Square 9

Sq9

Kommentare: Fairly good

Vorteile:

Ease of use / OCR / Invoicing / Workflows

Nachteile:

Server sometimes crashes / administration

A Solid Company to Back Your Project

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.

Unusable at scale

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.

Great product and Customer Service

Kommentare: My experience was great and would recommend them to others and have!

Vorteile:

The kickoff team was great at was helpful and informative when we reached out to them.

Nachteile:

We passed our project time window but did not receive a warning we were at the end of the project time frame. Reaching out a week before with a red flag would have been great. We ended up expanding the project and addressed any lingering issues at that time.

Square 9 really does help!

Kommentare: They have been fantastic each time I have had to interact with them. Very helpful & very professional.

Vorteile:

Square 9 is an remarkable document management solution that has significantly streamlined our customer's workflow and enhanced productivity. Its intuitive interface and robust features make document storage, retrieval, and sharing effortless, helping teams to collaborate more effectively and efficiently. Overall, Square 9 has proven to be a reliable and indispensable tool that has transformed our document management processes for the better.

Nachteile:

Well, there was a 32 page SoW to dig through. But, it was very thorough.

Contract Management Made Easy

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.

Admin feedback

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

Automation

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.

Works great for me!

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.

Streamlining Document Management: A Review of Square 9

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.

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

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.

Great software

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?

Long Time Square 9 User

Kommentare: We use Square 9 for basic document storage, AP workflow to get invoice approvals from managers. Online Purchase Order form for our employees.

Vorteile:

We've been using Square 9 for over 10 years. Very easy to implement. Forms has enabled us to provide our users with an online Purchase Order solution.

Nachteile:

Not a lot of Cons, but maybe a way to show the admins there is an update available and list what improvements are available thru updates.

Excellent Product

Kommentare: Overall Square9 has made an enormous positive impact on our organization and we are very happy with the decision to use their products.

Vorteile:

The best part of Square9 is the visibility and fast access to documents, both in process and archived.

Nachteile:

The worst part of Square9 is that we are not completely reliant on it for our Accounts Payable processing, so when the system stops working, our entire ability to move forward with processing and paying invoices is held up until it is fixed. Fixes for those urgent problems do not happen as quickly as we need them done.

At the tip of your fingers

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

Square 9 Is An Excellent Asset

Kommentare: My overall experience is a positive one. It has become essential to helping me complete my day-to-day job duties.

Vorteile:

Square is readily accessible. This is essential b/c I use it everyday.

Nachteile:

I really can't think of an issue that I dislike.

Easy to customize for specific needs

Kommentare: Square 9 assisted our company with going paperless with electronic approvals for all AP. We have employees who work in different locations, and this has helped greatly.

Vorteile:

We had a lot of customization requests for our business needs. The original set up process was successful, and as we used the product adaptations were easily made.

Nachteile:

The one drawback to Square 9 is the delay in downloading. It seems to lag a bit at times.

Square9 software upgraded

Vorteile:

The easy searching in multiple archives.

Nachteile:

Some of the newer features take training to figure out and the security takes testing.

Square 9 - Good Product

Vorteile:

Dragging and dropping docs into this system is great.

Nachteile:

Our licenses keep getting locked up because the application runs in a browser and our people are used to just "X" ing out of a browser when they're done - but that doesn't release the Square9 licenses.

Good solution with good customer service

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.

Great for document management

Kommentare: Great experience. We use it for document management and it does the job.

Vorteile:

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

Nachteile:

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

Very useful

Vorteile:

Easy to create forms and automate where they go

Nachteile:

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

New to Document Archiving

Kommentare: We had many years of client files that we are required to maintain. We have saved so much space it is incredible, and our documents are much more secure.

Vorteile:

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.

Nachteile:

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.

Smart Search

Kommentare: Awesome cant say enough about it or the service they give

Vorteile:

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

Nachteile:

It is a great system and is easy to use

Challenging Setup

Vorteile:

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

Nachteile:

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