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Über Square 9

Dokumentenmanagementlösung, die die Erfassung, Abfrage und Verteilung von Geschäftsdaten vereinfacht.

Erfahre mehr über Square 9

Vorteile:

Day to day management and use is much easier with its Active Directory integration.

Nachteile:

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

Bewertungen zu Square 9

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,2
Kundenservice
4,4
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,2

Weiterempfehlungsquote

8,2/10

Square 9 hat eine Gesamtbewertung von 4,5 von 5 Sternen basierend auf 122 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (122)

Jeff
Jeff
Info Sec Lead in USA
Verifizierter Nutzer auf LinkedIn
Logistik & Lieferkette, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Document Management and Availability

5,0 vor 6 Monaten

Kommentare: Customer service is exceptional. Response time combined with the depth and breadth of knowledge by support is amazing.

Vorteile:

Our on premise installation of the product is super easy to use and setup. The ability to customize workflows to be as simple or as complicated as necessary.

Nachteile:

I have nothing negative to say about this product.

Antwort von Square 9 Softworks

vor 5 Monaten

Thanks for your review, Jeff! We are glad to hear you are having success with custom workflows and our customer service team. We appreciate you being a Square 9 customer!

Timothy
CEO in USA
Krankenhausversorgung & Gesundheitswesen, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Square 9 products have revolutionized our office and field operations workflows!

5,0 letztes Jahr

Kommentare: We continue to expand our use of Square 9 products. Document management is an important part of any business and in healthcare it is critical. Document History makes HIPAA required audit trails into a seamless process. The infinitely customizable index fields make storage and retrieval seamless. We have been heavy users of both GlobalSearch and GlobalForms for many years, and could not be as efficient as we are without them.

Vorteile:

The ability to retrieve documents in seconds makes all of our tasks easier regardless of the department. We have moved all document workflows into GlobalForms and GlobalSearch. Their Support and Implementation Departments are second to none. Their goal is to make customers happy.

Nachteile:

No, I don't have any document management needs that the Square 9 products don't solve.

Antwort von Square 9 Softworks

letztes Jahr

Hi Timothy, thank you for your review! We are glad to hear our solutions have revolutionized your document workflows and made tasks much easier. Customer satisfaction is our priority, so thank you for your kind words.

Nick
Systems Administrator in USA
Automotive, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Contract Management Made Easy

4,0 vor 2 Monaten Neu

Vorteile:

When it works, it works. We have been using this product for a few years now and it helps keep everything organized and easily searchable. Users can move / edit / export with ease. Ties right in with our AD for users and security permissions. Makes it easily manageable from an IT perspective.

Nachteile:

Set up and some modifications can be a bit daunting, but with the help of Square 9's support team it usually ends up being not so bad.

Antwort von Square 9 Softworks

vor 2 Monaten

Thanks for your review, Nick! We are glad to hear you are having success with our platform keeping your documents organized. We appreciate your feedback.

Chris
IT in USA
Essen & Trinken, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Unusable at scale

1,0 vor 3 Jahren

Kommentare: Cocky and conceded staff, poorly written code, support unable to provide help for the simplest things.

Vorteile:

User friendly enough for people with low computer literacy skills.

Nachteile:

No automatic cleanup options. File bloat is unmanageable. can only select 22~ docs ever minute. Max of 1,000 at a time. On own virtual server with 12gb ram. Support only suggestion add more ram, at 24gb sever is using under 30% but still move as slow and crashes when tiring to delete more than 1,000 docs at a time. If you buy this product be prepared to dump unlimited storage space to it.

Antwort von Square 9 Softworks

vor 3 Jahren

Dear Chris, As a customer who has been with us for 11 years, we appreciate your feedback. We're sorry your experience didn't match your expectations, but we thank you for bringing this issue to our attention. We always aim to deliver a great experience, and we are disappointed when we don't meet expectations. I have contacted our head of support, customer service manager, and account manager, so they can address your concerns. You may reach our head of Customer Success anytime at ekeller@square-9.com to discuss further. Again, thank you for your feedback. -Dawn

JD
CTO in USA
Landwirtschaft, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Automation

5,0 letzten Monat Neu

Vorteile:

Like the ability to get rid of all the filing cabinets and keep them gone.

Nachteile:

Takes a little use to getting to all the options that are available for settings and security.

