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Square 9 Softworks GlobalSearch

The first step to managing unruly piles of paper and moving towards a truly digital workplace is to have a great document management system. A document management system like Square 9 Softworks’ GlobalSearch will help you store, access, and use your files easier than ever before.

GlobalSearch is great system to start with because you can easily scale it up to include other features like document capture and classification, workflow, and electronic forms. As an authorized reseller, we’ll work with you to determine what you need to accomplish your business goals.

Benefits of Using Square 9 GlobalSearch

Customize the System to Your Business Needs

  • Use pre-made, out-of-the-box document templates so you can start importing files right away
  • Or completely customize the interface and index fields to make the system work best for your company
  • Set up custom searches and bookmark them for easy access

Keep Information Safe with Document Security

  • Maintain compliance with secure document storage
  • Control individual permissions to view, access, and edit files
  • Enhance security by eliminating paper files
  • Ensure business continuity in case of natural disasters
  • Redact documents so certain information is only accessible at a certain permission level
  • Sign documents with full e-sign compliance

Enjoy Ease-of-Use with a Quick Learning Curve

  • Make use of index fields to simplify your archives
  • Use specialized OCR software to click for indexing instead of hand-keying
  • Use 3-way matching search for easy Accounts Payable processing
  • Highlight, stamp, and redact documents with a few, simple mouse clicks
  • Drag-and-drop documents right into GlobalSearch

Make Your Information Accessible Anywhere

  • Access your data anywhere through a web browser (no matter software or hardware)
  • Find documents instantly with advanced search capabilities
  • Export your files at any time
  • Working in another program like your email, a CRM, or accounting software? Hover over text, hit a pre-determined key, and the OCR software will immediately search for that text in GlobalSearch

Take Advantage of Powerful Integrations

  • Attach multiple document sources to the system to easily import files
  • Includes GlobalCapture software to easily import and classify large batches of documents
  • DocuSign and Quickbooks integration

If you watch the video on this page, you can see that the software has a clean, streamlined look to make adding and locating documents a piece of cake. From the layout to the search function, everything has been designed to be easily understood with a minimal learning curve.

GlobalSearch is available as both on-premise and cloud-based software. If you’re not sure which is right for you, we’re happy to talk to you about your IT resources, background, and objectives to make the right recommendation.

If you think that GlobalSearch is the right product for you, or you just want to learn more, give us a call at (630) 321-0601 or contact us today!