Document Solution with Great Customer Service.
June 18, 2023

Document Solution with Great Customer Service.

Janine Garber | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Square 9 Softworks

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.
  • Customer Service is very responsive.
  • They offer product improvements to solve problems.
  • Training is available on demand.
  • Record retention rules could be improved to allow us to automate procedures.
  • We use it for HR, and the indexing isn't as user-friendly as it should be.
  • I should be able to Query more, and I cannot.
  • Document storage.
  • Searchability
  • Customer service.
  • Able to provide central storage of documents.
  • Flexible to allow for upgrades.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Square 9 Softworks go as expected?

I wasn't involved with the implementation phase

Would you buy Square 9 Softworks again?

Yes

Square-9 is very customizable, so it is a good fit all around. Building workflows has been restricted to our IT group only because it was determined not to be low code for the general user. As a result, it would be less appropriate in a situation that lacked IT teams to handle the complexity.

Square 9 Softworks Feature Ratings