Square 9 Reviews

Pros

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

Cons

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

Pros

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.

Cons

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

Pros

I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also appreciate that it handles all of our approval workflow processes. From Invoices, Credit Card Receipts, to Travel Requests. Initial setup can be a little overwhelming with all the information that goes along, but the knowledge base instructions and videos make it a lot easier and quicker to learn.

Cons

We sometimes experience bottlenecking of data being integrated between our CIS/FIS system and Square 9. This causes some hang-ups with workflows, scanning/auto indexing of documents.

Pros

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.

Cons

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.

Pros

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

Cons

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.

Pros

Document management and the work flow creation is great for processing.

Cons

We do talk with IT Support often because the program constantly needs updating and bug fixes. But they have always fixed the problems

Pros

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.

Cons

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

Pros

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.

Cons

Mobile features are less than what we get on laptop.

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

Love the workflow design interface for global capture and global action. Also, the batch manager is SO useful in tracking the workflows and how they are working (or not working). The ability to tie documents to other databases with lookups is also very powerful.

Cons

I wish the documentation had some examples, esp with the OCR template setup. An example in particular of the directional OCR zones with repeats for line item data extraction into a table field. Even a walk through video would be VERY helpful. The current documentation doesn't explain all the settings and how to configure them for repeating zones. Since its difficult to explain in text, a visual would REALLY help. I've been fighting with it for some time now and I still don't have it working.

A hyperlink data type for URL fields would be a great add on. We have many documents that we would like to link to a mapping application ie. work permits link to a location. Many of our documents have a spatial reference that i have in a lookup field in another database that has geographic coordinates based on address. I can't believe this hasn't been implemented yet?! The proposed workaround in the forum doesn't work. The ability to click a hyperlink field that opens a new browser window to a specific URL would be SO nice.

Pros

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

Cons

It is a great system and is easy to use

Pros

low-code approach to processing logic design

Cons

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

Pros

I primarily use the program to input accounts payable invoices. Having all the invoices, contracts, tax forms, and crucial correspondence in one location is great for facilitating my workflow.

Cons

The Key Free feature is a wonderful tool in theory. However, I find myself having to go back and re-enter a lot of the line items, because it captured the invoice number or date incorrectly. Also, going back and forth from Key Free to manual entry is too time consuming, that I've discontinued using that feature.

Pros

I like how easy it is for users to use. Very little training is necessary. Accounting was skeptical but I believe they love it now.

Cons

Sometimes the template and workflow creation can be tricking. There is so much you can do but the online training only dives in so deep.

Pros

The customer service is very responsive.

Cons

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.

Pros

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

Cons

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

Pros

Integration with our accounting software and the ability to search for documents with image exchange from another program

Cons

Archive layout and audit trail is not very descriptive as to what was changed and by who on a document. Grids are not customization enough to be able to select sub accounts from our accounting software and combine them to create a complete GL account

Pros

I can find the items that I am looking for, I can log on anywhere, easy to log into the online system.

Cons

Take a lot to search multiple items. It would be great if I could copy and past a list and search them all at once.

Pros

Smart software which makes document routing and management efficient and traceable. Can run backend SQL reports to monitor key metrics across document processing.

Cons

Would like to see added features that are more akin to Sharepoint with the ability to multiple fields across multiple documents at once.

Pros

Create use tailored to our specific organization. Enjoy workflow and webform customization. Document workflow is a plus as well

Cons

Install file size should be cut down. More professional service people to get faster response times for creating forms

Pros

Easy to create forms and automate where they go

Cons

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

Pros

Its User Interface for validation users is so simple and minimum that validation users can't mess up.

Cons

Support. I've yet to get through to someone on the phone after over a dozen tickets opened, always a voice mail and email, then waiting hours for response.

My installation team, a reseller and it did not go well. I don't believe this was ever set up correctly to begin with and now it's a mess to try to figure out what went wrong. 5 months in and we still don't get 80% out of the product.

Pros

The ease of filing. Easy to navigate. Easy to use . the ability to easily access information will be beneficial

Cons

How global forms work is a little tricky. Workflows and such are kind of hard as when we were sold the software, they didn't state this portion of it.