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1. What type of document management product are you looking for? * ?
Document imaging systems use scanners and document scanning software to help you convert paper records into electronic files. Document management software can help you securely store and manage electronic files from any source. With document management software, you get security, auditing, version control, and search functionality. For a one-time conversion of paper files, you can hire a scanning service and not pay the hardware costs of a document imaging system.
2. How many users will need access to the document management system? *
3. Do you have plans to expand the user base for this system significantly over the next several months? *
4. What is your buying timeframe for this document management software? *
5. What are the main functions that you would like this software to perform? * ?
Almost all document management software offers some degree of retrieval and storage, version control, and access control. Gathering details as to how the system needs to perform these tasks will help you choose the right software. Regulatory compliance is less consistent, so be sure to ask potential vendors how their offering address your industry's regulations.
(please check all that apply)
6. Do you have offices or employees that will need remote access to the software? * ?
Giving access to remote employees, contractors, or vendors can really improve your business processes. Systems that offer remote access should also include multiple layers of security and variable access control, allowing you to grant some users access to only a subset of your documents.
7. What database products does your company currently use? * ?
A document management system needs to be integrated into your existing software systems to be efficient. The vendor you choose will help do the integration work, but some systems are more easily integrated than others. Knowing what systems you have in place will help them give you accurate information about integration timetables and costs.
(please check all that apply)
8. How would you best classify your business or organization? *
9. What is your zip code? * (We only serve U.S. businesses at this time.)
10. What is your email address? * (e.g. john@example.com)
11. Please describe your intended use for this software, including any specific considerations or problems that are important to you. [Optional]
NOTE: There is a 1,000 character limit for this answer.
(example answers)
  • No document mangamnetmanagement system presently is in place. We are a non-profit legal aid progamprogram with staff in 12 offices in NorthesstNortheast PA. Adding a Wide area Network in 6 months, looking for a solution to mangagemanage electronic documents, Security in a nutshell,and organization.
  • This is for a title company client of ours. We have copiers that will scan to a PC or server and have 100 sheet document feeders. We're looking for a way to use them to capture doucmentsdocuments and electronically store them on our server with some searchable fields.Ifields. I still need to have a backup program so that I can use it to run the windows vista on my hard drive so that my computer can run faster and quicker than it was before.Engineeringbefore. I will need engineering document management Software.Accesssoftware. Access and input from Vendors, Clients, Contractors, etc. will be necessary. We will need access from Construction sites, engineering offices, Customer locations, etc. We will need version control and viewing capabilities of Cad files, office documents, etc. We must maintain Index/Location of Records Retrieval of Files. Initial usage would be for the service tech records
  • We will need an open source priority system with proprietary software, multiple documents and contracting. We do not need QuickbooksQuickBooks Pro to be able to quickly retrieve files after I've filed them electronically. dDocument storage Retreive retrieval and accounting for contract documents is necessary. We need to save sreal estate sales files and appraisal files to server and disk. Storage and control of engineering drawings and specifications is necessary.
  • We need retention scheduling for tracking of boxes and files with the ability to interface a bar code scanner.Toscanner. To implement a complete PCI compliant system which includes employee records,physicalrecords, physical (building) and data compliance. We want to get rid of paper and files and access documents quicker.Generationquicker. We have a generation of Section 125 docs, Section 105 docs and Section 132 docs from a checklist style program with reporting capability.organizecapability. We need to organize our pdf files. We have approximately 50-100,000 documents to scan and have access to including the ability for creating lists based on data defined (we have highlighted 6 character fields as a minimum for retrieval purposes.
  • We want digital replacement for standard business filing for small business in apartment management up to 300 unitsDocumentunits Document management. This will include tax returns.Scanreturns. We will scan documents to files on PC. There will also be some personal use.Iuse. I am trying to control the workflow of the documents in my department. To have a backup of are filesDatafiles Data Center type management issues, have Word, Excel, Project and Visio files that need to be organized in a way that will allow logic storage and search of needed data.
  • I'm a psychiatrist in solo practice. My chart notes are simple. I want to store them electronically instead of printing them, but have them in a form that they could stand up in court as having been produced by me, and only me, and having been completed (I guess "archived" at a specific time). theThe electronic medical records I've seen are either on the internet (privacy issue, in my opinion, for psychiatry), or way too complicated for my needs. We are a one person financial planning office and will use this for client documents and personal documents.
  • According to SAE AS9100 section 4.2.3 complianceAgentcompliance Agent Database Client we will use database document management and retreivalretrieval to maintain a neat, organized filing system for all project records, shop drawings, change orders, etc. It should be easy to use with Revenue control, doc control. It should be cad model control, expandable, low cost and .organize and retrieve documents.Wedocuments. We need to have version control over engineering and construction files for large construction projects.Engineeringprojects. Engineering documents including Word, Excel, and AutoCAD.
