Square 9 GlobalSearch

When files pour in from scanners, email, shared folders, and mobile phones, GlobalSearch turns that chaos into a clean intake pipeline. You can drag and drop a batch of PDFs in the browser, forward an inbox of attachments, or snap a receipt on Android or iOS. Optical character recognition lifts key details—like vendor names, dates, and totals—straight into indexed fields so you don’t retype them. Rules then sort documents into the right collections, add tags, and apply retention timelines. Need to revise a contract? Open the latest version in Windows, save your changes, and keep a complete version history for rollbacks and audits without juggling filenames.

Replace paper-heavy tasks with simple, guided steps. Build a web form for new vendor setup, new-hire onboarding, or service requests so data arrives clean at the start. Validation catches missing fields; lookups standardize values. Route submissions to the right reviewers, add due dates, and trigger reminders when actions stall. Approvers can sign electronically from a laptop or a phone; the signature and timestamp are captured automatically. Every touchpoint—who viewed, who changed, who approved—is recorded for compliance, so audit prep becomes exporting a report, not chasing spreadsheets.

Turn repeat document work into rapid, consistent output. Create templates that assemble packets—quotes with terms, HR kits, or policy bundles—using captured fields to fill in names, dates, and pricing. Generate the final file as PDF, DOCX, or both, convert legacy formats when needed, and lock the document after e-signature. Share a secure link with teammates or external partners and keep the conversation in one place with comments instead of long email chains. If edits are required, compare versions side-by-side and promote the approved copy with a single click.

Stay productive everywhere, even without a connection. Check out files before traveling, work offline, and let GlobalSearch sync changes when you’re back online. On mobile, search by keywords or indexed fields to find what you need in seconds. If something gets deleted or corrupted, use file recovery to pull back the right copy. Apply retention policies to enforce cleanup schedules automatically, and archive long-term records without cluttering daily work. With role-based access and clear indexes, teams move faster because everyone knows where documents live, what to do next, and which version is the source of truth.