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
"Manage documents that are stored primarily in PDF and DOC format. Need the capability to organize in a hierarchical structure. Linking of related documents would be helpful."
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Administrative Assistant, Other Business Services, Colorado Springs, CO
"To share project documents online that any authorized user can access from any computer. All users should have reading and posting capabilities based on level of access. I want an organizational system that allows folders, subfolders, and tags."
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Office Manager, Construction/General Contracting, Austin, TX
"We are a legal department for a national temporary employment agency. We are looking for software to accomplish the following:Document storage and retrieval.Version/changes tracking.Historical chain/records tracking (email, phone calls/conferences).Variable levels of security/access.User reports (open vs completed items).Document status visability (pending vs completed).Concurrent license format (not individually assigned licenses)."
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Buyer, Legal, Torrance, CA
"My department in an insurance company will begin receiving our policies and endorsements from our insurance carrier paperlessly (.pdf's, on Monday), therefore we need a storage system where we can also manage and record changes to documents. Our current plan is to build folders on a shared network drive for storage and retrieval. There must be a better way to handle this transition into a paperless office!"
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Consultant, Insurance, Burlington, VT
"We want to be able to do a keyword search and retrieve documents."
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General Manager, Government, Washington, DC
"We are looking to set up a searchaable document management system for invites, meetings, speeches, presentations, etc."
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Buyer, Government, Washington, DC
"We are looking for Records and Information Management software specifically, but are also interested in looking at alternatives to two different document management softwares that we currently have. Their functionality overlaps, but neither has the full range of functionality we need with regards to security and records management. We are a global company and must take global records requirements into account."
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Buyer, Manufacturing, Monroe, NC
"Ease of use is the critical component. Would like active directory integration for user authentication."
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CIO, Non-Profit, Louisville, KY
"For starters we need document control software to house the policies, procedures, etc. required by the TS and ISO14001 systems. We would like to add modules for corrective action, program management, and a few others in the near future also. I have received some inquiries from this site already and am looking for more. Thank you."
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Buyer, Manufacturing, Wixom, MI
"At present, scanning docs to CDs for Real Estate companies. I have an HP 50-page scanner/copier."
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Administrative Assistant, Real Estate, San Jose, CA
"I want to start software company so i need documents"
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CEO/President/Owner, Computers - Software, Adak, AK
"Need a web based tool for storing policies and reference information for employees across several regions and need history tracking."
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Buyer, Health Care, Utica, NY
"I am investigating report management software products to allow online viewing of reports, primarily (but not all) created by zOS mainframes. Some packages, (but not all) have archiving built in. My interest here is in archiving solutions for those packages without archiving. Both zOS and Unix based products may be applicable. Current reports to be handled total close to 1,000,000 pages per month. They include daily, weekly, monthly, annual, ad hoc reports with retention times of from 1 day to 20+ years. The archiving product should be able to handle changes from high speed disk to cheaper media to tape andwith retrieval capabilities from each. My project is for the state of California, and I am evaluating approaches and will be making recommendations. Next would be the start of the long state approval and procurement process. I am not seeking formal quotes, but estimated non-binding prices plus costs of implementation and maintenance. Future purchase would be thru forma RFP."
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Consultant, Government, Sacramento, CA
"Help very small to small business organize their office paper."
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CEO/President/Owner, Consulting, Barstow, CA
"We want to use the software for index searching, storage, conversion to PDF, Automated Email, merging files. We have about 20 employees and I want to know the software price, installation fee and training fee."
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Accounting/Finance, Other Business Services, Fort Lee, NJ
"Classic document management issues including: ease of use (doc committment), parameterized search (across storage categories), security ...."
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MIS/IT, Insurance, Westfield Center, OH
"We have a 400 page catalog. Currently, someone goes through, page by page, and creates the index. We would like to find software that will detect key words in the pages and automatically generate the index."
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Marketing/Public Relations, Retail, Roselle, IL
"Small manufacturer that needs basic document storage, control and retrieval software, nothign fancy at this point."
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Consultant, Manufacturing, Duluth, MN
"Need cost effective document management software (not proprietary. Can scan in-house existing paper documents to pdf or tiff files with our scanner. No industry-specific database software is presently used. Buffalo Terastation server, Windows/Microsoft environment. Village of Wimberley is a small General Law Type A municipality."
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Buyer, Government, Wimberley, TX
"Control document versions, track document change orders, effective dates, and training. Able to produce notifications, table of contents, reports, and lists."
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Buyer, Manufacturing, Boulder, CO
"We have some nice scanners and would like to scan to pdf old invoices and documents that are rarely used but we want to keep copies of and be able to index and retrieve."
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CEO/President/Owner, Advertising/Marketing/PR, Pompano Beach, FL
"Source documents from clients for preperation of tax returns.Tax returns.PDF documents of electronic payments to various state and federal agencies."
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Accounting/Finance, Financial Services, Henderson, NV
"The system needs to be an asp model (supported) that can house processes, work instruction, forms, policies. Internet-based for global usage. # of users depends on how the licensing works (1 license per user or concurrent user licenses)."
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Buyer, Information Services, Southfield, MI
"I am looking for a workflow and documentation management system for our Accounting area (Accounts Payable files). We use Great Plains for our Accounting Software.We also want to electronically scan our existing Employee files so that we may view the pieces of the file electronically."
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Accounting/Finance, Manufacturing, Cornelius, OR
"Web hosted. ability to use as FTP function. financial grade security and redudancy."
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Sales/Business Development, Other Business Services, Chandler, AZ
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