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
"Scan documents created by semi-computer literate staff with little experience transmitting electronic docs."
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Educator, Travel/Hospitality, Poulsbo, WA
"We need a document management system that will allow us to electronically file our work and keep track of progress made."
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Administrative Assistant, Other Business Services, Houston, TX
"Track vendor submittals and our transmittals back to vendors. We request up to 35 different kinds of data, some of them for up to three different releases (preliminary, for approval, for construction) At any given time we need to know what we have already received, what is late, what is currently under review, what is 'closed', that is received and adequate."
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Buyer, Other Business Services, Bellevue, WA
"We are a law office attempting to go paperless. We want all of our client-related documents scanned and stored, and accessible through our client management software, Abacus Law. We also want to store and manage general documents, such as invoices, contracts, manuals, etc."
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CEO/President/Owner, Legal, Fort Myers, FL
"I have lost all data on prior virtual drives and connot find it."
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CEO/President/Owner, Other Business Services, Newburg, MD
"We will be storing regulatory forms containing sensitive employee information. Storage requirements will be 4+ years per employee."
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Consultant, Computers - Software, Norcross, GA
"Scan documents, have the option to look, print, fax, email, etc. I prefer to store the documents in their native format, or at least in an industry standard format such as jpeg, tiff or pdf. I would like to have OCR capability to help find documents that have been misfiled."
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Office Manager, Health Care, Loxahatchee, FL
"Scan and save hand made drawings and documents. Print when needed."
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Engineer/Programmer, Manufacturing, Cleveland, OH
"Digital archive of leases, permanent records, vendors records (going back 6 years), and similar."
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CEO/President/Owner, Real Estate, New York, NY
"We currently have no document management system for our project oriented company. Type of documents for this DMS are: emails & attachments, word & excel & powerpoint docs, PDF's, scanned doc's. Filing based on project/department/function, restrictions on visibility must be possible."
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General Manager, Transportation/Logistics, Marietta, GA
"Document template standardization, document retrieval, document naming/saving convention control, directory structure control, possible version tracking."
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Engineer/Programmer, Consulting, New Cumberland, PA
"The intended use for this software is for the basic purpose of document retrieval and update as well as retention when the time is needed. To move from a manual system to an automated system."
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Buyer, Education, Washington, DC
"I am looking for an easy to operate OCR program that will convert faxes to RSTF. I was using PaperMaster Pro that worked quite well but is no longer available. I have limited funds."
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Partner/Principal, Other Business Services, Saint Louis, MO
"Consolidate my files for access from any computer, save space on my hard drives, eliminate paper files as much as possible."
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CEO/President/Owner, Other Business Services, Port Charlotte, FL
"Just need to convert some files for our nonprofit for virtual transmission."
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Marketing/Public Relations, Non-Profit, El Paso, TX
"We are in the process of searching for and installing automated version control for our software inventory, for cobol mostly, for the first time. It has not been present since I started here six years ago."
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MIS/IT, Government, Galveston, TX
"Small property management company..want employees to always access the correct/latest version of letters, leases, etc."
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Buyer, Real Estate, Philadelphia, PA
"Just want to be able to convert news articles to WORD documents"
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Buyer, Other Business Services, Nunica, MI
"I prefer open-source software, I don't have any dm system yet. There are paper documents, but they are divided into two categories: teaching modules and practice modules.They are also categorized by each grade, e.g. 1st grade- 1st semester, 2nd semester, 2nd grade-1st n 2nd semester."
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Engineer/Programmer, Education, Bandung, IL
"Looking at alternatives to SourceAnywhere and DocumentLocator.Check In and Check Out & Web based."
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MIS/IT, Information Services, Tupelo, MS
"Need a DMS as part of our service order management system. Needs to be accessible as both intranet and internet. Should be capable of interacting w/ a work flow or service order management system."
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Engineer/Programmer, Financial Services, Spokane, WA
"To be able to fill out 1065 and K-1 partnership returns."
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General Manager, Financial Services, Parsons, KS
"Maintain electronic docs, web access for end users, annual review audits"
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MIS/IT, Government, Washington, DC
"We are members of the approx. 100 member "Hill Country Computer Club" located in Kerrville, TX serving members in Kerrvile and surrounding area."
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Educator, Education, Kerrville, TX
"Software needs to be catered to our specific needs (i.e. need a space for clearance information for employees); employees must be able to access their information from a simple log-in on the Internet; if employees make changes, HR must be notified ASAP of the change; company forms must be accessible to the employees within the site."
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Buyer, Other Business Services, Columbia, MD
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