BuyerZone users' document management software requirements

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 are looking for the solutions/options to centrlize/manage/maintain hundreds of files (.xls, .doc). The file sizes can range from several KB to serveral GB."
-- Buyer, Financial Services, San Antonio, TX

"We need a virtual file room to manage the files between departments to keep tract of where the files are physically."
-- Administrative Assistant, Other Business Services, Dallas, TX

"To store variouse kinds of documents of importance in a cabinet format that resembles acctual looking file cabinets (s)."
-- Office Manager, Computers - Software, Manchester, CT

"Create technical documents and management. Convert word documents. XML format. Convert to interactive pdf's."
-- Creative Design/Writing/Production, Computers - Software, White Plains, NY

"Although we use RBase (for dos) is it NOT mandatory that the document retrieval software work with RBase. We are willing to run other software. What we need is the ability to number documents and then retrieve by number. We are a medical billing service. We will need to retrieve the charging and payment documents. A rough estimate is 75,000 documents per month. We do have a very good high speed Canon scanner which we would prefer to continue using."
-- Office Manager, Health Care, Memphis, TN

"Local offices will box material. Central office will coordinate the movement of material. Volumes of material need to be reported. Retrieval is important."
-- Consultant, Information Services, New York, NY

"I need this software because it is ver important to me"
-- Office Manager, Computers - Software, Edidi, OH

"To regulate and control document versions, software development, and hardware reviion content documents. To group and organize documents by catagories, maintain a history of the documents, identify who made modifications and the ability to determine what modifications were made to the documents (if applicable)."
-- Engineer/Programmer, Health Care, Milwaukee, WI

"Quality System documentation system that that fits a CMMI level 3 environment. Most contracts are small in scope and duration so a large and expensive tool is out of the question. Currently we use SharePoint and manual file server structures."
-- MIS/IT, Computers - Software, Escondido, CA

"We need to go paperless. We have large amount of documents that need to get scanned in, so simplicity and quick start up are key to our business. "
-- Accounting/Finance, Real Estate, Beverly Hills, CA

"1. Track where files are.2. Different users may have different permissions.3. NOT intended for Quanlity Assurance.4. No complicate workflows.6. Simple and low cost. 7. It should be pretty similar to Windows XP file management.8. All kinds of files. Scanned PDFs are less than 1%."
-- Buyer, Biotech/Pharmaceuticals, Santa Clara, CA

"We are required to keep records for our properties for a minimum of 5 years."
-- Partner/Principal, Real Estate, Las Vegas, NV

"Document Archiving and Retrieval. Full Text search as well as index or attribute search."
-- Partner/Principal, Equipment Sales & Service, Studio City,, CA

"To archive, organize and retrieve documents of various formats (e.g., Word, Excel, PowerPoint, PDF, Outlook Message Format, html), maintain notes, collaborate on documents and track the various stages of contract negotiation."
-- Attorney, Insurance, Liberty Corner, NJ

"We wish to have electronic versions of approved SOPs available on-line, very quickly, for lab & office personnel. we need access & security control."
-- Consultant, Biotech/Pharmaceuticals, Overland Park, KS

"We just need to be able to archive documents and search them as well as classify them by category or topic...etc."
-- MIS/IT, Other Business Services, Washington, DC

"We are looking to be SAS 70 Type 1 & 2 Certified and we need to be able to Store/Retrieve/Change and keep track of those changes to meet requirements of the audit."
-- Facilities/Operations, Other Business Services, Deerfield, IL

"For storing and maintaining the electronic image of all documents available for printing.security and integrity of the document images stored in its image library. uses an acceptable form of encryption or access security in aformat that requires a password to decrypt oraccess. The security protocols apply to all networks, data centers and usesuser authentication and intrusion detection to protect data from alteration.The Print-On-Demand image library will be able to handle delivery of filesthrough FTP or other transmission protocols."
-- MIS/IT, Transportation/Logistics, Whitby, OH

"We would like to have the ability to break down to multiple sub folders."
-- Office Manager, Other Business Services, Fort Wayne, IN

"SOP Administrator functions are password protected Allows creation of a new Draft SOP either from a blank template or from an existing SOP Assigns a unique number to new SOPs and increments the revision number for existing SOPs. At Pre-approval stage, prints the SOP as hardcopy for approval signatures. At Approved stage an electronic copy is made available for end users to view Automatically prompts when revisions due Automatically e-mails copy holders, signatories and authors prior to an SOP review date. Automatically lapses SOP's if they pass their review date. Produces management report on activity of SOPs over a define period Integrates with MS Word."
-- Buyer, Manufacturing, Cortland, NY

"We have a lot of marketing material, customer service letters, etc. that get lost among the thousands of files in our shared files. Although we have tried to keep them well organized, it seems people are always unable to find what they need, or don't realize what they need already exists and spend time redoing it. We need to."
-- Buyer, Other Business Services, Saint George, UT

"Offsite backup of files that have changed or have not been backed up."
-- MIS/IT, Information Services, El Paso, TX

"This is to keep track of paper documents and also electronic documents stored on our computers in word."
-- Administrative Assistant, Government, Miami, FL

"Need to be able to convert from our current paper design workbook/printed email/printed pdf system to an online systm that presents the data in a book like format. i.e. it has to be able to be read or present data in chronological order."
-- Partner/Principal, Consulting, Vestal, NY

"We have drawings of machine parts in tiff and pdf format. We need to be able to search by machine number, assembly line, design project, etc."
-- Engineer/Programmer, Manufacturing, Maryville, TN

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