Webinars

  • March 7, 2017 2:00 pmIntro to GlobalSearch® ECM
AEC v1.0.4

GlobalCapture® Convey: Capturing High Value Document Data

 

GlobalCapture® Convey is a high value, introductory Capture Automation solution designed to capture, validate and classify high volumes of multi-formatted documents, converting them into valuable data and actionable information. A web-based solution, GlobalCapture Convey acts as a universal point of entry for documents and incorporates workflow activities to streamline the capture process. This demonstration reviews key features including a comprehensive visual capture process, email processing capabilities, automated document routing & indexing, integration with existing business applications and more!


GlobalSearch® 101: Product Overview

 

Square 9’s GlobalSearch® solution is an Enterprise Content Management (ECM) software that eliminates inefficient paper processes by simplifying the capture, retrieval and distribution of your business information. The award-winning GlobalSearch software enables organizations to manage business more efficiently by automating daily paper-intensive tasks. GlobalSearch takes documents digital, increasing employee productivity and collaboration while keeping business compliant and secure. Join us for an intuitive introduction to the GlobalSearch ECM solution on both the web and desktop clients, and review key features including KeyFree Indexing, Keyword Searching, Image XChange, Automated Three-Way Matching, Document Workflow Capabilities, Annotations, Document Security and More!


GlobalAction®: An Accounts Payable Workflow

 

Featuring a fully web-based platform that offers tremendous strength and flexibility, GlobalAction® is the solution for workflow automation that enables users to map document activities in a complete end-to-end process. GlobalAction automates document-heavy business processes in a snap, boosting the efficiency of your Accounting department! In this webinar, learn how to design a visual representation of your Accounts Payable process that’s ready for action. GlobalAction efficiently handles AP documents like invoices, purchase orders, packing slips and more, streamlining requisition creation and distribution, three-way matching, approval routing through multiple departments, filing and archiving of bill records and more!


GlobalSearch 101: Intro to ECM

 

Square 9’s GlobalSearch® solution is an Enterprise Content Management (ECM) software platform that eliminates inefficient paper processes, streamlining workflows within your business. The award-winning GlobalSearch software enables organizations to manage business more efficiently by taking document processes digital. This simplifies the capture, retrieval and distribution of your most important business information. In a clear and concise demonstration, learn how these ECM features, among others, can be customized to suit the specific needs of your company, saving time, money and contributing to the overall success of your business.


Controlling Access with Batch Portal Security

 

With the SmartSearch 4.4 Summer Release, the Square 9 Batch Manager has been restructured within the latest capture automation engine, GlobalCapture®. Now, rather than waiting for documents to error out of a process, planned user validation can be built into the capture workflow, catching issues before they become potential problems. In the Batch Manager, users can see the full history of their documents, including which Process Fields and Actions have been assigned. This webinar will demonstrate how to secure access to batches during validation processes while controlling access of sensitive documents throughout Capture and Process workflows, maintaining ease of access to required documents, simplifying employee access to departmental documents, and more.


GlobalCapture® Webinar Series Part III: GlobalCapture as a Standalone Solution

 

As a standalone platform, GlobalCapture can be used to front end any document management solution. With GlobalCapture, data can be pushed to a network folder including Google Docs or SharePoint. The user experience for designing capture workflows is all in the web, but then capture as a service can be launched from anywhere including multi-functional printers and hot folders. End users will gain the ability to capture, enhance, optimize, extract, validate, route and release documents at top efficiency with GlobalCapture. Yet GlobalCapture serves the needs of all business users – even those who aren’t leveraging Square 9’s ECM solution.


GlobalCapture® Webinar Series Part II: Migrating Your Existing Capture Workflow to GlobalCapture

 

With the SmartSearch 4.4 release, end users will gain the enhanced ability to capture, extract, validate, route and release documents through the power of GlobalCapture. GlobalCapture will be replacing Capture Workflow, which allows the enhanced capture automation engine to also be sold as a standalone solution that can be used with any ECM or storage platform. In Part II of the GlobalCapture Webinar Series, learn how to migrate existing Capture Workflow processes into the enhanced GlobalCapture solution.


GlobalCapture® Webinar Series: Preview Square 9’s Next Generation Capture Automation Engine

 

Whether digital or hard copy documents, the key to efficiently leveraging business information is extracting and aggregating data to be measured, analyzed, understood and acted on. This July, Square 9 will be launching a platform for efficiency that will transform data into high value information, shaping business insight and contributing to improved decision making. Learn how to easily capture, validate and classify high volumes of multi-formatted documents, converting data into actionable information.


Configuring Workflows that Leverage GlobalForms to Push Data through a Process

 

Via a simple browser-based interface, GlobalForms delivers the ability to create rich and dynamic web-based forms for streamlined data capture and processing. One of GlobalForms’s most powerful capabilities, however, is in its workflow functionality. Learn how to use a GlobalForms web form to move information through a complete multi-step workflow process. Features include routing through multiple levels of approvers as well as repurposing information for an existing ERP or Accounting application.


Hire to Retire: Streamlining Human Resources Management

 

Eliminate the paper intensive structure of employee management by implementing Square 9’s Hire to Retire solution for Human Resources. This single solution leverages web forms to streamline the full course of employee hiring while simplifying your HR department’s document heavy processes. Hire to Retire improves document creation, routing, e-signature capabilities and retention policies, saving valuable time for your HR team.


Integrating SmartSearch with QuickBooks for Improved Accounting Accuracy

 

Elevate your accounting productivity with Square 9’s QuickBooks Connections, the all-in-one solution for streamlining bill creation, invoice approval and document routing. Closely integrated with the QuickBooks® accounting platform, QuickBooks Connections creates a single, highly efficient process, eliminating manual data entry while streamlining data capture to and from both SmartSearch and GlobalSearch. In this webinar, we will walk you through the typical accounts payable process and how it can be instantly improved through user initiated data pushes that automatically create bills, customer invoices and perform three-way matching.


Streamline Accounts Payable Automation with Square 9’s Purchase to Pay

 

Imagine having your vendors send invoices to an email address that Purchase to Pay monitors, automatically imports, and routes through your office for various approval stages. Implementing the Purchase to Pay solution will dramatically speed up your Accounts Payable processes allowing your team to get more done in less time, with less resources. Purchase to Pay streamlines requisition origination and approval routing, purchase order generation and distribution to vendors, AP/ GL coding that can be fed to an existing Accounting application, three way matching and more. Watch here to see how Purchase to Pay can instantly boost the efficiency of your Accounting department.


Making Your Business Documents Available Through a Public Portal in GlobalSearch®

 

It’s a fairly common practice for members of the Square 9 user community to make documents available to people outside their organization, to not only improve vendor and client relations but also reduce administrative costs. A new, increasing demand from our user community has been to provide access to a specific subset of documents to the public without requiring any credentials or authorization process. This is known as a public portal. This type of self service for public records reduces the need for staff to provide this type of “on demand” information, while streamlining the role and responsibilities of a business to its customers.


An Introduction to Square 9’s GlobalAction® Business Process Management

 

Offering tremendous strength and flexibility, GlobalAction automates your business process in a snap! In this webinar, learn how to design an end-to-end visual representation of your business process that’s ready for action. Via an easy to use drag & drop interface, create an initiation point and add your choice of Process Nodes to the design palette to establish touch points for each decision or action. By leveraging the power of GlobalAction, organizations will operate more efficiently. See for yourself how GlobalAction will enable your business processes to be as seamless as possible.