Antwort von Square 9 Softworks

letzten Monat

Thanks for your review, JD! We are glad to hear you are getting rid of your file cabinets using our platform. Thank you for being a Square 9 customer.

Caladonia
Office Manager in USA
Bildungsmanagement, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A Solid Company to Back Your Project

5,0 vor 8 Monaten

Kommentare: We originally used Square 9 to do health screening for COVID. When that proved easy and helpful, we moved our cloud storage to Square 9. We've recently had them build an online application for us. It hasn't been put to use yet, but it will be soon. We've like the experience with them so much that when another project came up recently (a form filler), we immediately reached out to see if they could assist us. I can't say enough good things about Square 9.

Vorteile:

I particularly like the people involved. The process of implementing your project is very streamlined. Communication is outstanding. I felt very confident in the projects/products we have implemented because the people we dealt with - every step of the way - had it together. I feel like the support behind the products are invaluable.

Nachteile:

Honestly, it can be a bit intimidating. There's a lot of functionality that the user can access and play around with. Square 9 does offer a lot of resources to try and help you navigate it, but it still can be a lot to process.

Antwort von Square 9 Softworks

vor 8 Monaten

Thanks for your review, Caladonia! We are glad you had a successful implementation and have been managing your applications through the cloud. If you ever need assistance implementing a feature, don't hesitate to reach out to support@square-9.com. We appreciate your feedback.

Dorothy
Town Clerk in USA
Verifizierter Nutzer auf LinkedIn
Staatsverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Works great for me!

5,0 vor 9 Monaten

Kommentare: There has not been a time that if I had a question or needed assistance that it wasn't obtained. Thank you!

Vorteile:

There are many aspects that I like. Uploading documents is very simple when you design the program how you need it.

Nachteile:

I found that with integration of the software/process could have gone more smoothly. Explained better for those that really don't understand the software/electronic side of records management yet.

Antwort von Square 9 Softworks

vor 9 Monaten

Thanks for your review, Dorothy! We are glad to hear you are having success with our platform. We appreciate your feedback.

Marc
Senior Consultant in UK
Geschäftsbedarf & -einrichtung, 10.000+ Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Admin feedback

4,0 letzten Monat Neu

Vorteile:

Square9 is very intuitive and easy to navigate

Nachteile:

Lack of logs to investigate issues and I have to go through a reseller as we are currently not an SQ9 partner

Antwort von Square 9 Softworks

letzten Monat

Thank you for your response Marc! We are glad to hear you are having success with your platform. We appreciate your feedback.

Candace
Administrative Assistant in USA
Staatsverwaltung, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Streamlining Document Management: A Review of Square 9

5,0 letzten Monat Neu

Vorteile:

Square 9 offers a comprehensive and scalable solution for modern document management needs. Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer support make it a valuable asset for businesses seeking to enhance efficiency, productivity, and compliance in their document processes

Nachteile:

We haven't encountered any issues as of yet.

Antwort von Square 9 Softworks

letzten Monat

Thanks for your review, Candace! We are glad to hear that you have seen success with our document management capabilities. We appreciate your feedback!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Lagerung, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great Document Management System

4,0 vor 4 Wochen Neu

Vorteile:

We are currently working with Square9 on creating workflows to automate the flow of documents. Currently, it fits our needs without breaking the bank, but it looks like there is a lot of untapped potential in the system that we are currently working towards taking advantage of.

Nachteile:

As with most document management systems, there is a learning curve. Fortunately there is free training included that lays the groundwork for using the system.

Antwort von Square 9 Softworks

vor 4 Wochen

Thanks for your review, we are glad to hear you are getting value out of our platform. Please reach out to your Square 9 contact if you have anything you'd like to implement to improve your instance.

Jennifer
VP; Information Technology in USA
Krankenhausversorgung & Gesundheitswesen, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Product!

5,0 letztes Jahr

Kommentare: I have never had an issue with the software or support and the support staff are AWESOME! I have attended several trainings in New Haven and always walk away energized to try something new.

Vorteile:

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.

Nachteile:

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!

Melinda
Executive Coordinator in USA
Non-Profit-Organisation Management, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Square9 a Huge Time-Saver

5,0 vor 12 Monaten

Kommentare: Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Vorteile:

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Nachteile:

Despite having the functionality to remove idle users, it never seems to work correctly. The cloud version is not quite as user-friendly as the original network version.

