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

"Implement a Quality Management System that has the capability to record why document was updated and version control."
-- Buyer, Other Business Services, Lansing, MI

"1. Need to import e-mails and MS Word docs2. Search by keyword3. Multiple keys4. referential integrity."
-- Engineer/Programmer, Government, Menands, NY

"We are moving at the beginning of the year to two new office spaces and want the ability to access these files in both locations."
-- Facilities/Operations, Non-Profit, Memphis, TN

"Setting default storage and retrieval rules, remote access and searchability."
-- Attorney, Non-Profit, Washington, DC

"We are an SEC Registered Investment Advisory firm and need to organize, store, and have easy off site access to emails, forms, letters, and other documents by client and type."
-- CEO/President/Owner, Financial Services, Salado, TX

"To manage 100,000+ scanned images of documents, maps (large/small scale), historic records, etc."
-- Buyer, Government, Columbus, OH

"Need to be able to integrate with Softwise Innova softwear."
-- Partner/Principal, Legal, Houston, TX

"Laboratory document control to meet all laboratory compliance and certification requirements (CLIA, CAP, AABB, etc)."
-- Consultant, Health Care, Naperville, IL

"Streamline the approval and storage of contractual documents and modifications."
-- Accounting/Finance, Other Business Services, Chevy Chase, MD

"Maintain a reliable electronic file to reduce paper files; reduce/eliminate need for individuals to make and retain personal paper files by using a shared electronic file."
-- Buyer, Legal, Harrisburg, PA

"Document storage, documents cannot be modified, software supplier must have a signed statement stating that the system does not allow modification of the documents stored."
-- CEO/President/Owner, Financial Services, Spanaway, WA

"Ability to access files electronically - word, excel, html, xml, pdf, etc. Would like to move away from paper filing system. Have ability to find files via key word searches."
-- MIS/IT, Education, Exeter, NH

"Barcoding our file room with labels. To check files in and out and keep track of our offsite files."
-- Buyer, Legal, Irvine, CA

"Plan documents, periodic reporting, sales proposals, delivery of files & reports via email, distributed markup and review of reports."
-- Consultant, Financial Services, Albuquerque, NM

"Primarily for secure file sharing among offices in different locations. Each location will have full access to their own files but only view access to all locations. Changes to documents must be reviewed and approved - email notifications should be automatic and need to be restricted among user groups/individuals. Also need usage tracking."
-- Creative Design/Writing/Production, Other Business Services, Greensboro, NC

"Receive files via fax and scan and output them as tif and pdf files with capability to combine them."
-- Partner/Principal, Financial Services, Collierville, TN

"We can currently scan our purchase orders, invoices and delivery reciepts as pdfs from our copier. We want to be able to save, search and manage these pdfs. The document volume will depend on how user-friendly the software is as we may later decide to scan in the past several years."
-- Accounting/Finance, Non-Profit, La Jolla, CA

"I work for a development company and we work on mulitple projects and need to store and search many types of files. We need to organize the files, so everything we need is together in one location and we need to be able to search for specific information."
-- Administrative Assistant, Real Estate, Scottsdale, AZ

"Manage data bank, candidates profile, clints requirements, quotations, bill generation etc. note that I am running a placement agency."
-- Consultant, Consulting, Elkridge, MD

"We are in the research phase of comparing Document Management Software and would like some info on DOCS Open"
-- MIS/IT, Government, Denver, CO

"Storing, managing & retrieving documents for the law department only of an international corporation. Includes people out of the country. Would like to have the ability to convert existing files from 8-10 computers into a document management system that all can access."
-- Administrative Assistant, Insurance, Chesterfield, MO

"Scanning old client files to electronic to avoid having to store the paperwork."
-- General Manager, Other Business Services, Naperville, IL

"We need to keep policy and procedures as they change. We need to know what the documents said in the past."
-- Buyer, Health Care, Lancaster, OH

"Recognition of various fields in Accounts Payable documents; interface w/accounting S/W."
-- Accounting/Finance, Financial Services, Buffalo, NY

"Time managementProfessional reports created from Excel and Access dataExcellent ability to import and export dataMicrosoft Word vista, Powerpoint, Excel and Access compatable monitor project costs provide gantt charts for easy to review information."
-- Buyer, Other Business Services, Alexandria, MN

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