Square 9 Reviews

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.

Mobile features are less than what we get on laptop.

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.

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.

The workflow for AP invoices and the document imaging storage is a lifesaver at our company. We process dozens of invoices daily, and automating the process through Square 9 is crucial to the efficiency at which we operate.

I am least satisfied with the speed at which my documents export. It doesn't take that long, but to import a batch of invoices to be processed typically takes one minute to populate in an Excel sheet.

The document storage feature was the primary attraction to Square 9. But what sold us on Square 9 was the OCR technology, which has automated the invoice entry process. Further, with Square 9, we are able to import that data into our accounting system. Above all, it is easy to use, which has allowed a smooth transition for all users.

Nothing to report.

Easy to set up workflows, minimum time required for maintenance..

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

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.

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.

I love the tailoring you can do to everything in every aspect!

It takes a bit of time to set up and import if you are doing it on your own. There is some trial and error for sure!

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.

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!

I do like how much training is available.

Training can be outdated and sometimes answers can be flat out wrong on quizzes.

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.

indexing documents after scanning can be time consuming.

Square 9 is helping us to go paperless not only on our AP side but with all of our barge paperwork. We are slowly eliminating the need to have to dig through file cabinets of folders and papers. We are in the process of using their new AI component to create all the templates needed for our AP scanning. What a huge time saver! Also, the team at Square 9 is great about helping when you have an issue. I am a new admin and they have been helpful walking me through how to fix things when I don't know what to do.

Can't think of any issues. Everything has been resolved.

So easy to maintain and for users to use the product. Great and quick customer support when there ever is a problem (rarely)

There are so many features that i can't think of any cons

We switched from a different document management solution due to the complexity of managing the system. Square 9 made the install and setup a breeze. Day to day management and use is much easier with its Active Directory integration.

I currently do not have any cons compared to what we have used in the past.

low-code approach to processing logic design

little/no support on the weekends - our business operates 6 days/week so if we have issues on Saturday we sometimes have to wait

Extremely easy to use and has an amazing upload feature

It takes a while for files to load sometimes

The ease of the document flow by moving from handling paper to working with scanned documents within multiple locations and ability of electronic data transfer to our accounting system.

The services come at cost, but Square 9 employees are very knowledgeable about their products and services provided.

Ease of use and organization of files, also the new square 9 web server is easy to use as well.

The recent update makes it more difficult for users to login and manage

Ease of use, reliability. I like how easy it is to search for documents and to export files

exporting can take awhile