Square 9 Softworks Reviews & Product Details

I find Square 9 Softworks extremely useful for storing our documents on a centralized cloud-based repository, which allows access from anywhere. The global search and global capture features are beneficial, especially when it comes to document processing and information capture. We've been able to automate some of our indexing tasks, eliminating the need for tedious reentry processes since the OCR technology directly keeps the information safe. These features make the system incredibly helpful for traceability, compliance, and document management, and they simplify audits or reviews by facilitating easy retrieval of documents. Additionally, the automatic archiving of standardized documents through OCR makes document retrieval much simpler for future needs, and the global search automations are great at notifying staff when documents are incomplete or need more information. Review collected by and hosted on G2.com.

Logging in sometimes is a pain because of this license issue. Even though we have sufficient licenses, we constantly face issues with regards to logging in. The OCR technology can be optimized and perform better to scan and index information directly from documents. Review collected by and hosted on G2.com.

We have 70+ stores that need to scan documents back for review, and Square 9 has solved this problem for us. It’s made the process much easier to manage across all of our locations. Review collected by and hosted on G2.com.

Not much to say— it does the job we need done, and it does it very well. Review collected by and hosted on G2.com.

Square-9’s biggest strength is its streamlined scanning process combined with templates that automatically populate searchable fields, significantly improving efficiency and document retrieval. Review collected by and hosted on G2.com.

While powerful, the template setup process can require extra effort to fine-tune, particularly when our forms or scanned documents change over time. Review collected by and hosted on G2.com.

This is a highly powerful and flexible application. It operates with great reliability and is backed by outstanding support. When working on projects, I have found their staff to be both knowledgeable and approachable.

We use the workflow engine quite intense and most likely for use cases it wasn't intended for. But despite the stress we are adding to the system it works like a charm and allows to easily build the most flexible and demanding workflows and wicket solutions! The interface is user friendly and become more moderns and easy to use with every new version Square9 puts out Review collected by and hosted on G2.com.

Troubleshooting OCR-related issues can be quite challenging and often requires unexpected workarounds, which is surprising given that OCR is a core feature. While I am usually able to accomplish what I need thanks to these workarounds, there is definitely room for improvement. The audit log presents a similar situation. It records who performed an action on a document in Global Search, but it does not capture exactly what was done. I would appreciate an audit log that provides details similar to the version history feature in MS SharePoint. Review collected by and hosted on G2.com.

Great value compared to other solutions. AI-assisted invoice coding is accurate and easy to customize. User management and access controls are secure and simple to administer. Support is responsive and works with you to solve problems. Review collected by and hosted on G2.com.

If a document gets lost or misrouted during processing, it can be confusing to get it back on track. Review collected by and hosted on G2.com.

It offers pre-configured templates and drag-and-drop tools, making it easy to set up workflows and manage documents without needing coding skills. Review collected by and hosted on G2.com.

Data retrieval can be challenging on the database end, especially when dealing with complex queries or large datasets. A more robust, user-friendly reporting or query tool would enhance accessibility and streamline data access for non-technical users. Review collected by and hosted on G2.com.

I love that I can search for any business document in one location, export it, print it, whatever I am needing to do. Also the fact that you can select who has access to which folders is a great security feature. This has helped our company be 100% paper less. I use this software numerous times a day as does many in our company. Customer support has been outstanding and highly recommend. When we first moved to Global Search it was very easy to implement and intergrate with our every day processes. Review collected by and hosted on G2.com.

When I download a document it opens has an Enabled file so I have to always click to open it again. Review collected by and hosted on G2.com.

The ease of accessing all files without having to go to a paper copy.

We use this on a daily basis and we couldn't ask for a more convenient program. In an industry where we have to keep 40 years worth of testing results we would need a warehouse just to store everything on paper.

All levels of employees can access this with ease.

Customer support has always been very willing and accessible to help us if we need help. Review collected by and hosted on G2.com.

Integration process to a new scanner difficult but I will say that customer service is always very willing to help us through our issues and are willing to work with our IT dept. Review collected by and hosted on G2.com.

I like that it's easy to contact tech support and work through answers quickly. Review collected by and hosted on G2.com.

There are aspects of the software that are overly clunky/technical. I realize there is a programming aspect to much of the software, but it seems like things are too convoluted at times. Review collected by and hosted on G2.com.

The proactive approach it allows my company to have when reviewing documents. We are in a business where we must have supporting documentation for every penny of expenditures and must have these readily avaialable for the state agencies in which we report to. Having the AP workflow tool eases my anxiety of whether I will be able to 1) find and 2) timely gather all expenses and invoices. Review collected by and hosted on G2.com.

It is very complex and implementation costs can be expensive, I see a lot of benefit in the long term but we are also being cautious with our dollars at the moment due to some other asset costs taking precedent. Review collected by and hosted on G2.com.