Square 9 Enterprise Content Management
Square 9 Enterprise Content Management: Square 9 describes its enterprise content management product, GlobalSearch, as centralized, secure document storage for easy, instant access to information. It is the repository layer of its document tools.
Square 9 Enterprise Content Management: Enterprise Content Management
Documents are organized for quick retrieval across an organization.
Enterprise search lets users find stored information quickly. Business process automation keeps information flowing by routing tasks and approvals.
Web forms capture information at the start, and the generative AI capture product extracts data from scanned documents.
The company presents the products as an end-to-end system that supports paper elimination and digital transformation. An integrations marketplace lists connections with existing systems.
Square 9 is a general product used across industries.
A controller would ask how documents are indexed, how long they are retained and how access is controlled by role. It would ask how the system connects to accounting and the DMS and how records are exported on exit.
The category guide for document management lists a neutral checklist. Confirm who owns the data.
Ask what is included.
| Product or service | Function |
|---|---|
| Enterprise Content Management | Document storage and management, including GlobalSearch. |
Capture, forms and the approval workflow
Square 9 separates document capture from its GlobalForms web-form product and the wider content-management workflow. Its platform describes extracting information from scanned images, forms and digital records for processes including accounts payable, onboarding, order processing and contracts. square-9.com
A dealership should choose one actual document process before evaluating the suite. Trace an invoice or onboarding form from intake to captured fields, employee review and its final destination. square-9.com
This makes the distinction between storing a document and acting on its contents visible, while identifying which capture and forms components the proposal needs. square-9.com