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
"We need software that will allow our employees to sign out a specific word or excel document (numbered document), fill it out, and return it to the head of our department."
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Accounting/Finance, Retail, Solvang, CA
"Urgent Care Medical Facility... Looking to eliminate as much paperwork as possible."
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Partner/Principal, Health Care, Sherman Oaks, CA
"Document control, storing, revision control, history files. Need a system for all document types, i.e. engineering drawings and processes."
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Buyer, Manufacturing, Alpharetta, GA
"Compliance requirements. wish to maintain specific records for defined retention periods and then shred electronically or move to permanent shelf archive. offsite maintenance of records by a third party preferred, i.e. archive as a service."
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CEO/President/Owner, Consulting, Highlands Ranch, CO
"To utilize my scanner to save documents into files and e-xcel spreadsheets that will allow to sort in date order as well as calculate total costs of items."
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CEO/President/Owner, Restaurant, Glendale, AZ
"I would like to start by storing/searching PDF datasheet documents. Some meta data needs to be captured to ease searching.The system can later grow to do revision control on other types of documents."
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Office Manager, Computers - Hardware, Nashua, NH
"Managing legal documents, searching them, viewing them, storing them efficiently."
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Educator, Education, Berkeley, CA
"Local backup (not web-based); filing of emails, network scanned documents and microsoft files (excel, word, etc.) searchable document indexing and OCR."
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Office Manager, Other Business Services, Amesbury, MA
"We would like to first implement our system so that we can archive invoices to electronic format. The client software will need the ability to find invoices by many different search criteria. Invoice number, Name, Date, etc."
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MIS/IT, Retail, Atlanta, GA
"My important is to learn paper work mircosoft,mircoworld how to update spare part,testing procuder data or company info.to make sure follow iso 9000.I hope ur can advise me"
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R&D, Information Services, Kuala Lumpur, OK
"Iwant to use this for approvals, letter correspondence mainly so that user send his document to the relevant staff from a computer over a lan, if amendement required then this amended document return back to the orignal one with a alarm at his desktop and finally it was sent to the boss for approval. Mainly word, excel or pdf documents."
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Manufacturing, Information Services, Irving, TX
"To Maintain all my documents with category wise. need to store in one single location."
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MIS/IT, Computers - Software, Riverdale, IL
"I am a scanning service for small businesses, I want to see document management systems under $5,000."
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CEO/President/Owner, Other Business Services, Cape Coral, FL
"Our main problem is performance. I mean physical printing speed. We purchased two high speed printers and need to find software which can utilize these printers."
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Engineer/Programmer, Insurance, Adrian, MI
"This will be the main Human Resources Information System. It will be used to track trainings, background clearances, EEO & Safety compliants, State licensing requirements, time & attendance, leave request."
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Human Resources, Non-Profit, Honolulu, HI
"Basically search & retrieval software with privileges for users to be controlled by administrator"
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CEO/President/Owner, Information Services, Bedford, MA
"We are a construction company. A big part of our business is the bid process. Drawing and specification reproduction is expensive. Our goal is to provide a link on our website to a document management "hub" or "portal" where subcontractors can download these files for their use."
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Buyer, Construction/General Contracting, Farmington Hills, MI
"Version control, access control, and remote access for large documents and collections of documents."
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Administrative Assistant, Consulting, Portland, OR
"Law firm and consulting business document management, corporate database and conflict management."
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CFO, Legal, Kansas City, MO
"My position requires me to manage and correct excel documents that we use for television programming. i need to create something to help me minimize the amount of manual checking that this requires. my excel sheets are 30+ columns in length and anywhere from 1-200 rows in lenght. thank you."
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Buyer, Media/Entertainment/Publishing, Wantagh, NY
"We need a product that will allow us to manage the training records for approx 230 personnel in a Senior Living, Health Care setting. Ideally it would be web based and hosted by the provider. If a desktop application, it would need to use MS SQL Server 2005 as a database backend."
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Buyer, Health Care, Seattle, WA
"We need to scan the documents associated with a real estate transaction. Such as the contract to buy and sell, addendums, etc. Usually about 60 pages per property. Then we need to store that scanned file for 7 years and be able to access when needed. No changes will be made once it is scanned."
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Office Manager, Real Estate, Pueblo, CO
"Need to convert old documents files currently on CDs from FileMagic to .pdf. Original program that stored the data was a 1993 version."
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Attorney, Legal, Broken Arrow, OK
"Eliminate off site storage. Prepare our office to go "green". Make retreiving documents easier for all employees vs just the "file person". Control of how documents are stored by only 1-2 employees - any more than that I'm fearful that people will get sloppy or make their own interpretations of how to store docs."
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Office Manager, Legal, Wellesley Hills, MA
"Scan invoices/statements into system and either email or fax out to customers."
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Accounting/Finance, Retail, Jacksonville, FL
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