End User Live Education
First Thursday of Each Month 2 PM ET
We invite you to join us for a live, online learning session designed to help you get started with your Square 9 solution.
This interactive session gives you the opportunity to learn directly from our experienced instructors in real time, ask questions, and connect with other participants from across the country—all from the comfort of your own workspace.
Whether you’re new to the platform or simply looking for a refresher, this session will guide you through the foundational elements of using your Square 9 solution so you can begin working with your documents right away. Come prepared with any questions you may have—we’re here to ensure you leave with the confidence and knowledge to put what you’ve learned into practice immediately.
Target Audience: Customer End Users
Topics Covered:
- GlobalSearch
- Getting logged in and bookmarking the page
- Searching
- Manually importing documents
- Indexing
- Working with documents (modifying index data, annotations, adding/removing pages, etc.)
- Taking workflow actions
- GlobalCapture
- Getting logged in and bookmarking the page
- Searching
- Indexing/Validation
- Scanning document into a workflow
