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

"Currently we have no document management system in place, with no way to control access except through Windows permissions. Other than tape back ups, we have no in place archive and retrieval process and no version control system. There is a duplicate file issue which I would like to get under control."
-- MIS/IT, Consulting, Winter Park, FL

"We are a small Doctor's office with 1000 + patients' charts. We want to go paperless and have remote access to them if needed."
-- Administrative Assistant, Consulting, New York, NY

"Needs to have search options that include customer name and date of order.!"
-- Purchasing Manager, Other Business Services, Alpharetta, GA

"I need a place where my customers can upload their electronic documents in a safe environment and then after the upload is complete, I need for hte system to send me an email with a link were I can go and download the file onto my system. Some files will be quite large (100MB). I need for the system to be branded with my company name and I need to find a way to embed a system like this into my current website. Thank You."
-- Office Manager, Construction/General Contracting, Greensboro, NC

"Growing small business looking to become scalable. Access (remote/local), control, workflow, ease of use, affordability, version control."
-- Partner/Principal, Manufacturing, Kenosha, WI

"This product was recommended by Bookette Skillwriter so this district may upload a student roster file in order to utilize their instructional software."
-- Buyer, Education, Pinedale, WY

"To allow users to store docs that others need to use that are too large to email, and for use for docs they cant open due to files types that they need to get to others."
-- Buyer, Non-Profit, Chester, NJ

"I want to comunicate with the controller of our laser tracker."
-- Engineer/Programmer, Government, Upton, NY

"Indexing and filing accounts payables invoices inconjunction with the Great Plains accounting system."
-- MIS/IT, Government, Johnston, RI

"Would like to give Sales and Technical folks the ability upload/download documents relative to custoemrs, (i.e. contracts, SOW's, price quotes, trip reports, etc.), and secure it so that an Executive could do anything, Sales can see/edit sales related data, Technical Management can see all of the data, edit the Technical data, and Technical folks can see the Technical related data."
-- CEO/President/Owner, Information Services, Wheaton, IL

"I want to be able to track versions of a document that is in the process of completion. I want only one person at a time to be able to revise a document. I want an audit trail of what changes were made to the document or a way of comparing changes between versions."
-- Consultant, Biotech/Pharmaceuticals, Indianapolis, IN

"I am 87 yrs of age and have been a retired Professor of Mathematics (emeritus) for over 30 years. I use TeX/TeXShop exclusively in whatever writing I do. My book entitled: Quaternions and Rotation Sequences, was published by Princeton University Press. I furnished all 400 pages (camera ready) compiled in TeX, or LaTeX, or TeXShop. It is my HOPE that BIBTEX WILL SOMEHOW HELP ME WITH THE TEDIOUS REFERENCE & REFERENCING FUNCTION, in what I write."
-- R&D, Education, Grand Rapids, MI

"Home office use only. Not planning on any purchases at this time."
-- Buyer, Other Business Services, Floodwood, MN

"Open source. Replacing encryption system. Source documents 8 x 11 1/2 billing docs, correspondence docs. Integrate with UltraEdit32 docs system."
-- CEO/President/Owner, Financial Services, Plattsburgh, NY

"Storage and retrival of financial worppapers and client tax information including tax returns."
-- Accounting/Finance, Financial Services, Rowley, MA

"We need document control to conform to ISO 9001 standards. Most of our work instructions and other documents produced by the Quality department are already well controlled. What we need is a system in place for documents created by other departments that are not presently controlled in any way. Key points would include:- Web based access- A timestamp on all documents printed from this system- Date of creation/Author enforced on all documents- Restricted access to adding and editing documents, but able to be viewed by a large number of people- Archiving and audit trails for all document changes made."
-- Buyer, Other Business Services, De Pere, WI

"To upload documents onto our FTP site. Internet Explorer does not connect well to our FTP, our IT department recommended I download your shareware and try that."
-- Partner/Principal, Manufacturing, Phoenix, AZ

"We are looking for a document entry, storage, archive and retrieval system for our customer documentation for 10-20 users. I need the following information: User limitations, cost, file format used, hardware and software requ. for both server and workstations, support costs. Thank you."
-- CIO, Other Business Services, El Cajon, CA

"Need data storage and corporate/remote retrival, backup data and technical support available 24/7."
-- Office Manager, Real Estate, Houston, TX

"Technical, Client support and marketing documentation repository. Requirements:- Limited Web/Intranet access- Local host, non-open source- HIPAA-compliant- Windows-based platform."
-- Buyer, Computers - Software, Saint Louis, MO

"Need document retrieval of medical transcribed reports for both myself and doctor. Need a way to transfer the transcribed dictations and for the doc to transfer his voice files."
-- Buyer, Health Care, Fort Worth, TX

"I need to upload a large PDF in order to have downloadable capability on our website."
-- Marketing/Public Relations, Non-Profit, Austin, TX

"What A Document Management SystemNeeds to Be Able to Accomplish$ Contain “Meta Data” information about the file$ Allow sharing of files and folders between users, with ability to control permissions at levels of Read and Write and Delete$ Ability to restore historical backed-up versions of a single file, or an entire day$ Enable external access to the files$ Enable a graphics viewer to allow users that don’t have the appropriate CAD software to be able to view files created$ Work flow process with sign-off and approvals$ Locally provided (not a hosted server)$ Non-encrypted file names for ease of interaction using traditional OS tools (Windows Explorer, …)$ Version control$ Retention of iterations within a version$ Roll-Back to previous version$ Redundant server to enable near “Zero Down-time” scenario for instances of Disaster Recovery$ Comply / Compatibility with:o SAPo DITAo SCORM."
-- MIS/IT, Information Services, Tampa, FL

"Organize documents by project and customer including:e-mailvendor quotescustomer proposals (quotes to customer)engineering dwgs (Acad, Solidworks) w/ Revspacking listsinvoices from vendorsinvoice to customercorrespondence (Word)Analysis documents (Excel)."
-- Engineer/Programmer, Equipment Sales & Service, North Canton, OH

"Launching a couple of websites soon, after everything's in order and the time's right."
-- CEO/President/Owner, Other Business Services, Deerfield Beach, FL

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