Documentation
Login and Database Select
Enter your Instance Cloud If using a Square 9 hosted cloud instance of GlobalSearch, to access the GlobalSearch Go interface: Enter square9.cloud in the brow...
GlobalSearch Toolbar
The GlobalSearch Toolbar remains at the top of the browser window regardless of what functions you are performing. This toolbar allows you to easily access f...
Navigation Panel
The Navigation Panel contains up to 4 panes depending on settings: Tasks, Favorites, Inboxes, and Archives. Here you can navigate between archives and inboxe...
Search Results View
GlobalSearch Go presents your search results in a compact list or "Grid" to efficiently view many records at a glance. From the Grid, you can easily open, mo...
Document Viewer
The Document Viewer has several options available for viewing, indexing, and editing a document. From the Document Viewer, you can easily scroll through the ...
Viewing Documents
The Document Viewer has several options available for viewing, Indexing, and Editing a document. From the Document Viewer, you can easily scroll through the ...
Searching for Documents
Documents are stored in Archives within GlobalSearch. Unlike directories of files in a Windows® folder, GlobalSearch allows you to tag documents with index data and documents may be filtered and sorted but running a Search. Searches can be tailored to meet the criteria of specific users or business tasks, helping to quickly locate and sort your documents.
Capture and Index Documents
The Square 9 product suite includes a comprehensive and highly scalable solution for digitally transforming scanned images, emails and more called GlobalCapt...
Edit Data and Documents
Once documents are captured and indexed, you can continue to work with your documents. Whether moving your documents through workflows, updating index data, ...
Output Data and Documents
GlobalSearch Go offers a variety of ways to share documents and data with outside sources. Use these output options to print, email, share, and integrate document operations with 3rd party services like Quickbooks.
Shortcuts
Keyboard Shortcuts For users who prefer to keep their hands on the keyboard instead of navigating the a mouse or touchpad when working with their documents, ...
User Settings
You can customize your GlobalSearch interface from the User Settings for features such as the interface language, appearance, opening documents, reseting you...
Recent Updates
Recent updates Guest Access and Dashboards contributed Nov 14, 2024 Move contributed Nov 14, 2024 Public Portal Search Results View contributed Oct 29, 2024 ...
Public Portal
The Public Document Portal is a comprehensive resource for accessing important documents and information. This platform is designed to provide transparency a...
Guest Access and Dashboards
GlobalSearch natively supports public access experiences. To enable unauthenticated, public access to GlobalSearch, first enable the Guest user account in Us...