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

"Control work instruction, policies and procedures. Provide revision control and history and provide write and read only access based on authority."
-- Buyer, Manufacturing, Dupo, IL

"Limit availability to change or modify documents to small number of individuals."
-- Creative Design/Writing/Production, Equipment Sales & Service, Corona, CA

"Initially the intent is to use the system for storing business documents electronically. Eventually, perhaps medical records. Approximately, 10000 initial documents and 1000 per month after that."
-- MIS/IT, Health Care, Fort Worth, TX

"We want a web-based subscription servive that will allow us to - store about 350 course syllabuses (about 5 pages each)- attach comments to the files, preferably in a sticky note fashion- filter them according to a handful of metatags- designate three levels of role-based access (faculty, reviewers, administrators) for about 400 potential usersWe are a small unit within a large university. We are not shopping for a system for the entire institution, so we are NOT interested in buying an expensive product. we are ONLY interested in a pay-as-you-go, well-supported, customizable, secure, web-based document management service."
-- Educator, Education, Pullman, WA

"We are looking at a document and data control software that helps us maintain our documents electronically."
-- Buyer, Manufacturing, Joplin, MO

"One location for all documents and the ability to prevent working on same files by more than one person t a time. We have a couple of different geographical locations that need access."
-- General Manager, Other Business Services, Pompton Lakes, NJ

"My main use for this software would be for storing and managing invoices for vendors of different hotels that we manage."
-- Accounting/Finance, Travel/Hospitality, Irving, TX

"TO make it access at all times very eacy for changes"
-- MIS/IT, Biotech/Pharmaceuticals, Muscat, MA

"To manage, update, monitor, author, edit, and review policies, procedures, multiple formatted work instructions for technical services department."
-- Buyer, Non-Profit, Washington, DC

"Convert paper Archive files to Electronic and then use as an onging Archival system."
-- Accounting/Finance, Health Care, Gresham, OR

"Storage and archive of medical transcription in Word documents to be downloaded from propriatery transcription system."
-- Partner/Principal, Health Care, Birmingham, AL

"Document management, version control, access control, remote access, expandability, customizability."
-- MIS/IT, Consulting, Seattle, WA

"We intend to store MS Word, MS Excel and PDF's online for access throughout our agency. We would need to categorize as well reference authoritive documents. Secondly, we would need strong search features, including text strings and the ability to pull all documents feeding into the current document."
-- CFO, Government, Washington, DC

"I would like to be able to store, archive, securely and approve documents on a case by case basis."
-- MIS/IT, Information Services, Pirdmounj, SC

"We are looking to have about 11,500 files scanned and put into a software system that will allow us to access the files using 1 or 2 different search fields. The files we want scanned in require high security due to personal information contained in the documents. We would like to know the cost to have the documents scanned here at our office and the cost to have them scanned at another facility."
-- Buyer, Government, Saint Paul, MN

"* Software that controls access to and differentiates between draft, current, and archive versions of documents * Allow viewing & printing of only the current version. Through special controls, allow viewing & printing of archive versions* Create or edit inside or outside the system but signed-off versions must not be compromised* Handle sign-off and routing of change notices and their associated documents; electronic signatures* Process to allow publishing and placed in the system for viewing and printing; old versions should be automatically marked and handled as obsolete* Track current versus obsolete versions, as well as the release dates and reason for the release (change)* Security to preclude accidental damage."
-- Manufacturing, Manufacturing, Everett, WA

"Check in, check out of technical documentation with version control, ability to share, none to little learning curve."
-- Creative Design/Writing/Production, Computers - Software, Newton, NJ

"Version control of policies, procedures and methodologies for ISO accreditation."
-- General Manager, Government, Sacramento, CA

"Need to provide a centralized access point and easy way to access documentation for clients networks."
-- Consultant, Consulting, White Plains, NY

"We are a mortgage broker that would like to use a paperless system for our files."
-- Office Manager, Real Estate, Phoenix, AZ

"Match time cards with invoicing for service. Track Contract agreement process. Track store and share government application document process."
-- Accounting/Finance, Consulting, Burlington, MA

"We want to archive several thousand 8.5x11 sheets (currently stored in binders) containing legacy data. We want to scan and archive to the network for searching by type and size of machine (info currently on the sheets to be scanned)."
-- Creative Design/Writing/Production, Manufacturing, Fort Wayne, IN

"This document management system is intended to be store/retireve financial documents from subsidiary organizations.Therefore,the document management system must have a database in which documents will be stored/retrieved for further financial analysis.This means there has to be functions that'll calculate financial ratios."
-- CEO/President/Owner, Consulting, New York, FL

"Simple use only. Reviewing and updating tests and curriculum. Secure access to pdf files and Excel speadsheet(s) with test questions under revision."
-- Consultant, Government, Bellevue, WA

"Needs to support technical specifications, admin procedures and policies, correspondence during construction. OEM manuals, operating procedures, MSDS, emissions testing records after facility startup."
-- CEO/President/Owner, Consulting, Ballwin, MO

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