Antwort von Square 9 Softworks

vor 12 Monaten

Thanks for your review, Melinda. We are glad to hear you can easily access your accounts payable documents, saving you time and money. We appreciate your feedback.

Jeremy
Sr. Purchasing Agent in USA
Metallabbau, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I've used SmartSearch/GlobalSearch for a little over 5 years. We use it to capture inv, pods & POs.

4,0 vor 7 Jahren

Kommentare: Ease of finding documents via index fields. Nice indexing tools, especially key-free. Make it possible for my remote project sites to create visibility of their documents and purchasing transactions. The same goes for our Corporate office being able to create visibility for our projects sites.

Vorteile:

Ease of use. User friendly. Creates many efficiencies for us. We use to create 3 way matches for AP and this software does it great. I love the options to customize searches and permissions. I like that I can do some level of customization without outside help.

Nachteile:

Small bugs or quirks. Increasing wait time for key free. Limited options to "burn" items such as signatures or annotations. Missing a strong phone or tablet ap. Worflows are improving but not to a point that satisfies the needs of my company. Would be great to have option to print index fields in margin of shrunk document...or even on a second page.

Melanie
Office Manager in USA
Einzel- & Familiendienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good software for small business

5,0 vor 11 Monaten

Kommentare: Customer service is probably the fastest of any software service. They also will assist any time I just can't figure something out in programming.

Vorteile:

Square 9 provided a technician to do the initial setup and training. Programming is relatively simple as new companies or users are added. Annual downloads are perfect for audits.

Nachteile:

There is no retention process available, so this has to be done manually as documents meet their expiration.

Antwort von Square 9 Softworks

vor 11 Monaten

Thanks for your review, Melanie! We are glad to hear you have success with our support team. Thank you for your feedback.

Rhonda
Court Administrator in USA
Staatsverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Record keeping Dream

4,0 vor 11 Monaten

Kommentare: We absolutely love having Square 9, would not want to work without it.

Vorteile:

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.

Nachteile:

indexing documents after scanning can be time consuming.

Antwort von Square 9 Softworks

vor 11 Monaten

Thanks for your review, Rhonda! We are glad to hear you are able to easily access your records and eliminate paper. Thanks for your feedback.

Kathie
Corp. Finance Mgr in USA
Luft- & Raumfahrt, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

At the tip of your fingers

5,0 vor 11 Monaten

Kommentare: Overall we have had a great experience. We have to save 40 years worth of information and this frees up a lot of real estate

Vorteile:

The ease of accessing files that we would otherwise have to look thru files drawers for.

Nachteile:

Integration when purchasing a new scanner was not all that easy

Antwort von Square 9 Softworks

vor 11 Monaten

Thanks for your review, Kathie! We are glad to hear you are able to easily access your documents with our platform. Thank you for being a Square 9 customer.

Geraldine
wrapup admin in USA
Versicherung, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

amazing database

5,0 letztes Jahr

Kommentare: working with it for years only need support assistance twice and they were available immediately and resolved the issue on the spot.

Vorteile:

Ease of saving, finding and sharing one or many documents

Nachteile:

nothing love working with the database. reliable and easy to save and to locate documents

Antwort von Square 9 Softworks

letztes Jahr

Thanks for your review, Geraldine! We are thrilled to hear that our solutions have made locating and sharing your documents easy.

Jack
Director of IT in USA
Einzelhandel, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Global Search has reduced our storage of paperwork by volumes and made retrieval instant.

4,0 vor 7 Jahren

Kommentare: Reduction of physically stored paperwork as well as a reduction in lost paperwork. Not having to increase staff as the company has grown.

Vorteile:

From a technical standpoint, I like the fact that it takes little of my time to maintain and administrate. With the significant enhancements over the last year or two, I see the ability to automate more and more processes which are done throughout our company.

Nachteile:

We do our own design and development. Working through the reseller for issues and questions can be time consuming and sometimes frustrating. From a user perspective, I can't think of any significant cons...

Jeff
Desktop Support in USA
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Solid software that delivers good results

4,0 vor 7 Jahren

Vorteile:

The core Smart Search functionality is very strong and delivers "just works" kind of results. It installs fairly easily and the server requirements are pretty minimal. I would definitely encourage someone looking at Smart Search to be certain that their reseller or integrator is well-versed in how to set up Smart Search as that will definitely impact the effectiveness of the installation and setup process. Ours was and our installation and user training went easily with few real issues. Square 9 as a company is responsive to requests for assistance and support can usually resolve issues quickly.

