Square 9 Education Program

Not Sure Where to Start?

Whether you’re a customer or Reseller, technical or non-technical, Square 9 has developed a series of Education Roadmaps to help guide our community through the appropriate courses in order to gain specific knowledge of the Square 9 product suite.

Customers › Resellers ›

eLearning for Reseller Professionals

Square 9 has developed an online education platform for Reseller Professionals, sales or technical, looking to gain the knowledge to design and manage solutions, or uniquely convey the value proposition of the Square 9 product suite.

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eLearning for Square 9 Customers

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 product suite, while gaining the skills to utilize the software to the fullest.

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Upcoming Classroom Education Courses

Looking to get the most out of your Square 9 investment? Our Education Program, provides the curriculum to turn your team into ECM experts! Join us for a unique educational experience including hands-on exercises with document management, capture automation, and all the solutions that matter most to you.

Course Descriptions:
CSSA SSM CGAE AGCE

Certified Square 9 System Architect (CSSA)

Target Audience:

Reseller Technical Professionals

Certification:

Certified Square 9 System Architect (CSSA)

Objective:

Development of the necessary skills required to effectively design and implement a GlobalSearch Solution.

Duration:

Two-Day Webinar, Five-Day Classroom

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered in CSSA:

  • GlobalSearch Desktop Client and  Browser Client User Functions
    • Understanding Capture and Index through the use of a variety of tools including Import, KeyFree Indexing, Data XChange and File XChange
    • Running Searches with different approaches including variable, static, Boolean and Content Search
    • Managing document editing and output via features such as merging and appending documents, annotating, printing, exporting and emailing
  • GlobalSearch Browser Client Administrator Functions
    • Designing and building the system objects including Inboxes, databases, the Field Catalog and Archives
    • Establishing system, Inbox, database, document, and feature-level security
  • GlobalCapture and GlobalAction
    • Understanding Workflow architecture and deployment
    • Considering database design implications and best practices
  • Working in GlobalCapture
    • GlobalCapture Designer
    • GlobalCapture Nodes
    • Simple Data Extraction Templates
    • Batch Manager
    • Solution Development
  • Working in GlobalAction
    • GlobalAction Designer
    • GlobalAction Nodes
    • Solution Development
  • Installation
    • Understanding Prerequisites, supported environments, recommended hardware
    • Performing Server Installation

Download the Course Details and Syllabus.

Register

Square 9 System Manager (SSM)

Target Audience:

Customer Knowledge Workers, GlobalSearch Administrators

Objective:

Development of the necessary skills required to set up, maintain, and grow your GlobalSearch system. Learn all the basic features, options, and configuration settings.

Duration:

Two Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • GlobalSearch Desktop Client and Browser Client User Functions
    • Understanding Capture and Index through the use of a variety of tools including Import, KeyFree Indexing, Data XChange and File XChange
    • Running Searches with different approaches including variable, static, Boolean and Content Search
    • Managing document editing and output via features such as merging and appending documents, annotating, printing, exporting and emailing
  • GlobalSearch Browser Client Administrator Functions
    • Designing and building the system objects including Inboxes, databases, the Field Catalog and Archives
    • Establishing system, Inbox, database, document, Search and feature security

Download the Course Details and Syllabus.

Register

Certified GlobalForms Engineer (CGFE)

Prerequisites:

  • Reseller: Square 9 System Engineer (SSE) or Certified Square 9 System Architect (CSSA)
  • Customer: Square 9 Power User (SPU) or Square 9 System Manager (SSM)

Certification:

Certified GlobalForms Engineer (CGFE)

Objective:

Development of the necessary skills required to effectively design and implement basic GlobalForms solutions.

Duration:

Two Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

ttendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • Administration and configuration
  • Best practices for form design
  • Form submissions
  • Using business rules for calculation and advanced validation
  • Techniques for creating multiple documents within GlobalSearch from a single form submission
  • Workflow design within GlobalForms
  • Workflow configuration, email notification, and task list management
  • Creating a portal/launch page for forms and applications

Download the Course Details and Syllabus.

Register

Certified GlobalAction Engineer (CGAE)

Prerequisites:

  • Reseller: Square 9 System Engineer (SSE) or Certified Square 9 System Architect (CSSA)
  • Customer: Square 9 Power User (SPU) or Square 9 System Manager (SSM)

Certification:

Certified GlobalAction Engineer (CGAE)

Objective:

Development of the necessary skills required to effectively design and implement GlobalAction as part of a GlobalSearch solution.

Duration:

Three Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • An introduction to workflow discovery and the planning process
  • GlobalAction Nodes: what they are and how to use them
  • Workflow architecture and deployment
  • Database design considerations, best practices
  • Advanced workflows/solutions exercises
  • Multi-state approval
  • Email notification strategies
  • Manual and automated processes

Download the Course Details and Syllabus.

Register

Advanced GlobalCapture Engineer (AGCE)

Prerequisites:

Must successfully complete the CGCE Video Series; you can register to watch the videos at info.square-9.com/cgce.

Objective:

Development of the necessary skills required to effectively design and implement advanced GlobalCapture solutions.

Duration:

Three Days

Cost:

Contact your Regional Sales Manager or Authorized Reseller for more details

Requirements:

Attendees are required to have a laptop computer running Windows (64-bit) 7, 8/8i, or 10. The laptop must have at least 200 GB of free hard drive space for the VM, and we strongly recommend at least 6 GB of RAM. The user must have local administrative rights in order to install and configure the virtual machine software they will be required to download and install prior to coming to class. Class will run on virtual machines (VMs) on which the Square 9 products have been installed. Virtualization must be enabled in the BIOS in order for the VM to run.

Topics Covered:

  • Best Practices when building Workflow
  • Process Analysis and Design
  • Advanced Workflow Tools including:
    • Data Lookup Node
    • RapidAdapt®
    • Classification
  • Advanced Data Extraction tools including:
    • Directional
    • Directional with Repeat (Table Extraction)
    • Pattern Match
    • Database Lookup

Download the Course Details and Syllabus.

Register

Essentials of GlobalForms 10

Target Audience:

Reseller Technical Professionals

Class will run from May 22-24th and will be web based lecture style.

This class will cover the essentials of GlobalForms 10 including;

  • Deployment requirements
  • Setup & Configuration
  • Access of the application
  • Basic forms design concepts
  • Linking forms, data and data sources
  • Authentications Options
  • GlobalCapture mapping & validation
  • Building multi-stage, interactive forms

PLEASE NOTE: This class will not cover the design of any forms that require programming or complex business rules. It is designed to provide the basic concepts and not to teach individuals to program in JavaScript. We have thoroughly documented the advanced concepts for anyone who possesses those skills and is qualified for delivering more advanced forms services..

Register

Courses:

  • August 16, 2018Certified Square 9 System Architect - SOLD OUT!
  • September 10, 2018Advanced GlobalCapture Engineer - NEW HAVEN, CT
  • October 22, 2018Square 9 System Manager - NEW HAVEN, CT
  • October 24, 2018Certified GlobalAction Engineer - NEW HAVEN, CT
  • November 1, 2018Certified Square 9 System Architect - LOCATION TBD
AEC v1.0.4


Course Registration