We ask users of our quote request service to describe their document management software purchasing requirements in detail so the vendors we match them to can provide customized information in response. Now we're sharing these buyer requirements with you.
We hope these user comments help you get a sense of what types of document management software other users are choosing and what considerations are important to the average buyer. Take a look and you'll probably see some responses that are relevant to your business.
BuyerZone user comments: document management software purchasing requirements
"We have asmall psychotherapy office. we need to enter patient data,insurance info,be able to subit claims,record office visits,record payments,track nonreceipts-aging of a/cs, send letters to patinets and insurance companies, other physicians etc."
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Partner/Principal, Health Care, Schaumburg, IL
"Project Management Document tracking and control, versions, track chnages, searchable, e-mail documents using something other than outlook."
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Buyer, Government, Orange, CA
"Document control of over 10,000 documents including drawings, policies, proceedures etc."
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Engineer/Programmer, Manufacturing, Richardson, TX
"Organization and updating of product documentation (internal and external).Looking for a relatively limited solution--that is, we're not willing to pay for a lot of "bells and whistles." However, final buying criteria will be the best value based on our cost-benefit analysis, not necessarily the cheapest solution.Nice-to-haves:*Hierarchical full-text searching across archive*Find-and-replace across document sets*Automated updating of OLE links to centralized graphics."
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Consultant, Telecom/Utilities, Renton, WA
"Need document version control program. The version number should be automatically assigned and the document should have the version number and current date on the footer."
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Buyer, Biotech/Pharmaceuticals, Scottsdale, AZ
"We are looking for something simple to file documents that come in as an e-mail attachments."
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MIS/IT, Retail, Wichita, KS
"We are a 10 year home warranty corporation. Our customers (new home builders) populate everything about a home into our custom build web enabled application. Once all the information is entered, the builder prints an enrollment form for the homebuyers to sign. Currently, we keep all the enrollment forms in paper format. We would like to move this to an electronic format. Currently on the form, we have a id number (in both numeric and barcode formats) that is tied to a specific home. We want to be able to link this id number to our custom built application. At this point, we do not need the ability to change the information on the stored document, just the ability to see it. Ideally, we are looking for a system that allows us to integrate into our system for a seamless application (API). Additional requirements are deleting features that allow us to remove documents once the warranty period is over, remote access (via we), and expandability to eventually include all our inbound paper forms."
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MIS/IT, Other Business Services, Wormleysburg, PA
"To up-load large documents from numerous sources and formats, and to create documents within an efficient search and retrieval system. Must meet financial investor requirements."
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Attorney, Financial Services, Washington, DC
"Would like to be able to scan paper documents into electronic files and store them for later retrieval. Software must have a search engine and security is a must also. We a legal dept. so we will need to meet specific guidelines and regulations. Would help if software is user-friendly."
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Administrative Assistant, Legal, Spartanburg, SC
"We have a large volume of documents to manage. Text of the entire document must be searchable. Input of the documents must be easy to manage."
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Buyer, Non-Profit, Portland, OR
"Looking for imanage or pcdocs type system for small law office...3 users , they have a windows 2003 small business server and 3 workstations. "
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CEO/President/Owner, Consulting, Los Angeles, CA
"We need a product that can allow us to electronically store files. the file can't be deleted or altered with out an adminstrators approval/password. we are an insurance office and we will need to keep records on file for atleast 7 years."
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Consultant, Insurance, Las Cruces, NM
"This is to handle paper invoices coming from various vendors."
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MIS/IT, Construction/General Contracting, Miami, FL
"Converting from a heavy paper system to a digial format."
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Administrative Assistant, Manufacturing, Blue Bell, PA
"We are a non-profit corporation and we need all of the members of our organization to be able to control who can access the appropriate files, and track when someone has the file to modify it so another member doesn't work on the same file at the same time."
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Buyer, Non-Profit, Center Line, MI
"Capture of client information, financial data, worksheets, and correspondence for use by our CPA's in providing financial services. Compliance, both regulatory and industry specific is critical."
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CEO/President/Owner, Other Business Services, Potomac, MD
"We are a home builder and would like to store the homeowner files."
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CFO, Construction/General Contracting, Wichita, KS
"We are a start-up law firm that needs a simple electronic management system for our Word and .pdf files. Our former firm used Docs Open for this purpose. We need the program to index every newly-created document, stamp that document electronically, and be searchable. We are not looking to convert all existing paper documents to e-docs."
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Partner/Principal, Legal, Scottsdale, AZ
"Here is a brief description of our needs.# of users: I don't really know the # of users in the long term, but for the first 6 months should be > 50. Concurrently, probably > 10Most users will be read-only, with administrative users to move/create/modify documentsWould start with 10K + documents hosted on our serversDocuments will be PDF or multi-page TiffThe will be scanned documents, we do not have plans on changing that process currently.This is for a legal copy company interested in providing electronic copies securely via the web."
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Partner/Principal, Advertising/Marketing/PR, Seymour, TN
"Primary goal is to set up employee files with complete documentation.Other goals is to set up filing system for all corrsepondence, etc. received."
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CEO/President/Owner, Restaurant, Fort Myers, FL
"Implementing infrastructure. Need application that can handle WP docs as well as TIF, GIF and JPEG files, as this is a real estate development firm, and pictures are the norm on projects."
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MIS/IT, Real Estate, Northridge, CA
"Storing scanned client documents for later retrieval and use, then archiving."
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CEO/President/Owner, Computers - Hardware, Incline Village, NV
"Right now we have documents on a shared server that are in the word format, stored in folders. I need software that when you punch in a certain number that folder comes up in a window and we can start altering the documents."
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Administrative Assistant, Government, Kansas City, KS
"Need scanning software for accounts payable which includes alerts and workflow once the image is captured. We are scanning documents currently but are having trouble with multiple users being able to move documents resulting in loss."
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Buyer, Other Business Services, Tifton, GA
"I have 1000s of pdf, ps and doc files that I need to manage. "
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Buyer, Education, Jackson, MS
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