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
"I have a set of DWG and files XLS and DOC each of these files special projectI want to get the special reports to these projectsNote that each project I make changes and go by these amendments to the expert comes to once again when there is amendment"
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Consultant, Retail, Cairo, NY
"We will be scanning billing documents for a healthcare business. Our goal is to eliminate the need to copy documents and to have a central repository that enables easy access to scanned documents. HIPAA compliance is a must."
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MIS/IT, Health Care, Elkridge, MD
"To records briefs any legal satement of filing or records as to been classified."
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Office Manager, Government, Boise, ID
"Opening files from customers ( blueprints send if different formats."
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Administrative Assistant, Manufacturing, Lexington, NC
"Preferable the software will have good OCR, as full-text searchable is useful. This isn't 100% necessary though. The biggest thing is that we need to be able to tag documents by date, vendor, order number, description, etc. Also, version control methods and multi-page documents would be nice but are not required."
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CEO/President/Owner, Computers - Hardware, Salado, TX
"I am looking for a good way to organize the files our shared server. We are a small non-profit with 7 employees and things have not been well organized. This makes it difficult to find things like images and presentations."
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Buyer, Non-Profit, Beltsville, MD
"We would like to be able to offer our prints on a website for download by our customers, but at the moment have no way to document, restrict or control the number of prints printed off premises. We are looking for a software that can secure the intellectual property that we wish to sell, as well as account for its use."
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General Manager, Wholesale, Norwalk, CT
"Store client documents in a central location where they can be accessed by me and client, with access controlled so clients can only see their documents."
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CEO/President/Owner, Consulting, Austin, TX
"Archiving and storing documents electronicly for multible departments within the company. View and print access by as many as 10, Add'l organizational rites for around 5 users, and administrative rites for 1 to 2 users."
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MIS/IT, Other Business Services, Tampa, FL
"Web based access to our servers to allow users to create and save or modify and save ms word compatable documents."
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MIS/IT, Wholesale, Blue Ash, OH
"We are a new 20 person law firm that needs a new document management system ASAP. We all need access to the documents both in the office and remotely."
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Attorney, Legal, Chicago, IL
"We print millions of images monthly of which 10- 20 million must be stored for retrieval. We need to convert XEROX LCDS print files to some type of metadata for storage and retrieval."
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MIS/IT, Health Care, Duncan, SC
"Manage large files, create folders, check in and check out files, create work groups."
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Consultant, Information Services, Tampa, FL
"We need a document management system that will allow us to control access, provide version control, check-out and locking of documents. Also need an administrator that will control new directories etc to prevent duplication of documents, etc."
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Educator, Education, Montevallo, AL
"Need a knowledge management system for electronic files and places to keep notes and updates on the subject of the files."
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Consultant, Financial Services, Cambridge, MA
"We all use the same files and need a central repository we can access online to edit and share."
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CEO/President/Owner, Information Services, Lake George, CO
"Creating work orders for automotive repairs and tracking the work preformed."
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CEO/President/Owner, Other Business Services, Conway, SC
"We are a medical billing service and software company so we would like to use the application to provide document control capabilities to our cleints besides market the application as a valued added to our clients."
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CEO/President/Owner, Health Care, Fort Lauderdale, FL
"I want to be able to back up my files on my laptop to my server at work."
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Educator, Education, Palatine, IL
"Converting multiple paper datasets into a large archive searchable on various metadata fields. We require various levels of access based on a variety of criteria including based on the metadata.Ultimately we would like the ability to house one enterprise-wide system for all research and exploration documentation."
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Office Manager, Manufacturing, Durango, CO
"We would like to use this for our Quality Manual, Forms Control (CAPA, CA, NCR, ECN, Deviation Requests, etc) and Technical training documentation for Changes to SOPs."
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MIS/IT, Manufacturing, Auburn Hills, MI
"CPA firm looking for doc mgmt software system to keep info in house."
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CEO/President/Owner, Financial Services, Sacramento, CA
"We are a construction company that requires the ability to store, redline, categorize, retrieve and archive design drawings, purchase orders and specifications, emails, pdf files, word files and excel files."
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Engineer/Programmer, Construction/General Contracting, Brecksville, OH
"Our company needs access to documents from multiple locations. We'd also like to set up workflows for some things."
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Administrative Assistant, Financial Services, Roswell, GA
"We are looking for a document imaging, management and work flow software for a Household Goods moving application."
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Purchasing Manager, Transportation/Logistics, Somerset, NJ
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