Square 9 Softworks

Document Management Solution to scanning files to save on data base. One unified platform for all of our files and for all employees to easy access to documents and scan documents in.

We use it to find certifications and paperwork we have previously done. It allows us to search each customer by name, purchase order, cert number, job number. I frequently use the search entire documents, to find the jobs by serial numbers or part numbers. Customers will ask if we have done a particualar S/N and this helps the search process by being able to search all documents. We frequently have to email a customer the certifications or scans. Square 9 Softworks has a feature to email pages or the entire document.

My organization uses this software for document archiving purposes. All documents are uploaded to Global Search using our loan origination software, which is used for front-end and new business operations. Global Search retains these docs for loan servicing and post-maturity or backend functions. This helps to investigate documents accepted at the time of origination while we service the loan or to retain any docs used during its close-out phase.

We use Global Forms and Global Search to create, track, and manage purchase orders. Before transitioning our purchasing orders to Square 9, we used paper forms. Inevitably, our accountant couldn't find a specific PO because it got lost in the shuffle, someone needed a copy, or we would have trouble getting it authorized. With Global Forms, all these issues have been resolved since the POs exist in one place in the Square 9 cloud and authorization takes place electronically. We also use Global Search to archive business records. We used to have 10+ filing cabinets of business records. We scanned them into Global Search. We have separate archives for different kinds of documents. Documents are easy to upload and locate. We have these documents stored in the Square 9 cloud, so all of these documents are easily accessible at WFH or the office.

I mainly use Square 9 to manage incoming orders, and it has been extremely useful in streamlining and organizing sales and donation data. It is easy to navigate and offers simple customization. Overall, I enjoy using the platform and look forward to developing new processes that benefit other areas of my work.

I use Square 9 to send invoices to our customers. We store invoices, and it will track past-due payments for me. I confirm customer orders with pricing each day. We use it for much more within our company; however, I am not a member of those user groups.

We have used it to replace about 20 paper forms that were being passed around for approval. Some require up to 6 approvals. The approved requests are saved in a database where they can easily be retrieved. We also use it to scan and save paper documents that we used to keep in boxes in storage.

We use it to digitize our paper works so we can become a paperless company. We also use it to automate and capture data flows

We primarily use Square-9's Global Search solution as a document management solution. This has allowed us to have a central location where documents are stored. Before this, we were storing paper files, and no one was able to find anything. There is some automation built into some processes that we need to leverage.

We utilize Square 9 Softworks for a multitude of business operations and functions. Document management is a key priority and this software allows us to organize, archive, and approve many different documents as well as create important workflows for our different processes. It has also helped us digitally archive all of our documents. We used to keep many file cabinets of 1000's of printed pages, but now we can rely on Square 9 Softworks to house it all for us.

In my organization, we use Square 9 to keep record of invoices and purchase orders, and we index important points in each of these documents (invoice number, invoice total, dates, customers, vendors, etc) which allows us to easily search for the information we need. This prevents us from needing to manage a document repository on a local fileshare, which would be significantly less efficient to query.

Primarily used for document retention and management. Allows us to archive and manage from a single source.

We are utilizing Square 9 GlobalSearch to aid in the process of changing our Accounts Payable process from fully manual to almost fully automated. This has freed up our Accounts payable personnel to work on other projects outside of their normal roles, along with freeing up resources that we can use for other projects as well.

We use it for document management and organization, for flows and systems.

We handle customers who purchase Square 9 solutions and implement it and cater it towards their needs. Many customers have different demands whether its Forms data capture or between File sharing to GlobalSearch cloud. Many need their solution to be catered to their day to day process so they not only save time but also can manage their business efficiently.

We automated the file naming and routing for AP invoices specifically check scanning. We capture the payee and create a folder to be routed to based on that field and then the file is named based on the check number. These are stored in a network folder that specific users have access to using a watched folder set up as a scan-to-smb from the copiers address book.

We are using Square 9 Softworks as a storage solution for our signed delivery tickets.

After implementation, we will be using Square9 on-prem for document digitization as well as workflow and repository. Currently, we have documents that move around the office and even other departments via folders which can be misplaced or have incorrect documents in incorrect folders. Having these digital and with preset workflow patterns will greatly increase our efficiency as well as accuracy.

Our IT company introduced us to Square 9 Softworks. We first used their health screening tool during COVID. It was pretty easy to implement. We were provided a QR code that we could affix to our doors. People would scan it and fill out a survey. Depending on their answers, they were given a 'go ahead' to enter the building or not. We could go online and access all the data. Obviously that was very helpful during COVID. We didn't have to have paper and clean/dirty pens sitting out on some desk or stand to maintain.

When we asked our IT company for recommendations for cloud storage, they once again put forth Square 9 Softworks. We already used a company for cloud storage but were not happy because it's performance was inconsistent. Using the cloud storage allows us to archive documents and get rid of some paper. The process was once again pretty easy. I can easily scan and maintain my archives with some pretty straightforward controls.

When we needed to create on online application, once again, Square 9 Softworks was put forth. This application will allow our potential students to apply online instead of coming to our facility in person. We are also working on being able to take the data and import it directly into another program we use to track our students.

They've done such a good job and we've enjoyed the process so much that we've just recently approached them about doing an auto fill form for us.

Within government records requests are frequent. This program helps with the ease and quick turnaround for those. It also ensures that our permanent records will remain that, permanent.

We primarily use Square 9 for document management across several departments. Having our documents archived in Square 9 allows us to respond to inquires much faster and with greater accuracy than dealing with paper records. We currently keeps some documents for 100 years. This has always created a burden when it comes to paper file storage within our offices. While we are still required to keep paper copies as a backup, we can do so offsite and can access the documents through Square 9 without needing to leave the desk.

They help us with Order Process and Document Organization. The have set up a work path for us to track a project moving from the start to the finish. It allows user to know which tasks they are to complete and not complete. It's a clear picture of everything we are processing.

We use Square 9 for our AP workflow, and the software also addresses our document imaging. The accounts payable person enters an invoice, scans it, then directs it to the appropriate approver. Once the approval process is complete, the invoices are transferred to an approved tab where I am able to export them all. This is the last step in my check printing process. Having our invoices stored electronically helps a lot when recalling past invoices. We still keep paper copies on hand, but it is much more efficient to locate the invoice in Square 9.

The main reason we use Square 9 is for our AP workflow. The AP person enters an invoice into our software system and then scans it into Square 9. From there, the invoice is sent to whoever was assigned to approve it. Once approved, the AP person exports a batch of invoices to do a check run. All invoices are then stored electronically after the CEO gives their final approval.

I use the database to save documents. Which is an extremely simple process to do so. So easy to locate all documents that are saved by all in the company. Love the ease to share the documents with others one or large amounts of documents. this is accomplished in no time. An amazing product