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

"We are looking for a virtual filing cabinet that would allow easy acces and retreival for billing, customer files, forms etc."
-- Administrative Assistant, Real Estate, Mount Pocono, PA

"Must be ableto integrate with existing Data base, Oracle DB."
-- Purchasing Manager, Financial Services, Aurora, OH

"Would like to go paperless in the accounting department to start off with. It would be great to have it link with QuickBooks Enterprise 9.0."
-- Accounting/Finance, Other Business Services, Miami, FL

"I want to reduce the amount of paper used in this office. I want easy access with the ability to make written updates in the program, in individual files. "
-- Administrative Assistant, Insurance, Honolulu, HI

"We would like a computerized system that will help us decrease the amount of paperwork we have to just being able to condense the information by putting it in the computer."
-- CEO/President/Owner, Real Estate, Richmond, VA

"Intended use of software is to store documents and access them readily. We are financial advisors and for compliance purposes, are required to keep certain documents for 5-7 years."
-- Office Manager, Financial Services, New Canaan, CT

"We are a Registered Investment Advisory Representative HBW Advisory Services as well as a representative of HBW Securities. The database will be used as a paperless office meting all SEC and FINRA requirements."
-- Buyer, Financial Services, Farmington Hills, MI

"Need to have software solution to help control access to documentation, versioning process, and to help implement an overall document management system."
-- Buyer, Computers - Software, Cincinnati, OH

"I want my students to have access to documents created by me without being able to modify them."
-- Educator, Education, Alhambra, CA

"It'd be nice to have other features like project & time tracking."
-- Engineer/Programmer, Computers - Hardware, San Diego, CA

"We publish 4 reports per year (approx 100 pages each). Distribute to 30-40 clients each of which has an internal distribution of 10-15 persons.Need to switch from printed report delivery to electronic SECURE format. ie restrict printing, forwarding, copying etc."
-- CEO/President/Owner, Consulting, San Diego, CA

"Establish document naming conventions and protocols, reduce search time of documents on our server."
-- MIS/IT, Financial Services, Chicago, IL

"We are a small medical device manufaturer lloking for an software system to help with documenteing to an ISO 13485 system."
-- R&D, Manufacturing, Newport News, VA

"I am looking to be able to write over other documents or flyers that our being scanned."
-- Sales/Business Development, Retail, Long Beach, CA

"Online file storage to be accessible by users in different locations, version tracking and control."
-- Marketing/Public Relations, Manufacturing, Olathe, KS

"Litigation e-discovery management, including document retireval and review, setting up folders for relevant documents, using words and search terms to locate and retrieve documents."
-- Attorney, Legal, Washington, DC

"We are searching for a product that will combine two features:1. ftp services so our clients can upload large files easily to us to then work on, and then retrieve them once we have completed their work.2. for internal use, we require a shared storage for file, that can be remotely accessed by our staff members.DO NOT CALL: please send quotes and information by email only."
-- General Manager, Media/Entertainment/Publishing, Brooklyn, NY

"Scan all office document, including client applications, all bills, all email notes, all correspondence form Insurance Agencies."
-- Office Manager, Insurance, Raleigh, NC

"I want to organize all my docs for easy retrieval, organize my receipts for easy retrieval and also my software educational and etc for the same reason in my computer or external hard drive if needed."
-- Partner/Principal, Real Estate, Modesto, CA

"Attempting to recover desktop. use of full screen music video."
-- Buyer, Other Business Services, Indianapolis, IN

"We have real estate closing files scanned and stored in PDF format. We want a simple and inexpensive method to retrieve files based on simple index parameters such as customer name, closing date, file number, etc."
-- MIS/IT, Real Estate, Farmington, MO

"I am looking for software to store all of the papers we get faxed everyday."
-- Office Manager, Manufacturing, Houston, TX

"To store information from my computer in a different location."
-- Buyer, Legal, Arlington, VA

"For our medical practice management clients, small to medium clinics."
-- CEO/President/Owner, Health Care, San Diego, CA

"We do not have any document management tools. The objective is to avoid printing commercial documents actually in pdf format, email (outlook), scanned images,etc, realted to sales order management cycle. The ERP used in our company is Baan."
-- Buyer, Manufacturing, South Milwaukee, WI

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