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

"Store and manage engineering design and financial data with controlled and different levels of user access, such as read-only, read-write, etc."
-- MIS/IT, Manufacturing, San Jose, CA

"It'll help coodinate existing info into mamagiblefiles that can be cross referenceded and help us remove failed systems using the new protocols."
-- CFO, Advertising/Marketing/PR, Long Beach, CA

"I am in a statup company. I am scanning documents for customers but want an easy interface for the customer. I have all types of clients from doctors to lawyers each has thier own preference. So the interface needs to be scaleable."
-- MIS/IT, Retail, Thomasville, GA

"We need software to manage our large original scanned input of documents (going paperless) so they are easily located and retrieved from a local PC to upload to the web site."
-- General Manager, Health Care, Hot Springs National Park, AR

"I prefer open source software. i need windows vista compatible software."
-- Buyer, Advertising/Marketing/PR, Berea, WV

"The legal department needs to better manage their contracts as they are constantly revising them."
-- Buyer, Biotech/Pharmaceuticals, Allendale, NJ

"To manage 200-400 emails messages daily betw 10 users. 90% of received files need to be edited and forwarded to others. Received/sent files need to be grouped according to assigned case number. One case # may have up to 100 in/out messages. After receving initial message our custom case # needs to adssigned. After that, all new messages re same case need to be in the same folder. Very often new messages needs to be compared with previously received. Need have a possibility to view original and new message on the screen on the same time. Orignal message needs to be updated/edited - need to have control who was involved (who did editing)."
-- Buyer, Non-Profit, New York, NY

"Transfer of documents to a safe format for sending to other companies"
-- Buyer, Other Business Services, Katy, TX

"We are a very small dance studio with many files spread over two computers. A web-based solution would be best so that we can access our documents away from the office."
-- MIS/IT, Other Business Services, Portland, OR

"A document control software providing electronic routing and approval functionality that streamlines document approvals, manages and controls engineering changes, expedites corrective actions, and automatically notifies people affected by the change. real-time document collaboration--document addition, collection and markup--during the creation process. Inventory control is a plus."
-- Engineer/Programmer, Equipment Sales & Service, Clackamas, OR

"Looking for a system that allows users to open, edit and save shared documents. Multiple users with an administrator control. Integratable with other documents, ie. spreadsheets."
-- Accounting/Finance, Manufacturing, Columbus, IN

"- Basic knolwedge warehouse or library function- Integrated/built in search or ability to integrate with external search such as Google mini- Web-based data entry and retrieval- Ability to share docs via linksBuilt-in security (role-based access)."
-- Consultant, Consulting, Atlanta, GA

"Keeping organized and able to retrieve files and images quickly."
-- CEO/President/Owner, Wholesale, Canyon Country, CA

"We would like to be paperless. We have scanners already. We would like software to hep organize and file them all after scanning."
-- Marketing/Public Relations, Health Care, Whiting, NJ

"We transcribe medical reports for private physicians and several small groups that need access to their reports, ability to print, fax and/or e-mail and access tracking of each document."
-- CEO/President/Owner, Health Care, Mahopac, NY

"We currently use Canon's Imageware software to maintain all of our electronic files. We are looking for software that will link into our ERP program so users can pull up an image of a document when they are in ERP and we would also like to improve the time spent on matching, sorting and scanning documents."
-- Accounting/Finance, Manufacturing, Ripon, WI

"I am the Document Administrator (Legal/Compliance Dept.) for our firm. I am looking for an application that will institute an index system for our documents."
-- Buyer, Financial Services, Greenwich, CT

"We are looking to transition our current files and future files to be compliant with SEC rules and move to a paperless office."
-- Consultant, Financial Services, New Orleans, LA

"Convert a couple files for a friend with a mac."
-- Facilities/Operations, Construction/General Contracting, Rancho Cucamonga, CA

"We are looking for a web based document management system that will allow for document sharing and the ability for users to upload documents and images for sharing throughout the organization. Drag and drop is a key requirement for our system needs."
-- MIS/IT, Manufacturing, Westborough, MA

"All document control aspects, for a large construction project. ie. drawings, procurement docs, e-mail.Windows compatable, Autocad & Microstation compatable."
-- Buyer, Construction/General Contracting, Forest Park, OH

"We are paperless and we need a software that allows us some customization of folders and storage options. Also need to be able to open multiple documents from inside the software at one time. We like drag and drop from desktop and it would have to be compatible with adobe, word, excel, outlook.."
-- Partner/Principal, Financial Services, Alexandria, LA

"My use is totally intended to broading my sense of knowledge, and capabilities of computer proformance."
-- General Manager, Computers - Software, Louisville, KY

"Real property mangement. Storage and retrieval of leases and supporting documents."
-- Partner/Principal, Other Business Services, Tuscaloosa, AL

"I'm looking for software to manage in-house document storage and retrieval. I want to be able to scan, (or convert to a .pdf file) file and retrieve every customer transaction."
-- Buyer, Insurance, Ceres, CA

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