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 would like to be able to search documents by client number."
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MIS/IT, Legal, New Orleans, LA
"We are a church that needs to be able to manage electronic documents in the ways described above. We have evaluated a few packages, but need to be smart about our decision. We don't need the kitchen sink, but we have multiple groups who need to share documents with each other (student ministries, small groups, pastoral staff, etc.)."
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Buyer, Other Business Services, Houston, TX
"Watermarking, check out control, mark-up capability, archiving, versioning, reviewer assignment, electronic signature/approval, permissions, loggin of document use i.e. printing, changing, etc, and document associations."
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Engineer/Programmer, Government, Lexington Park, MD
"Software that is secure personal information involved because there will be SS# 's as well as health care of clients. THIS info needs to be kept safe."
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Administrative Assistant, Health Care, Verona, PA
"Good Morning! I'm interested in accessing, storing and categorizing our inventory of digital images. I would like to access images categorized by several different key words and numbers. Initially I would like the software to be able to handle about ten million images. Please let me know the system requirements, capabilities, and other pertinent info regarding this software. Thank you."
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CEO/President/Owner, Real Estate, Booneville, AR
"Managing microstation files as well as related elec. documents for 1 server that will be accessed by 5 different locations."
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MIS/IT, Consulting, Kalamazoo, MI
"Go completely paperless and full intergration with technology and ecommerce would be a benefit."
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CEO/President/Owner, Other Business Services, Hialeah, FL
"Stock broker, don't need a contact management system. Want to store PDF, email, excel, word, etc files which can be retrieved quickly via multiple indexes, date, type doc, customer name, account number, etc. Broker and assistant with no formal network, but have access to each others computer via dsl router. Thanks."
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Accounting/Finance, Financial Services, Tulsa, OK
"As above. Search capability & ability to link separate documents/entries (e.g. a p.o. to an acknowledgment to an invoice to correspondeence to commission statement) crucial, must be user-friendly, specifically as pertains to finding documents."
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Office Manager, Other Business Services, Van Nuys, CA
"We want to manage our online documents and sort by client, matter and project."
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Office Manager, Legal, Washington, DC
"To manage all the approval process for documents, according to the ISO 9000 and in a near future the ISO / TS standard.I will need to keep records and follow up of the corrective actions and Un conformities process."
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Sales/Business Development, Other Business Services, Eden Prairie, MN
"I am looking to establish a system for drawings. At this time there is no system."
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Buyer, Other Business Services, Corning, NY
"Providing all legal documents with an identifying number and storage for same for instant, easy retrieval."
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Administrative Assistant, Manufacturing, Kent, WA
"We want to be able to transfer our current paperless database system to a new one, be able to highlight, make notes on the scanned documents, rename documents, merge scanned files, delete and edit documents and pages, and rotate pages. We will need multiple databases for each individual clients possibly."
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Accounting/Finance, Financial Services, Saint Louis, MO
"Document Management, Access Control, Version Control, quality control, naming conventions."
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MIS/IT, Government, Annapolis, MD
"I am starting a Notary service. I work with title companies, broker's, mortgage companies, I want to recieve loan doc's and print them ."
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Buyer, Real Estate, Los Angeles, CA
"Management of multiple real estate development projects (up to 10). Must not only manage all documents, but must be able to provide a structured work flow to what we are doing."
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Consultant, Construction/General Contracting, Denver, CO
"Have a completely paperless office. Be able to look up a documents easily. Streamline our paperwork filing."
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Partner/Principal, Real Estate, Westlake Village, CA
"Hi,We need the software to be compatible with entrust. 7.0."
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Engineer/Programmer, Information Services, Andrews Afb, MD
"We are looking for a solution to house PPT files that is searchable. We want to limit access to people who can download files, but it would be nice if they could request the materials. We would also like something where people can upload files."
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Marketing/Public Relations, Non-Profit, Northbrook, IL
"Scan non clinical patient data to become paperless. Have an EHR for clinical info but it does not have a designated section for non clinical data."
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Buyer, Health Care, North Dartmouth, MA
"Store all related documents to a specific REG # in a single location - subdivided by type of document."
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MIS/IT, Transportation/Logistics, East Greenwich, RI
"Basic Level entry to paperless office for a financial planning firm with 4 employees."
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Accounting/Finance, Financial Services, Cincinnati, OH
"Want to be able to organize and then search tiff files"
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Buyer, Legal, Napa, CA
"Intended Use:Automatic Revision DatesAutomatic ArchivalForm Number AssignmentChange TrackingUser Restricted AccessConsiderations:Compatible with our Systems?"
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Marketing/Public Relations, Insurance, Irving, TX
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