Square 9 has helped our school for almost a decade
January 02, 2025

Square 9 has helped our school for almost a decade

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

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

We use Global Search and Global Capture for digitizing student records primarily but also expanded use to Finance and HR

Pros

  • OCR and index outgoing check payments
  • Work with student cover sheets to index student records
  • Provides very robust, but also granular, security access to documents

Cons

  • The cloud version of Global Capture lost some functionality which has caused us some headaches including simple functions like separating by page count
  • Adding Google SSO to Global Capture cloud (it is available for Global Search Cloud)
  • Was able to reclaim much needed cabinet space. Rooms were filling up
  • Able to provide better access to scanned data. For example, whenever I needed to pull a vendor invoice I had to go to the finance department for the hard copy. Now I can search for it online myself
  • Online note tool is much better than yellow Post-Its which would dry up and fall off their docs
We did not go through this analysis unfortunately
The Cloud storage is in line with our company;'s document retention policies so it allowed us to eliminate cabinets full of paper
We've been with Square 9 for many years so have not been in the market for some time so not familiar with the competition out there

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?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

Well suited for scanning and indexing documents of consistent formats (I.e. report cards, transcripts, outgoing check, etc. Square 9 Softworks Global Forms works well and we were able to replace our Dropbox subscription to handle external form data submission

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Nick Fugaro
    (Vendor Representative) commented a year ago
    Thanks for your review and for being a Square 9 customer for almost 10 years! We are glad to hear our platform has freed up space in your file cabinets and improved document visibility. We do have SSO for GlobalCapture, please reach out to our support team at www.square-9.com/resources/support and we'd be happy to assist you with this. We appreciate your feedback.

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