Nachteile:

The web interface is janky--just not well thought through and with some limitations that are not friendly to users. The client software that is more highly-featured is Windows only so if you are working with users who aren't on Windows that can create issues.

Antwort von Square 9 Softworks

vor 7 Jahren

Hi Jeff, Thanks for the great feedback. We wanted to let you know that we are less than 90 days away from our v4.5 release of GlobalSearch which will feature an all new web client. The new browser interface will bring both the feel and functionality of our LAN client to the web along with some newly added features. We are super excited about it and think you will be too.

Janine
Director of HR in USA
Maschinerie, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good solution with good customer service

5,0 letztes Jahr

Kommentare: Overall, it is a good document retention solution. When I get additional information about the additional features, it seems like an even better solution. Unfortunately, our IT department is not staying current on rolling those features out.

Vorteile:

The customer service is very responsive.

Nachteile:

Most of the cons are related to how our IT department has implemented the solution. Wish it could be easier for me to be an admin to do things like workflows, etc. without having access to company wide information.

Antwort von Square 9 Softworks

letztes Jahr

Thanks for your review, Janine! If your IT department still needs assistance with implementing our solutions, please reach out to our support team. We appreciate the feedback.

Christopher
IT Manager IT Specialist in USA
Krankenhausversorgung & Gesundheitswesen, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great software

5,0 vor 4 Monaten

Vorteile:

The ease of use, our accounting department is able to stay on top of their work and get it completed quicker.

Nachteile:

We have come across some issues from time to time, but what program doesn't have issues from time to time?

Antwort von Square 9 Softworks

vor 4 Monaten

Thanks for your review, Christopher. We are glad to hear our platform has helped improve your accounts payable department. We appreciate your feedback.

Sara
Assembly Purchasing Associate in USA
Luft- & Raumfahrt, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Square 9

5,0 vor 11 Monaten

Kommentare: Overall using Square 9 has been easy and it has made finding documents much easier since we now have everything stored in one place.

Vorteile:

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

Nachteile:

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

Antwort von Square 9 Softworks

vor 11 Monaten

Thanks for your review, Sarah! We are glad to hear our platform has made finding documents a breeze. We appreciate your feedback.

Liliana Sofia
GED in USA
Informationstechnologie & -dienste, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Revolutionizing my way of handling documents

5,0 vor 12 Monaten

Kommentare: This platform has allowed me to speed up contract cycle times and collaborate efficiently at all stages of the process. I can now negotiate, manage, and collaborate on contracts quickly and seamlessly, which has had a positive impact on my organization.

Vorteile:

What I like the most is its ability to speed up contract cycle times. Before, he was trapped in a maze of endless and tedious paperwork. But now I can negotiate, manage and collaborate on contracts efficiently and without stress. It's just amazing!

Nachteile:

Although customer service is generally excellent, I have experienced some delays in response on occasion. While I understand that you may have many demands, I would have liked quicker responses in certain situations.

Antwort von Square 9 Softworks

vor 11 Monaten

Thanks for your review, Liliana! We are glad you have been able to reduce paperwork in your business with less stress on you! We appreciate all your feedback.

Josh
Owner in USA
Essen & Trinken, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

GlobalSearch and Square 9 have helped me eliminate all paper-based documents

5,0 vor 7 Jahren

Kommentare: This software has completely eliminated all paper costs and improved productivity 60%

Vorteile:

It's very user friendly. If I want to search for something, all I have to do is type in a keyword and I can easily find what i'm looking for. Having the ability to create separate inboxes for each type of document made GlobalSearch a really good fit for us. Now, instead of my back office being filled with file cabinets, I've been able to get rid of them entirely and scan everything into GlobalSearch.

Nachteile:

I wish there were more online courses to take. With the few Square 9 has, I've learned a lot, but i'd love to be able to learn more about the features from my desk or at home.

Patrick
IT Systems Technician in USA
Bildungsmanagement, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

helped our company organize our many documents

4,0 vor 7 Jahren

Vorteile:

i liked the improvements in the interface and the speed o f searching. Also, the addition and improvements to the web client have helped our organization massively.

Nachteile:

Adding users and Fields is still nebulous. I wish that it was easier to spin up new archives or create them from already existing once.