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
"Be able to allow view ability, and restrict copy, download, save as, and print ability."
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MIS/IT, Manufacturing, Pawcatuck, CT
"Legal doc management with full text searching, version control,expiration date tracking, reports by type of agreement, expiration date and fiscal year signed."
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Buyer, Non-Profit, Phoenix, AZ
"We are an accounting compay- we want to store for about 30 of our clients montly reports on the server..about 5 pages per report/client"
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Marketing/Public Relations, Financial Services, Elkridge, MD
"Just need this to scan in orders for now possiable expansion in the futureall scanned images stored in PDF formatSearched by meta tags: Date and Customer number able to e-mail, fax and print stored docs store scanned images for 2 years and then back up to searchable disks."
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MIS/IT, Manufacturing, Oxnard, CA
"Manage ISO required docs on process and procedure for a manufacturing environmentPlease respond by e-mail only."
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MIS/IT, Biotech/Pharmaceuticals, Lavista, NE
"Starting a new business and dont have room for filing cabinets."
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Partner/Principal, Consulting, Beachwood, OH
"We are a radiology transcription company that needs a means for our remote clients to access, query, retrieve, track and sign their completed reports from our server."
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CEO/President/Owner, Other Business Services, Roswell, GA
"Just want to keep all the paper from floating around the office. Need security, HIPPA reporting and so forth. Thinking about setting up service bureau for other offices in town."
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Consultant, Government, Clayton, GA
"Convert legal documents into electronic format with various serchable criteria."
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Partner/Principal, Consulting, Mount Vernon, NY
"Need to imbed barcodes on several types of printed docs being created on AIX based system(i.e. invoices, checks). As these docs come back with markings on them, they would be scanned back in. System s/b able to provide "missing/unscanned docs" report. Key fields of data s/b in barcode (doc #, amount, customer #). Also, for non-barcoded docs (ie correspondence, legal docs, etc) we need ability to create folders and scan in with OCR applied."
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CFO, Wholesale, Edison, NJ
"Policy and Procedures management, Form Letters Management, Version Control, Numbering System (a pre-existing modifiable system would be preferable).At this point, we respectfully ask that all quotes be submitted email for proper review. Please include as much details about your products as is reasonable.Thank you for your time."
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Administrative Assistant, Health Care, Tarrytown, NY
"Simple secure web-based application to track documents from background investigations for approximately 20,000 school volunteers."
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MIS/IT, Government, Arlington, VA
"Clean up our desktops and make it easier to find documents without having to search every file in the drive. Put all employees on the same page."
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Consultant, Consulting, Eau Claire, WI
"4 Documents per year52 Years~ 200 Pages (both sides) per document."
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CEO/President/Owner, Computers - Software, Germantown, MD
"To provide policy and procedure publishing, manage the P&P approval process and make the documents available in a published area with the ablility to secure the information."
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Buyer, Health Care, Methuen, MA
"To provide unique electronic document access to different users. For example an artiste contract for a specific promoter, technical riders, stage plots, equipmnt list, hotel and directions,...etc.Each client will only be given access to see the contract and information to his specific event. So each client will be given a uniques access for a period of 3-4 months then the account is disabled or terminated."
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General Manager, Media/Entertainment/Publishing, Glen Burnie, MD
"We are wanting to outsource an indexing service for our physician referral directory that is printed each year. It contains small bios on the full-time physicians at the university who see patients, they are listed by department which they work."
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Administrative Assistant, Advertising/Marketing/PR, Lexington, KY
"Electronic storage of files & plansmust be easily retrievablemust be easy to usemust not require significant capital outlaymust integrate with current software & hardware."
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Buyer, Consulting, Yorkville, IL
"To collaborate, share and store all documents at one place."
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Accounting/Finance, Financial Services, Los Angeles, CA
"Uploading, downloading of documents in a secure environment with specific authorization down to the document level. Solution nees to be easy to manage users, groups, permissions, and security. Need a report that can be generated to show who has what access and type of access."
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CEO/President/Owner, Consulting, Kingston, IL
"The sofware will be used as an online repository for manuals and other publications.Access will be limited to authorized users only.Manuals and publications must be searchable based on several index fields."
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Sales/Business Development, Information Services, Saint Paul, MN
"Software needed for version control and report updates for construction drawings."
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Buyer, Construction/General Contracting, La Porte, TX
"I have an existing dbase that I am seeking to replace."
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Buyer, Other Business Services, Baton Rouge, LA
"We currently use ECopy Desktop software, love the functionality, but cost is an issue."
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Educator, Financial Services, Louisville, KY
"Track files and boxes from user to user/location to location. Use software to run reports and track life cycle of files. Use software to print file/folder bar code labels. Retention research (Texas)."
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Buyer, Government, Dallas, TX
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