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

"Right now, I intend to evaluate the potential for our government client."
-- Consultant, Consulting, Woodbridge, VA

"We want the ability to maintain our existing electronic document file and scan more on a daily ongoing basis. We are surrently scanning fiels into PDF format and keeping them in Windows File Manager. We also have a 60GB Engineering database in SolidWorks that we would like to tie in to whatever document management system we select."
-- Buyer, Manufacturing, Renton, WA

"Upload files to my server for access from newsletter and web site."
-- CEO/President/Owner, Other Business Services, Norcross, GA

"More a question than description: Can this be integrated into the multi user addition of Wordpress?"
-- CEO/President/Owner, Consulting, Washington, DC

"In addition to the information you will send me, I would like to know if you have an application that can be integrated with DotNetNuke."
-- MIS/IT, Information Services, Janesville, WI

"Options to install product must include a proven hosted service."
-- MIS/IT, Other Business Services, Houston, TX

"We test and provide reports related to hearing health for our clients. We would like to be able to allow each client a secure login to view only their reports online. Each client would need to be able to see their own, and only their own reports. All reports are PDF files or text files in nature. SSL would be best. We would need to be able to setup new client logins, and control what data each client can see."
-- MIS/IT, Health Care, Elizabeth City, NC

"Version control / retain old versions / control over users' access and revision capabilities."
-- Buyer, Health Care, Rancho Cordova, CA

"I need a CD table of contents that links to multiple files on the CD. I have dozens of real estate forms in PDF, Word and Wordperfest versions and I need to have a CD that opens to a table of contents that lists each form title with links to each version."
-- CEO/President/Owner, Media/Entertainment/Publishing, Glenview, IL

"Replacing SharePoint Services 1.0 (which is quite out of date), with a matching featureset. Document check-in/out, version tracking, user management, metadata flexibility (at least a few custom fields), search. There is some use of the documents on the website, but an integration is not a required feature (just a nice-to-have) - manual copying of documents is acceptable. About 10,000 documents exist to move into the system. Currently licensed to 30 users, there are probably only 20 who edit content, the rest just view. 8 heavy editors, 12-15 light editors of content, and 100 employees who should be able to view (the number of viewing employees may grow, so software that only charges for editing users or by enterprise is desirable.) Open to hosted solutions, or locally installed, with price a major factor (of course) in the decision. NOTE that I am a consultant, but won't be completing this project (just advising on budget.)."
-- Consultant, Computers - Software, Ridgefield, WA

"Central storage, access,Veiwing of Cad and related files. Version control."
-- Buyer, Manufacturing, Chicago, IL

"Uploading of design files to production organizations when they are too large to email."
-- CEO/President/Owner, Advertising/Marketing/PR, Rising Sun, MD

"We would like it to keep track of all of drawings within individual projects such as rev updates what was changed and automatic PDF creation to send to the customer."
-- Creative Design/Writing/Production, Telecom/Utilities, Farmington, MN

"Storage of web site for business that I am eliminating and want back up."
-- CEO/President/Owner, Education, Lynnwood, WA

"Software is for our mechanic to keep records of service to vehicles and equipment."
-- Office Manager, Construction/General Contracting, New Smyrna Beach, FL

"Need version control for software specifications, product documents such as User Instructions, etc. We also need control (version control, check-out/check-in, etc.) of other important documents such as contracts, SOWs, project data, etc."
-- Office Manager, Computers - Software, Laramie, WY

"Management and storage of real estate files in a real estate office."
-- CEO/President/Owner, Real Estate, Brentwood, TN

"Want a product that will allow easy storage and retrieval. I have used PaperPort 11 in the past and was not satisfied with features."
-- Accounting/Finance, Retail, Indianapolis, IN

"We would like to keep an accurate count of our residents, their services, the hours needed to give good service based on need, and help with rental increases, and anniversary dates....etc."
-- General Manager, Health Care, Los Angeles, CA

"Collecting references (files - pdf, html, word, excel, powerpoint) and web links (to web site homes and to articles or posts therein) for myself and for a volunteer organization which has its own website with information links therein."
-- Buyer, Non-Profit, Brookline, MA

"Replace our manual approach to storing files on our network shares."
-- MIS/IT, Information Services, Canton, MI

"Store documents, have the option to print, fax, email etc. Would prefer that the software be able to OCR the documents and store the data for search purposes."
-- General Manager, Other Business Services, West Palm Beach, FL

"Our goal is to use the Document Management System as an electronic filing cabinet in order to become as close to a paperless office as possible."
-- MIS/IT, Financial Services, South Burlington, VT

"Move documents from School Server (Papers, etc) To my home computer"
-- Buyer, Other Business Services, Minneapolis, MN

"Convert papers in file cabinets into electronic files, index and store , create searchable by custom fields."
-- MIS/IT, Computers - Software, Calabasas, CA

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