How Can Your Business Benefit from Software Integration?

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• Cut down on the time it takes employees to
  process invoices using Square 9s SmartSearch
  integration with Microsoft Dynamics GP.
• SmartSearch allows invoice data (such as Vendor
  ID, Document/Invoice Number, Date, Amount, or
  line item information) to be extracted using
  Optical Character Recognition, then stored into
  the SmartSearch database.
• When an invoice is ready for approval, a new
  Payables Batch will be created for the completed
  document(s) in order to keep everything
  organized.
• Dynamics GP integration eliminates manual key
  entry, saving time by creating a voucher for each
  document transaction using data stored in
  SmartSearch.

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• By electronically filing your companys
  documents, not only are you eliminating filing
  cabinets and paper storage, but you will also
  improve overall productivity by simplifying
  content management.
• By implementing an electronic content management
  system, your organization will instantly cut down
  on the time and expenses associated with paper
  documents.
• Less time filing papers means more time for
  employees to allocate their efforts towards other
  responsibilities, like interfacing with
  customers.
• Fewer paper documents means less money spent on
  paper products, printer maintenance, ink, and
  toner.

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• SmartSearchs integration with Salesforce makes
  it easier than ever for employees to capture
  paper documents. As documents are received, they
  are quickly scanned into SmartSearch directly
  from Salesforce screens. SmartSearchs core web
  scanning capability enables account information
  for indexing. The scanned document, along with
  captured info and data, can be previewed for
  accuracy and then easily filed away, both
  eliminating paper storage and simplifying
  retrieval.

For users that may not have access to Salesforce,
SmartSearch picklists can be synchronized with
Salesforce data sets, including account numbers
or names. When indexing documents from
SmartSearch, live data from Salesforce will be
available to help the user streamline the process
and eliminate manual key entry.
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• Electronic storage of company documents makes
  files easier to find, reduces the need for bulky
  storage space, and eliminates the chance of
  losing or misplacing important items. Since
  software integration can reduce the time
  employees spend creating, storing, finding, and
  submitting documents, employees will gain more
  time for other needs, like customer service or
  lead generation. Document management solutions
  also prove helpful when companies need quick
  access to files, such as during an audit.

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• Image XChange, the universal integration engine
  of SmartSearch, allows for the immediate search
  and retrieval of stored documents from within
  virtually any line-of-business application.
  Workflow actions then allow users to instantly
  edit, approve or reject the files, moving them to
  the next stage of communication. For authoring
  processes like contracts, SmartSearch has a built
  in revision control engine that creates a new
  version each time a change is detected. This
  allows users to easily review previous versions
  to help with decision making and approvals.

Work XChange, the document workflow engine of
SmartSearch, can deliver proactive automated
notifications of upcoming deadlines, so due dates
are never missed.
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• One of the greatest benefits of a strong
  enterprise content management system is the
  ability to retrieve documents quickly. With
  powerful indexing and repository services, like
  those offered by Square 9, accessing information
  in your system is a snap. Square 9 gives users
  access to screen information, such as the account
  name or ID, which is then passed to an integrated
  search.
• From there, SmartSearch will retrieve any
  applicable documents the user has access to. The
  documents can then be viewed, printed, emailed,
  or annotated. The programs integration with
  Dropbox and DocuSign also provide the capability
  to share and collaborate with external users.

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• With integrated document management software, you
  can put customers first. Square 9s software
  allows businesses to
• Share Data with the Customer Document management
  systems offer the ability to send and receive
  documents easily, so you can transfer files
  electronically to customers without worrying
  about their private information being exposed.
• Instant Inquiry Response Without a content
  management system, it can take time to locate
  information (weve all sifted through cluttered
  filing cabinets and messy desks). Dont make
  customers wait take advantage of instant
  document search and retrieval capabilities from
  Square 9.
• Scheduling and Workflow With a document workflow
  system, employees can easily route information to
  the appropriate staff through scheduling
  features. Further increase customer service by
  creating notifications for review as the document
  moves through your organization.

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• Storing old files is perhaps the best reason to
  use document management solutions. By
  electronically scanning all content, youll have
  access to years of invoices, files, and other
  documents. With smart filing, you no longer have
  to debate which files to keep and which to toss
  each year. Best of all, your electronic files
  will be available at the click of a button for
  business needs, such as annual taxes.

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• Square 9 provides scanning and document
  management systems so businesses can realize
  their dreams of a paperless office. With
  streamlined workflows and integrated software,
  Square 9 has helped companies of all sizes get
  control of their paper intensive processes. For
  more info, visit www.square-9.com or call
  203-789-0889.