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Square 9 Softworks Information Reviews & Insights

Score9.5 out of 10

72 Reviews and Ratings

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Who Buys & Uses Square 9 Softworks

Based on 37 HG Insights installations.

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Insights from Square 9 Softworks Reviewers

Based on 9 verified reviews published in the last 18 months

Overview

Synthesised from 9 reviews | Last Published May 26, 2026

Square 9 Softworks is primarily used by organizations to automate document-intensive processes, particularly within financial operations like AP invoice processing. In TrustRadius reviews, users leverage its capabilities for efficient document management, including storing, indexing, and retrieving various records. The platform's ability to integrate with existing ERP and SharePoint systems enhances its utility, contributing to reduced manual effort and minimized data entry errors, with reviewers frequently highlighting its robust document processing, indexing features, and effective Optical Character Recognition (OCR) for data extraction.

While reviewers frequently report a rapid time to value, often within months, and significant efficiency gains, some areas for improvement exist. A third of reviewers noted challenges with user-friendliness for new users, citing a need for interface streamlining. Other concerns include system stability issues, specific feature gaps, and insufficient initial implementation training. Overall, the system delivers a positive return on investment through operational improvements, despite these identified areas for enhancement.

Pros

  • Effective OCR for automated data extraction from documents
  • Streamlines Accounts Payable (AP) invoice processing and approval workflows
  • Robust document management, storage, and indexing capabilities
  • Facilitates custom workflow creation and process automation
  • Responsive and clear customer service and support

Cons

  • Web-based interface can be challenging for new users, impacting user-friendliness
  • System stability and performance issues, including slowness and unknown errors
  • Specific feature gaps, such as inability to remove documents from workflow before completion
  • Insufficient initial implementation and training, leading to underutilization
  • Loss of certain functionalities in the cloud version (e.g., separating by page count)
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Square 9 Softworks Reviews

2 Reviews
InformationComputer Software1Telecommunications1

Square 9 GlobalSearch - A Fantastic EDM Tool for SMBs

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

GlobalSearch is being used across the organization primarily for scan/store/retrieve of documents. It allows us to control access to documents far better than we ever could with physical documents, back them up for DR purposes, and control the workflow process of certain documents as they move through our organization. It makes our employees more efficient at finding documents so they can retrieve information when it suits them and streamlines our document-centric workflows.

Pros

  • The most important part of a document management system is the search portion. That's where your every day users will find the most value value. GlobalSearch does this very well with their defined Searches. Users run searches that have been set up by administrators for them for their particular situation and can quickly get the documents they need.
  • The GlobalAction workflow engine that accompanies GlobalSearch is very powerful. It allows for complex, conditional workflows which should satisfy the needs of just about any organization.
  • Capture, the part of document management systems that are pretty much wasted time, is made just about as efficient as possible with GlobalCapture. It supports template based OCR, database lookup into other systems in the organization for populating additional information, and even semi-structured document capture which can be a huge money saver.
  • The permissions are straightforward and simple to set up and the audit log can be very useful for seeing the who, what, and when of documents.

Cons

  • The web based interface needs some work. The search results have a preview view of the document. This could be helpful in some situations, but should be an option that can be chosen. Data XChange and Image XChange need to also work in the web interface for it to be viable for many organizations.
  • A queue showing users all of their documents waiting for them to work on would also be extremely useful.

Likelihood to Recommend

GlobalSearch is a great for SMBs looking for a powerful tool to store and retrieve their documents, automate document-centric workflows, have more efficient document capture processes, or image enable their existing business applications without getting slammed by the high cost of image plugins for most line of business systems. It's easy for your users to learn, stable once deployed, and their support is quick and competent.
BL
BJ Lillo
Senior Consulting Engineer in Finance and Accounting at ClearWater Computer Services, Inc. (Computer Software, 1-10 employees)
Vetted Review
Reseller
Square 9 Softworks
1 year of experience
View profile

An Easy Way to Store and Retrieve

Rating: 6 out of 10
Incentivized

Use Cases and Deployment Scope

We use SmartSearch Document Management to keep track of all of our contracts and other miscellaneous documents. It is used by all senior management and managers in the company in order to retrieve contracts or to analyze the contracts we have with specific companies. Our Legal department finds this software especially useful because we are able to track expiration and renewal notice dates of each individual contract. This helps us tremendously in making sure we stay ontop of renewing or terminating contracts on a timely basis.

Pros

  • Sends email notifications to appropriate individuals when expiration or renewal notice dates are approaching.
  • Offers an easy and fast way to search for specific documents.
  • It allows managers to simply drop documents into the inboxes for Legal to permanently archive.
  • Allows documents to be easily emailed. No more sorting through various files on the desktop to try to find the correct document.
  • Is set up in an organized manner that is appropriate for the documents that are contained in the archives.

Cons

  • There was some difficulty initially setting up the workflows for the email notifications to work. This was frustrating to get worked out and involved multiple test attempts.
  • The system can be slow at loading long documents, which for a legal department is not ideal.
  • The documents do not automatically get uploaded with search pdf capability, a workflow must be set up in order to enble this feature.

Likelihood to Recommend

I think this software is great to organize documents for mid-sized companies. We primarily use this system to keep track of legal and regulatory documents that have dates we need to be aware of. It is easy to use, but does have some frustrating features. The workflows can be somewhat difficult to set up. In addition, I wish that the documents were automatically uploaded with pdf search capabilities. However, the ease of searching for documents and the emails that are sent to warn employees of dates they should be aware of, are extremely helpful in managing our company's contractual obligations.
MC
Megan Cobleigh
Legal Assistant in Legal at OTT Communications (Telecommunications, 51-200 employees)
Vetted Review
Square 9 Softworks
3 years of experience