Businesses today are facing more documents than ever — PDFs, emails, invoices, HR files, contracts, compliance records, order forms, and more. And as organizations grow, so does the complexity of managing those documents efficiently.
Square 9 Softworks takes document management to the next level by combining powerful storage with workflow automation, OCR intelligence, and deep integration capabilities — all designed to streamline how modern businesses capture, organize, and work with critical information.
Why Square 9 Stands Out
Intelligent Automation That Works for You
Square 9 isn’t just a digital filing cabinet — it’s a process automation engine.
It automatically extracts data, routes documents, notifies users, and keeps workflows moving.
Invoice approval workflows
Digital forms processing
Contract routing and versioning
Compliance tracking
Auto-filing based on metadata
This is ideal for organizations looking to eliminate manual tasks and speed up operations.
Advanced OCR & Data Extraction
Square 9’s GlobalCapture and GlobalSearch technologies use OCR to:
Read scanned documents automatically
Pull out key data (names, totals, PO numbers, dates, etc.)
Eliminate manual typing and re-entry
Improve accuracy and consistency
Perfect for accounting, purchasing, customer service, HR, and any document-heavy department.
Enterprise-Grade Digital Organization
Square 9 is designed for businesses that need more than simple file storage.
Categorize documents by department, workflow, or role
Apply retention schedules
Control access with granular permissions
Search instantly across thousands of files
Maintain version histories and audit trails
It’s powerful, scalable, and built for cross-department efficiency.
Who Benefits Most from Square 9?
Manufacturers Healthcare offices Legal & financial firms Municipal/government agencies HR departments Multi-location organizations Companies with compliance or audit requirements
If your team touches documents frequently, Square 9 improves how those documents flow through your business.
Key Problems Square 9 Solves
Slow manual approvals
Lost or inconsistent documents
Time-consuming data entry
Compliance risks
Department silos
Lack of workflow visibility
Redundant or outdated document versions
Square 9 replaces these friction points with automated, secure, and searchable digital operations.
Security & Compliance You Can Trust
Square 9 includes:
Permission-based access controls
Full audit trails
Encrypted storage
User activity logging
Workflow accountability
Retention & expiration policies
This makes it ideal for industries with regulatory needs or internal governance requirements.
A Platform Designed to Grow With You
Whether you start with simple OCR capture or jump into full workflow automation, Square 9 scales across:
Departments
Document volume
Cross-location teams
New regulatory requirements
Its modular expansion ensures you never outgrow the system.
The Bottom Line
If your business is ready to evolve beyond basic digital filing and into true workflow automation, Square 9 Softworks is a powerful, flexible platform built for long-term digital transformation.
From intelligent document capture to automated routing, compliance tracking, and enterprise search, Square 9 frees your organization from manual tasks and gives your team more time to focus on value—not paperwork.
Contact our team today to learn more about implementing Square 9.