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

"AP Invoice record keeping & approval workflow.We have Ricoh eCabinet application with Ricoh copier/scanner. They are dropping the product so we will need conversion of existing data as well as new application development."
-- Accounting/Finance, Telecom/Utilities, Westfield, MA

"Please only email quotes (no phone):- web-based- only considering solutions hosted onsite at our office, not remotely hosted- checkin/checkout, routing, approval, expiration, obsolete, security, - FDA 21 CFR Part 11 compliant."
-- Consultant, Computers - Software, Lafayette, CO

"Goal is to organize, catalog, and enter non-spatial data into DMS (250K + files of various format. Format includes Microsoft office files, CADD, Adobe PDF files, and non-geospatial photos. Other document types may also be encountered as part of this process. Each document will be opened, verified of content and cataloged to the proper location and entered into the database. "
-- MIS/IT, Government, Tyrone, GA

"Store and retrieve patent related documents, store and retrieve technical specifications and project files from the R&D area"
-- CIO, Manufacturing, Boston, MA

"Document control of MS office and autocad documents from three sites for around 100 employees."
-- Partner/Principal, Consulting, Anchorage, AK

"We need records management functions (Retention, Info rights, file plans)."
-- Partner/Principal, Other Business Services, Kansas City, MO

"Manage the site documentation process for storage the standard procedures and submit changes to them. Also to use as record retention system for system data."
-- Buyer, Other Business Services, Isabela, PR

"As a document library for members of our organization to access information about their certification and our industry. needs to hold over 1000 documents with the ability to categorize, sort and search."
-- Buyer, Non-Profit, Hatboro, PA

"To house at least 1800 specifications, to track SBL software changes."
-- Buyer, Manufacturing, Round Rock, TX

"Policy, Procedure and Work Instruction control. Autthorization. Notification of revision.Corrective action reporting and notification."
-- Buyer, Manufacturing, Omaha, NE

"Implement as part of Quality Management System maintaining compliance to ISO 9001 as well as TS 16949.Specific Features:Workflow (automated sign-off loop)E-mail notificationRevision Control / Change HistoryISO CompliantSearchabilityEase of Use."
-- Buyer, Other Business Services, Austin, TX

"Need version control for project team creating Word & Publisher documents."
-- Buyer, Non-Profit, Fernandina Beach, FL

"Need 2-3 individuals to be able to update master documents, track changes. Secure environment for documents."
-- Administrative Assistant, Non-Profit, San Antonio, TX

"Email users for review and/or approval of a document, track versions, flag or notify user of documents that may need to be reviewed within a certain time (i.e. docs that need to be reveiwed because they are expiring in 30, 60 or 90 days)."
-- MIS/IT, Biotech/Pharmaceuticals, Princeton, NJ

"Data retrieval and ability to transcribe it to DVD for easy referral."
-- Partner/Principal, Real Estate, New York, NY

"Needing software to SCAN documents and Bates stamp unique number on each document...OCR that unique number and RETRIVE the document by this unique number."
-- Office Manager, Health Care, Memphis, TN

"For small medical billing company. Need automated workflow and document management."
-- CEO/President/Owner, Health Care, Murfreesboro, TN

"Looking to phase in a paperless system to take the place of customer order/invoice files and all supporting materials."
-- MIS/IT, Manufacturing, Elmhurst, IL

"Web Based - Document control system a) 1-3 administrator b) Document(SOPs) sign-off levels c) Read/Print Only capabilities."
-- Manufacturing, Education, Atlanta, GA

"Personal and Small business management of files and paperwork. I need a system that clears the clutter off my desk."
-- Partner/Principal, Other Business Services, Honolulu, HI

"Loking for a Database-driven solution to replace our Electronic Windows-based Folder System. Would like to be able to access documents through our Website as well."
-- MIS/IT, Insurance, Columbus, OH

"ISO 9000 and FDA compliant software to manage document revisions, document retrieval, electronic signatures, etc."
-- Office Manager, Health Care, Redwood City, CA

"Store all of our paper files - Employee files, accounting files, contracts, leases."
-- Accounting/Finance, Consulting, Los Angeles, CA

"Track electronic locations of documents; be able to identify the date stamp of documents, identify the need to review if a document needs to be updated; set up a review of documents by the "Process Owner"; archive outdated documents."
-- Buyer, Financial Services, Charlotte, NC

"Prefer web-based system for document storage and retrieval. We need to be able to store contracts and other records in virtual folders and retrieve those quickly for research and audit."
-- MIS/IT, Government, Nashville, TN

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