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 need to keep our invoices and packing slip in digital format, also keep information like signed credit application on each account in thier folder."
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CFO, Wholesale, Los Angeles, CA
"Store tenant leases, all tenant correspondence, building financing, AP invoices electronically with ability to retrieve documents to review or print."
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Consultant, Real Estate, Overland Park, KS
"Multiple access, tracking and the need to work with paper documents too."
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Buyer, Financial Services, Franklin, IN
"Web-based document management system that features file expiration, multiple version handling, file check-in/out, departmental access control, file moderation, fine grained user access control, email notification and a search function in a central repository."
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Buyer, Government, Washington, DC
"We are a law firm and are researching the possibility of scanning closed files into a system of some sort, and then archiving those files to cd. The cd would need to contain an index of the documents (preferably with clickable links to the cd contents) ."
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MIS/IT, Legal, Winston Salem, NC
"Mostly work on contracts and other of that type documentation and was accustomed at my last office to using first Soft Solutions and then IManage in order to catalogue and index documents within the computer. Like the search features of those two programs as well as the doc # assigned for each document."
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Administrative Assistant, Legal, Gretna, LA
"We need to have forms that can be started by a teacher requesting travel, etc., then sent to the principal for their approval, then sent to administration for their approval. Email notifications will be required to inform each person at each step that their attention is needed on the form."
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CIO, Education, Van Buren, AR
"We have a scanner. We have ability to scan but NOT the ability to convert images to word docs. Also when scanning more then one page the software we have DeskTopBinderV2 saves each individual page as a file instead of all pages on one file when a batch is scanned.We need to be able to convert and then manage over 80 paper files. We are looking to go paperless BUT in order to link the most important docs to our Goldmine database, we need to be able to convert the images scanned to word docs. Also, we need to be able to email the scanned pages without worrying if the receipient will be able to open it on their end. There are 3 employees right now and we are a financial company."
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Administrative Assistant, Financial Services, Marlton, NJ
"The use wull be Legal Electronic file cabinet and retrieval, Key word search and indexing."
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CEO/President/Owner, Financial Services, Jamesburg, NJ
"We plan to use this software to store scanned images of documents that will be accessed by several departments. We need to do the scanning in-house in order to get immediate turn-around. We have roughly 200,000 images currently, and are adding 5,000+ per week. Basic workflow management capabilities would be a plus, but not required. A web-based hosted solution is prefered. Also interested in purchasing a scanner."
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Buyer, Other Business Services, Indianapolis, IN
"A small college that needs to keep track of 1000 student's files."
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Accounting/Finance, Advertising/Marketing/PR, Irvine, CA
"Basically controlling the use of documents used llike work instruction, SRD, STP, tech nical manual"
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MIS/IT, Manufacturing, Danville, VA
"Company presently does not use a DMS. They are interested in investigating the benefits of a DMS. They are not sure if a web-based or client-based product is best for security. This industry is oil & gas production related. There are manuals, documents, drawings, well-files that are generated on a well by well basis."
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Buyer, Other Business Services, Houston, TX
"Would like a comparison of state environmental regulations before and after the regulations change."
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Buyer, Government, Champaign, IL
"Ineed a quote asap,on document management solutions for 5 users"
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MIS/IT, Computers - Software, Beverly Hills, CA
"I am looking for a copy of 1998 papermaster live program."
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Partner/Principal, Education, New Windsor, NY
"Residential mortgage closing system. File intake, setup, closing documents, settlement statements, reports."
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Attorney, Legal, New York, NY
"Workflow system that will allow documents to be filed electronically. Provide workflow system whereby loan and other documents can be accessed, changed or notes applied to the files."
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Consultant, Financial Services, Sheridan, WY
"To create and retreive documents and share them with the whole office."
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Administrative Assistant, Other Business Services, Charlotte, NC
"Retrieving from email, microsoft word, excel and other programs a summary of all work done and documents created for a client, both for tracking and for billing, without reentering data."
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Partner/Principal, Legal, Cambridge, MA
"Manage incoming faxes, MSOffice docs and possibly emails. Integrate with self-developed VB/SQL software. Advanced OCR ability to pull data of custom forms like vendor invoices. Code and search files by mutiple keywords. Easy coding from scanner/copier. Added functionality like workflow management or OCR a plus."
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Partner/Principal, Financial Services, Phoenix, AZ
"We don't really need to scan documents to store them, only to be able to track the documents in a filing system."
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Buyer, Government, Kittanning, PA
"To write daily notes, evaluation reports, place audio/visual records of individual students who are in therapy. I want to have an electronic documentation system."
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Buyer, Other Business Services, Emerald Isle, NC
"Need an electronic file management system for a small-medium team that will allow versioning control."
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Buyer, Financial Services, New York, NY
"We are a REal Estate Development firm. We need a system that allows us to file and access documents for all of our business operatins: acquisitions, construction, property management, leasing and sales. We do not have a system currrently."
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Partner/Principal, Real Estate, Baltimore, MD
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