Loading Contracts into Square 9
Loading Contracts into Square 9
- Acquire your contract in a digital format like a pdf or docx file
(If you are using a scanner to scan a paper copy, be sure to scan in 400 dpi or higher)
- Name the file something helpful (not scan.pdf) as the filename is saved to a field.
- Open file explorer and navigate to \\srv-square9\Contracts-Standard (This same process works for Contracts-Secure)
- Drag the document into this folder
4. Square 9 monitors this folder and will import any documents in this folder every 1 minute
5. Once the file is imported, it will go through the GlobalCapture process and convert the document into searchable text (This process may take a while depending on how many pages are in the document)
6. Open Square9 and navigate to the Contracts-Standard archive to find your document.
New contracts will have an effective date of 01/01/1900 and be listed as “New” until the values are updated by whoever indexes the contract.
You can see the Filename of the document when imported in one of the columns.
Indexing Contracts in Square 9
- Navigate to your document by double clicking it from the Global Search screen
- Complete all the Index Fields located on the right side of the window
*Only users with Read/Write access can modify Index Fields
3. Make sure to save it when you finish filling out the fields
