Square 9 Reviews

It has an intuitive interface that makes it easy to navigate and use, even for those new to document management systems. I can quickly locate and access the tools I need. The ability to create and customise metadata fields for documents is a standout feature. This ensures that the documents are tagged with relevant information, making searching and sorting a breeze.

Mobile features are less than what we get on laptop.

It was cost-competitive, but recent price hikes have lessened that advantage. Has an easy-to-configure archive setup, but its getting messier on their new web consoles. I also like the way it can be both web and desktop client, but new developments in this software are leaving us disappointed.

The viewer interface is slow in launching a lot of retrieved documents. The Scanning Services to process documents runs slower than our old Digitech did, (and that's pretty slow). Their batch manager is NOT easy to use, and the new workflow interface is a mess.

The document storage feature was the primary attraction to Square 9. But what sold us on Square 9 was the OCR technology, which has automated the invoice entry process. Further, with Square 9, we are able to import that data into our accounting system. Above all, it is easy to use, which has allowed a smooth transition for all users.

Nothing to report.

Easy to set up workflows, minimum time required for maintenance..

Not easy to set up user's permissions, problems installing Extensions for some users

When it is setup, it just works and without any issues or problems. It does a good job of connecting multiple scanned documents to a single output file following defined naming rules. This is our main use of it at the moment, though there are lots of additional functions and processes I would like to implement. It is a new application for me and was setup before I started, so I have a bit to learn before I can add things.

I have found the connection to the server to be very slow and unresponsive at times. I have not been able to trace the source of the lag. There have been times the screen is unresponsive, but not clearly because the application has locked up either.

I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also appreciate that it handles all of our approval workflow processes. From Invoices, Credit Card Receipts, to Travel Requests. Initial setup can be a little overwhelming with all the information that goes along, but the knowledge base instructions and videos make it a lot easier and quicker to learn.

We sometimes experience bottlenecking of data being integrated between our CIS/FIS system and Square 9. This causes some hang-ups with workflows, scanning/auto indexing of documents.

I like the Document storage and working in each document plus the PDF conversion of each document.

Should be easier to troubleshoot issues instead of having to know SQL to do so plus information regarding the locations and troubleshooting.

I love the tailoring you can do to everything in every aspect!

It takes a bit of time to set up and import if you are doing it on your own. There is some trial and error for sure!

I like that Square 9 will train staff to become administrators and they will customize training that you need. I like the various features that are included: automation of indexing documents, document workflows, key free indexing, Image Xchange, and File XChange.

There are some hurdles when it comes to JSON, etc. when you have not had experience with the language. Support is always great to assist though!

I do like how much training is available.

Training can be outdated and sometimes answers can be flat out wrong on quizzes.

Square 9 provides easy access to all our records and has features that help save time for staff members. Eliminates the need to keep paper copies but yet can easily print or email to people when needed.

indexing documents after scanning can be time consuming.

It has saved us a lot of time with document imaging, we scan close to 300 documents daily so OCR has been a great tool for reading the documents.

sometimes it doesn't read quite well the documents or the separator marks miss something - at the same time, our documents are sometimes ripped or have writing on the text.

Square 9 is a very easy and functional tool to use in order to keep all important documents in one central location.

Sometimes documents take a long time to open/download. However, this is combatted by using the desktop version instead of the web browser version.

Square 9 is helping us to go paperless not only on our AP side but with all of our barge paperwork. We are slowly eliminating the need to have to dig through file cabinets of folders and papers. We are in the process of using their new AI component to create all the templates needed for our AP scanning. What a huge time saver! Also, the team at Square 9 is great about helping when you have an issue. I am a new admin and they have been helpful walking me through how to fix things when I don't know what to do.

Can't think of any issues. Everything has been resolved.

The team that helped us migrate from on-prem to cloud was top-notch. They were very knowledgeable and efficient.

There was a learning curve for the users when we moved from on-prem to the cloud

Easy to create forms and automate where they go

database design is a bit strange since most of the data are stored in a single table

Our agency had always done everything on paper and we were not very technologically savvy. Square 9 got us up to speed with their training and support and we have been able to dramatically reduce our amount of paper documents with a goal of making everything electronic.

Being new to document archiving, many of the processes were foreign and the terminology was unfamiliar. It was a slow start for us but Square 9 walked us though it and we were able to develop processes that worked for us.

Ease of use and the cost of what you get with the product

It is a great system and is easy to use

The vast array of capabilities with editing and designing something specific to the business

Setup was a challenge for our last IT - wasn't able to get it working