Getting Started

With the GlobalSearch enterprise content management application from Square 9® you can easily store and retrieve your business documentation, including business forms, drawings, audio, and video files. GlobalSearch allows you to work with your electronic documents much like you would with a hard-copy version. You can quickly navigate through pages, change their orientation, view and edit indexing data, or add an annotation. Documents can be easily printed or emailed. Once your documents are captured, you can use workflows to automate routing, notifications, escalations, and much more.

The GlobalSearch web client lets you can enjoy untethered access to your documents no matter where you are in the world, with a secure connection to your most critical business content and language localization on demand. As a true cross-platform application, GlobalSearch supports all modern browsers.

Understanding the Interface

GlobalSearch uses standard interface tools, such menus, scrollbars, and buttons and provides tooltips and Help screens to help you use the application. As a web-based application, you can use your browser features such as the Back button, zooming the view, and resizing the window.

Toolbar Options

Navigate GlobalSearch with simple clicks from the contextual menu choices on the toolbar.

GlobalSearch User Home Page

When you log into GlobalSearch, the GlobalSearch user home page appears. You can resize and reshape your screen using your standard web browser features. Place your mouse over an icon to see its tooltip. Use the scroll bar to view more of the interface.

Administration Menu

If you have administrative permissions as a member of the SSAdmin group, you will see the Administration () icon. From the Administration menu, you can access the GlobalSearch Administration interface, where administrators can create Square 9 Users and set database permissions for both Square 9 Users and Windows-based users. This vertical navigation bar can be minimized using the Minimize (<) button at the bottom of the bar.


Extensions Manager

GlobalSearch is designed as an integral part of your total business solution. From the /wiki/spaces/GSW45/pages/1028489554 interface, you can extend the power of GlobalSearch to your other line-of-business applications by installing and setting the various features you need on your local machine.


Analytics Select Menu

GlobalAnalytics adds business intelligence to Workflows by providing management reports on document-driven processes. You can select all Workflows or just a single Workflow to view invaluable information about their processes, including individual sub-processes or Queue status. For details, please refer to the GlobalAction documentation.

Batch Select Menu

You can select a Batch Portal from the GlobalSearch toolbar. The Batch Manager interface for that Portal will open. Refer to the GlobalAction documentation for details on Batch Manager.


Database Select Menu

Document records are stored in one or more databases. In GlobalSearch, they are represented by folders called Archives, an organizational structure similar to Windows Explorer®, where documents are organized for searching and security. You must be in a database to access its Archives and the documents in the Archives. You will only see the databases and Archives which you have permissions to view. When working with multiple databases, you can select from a list of accessible databases from the toolbar.

User Settings

The User Settings interface is where you can set personal preferences, such as viewing in Archives, viewing icons with or without labeling, scanner, language, Search, and KeyFree Indexing settings.

User Interface Panes

Queues Pane

The Queues Pane shows specific Searches that an administrator has marked as a Queue Search for you or for a group of which you are a member. Like “Favorites” in a web browser, you would want the Searches you run most often in GlobalSearch in this pane. Searches found in the Queue Pane run the same way as they do from an Archive.

Archives Pane

Use the Archives Pane to navigate to the GlobalSearch Archives (a special type of folder), where documents and their indexing data are stored. To organize your documents, "parent" Archives can have "child" Sub-archives (like in Windows Explorer®). Unlike in Explorer, you cannot just click on an Archive to open it and view all of its files. Instead, you access the files as a result of a GlobalSearch Search

Search Results Pane

When you run a Search, the results appear in the the Search Results Pane, to the right of the Archives Pane.