Webinars

Upcoming Webinars


Streamline Onboarding & Human Resources Departments with Automation

Wednesday, July 24, 2024 at 2:00 PM ET

Human resources departments face a number of document-related challenges, including managing the completion of onboarding packets, accessing and sharing documents in a hybrid workspace, securely storing confidential information, and staying in compliance with federal document retention mandates.

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Square 9 University Office Hours – Ask the Professor

Tuesday, July 30, 2024 at 2 PM ET

Our Square 9 University series details the tools and techniques available for you to get the most out of your solution, and this time, the topic is yours to decide!

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Say Goodbye to Paper: Transform Your Business with Square 9

Tuesday, August 20, 2024 at 2 PM ET

Join our webinar to discover the benefits of Square 9, a solution designed to tackle the challenges of paper-based environments. We’ll explore how to manage vendor invoices, HR documentation, and contracts more efficiently by transitioning to a digital workplace. Learn about the processes and solutions that can make this transformation seamless.

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Transforming Accounts Payable: The Power of AI-Assisted Capture

Tuesday, September 24, 2024 at 2 PM ET

Capturing AP documents with templates can be complex, especially when it involves line item data extraction, often necessitating new templates for each vendor and format change. However, AI-assisted capture makes this a thing of the past.

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On-Demand Webinars


Reimagine the QuickBooks Online Experience with TransformAI & GlobalAutomation

Using TransformAI, Square 9’s AI-Capture tool, you can extract data from documents, including line item data, and send that data into QuickBooks Online in a seamless process.

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Going Paperless: Maximizing Productivity with Square 9

Join us for our webinar as we introduce you to the world of Square 9 and address the challenges posed by paper-based environments. We’ll walk you through the benefits of transitioning to a digital workplace and provide insights into the processes and solutions that facilitate this transformation.

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Transforming Student Record Management Through Automation

In today’s educational landscape, managing documents outside the student information system while maintaining HIPAA and FERPA compliance presents significant hurdles. Join us for our live event to increase efficiencies throughout your school district.

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Solving Accounts Payable Capture Challenges with TransformAI!

Capturing AP documents with templates can be highly involved, often requiring additional templates to be created for each new vendor and format change. But now, AI-assisted capture puts this method firmly in the past.

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Taking the Paper Out of Work: An Overview of Square 9

Join us for our webinar where we introduce you to the world of Square 9 and address the challenges inherent in paper-based environments. From vendor invoices to HR documentation and contracts, we’ll guide you through the advantages of transitioning to a digital workplace and provide insights into the processes and solutions that facilitate this shift.

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The Roadmap to Seamless AP Automation: Tools, Tips, and Trends for 2024

There are a myriad of benefits to automating accounts payable, including keeping better track of invoices, purchase orders, and other documents, capitalizing on early payment discounts, and eliminating repetitive data entry.

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Taking the Paper Out of Work: An Introduction to All Things Square 9

From vendor invoices to HR documentation, contracts, and more, join us as we show you an introduction to all things Square 9 and dive into the challenges of a paper-based workplace, the benefits of going digital, and the processes and solutions that will help you make the most of this transition.

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Elevating Efficiency: The Role of AI in Accounts Payable Automation

Capturing invoices with templates can be challenging as each new vendor or format change can result in additional professional service charges. But by taking advantage of AI-assisted capture, you can ditch templates entirely, eliminating the costs of creation and tuning!

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Reimagine the Business Central Experience: TransformAI and Dynamics 365 GlobalAutomation

Leverage Square 9’s world class document capture and complete document automation platform with two way data flow with Dynamics 365!

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Unleashing the Power of Next Gen Search: Revolutionizing Public Portals

Bring your organization together with next gen technology! Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage.

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3 Ways to Streamline Your Accounts Receivable Customer Onboarding

Time-consuming processes, error-prone data entry, and a lack of visibility into customer payments are all common accounts receivable challenges that automation can solve!

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Reimagine Your Accounts Payable Processes with Artificial Intelligence and Line Item Extraction

Capturing AP documents with templates can be highly involved, especially when it includes line item data extraction, often requiring additional templates to be created for each new vendor and format change. But now, AI-assisted capture puts this method firmly in the past. In Reimagine Your Accounts Payable Processes with Artificial Intelligence, to find out how TransformAI can help increase capture accuracy and reduce errors, even for header, footer and line item data.

