Smartsearch Document Management
April 19, 2014

Smartsearch Document Management

R.J. Kahn | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with SmartSearch Document Management

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.
  • Faster response time to clients and candidates.
We have been a long time Smartsearch client and have not evaluated any other system.
Does it work equally well with all browsers and operating systems?

Using SmartSearch Document Management

5 - Sales, Management, Administration
1 - Administrative
  • Storing Important Employee Info.
  • Storing supplemental documents
  • Storing Client agreements
  • Can not think of any applications beyond the current way we utilize it.
7- Would be a 10 if the image preview is fixed to work across any platform.

Evaluating SmartSearch Document Management and Competitors

  • Product Features
  • Product Usability
  • Existing Relationship with the Vendor
Ease of use and long history with APS.
I didn't evaluate. That is done by our corporate office.

SmartSearch Document Management Implementation

Change management was a major issue with the implementation - It functions well. No lessons.

SmartSearch Document Management Support

I have never really needed support for this feature.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Support cares about my success
Not Available
I don't know who Square 9 Softworks is?

Using SmartSearch Document Management

Need to fix the preview utility.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
  • Saving Documents
  • Accessing Documents
  • Sending Documents
  • Previewing Documents