Square 9

4.5 (129)
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Content, contract and document management system

About Square 9

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

The HR automation solution streamlines the process of capturing employee documentation, populating that information onto multiple forms, and automatically notifying managers when new employees join the company. Users can securely share confidential employee information, including protected health and employment records.


Images

Square 9 Software - Automate data extraction from your documents using Square 9's AI-powered extraction tool, TransformAI.
Square 9 Software - GlobalSearch allows you to organize and sort your documents based on extracted data.
Square 9 Software - GlobalSearch Go allows you to quickly preview documents before opening them.
Square 9 Software - Use GlobalCapture to build workflows and automatically assign tasks to users.
View 4 more
Square 9 Software - Automate data extraction from your documents using Square 9's AI-powered extraction tool, TransformAI.
Square 9 Software - GlobalSearch allows you to organize and sort your documents based on extracted data.
Square 9 Software - GlobalSearch Go allows you to quickly preview documents before opening them.
Square 9 Software - Use GlobalCapture to build workflows and automatically assign tasks to users.

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Square 9

4.5 (129)
VS.

Starting Price

US$50.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

110
11

Integrations

12
7

Ease of Use

4.2 (129)
0.0 (0)

Value for Money

4.2 (129)
0.0 (0)

Customer Service

4.4 (129)
0.0 (0)
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Reviews

Overall rating

4.5 /5
(129)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support
4.4/5

Already have Square 9?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 129
Gauravi
Overall rating
  • Industry: Education Management
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Efficient Document Management Solution

Reviewed on 9/8/2023

It is largely positive. The app's robust document management features, customisable metadata, and...

It is largely positive. The app's robust document management features, customisable metadata, and advanced search options have significantly improved my document organisation and retrieval processes.

Pros

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.

Cons

Mobile features are less than what we get on laptop.

Response from Square 9 Softworks

Thanks for your review, Gauravi! We are glad to hear our platform has significantly improved your document organization and retrieval process. We appreciate your feedback.

Vern
Overall rating
  • Industry: Maritime
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Square9 Global Search Software Review

Reviewed on 17/8/2023

We have been using the Square 9 product for well over 5 years and the more you use it, the more you...

We have been using the Square 9 product for well over 5 years and the more you use it, the more you want to load into the system for simple retrieval and multi-user access throughout the organization.

Pros

The Auto Indexing using templates has had a greater impact on our efficiency than we ever expected! Every company needs document management and storage, but how it gets done is the real key and Square9 excels in that area!

Cons

We have had a few struggles with integration of the security pass-through with Windows Active Directory, but by utilizing security group permissions, it was easier to manage and is no longer an issue.

Response from Square 9 Softworks

Thanks for your review, Vern! We are glad to hear our platform has improved your document management. We appreciate your feedback and thank you for being a continued Square 9 customer.

Verified Reviewer
Overall rating
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

GlobalSearch, formerly SmartSearch, used to be a favorite of ours. Now it lacks a lot of...

Reviewed on 10/4/2018

We used to like it, but as it allegedly advances in software development, it bothers us more and...

We used to like it, but as it allegedly advances in software development, it bothers us more and more. This is not advancement, this is software regression.

Pros

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.

Cons

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.

Response from Square 9 Softworks

Hello,

Thank you for taking the time to review GlobalSearch. You feedback is appreciated! We would like the opportunity to speak with you on your concerns and to remedy any problems you are experiencing. Please contact [email protected] and we will be happy to escalate any issues you have with the software, and look to have them resolved as quickly and efficiently as possible. We look forward to getting you back on track, and appreciate your continued support.

Thank you!

Tammi
Overall rating
  • Industry: Education Management
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The advantages of Square 9

Reviewed on 17/8/2023

Square 9 is primarily used for document storage at our office. It is easy and fast to use and it...

Square 9 is primarily used for document storage at our office. It is easy and fast to use and it eliminates the storage of so much paper. I love that and enjoy using the program. I spend 6-8 hours on it each day and feel like my job is much easier.

Pros

The search function is the best element in my opinion. There are several ways you can conduct a search. It makes my job much easier.

Cons

The time it takes to "pull" up the document is frustrating. It is not all that long but the rest of the program is so fast that it makes this feel like forever.

Response from Square 9 Softworks

Thanks for your review Tammi! We are glad to hear our platform is eliminating paper and making your job easier. We appreciate your feedback.

Shawn
Overall rating
  • Industry: Aviation & Aerospace
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Saves time even for how lightly we use it

Reviewed on 30/10/2023

Overall it is a time saver, I think it has the potential to streamline our business even further if...

Overall it is a time saver, I think it has the potential to streamline our business even further if I could get time to go through the various educational courses that are offered.

Pros

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.

Cons

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.

Response from Square 9 Softworks

Thanks for your review, Shawn! We are glad to hear that our platform is improving your document process. We appreciate your feedback.

Showing 5 reviews of 129 Read all reviews

Square 9 FAQs

Below are some frequently asked questions for Square 9.

Square 9 offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Square 9 has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Square 9 supports the following languages:

Dutch, English, French, German, Italian, Portuguese, Romanian, Spanish

Square 9 supports the following devices:

Square 9 integrates with the following applications:

AgVantage Edge, Agvance Accounting, Dynamics 365 Business Central, NetSuite Excel Add-in, PDI, PDI CStore Essentials, PDI Enterprise, QuickBooks Payroll, Sage 200, Sage 500, Sage CRM, Sage HR Online

Square 9 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for Square 9.