Click for browser • Forward to friend

| NOTES FROM THE 9 | ||||||||||||||||||||||
|
|
Letter from the editor | |||||||||||||||||||||
|
TECH TIP Document Follow-up Workflow One of our Sales Engineers, Dan Walsh, was working on a custom demonstration and designed some conditional workflow routing that we felt could benefit a lot of users. This example ties closely to a bank but can be used in many different scenarios. A bank was looking for a better way to manage follow-ups on a document called a history sheet. They wanted to know if the system could send an email out 30 days before the expiration date of the history sheet. When expired, they also wanted an email to go to the manager. Dan used date math in the condition statement of the document workflow along with configuring views in the archive to provide an overview of where documents were in the process. A step-by-step guide is available for your reference.
Social Networking Make sure to follow us to receive the latest and greatest news from Square 9® as it happens.
Let us know what you think! Send your comments or questions to marketing@square-9.com. ©2011 Square 9® Softworks. All rights reserved. |
When is the Best Time to Upgrade? Square 9® Softworks prides itself in delivering value for your support dollar. Our adoption of Agile Software Development principles allows us to pursue a commitment of continuous product evolution for our customers. These efforts translate into typically 3-4 "point" releases each year or as in the case of 2011, 38 new feature enhancements. Understandably we receive steady inquiries from customers asking whether they should upgrade with each release or whether it's better to sometimes wait. Given that upgrading your SmartSearch installation takes time and possibly money to apply (depending on who is applying the update), it is certainly a question that deserves your careful consideration. As a result we felt we should detail how upgrades actually work and some of the factors that could impact your decision. Click here to learn about your best options. Best regards, Scott Worroll
Construction Company Increases Information Access Times while Improving Customer Service The Contracting Industry is certainly not without its paperwork. Just ask Cherry Hill Construction, specializing in site work demolition and Asbestos abatement. Cherry Hill Construction is a family owned and operated company which has served the Connecticut market for more than 50 years.
Solution Profile:
Click here to see how quickly Cherry Hill Construction is able to respond to customers.
Sneak Peek into v3.2.3
SmartSearch 3.2.3 which is scheduled for release on 12/1 introduces new options for exporting document including automated conversion to PDF on output (with or without annotations) and naming the exported file by a specified field value. These features are handy in a variety of applications where documents are to be shared with users outside the system including vendors or customers. CAD Support
Stay tuned for additional functionality coming soon in v3.2.3.
EVENT SCHEDULE
|
|||||||||||||||||||||
|
|
||||||||||||||||||||||
|
129 Church Street • New Haven, CT • 06510
(p) 203.789.0889 • (f) 203.789.8958 • (e) marketing@square-9.com • (w) www.square-9.com |
||||||||||||||||||||||