Author: Maya Smith

A government non-profit responsible for watershed protection recently transformed its document and payment processes with Square 9. By digitizing regulatory records and automating workflows, they:

✅ Eliminated paper backlogs and costly off-site storage
✅ Simplified online payment processing — no more chasing down approvals or checks
✅ Reduced administrative effort and improved finance team efficiency
✅ Made data entry into their accounting system fast and error-free

This example shows how automation helps public-facing organizations do more with less — and deliver better service.

Are manual invoice processes slowing your team down?

Discover how Farmward Cooperative — operating across 11 locations and processing nearly 500 invoices per month — modernized their accounts payable workflow with Square 9’s AP GlobalAutomation + AgVance integration. 

With Square 9, Farmward was able to:
✅ Automate invoice digitization & approvals
✅ Integrate seamlessly with AgVance
✅ Access documents instantly from any workstation
✅ Save time, reduce paper, and improve accuracy across departments

“You get so used to things being inefficient — seeing what Square 9 had to offer was really promising.” — Anna Petersen, AP Administrator at Farmward Cooperative

See how automation can unlock similar gains for your organization!

Struggling with paper overload or outdated document systems?

Discover how Kenney Manufacturing Company, a century-old manufacturer of home products, transformed its document workflows with Square 9’s GlobalSearch® solution. After an unpredictable storm destroyed their server room, Kenney needed more than just recovery — they needed a smarter, digital way to protect and manage critical business documents.

With GlobalSearch, Kenney was able to:
✅ Centralize and digitize document storage for easy access anytime.
✅ Eliminate paper workflows, reducing printing and physical storage costs.
✅ Save valuable employee time — about 520 hours a year previously spent on scanning and copying.
✅ Improve daily business processes like invoice handling, BOLs, and cash applications.

📌 The result? A more efficient, secure, and resilient document infrastructure ready to support growth for years to come. 

See how GlobalSearch can work for your business too.
Request a demo or learn more today!

Manufacturers are under constant pressure to move faster, reduce errors, and do more with fewer resources — and document automation is proving to be a major advantage. Here’s how manufacturers like General Tool are transforming their operations with document capture automation using GlobalCapture®.

 The Challenge:
Manual document processes were consuming valuable staff time and slowing down critical workflows — especially for large contract documentation.

 The Solution:
By implementing GlobalCapture, General Tool automated the classification, naming, and processing of hundreds of documents required for mission-critical contracts. The software integrates seamlessly with internal systems and uses advanced OCR to extract key data, reducing manual work and eliminating errors.

The Results:

• 80% time savings in document handling.
• $250,000 in estimated savings on a major contract over three years.
• One person now handles work that previously required a team — freeing up resources for higher-value tasks.

If your organization is still relying on manual document processes, this is a great example of what’s possible with the right automation platform. 

See how GlobalSearch can work for your business too. Request a demo or learn more today!

See how Toll Brothers — a Fortune 500 leader in luxury homebuilding — transformed document management and saved big with M-Files.

With M-Files, Toll Brothers:

• Centralized all project documents into one secure, searchable system
• Eliminated silos and outdated repositories
• Gained instant access to the latest versions, company-wide

The Impact:

• 30%+ reduction in licensing costs
• 2–3 hours saved per week for over 2,000 users
• Projected 28% annual savings after retiring legacy systems

M-Files gave Toll Brothers a single source of truth, streamlined collaboration, and measurable cost & time savings — enabling them to focus on delivering high-quality homes more efficiently. 

If you’re looking to streamline operations, reduce costs, and improve productivity, reach out to CP Digital Office Solutions today!

Manual email filing is draining productivity across organizations everywhere. Teams are spending countless hours sorting, tagging, and storing correspondence—time that could be spent on higher-value work.

There’s a better way. M-Files for Outlook Pro transforms how organizations manage correspondence—automating email filing while ensuring compliance and accuracy.

Watch M-Files’ on-demand webinar to see how your organization can:

• File emails with one click directly from Outlook to M-Files
• Automate filing rules for Outlook folders—no manual sorting required
• Never lose track of important emails with visual filing indicators
• Enable team collaboration with support for shared and delegated folders

No more digging through folders. No more compliance headaches. Just seamless integration between the tools your teams already use every day. The webinar includes live demonstrations of customizable metadata controls and automation rules—perfect for organizations ready to work smarter, not harder.