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

"Version control, audit trail, key word search, and access security of engineering drawings and other manufacturing product data documents."
-- Partner/Principal, Manufacturing, Saint Louis, MO

"Create editable PDF's, advanced search capabilites, email and email of filesfolder status and archiving."
-- MIS/IT, Other Business Services, Appleton, WI

"Vendor access to company product drawings, secured access for these vendors."
-- MIS/IT, Manufacturing, Irwindale, CA

"Will store the documents in a Kubota jukebox w/capacity of 17.2 TB in DVD-RAM."
-- CEO/President/Owner, Information Services, City Of Industry, CA

"Want to replace cumbersome paper correspondence files. Files will include email, excel, word, adobe, access, pictures and scanned documents. Need to be able to control access, but allow remote access for traveling members of the team. Would rather not use SQL based software as that limits usability at our company. Massive amounts of storage space required.NO PHONE CALLS PLEASE."
-- Buyer, Biotech/Pharmaceuticals, Madison, WI

"General inquiry. Looking for means of preventing multiple versions of an original word document being created by different users in different locations at different times."
-- Buyer, Other Business Services, Schenectady, NY

"We currently use Citylaw but want to see what is out there that can handle document management of litigation cases as well as transactional work by 10-12 attorneys."
-- Attorney, Government, Reno, NV

"We are a P&C, Life and Health Insurance Agency. We have some documents that we are required to keep forever and some that can be purged after 7 years. We also what to be paperless so we need to have the documents sorted in such way they can be easily retrieved for customer service reasons. We need to scan and store25-50 Documents per day."
-- Partner/Principal, Financial Services, Roseville, CA

"Main objective is to scan paper copies of operating agreements, financials, tax returns, etc. and be able to store in meaningful directories for document retrieval. We do have people needing remote access. We will add new documents from all sources (email, electronic files and paper scanning). We have our own network scanner already."
-- Accounting/Finance, Other Business Services, Naples, FL

"We want to start paper reduction measures and improve document availability to users."
-- General Manager, Legal, Castle Rock, CO

"Our local site is looking into a stand alone electronic file management system to be used in our Operations and Maintance organization, currently we are using a global modified Documentum system. Which is being taken offline. Would like to find a cost effective product to need our needs. System compatible w/ Windows XP."
-- Facilities/Operations, Manufacturing, Colorado Springs, CO

"Document Change Control: Access control; also the changes to documents would need to be tracked somehow, and automatic email notifications along the way would be a big plus."
-- Consultant, Education, Atlanta, GA

"Our goal is to become paperless in our Human Resource department. We would want all our files to be generated electronically and stored electronically. We're not interested in scanning forms, rather we want to create them in electronic format. We also need to have electronic signatures so that we can prove a specific person "signed" an application, for example."
-- Human Resources, Insurance, Wilkes Barre, PA

"We are looking for searchable document storage for our product development team."
-- MIS/IT, Manufacturing, Bethel, CT

"We have Xerox scanning capabilities, but need some structure for having private/public files and retrieving files easily. We currently have about 30 file cabinets that need to be scanned into electronic format and are worried about how they will appear once scanned, i.e., pdf vs. other styles...."
-- Office Manager, Non-Profit, East Elmhurst, NY

"Document indexing and retrieve using paperport currently, no indexing with that!"
-- Purchasing Manager, Real Estate, Middletown, OH

"We will be using this program to view As-Built engineering drawings that we have saved as .tif files. We would like to be able to update our database in-house when we add new drawings. We currently have an access based program, but we would prefer an SQL based program with an internet explorer interface that can be updated easily. We have an access database full of data relating to our asbuilts and would like to use it for searches."
-- MIS/IT, Government, Camarillo, CA

"We are small ISP/Web Hosting Provider and are migrating away from MS Public Folders but do not see the need for a complete CMS solution like MS SharePoint."
-- CEO/President/Owner, Information Services, Sunnyside, WA

"We are a small General Law Type A municipality in central Texas in need of basic document management software preferably with features allowing tracking of retention. We run all Windows platform/apps, have a small network with adequate server memory/storage. We have several scanners,but primarily use a Kyocera Mita Model KM-3530 for scanning which is fact but not color. We have very few color docs. Would like to scan a limited number of old, stored records. Our budget is around $5,000."
-- Buyer, Government, Wimberley, TX

"Management of newly created documents as well as archived documents for easy retrieval."
-- Consultant, Legal, Columbus, OH

"Security is important with view only options; we need 2 search fields, 1 numeric and 1 by name."
-- Human Resources, Transportation/Logistics, Carrollton, TX

"Day to day doc scanning. (400-800 pg per day) plus a hugh clean up, abount 5 years worth."
-- General Manager, Other Business Services, Austin, TX

"Want to resell document storage to both home and business users."
-- Partner/Principal, Information Services, Orem, UT

"We want to manage a variety of reports and regulatory standards that will need version control, limited access, and also open-access by unregistered users. Version control documents may have non-employees providing comments, help in drafting reports, and review of draft documents, standards, and a wide variety of reports.Some documents will be restricted to internal use only. Cyber security is important.Web-based external access to make access easier."
-- Buyer, Telecom/Utilities, Princeton, NJ

"We are looking to store around 1000 pages per month and index it by client name."
-- CEO/President/Owner, Advertising/Marketing/PR, Fort Lauderdale, FL

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