The automated global search and notification system is the most helpful feature. Being able to run comprehensive queries across our entire digital archive, while automatically flagging incomplete documents are missing index field. Keep our records audit ready without manual supervision.

I love how Square 9 Softworks allows me to do away with paper, letting me manage records effectively across various sites by accessing the same waivers, membership forms, and onboarding documents regardless of the location. The single search feature is incredibly valuable, allowing me to find and export documents like member agreements and staff files in moments. I appreciate the folder-level permissions that let us control who views sensitive member records. Going entirely paperless has been significant, and I rely on the system many times each day, along with my colleagues. When we first transitioned to Global Search, it seamlessly became part of our routines, and the support team has been first-rate throughout. The setup was remarkably painless and integrated into our processes effortlessly.

I like the combination of streamlined batch scanning and template-assisted field population.