to email them to myself first to preview prior to sending them to a client or candidate. (The Adobe image preview does not work either)
  • Sometimes it can hang up when saving files with a large amount of graphics.
Does it work equally well with all browsers and operating systems?
Read R.J. Kahn's full review

About SmartSearch

SmartSearch is a content management system that is offered as both a departmental and enterprise class document management solution that is designed to allow organizations to easily scale to their document management software needs.

The vendor says that the flexible nature of SmartSearch makes it ideal for paper-intensive businesses such as law offices, physician practices, accounting firms, trucking companies, and mortgage and title companies that are looking for a cost-effective way to eliminate their paper-based filing systems.

SmartSearch comes pre-packaged with KeyFree Indexing, the vendor’s unique tool for OCR-assisted data entry as well as Data XChange for internal ODBC data updates. DataMerge services are also available for ODBC and OLEDB type connections with external data sources. Both tools allow end-users to quickly and easily scan and index documents with reduced data entry requirements. According to the vendor, the comprehensive nature of the software makes SmartSearch the best document management solution for many companies around the country.

SmartSearch Features

Has featureKeyFree Indexing, OCR Assisted Data Capture Tool
Has featureSecurity that integrates with Active Directory providing users with single sign-on access.
Has featureBuilt in Audit Trail that logs all document actions by date and user

SmartSearch Integrations

DocuSign, Salesforce.com, QuickBooks Enterprise Solutions, Dropbox, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage 100 Contractor, Sage 300 ERP, Infor SyteLine, SAP ERP, Deltek Costpoint, DocuSign, Salesforce.com, QuickBooks Enterprise Solutions, Dropbox, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage 100 Contractor, Sage 300 ERP, Infor SyteLine, SAP ERP, Deltek Costpoint

SmartSearch Competitors

OnBase by Hyland, Laserfiche, Hyland Software OnBase ECM, Laserfiche, docStar, iDatix

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional

SmartSearch Support Options

 Free VersionPaid Version
Phone
Social Media
Video Tutorials / Webinar
Email
Forum/Community
FAQ/Knowledgebase

SmartSearch Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported Languages: English, Romanian, Spanish, French