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Reimagine Contracts Management in Salesforce using GlobalForms

In this fast-paced webinar, you’ll discover just how easy it is to manage contracts using GlobalSearch and GlobalForms from within your Salesforce interface! Need to send a W-9 request or a Non-Disclosure Agreement to a vendor? It’s all easily done right from Salesforce for those using Square 9’s intelligent and intuitive solutions.

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GlobalCapture to Sharepoint: Empowering Your Workflows with Cloud Transformation Services

For many customers, Cloud Transformation Services is mainly used to index documents in GlobalSearch. But did you know it can also be used to facilitate workflows with file management applications, including Citrix ShareFile, Google Drive, and Microsoft Sharepoint? In this informative presentation, you will discover how to release documents to SharePoint while leveraging the extracted data to create a dynamic folder structure.

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Reimagine Your Accounts Payable Processes with Artificial Intelligence

Capturing AP documents with templates can be highly involved, often requiring additional templates to be created for each new vendor and format change. But now, AI-assisted capture puts this method firmly in the past. In Reimagine Your Accounts Payable Processes with Artificial Intelligence, find out how TransformAI can help you automate invoice extraction with just a simple scan of the page.

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Simplifying Document-Related Tasks in Your School District with Automation

Every school district has its strengths and challenges to overcome, including managing documents outside of its student information system and maintaining HIPAA and FERPA compliance. In this webinar, we focus on ways to increase efficiencies throughout your school district by increasing access to student documentation from anywhere – even in remote learning environments.

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GlobalSearch Fall 2022 Release

Meet the new GlobalSearch Fall 2022. Designed to provide users with new customizable, no code features to simplify document-related tasks, provide a seamless user experience, and allow for more customization without advanced technical expertise. With these new features, your business processes will be even more centralized, giving you more time to work on other, more meaningful tasks.

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Forms Management Feast – Get Greater Insights into the Status of Forms

There’s more to be thankful for this year with GlobalForms 10! Come feast your eyes on an all-new forms management tool and get an exclusive tour of how you can better manage your digital Human Resource onboarding. This fast-moving presentation will introduce new tools, which include how to easily send a single form or groups of forms to a new hire from your  own onboarding portal.

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Speeding up Automotive Dealerships’ Most Common Document Intensive Processes

Now more than ever, auto dealerships need to automate capturing, storing, and retrieving customer and vehicle information, invoices, purchase orders, and more. See how you can benefit from a solution that helps sales and service departments effortlessly file vehicle information, invoices, purchase orders, and more to a secure cloud repository.

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GlobalForms Summer 2022: A New Path to HR Onboarding Automation

Human resources departments face a number of document related challenges, including managing the completion of onboarding packets, accessing and sharing documents in a hybrid workspace, securely storing confidential information, and staying in compliance with federal document retention mandates. The GlobalForms 2022 Summer release assists with all of these challenges.

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GlobalSearch Cloud for Business Essentials

Discover a powerful cloud solution for capturing and managing the essential documents common to your business applications! GlobalSearch Cloud for Business Essentials leverages the scanning capabilities of your office multifunctional printer or desktop scanner to digitally transform and manage your documents in a secure and highly accessible cloud content management platform.

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Return to Work Essentials

For businesses looking to reopen safely and securely during the COVID-19 pandemic, Return to Work Essentials is a cloud-hosted solution that provides an entirely touchless, health screening process. Screen anyone entering your facility through a few simple steps to ensure their health status while limiting infection. Plus, with Return to Work Essentials, you can protect your business by including an optional waiver of liability. In this demonstration, we’ll walk you through step-by-step how Return to Work Essentials can work for your business.

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GlobalCapture – An introduction to Document Capture

Digital transformation of your business begins with capture automation. Discover how automatically capturing and transforming data into high value information can shape business insights and contribute to improved decision making. You’ll see how to capture, validate, and classify documents with a short introduction to GlobalCapture along with how businesses like yours are putting it to use to improve their productivity, cut costs and save time.

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