Customer Learning

These online education courses have been developed for end users and technical administrators who are interested in understanding the unique features and functionality of the Square 9 platform while gaining the skills to utilize the software to the fullest.

Our robust eLearning courses are included with your solution.

Keep track of your course progress and gain access to all of our e-learning courses by registering.

Live Class

Customer Live Class

May 6 & 8, 2025
July 22 - 23, 2025
Learn how to enhance your Square 9 solution with Searches, Security, Archives, Workflows, and Preconfigured Solutions.

Customer E-Learning

End User Education 1: Getting Started with Square 9

Get the foundational skills you need to begin using your solution. Explore what GlobalSearch and GlobalCapture have to offer and become familiar with the different features and functionality you’ll use [...]

2 courses

Customer E-Learning

End User Education 2: Expanding your Square 9 Knowledge

Gain a deeper understanding of the powerful tools available to you when working with documents.  Whether you need to markup documents with notes, search the content of documents, or find GlobalSearch [...]

1 course

Customer E-Learning

IT/Power User 1: GlobalSearch

Learn how GlobalSearch works and how to administer the solution.

5 courses

Customer E-Learning

IT/Power User 2: GlobalCapture

Learn how you can utilize GlobalCapture to begin automating the intake of documents.

3 courses

Customer E-Learning

IT/Power User 3: GlobalForms and GlobalAction

Master Square 9 online forms and document workflows. Learn how to design efficient, paperless business processes for approvals, retention of documents, and more with GlobalAction.

2 courses

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