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.

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.

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.

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

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.

I like the Document storage and working in each document plus the PDF conversion of each document.

Should be easier to troubleshoot issues instead of having to know SQL to do so plus information regarding the locations and troubleshooting.

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.

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.

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.

It is easy to use and allows for all our staff to have one location to gather our documents.

The set up, it took a lot of time to work through identifying everything that was needed and getting everyone on the same page.

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

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

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

Integration when purchasing a new scanner was not all that easy

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

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

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

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.

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.

Communication is always good if I need help with anything. Easy turn around times.

Nothing I feel is missing. Everything that was needed for our company, Square9 satisfied.

Simple, easy workflow processing. It is intuitive and user friendly!

Cloud outages from time to time with no warning.

Extremely easy to use and has an amazing upload feature

It takes a while for files to load sometimes

It is next to impossible to find an equitable solution for a similar cost. They price very appropriately for what you get.

Standard headaches that you could get with any number of platforms. Things happen, stuff may not be configured correctly, etc. I wish it were more intuitive and modernized, but that sounds like something that's in the works anyways so we'll see how that turns out.

I like how easy it is to enter my documents into the system and that I can quickly locate a document when necessary.

I do not have any complaints at this time.