Square 9 Web Forms Management

Square 9 Web Forms Management: Square 9 describes its web forms product, GlobalForms, as a way to create and use forms for collecting information electronically. Forms are built without extensive technical skill.

Square 9 Web Forms Management: Web Forms Management

The goal is to capture data at the point of entry.

Captured data flows into Square 9's document management and workflow tools. Workflow automation routes information and approval chains to the right people.

An integrations marketplace connects the products to other enterprise systems.

In a dealership, forms collect employee, vendor and customer information that would otherwise arrive on paper. The Enterprise Content Management entry covers the repository side, and the generative AI capture entry covers extraction.

A controller would ask how forms are secured, who can see submissions and how submissions link to documents. It would ask how the store connects the data to its DMS or accounting software.

The category guide for document management lists a neutral checklist. Ask about exit terms.

Square 9 released GlobalCapture 2.1 in 2018 with GlobalForms 10. The company says it pairs web forms with the capture engine so a form can start a workflow.

Its web forms product page describes forms that feed document processes.

A dealership would use it for things like credit or HR forms. It would ask where the submitted form is stored and who can open it.

This is GlobalForms, Square 9's general web forms product, and it is not specific to dealerships. Forms are built with point-and-click tools that add calculations, conditional fields, images and language options with no coding.

Square 9 offers a library of common forms such as expense reports, purchase requests and employee onboarding, routes completed forms for approval and gives managers work queues of submissions. A dealership would use it for internal paperwork.

Check where submitted data is stored, how signatures are captured and whether forms can feed accounting.

Square 9 Web Forms Management functions
Product or serviceFunction
Web Forms ManagementGlobalForms, a web forms product with a designer, custom layouts and routing.