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
"Looking for a document management system to help manage, classify, and track contracts from various sources."
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Consultant, Consulting, New York, NY
"I am a mdical transcriptionist. I have only three clients. I need to access records when they ask for them, even when not in the office."
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Buyer, Other Business Services, Carson City, NV
"The formation of an ongoing document management plan is my main interest. Software is a big part of it, but I also need some general guidance on how to best go forward with a process that is cost-effective and labor-effective. Going back to scan historical data in an effort to "get rid of paper" is certainly something of interest to me."
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R&D, Financial Services, Montgomery, AL
"Mulitple users in different locations. Ability to give read only rights, ability to have only one or two admins. who can actually change any information from within the application. Notifications when a document is checked out and back in, electronic signatures."
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Buyer, Manufacturing, Las Vegas, NV
"Taking PDFs and organizing it into its appropriate contents, viewing them."
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Consultant, Consulting, Houston, TX
"We are a transit system currently set up as a department of a city. In July of this year we will be separating from them and will not have any licensed software. Need a system that will handle our Word, Document Storage, Publishing, Spreasheet, Accounting Software. Also if have, contact us about Illustrator Software, Anti-virus, and Streets and Trip Software."
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Accounting/Finance, Government, Conover, NC
"To keep version control of files on our file servers so that we can determine the most recently modified file."
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MIS/IT, Government, Silver Spring, MD
"Revision control of the following types of documents:microsoft office suite 2003/2007quicksilver/interleaf 3.1microsoft visio paintshop pro ver. 8.0xara extreme 2.0Fadobe pdf ver. 8adobe illustrator."
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Consultant, Information Services, Virginia Beach, VA
"Document vaulting, tracking, review process, management, mark-up, release, change process, etc."
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Creative Design/Writing/Production, Manufacturing, Tempe, AZ
"Placement of scanned PDF documents from clients into specific patient folders allowing for retrieval, by patient, of any necessary data or documents."
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CEO/President/Owner, Health Care, Colorado Springs, CO
"Mainly to be used to store and communicate technical information that is learned through the product development."
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Engineer/Programmer, Manufacturing, Minneapolis, MN
"Web based system for managing documents with access control and easy user interface."
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Consultant, Advertising/Marketing/PR, Austin, TX
"We are a valve company with an engineering department and we would like a revision control for customer drawings as well as detail drawings for our valves. We would like it to notify departments of customer requirements."
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Buyer, Manufacturing, Houston, TX
"We are a recruiting firm that has 15,000 resumes, and we need to sort through these resumes to find employees with specific job and company backgrounds. The software will be used to effectively store and organize Microsoft Word documents and PDFs. These documents need to be accessed by multiple employees, so when one document is changed or saved on one end, it should be saved for all employees. The software should also be able to identify all of the documents and files that contain certain keywords (e.g. job title, company)."
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Buyer, Other Business Services, Beverly Hills, CA
"Batch scanning documents and receipt of batched documents that are indexed, numbered, and retrieved by file number."
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Attorney, Legal, San Diego, CA
"View only option is a must and optional is Arabic view only. Security is a must. Watermarks and others."
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MIS/IT, Manufacturing, Riyadh, TX
"Document control moving forward. needs to interface at some level with existing management software from Consona."
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Facilities/Operations, Manufacturing, Olathe, KS
"We currently have a Panasonic KV-S3085. we are interested in a software that works with this machine."
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MIS/IT, Other Business Services, Jericho, NY
"We are just beginning to try to define our needs in this field. I am gathering information. We need to find a way to remove documents that exist electronically from many locations. I am not looking for quotes at this point. I am looking for what is available, drfine the scope of what we are doing and then consider what our alternatives are."
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Buyer, Other Business Services, Minneapolis, MN
"We are a enginnering/manufacturing company who designs pharmaceutical packaging equipment. The intentions for such software would be to control and organize all documents from engineering dwgs, operators manuals, sop's, training records and etc."
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Administrative Assistant, Manufacturing, Williamstown, NJ
"Consolidate disparate sources of electronic files; provide version control; manage user access; handle ALL types of electronic files;."
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Buyer, Biotech/Pharmaceuticals, Carlsbad, CA
"I need something that is simple and user friendly. We're a small business with a couple remote users."
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Consultant, Real Estate, Wellesley Hills, MA
"Basic document control for corporate office and 13 manufacturing facilities. Must have security, transform documents from excel, word, drawings. Must allow different levels of access bbased on need to write revise or read only."
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Buyer, Manufacturing, Adrian, MI
"We are a Pension, 401k, insurance, investment sales and administration company. I want to eliminate as much manual filing as possible, but be able to retrieve what we need faster.We deal with legal documents and accounting and tax forms for the IRS and DOL. We do the same annual work for the same clients yearly, just like CPAs."
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CEO/President/Owner, Financial Services, Franklin, MI
"To file a defamation/lible/slander case against an individual (past employer)."
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Buyer, Other Business Services, Prescott Valley, AZ
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