Webinars
Upcoming Webinars
Square 9 University Office Hours – Exploring the All New Condition Node
Tuesday, January 14, 2025 at 2 PM ET
Square 9 University is back in session for 2025! In our first class of the new year, Professor Phil will be diving into Square 9’s Condition Node. Save your seat today to learn the ins and outs of the updated Condition Node and improve efficiency in your workflows.
The Square 9 Difference: Put an End to Paperwork
Tuesday, January 28, 2025 at 2 PM ET
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.
Leveraging Artificial Intelligence to Enhance Your Accounts Payable Processes
Tuesday, February 25, 2025 at 2 PM ET
Square 9’s cutting-edge AI-powered solution, TransformAI, captures data from documents by intelligently discerning the identity and location of information on each page and completely forgoes the use of template based data extraction.
Enhancing Educational Efficiency with Intelligent Information Management
Tuesday, March 18, 2025 at 2 PM ET
In today’s educational landscape, managing student records while maintaining HIPAA and FERPA compliance presents significant hurdles. Join us for our live event to increase efficiencies throughout your school, college or university.
Webinar Recordings
Transforming Accounts Payable: Essential Tools and Trends for 2025
Automating accounts payable offers numerous benefits, such as improved tracking of invoices, purchase orders, and other documents, taking advantage of early payment discounts, and eliminating repetitive data entry. Don’t miss this opportunity to transform your accounts payable process and stay ahead of the curve in 2025!
Exploring the Square 9 Solutions Marketplace
Discover the full potential of Square 9’s Solutions Marketplace, where you’ll find a range of tools and integrations designed to streamline your business operations. With the right solutions at your fingertips, you can unlock new efficiencies, streamline processes, and achieve more—without complicated setups or lengthy deployments.
The Paperless Office: Revolutionizing Document Management with Square 9
Discover the benefits of Square 9, a solution designed to address the challenges of paper-based environments. We’ll demonstrate how to manage vendor invoices, HR documentation, and contracts more efficiently by transitioning to a digital workplace.
Solve Document Challenges with TAI and Dynamics 365 Business Central
Streamline your payables with next-generation capture and GlobalAutomation for Dynamics 365 Business Central, powered by Square 9’s comprehensive document automation platform with seamless two-way data flow!
Transforming Accounts Payable: The Power of AI-Assisted Capture
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.
Say Goodbye to Paper: Transform Your Business with Square 9
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.
Streamline Onboarding & Human Resources Departments with 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.
Reimagine the QuickBooks 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 in a seamless process.
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.
Transforming Student Record Management Through Automation
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.
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.
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.
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.
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!
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!
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