  • I’m looking for document versioning. I must be able to drag and drop into a "shared" network folder. Need to comply with State of Florida Records Retention rulesEnterpriserules Enterprise wide document repository, that has searching, querying, shared saved dynamic queries, and subscription ability to single doc or a query of docs. Open to all access, as well as adding security to single docs. The machine must have global capabilities and single unique file addresses for each document. It should support many different file types the ability to have change roles for updating file and metadata, the ability to bulk update files on single or multiple pieces of metadata and the ability to add single picepieces of metadata to multplemultiple not releatedrelated docs and be able to pull into a reuseablereusable query.. small busniess start up
  • PlasePlease quote: Alchemy Gold 2. Alchemy scan modulePatientmodule as well as patient chart storageElectronicstorage and electronic health recordsMyrecords. My intention for this software is to do business with trading companies such as retail stores to sell items.Documentitems. We are looking at Document Management because we are starting ISO 9000 Implementation. As a consultant, I am getting educated in this area since Obama healathhealth care was passedServicepassed into law.
  • We’re just beginning to research a paperless office.documentoffice. We will need document label and storageTostorage to create paperless medical charts for a solo psychology practiceQuickpractice. We’ll need quick indexing of scanned files using preprinted bar codes. We need workflow on approving invoices and other matters and annotations on certain documents for security reasons.schedulingreasons. Scheduling and billingcontrolbilling control of patient data would be a plus.
  • We want to make documents available to remote users, with user name/password controlling access. We should require different access levels for different documents.
  • We need to keep track of electronic documents. I need something to help build my business’ document storage and retrieval as well as workflows and integrations with other software to create paperless office Document management and storage of contracts. We need management for a corporate in-house legal unit and to manage my documents.
  • We are an educational organization that requires a secure system for out student files. We want to convert paper documents to electronic files. Please include Bates labeling, PDF or TIFF, creation of load files, watermark documents, indexing, and bookmarking. We would like to burn to CD/DVD, OCR. This should work for all size docs, both color and B&W.
  • Hi, We are students in a university and want to use this software.
  • I'm looking for a system that will handle most business functions. The functions are POS, Customer/Membership tracking, Inventory, and if possible HRS. We are a Medical Marijuana Dispensary.
  • I want to be paperless all, customer files should be electronic.
  • We have placed a bid with the city of Tulsa to store some of their records. Most of the items will be in boxes and we are shopping for software to manage the records. boardBoard members will be sharing files, pPatient charts and records. There will be letter, legal and card sized items. Regular paper and NCR style paper should be accommodated.
  • I am looking for a software that will track and update changes to documents. I would like for only one user to be able to edit the document at a time. For example I have a paper that needs to be approved by 4 different people and they are allowed to make changes / corrections to the paper. This needs to be done in a particular order so I would like for only one person to be able to make changes at a time.Thanks
  • I'm a real estate agent with a virtual assistant. I work 40 miles from my brick and mortar office.
  • I want to manage engineering and customer drawings and files. I’ll need to search through documents and look for keywords, look for sign offs and signatures in PDF's and control revisions of files. Good document control will save time and money on version changes.
  • We need to clear out storage rooms that have tons of records. This will help to move our system to an electronic format. A document management system that can be integrated into a WEB application would be ideal.
  • We would like to implement a paperless filing system in Human Resources. We want to create a document repository, allow for collaboration on creating and updating documents as well as version control of documents. We need to allow for securing and the ability to maintain documents to move to a more paperless environment.
  • We need to be able to add comments and/or tags to PDF images which can then be used for indexing and document retrieval.
  • Akron OH 44301 - 44328
  • Albany NY 12201 - 12261
  • Albuquerque NM 87101 - 87199
  • Allentown PA 18101 - 18109
  • Amarillo TX 79101 - 79124
  • Anchorage AK 99501 - 99540
  • Ann Arbor MI 48103 - 48113
  • Asheville NC 28801 - 28816
  • Atlanta GA 30301 - 31107
  • Austin TX 78701 - 78789
  • Baltimore MD 21201 - 21290
  • Baton Rouge LA 70801 - 70837
  • Boise ID 83701 - 83735
  • Boston MA 02108 - 02266
  • Boulder CO 80301 - 80329
  • Camden NJ 08101 - 08110
  • Cape Coral FL 33904 - 33915
  • Cedar Rapids IA 52401 - 52411
  • Charleston SC 29401 - 29425
  • Charleston WV 25301 - 25375
  • Charlotte NC 28201 - 28299
  • Chattanooga TN 37401 - 37424
  • Clarksville TN 37040 - 37044
  • Cleveland OH 44101 - 44149
  • Colorado Springs CO 80901 - 80962
  • Columbia SC 29201 - 29250
  • Columbus GA 31901 - 31917
  • Columbus OH 43201 - 43279
  • Dallas TX 75201 - 75398
  • Davenport IA 52801 - 52809
  • Dayton OH 45400 - 45482
  • Deltona FL 32725 - 32739
  • Denver CO 80201 - 80299
  • Des Moines IA 50301 - 50398
  • Duluth MN 55801 - 55816
  • Durham NC 27701 - 27717
  • Edison NJ 08817-08837
  • El Paso TX 79901 - 88595
  • Eugene OR 97401 - 97412
  • Evansville IN 47701 - 47750
  • Fayetteville AR 72701 - 72704
  • Fort Collins CO 80521 - 80528
  • Fort Lauderdale FL 33301 - 33359
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  • Fort Wayne IN 46801 - 46869
  • Fort Worth TX 76101 - 76199
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  • Gary IN 46401 - 46411
  • Grand Rapids MI 49501 - 49560
  • Greeley CO 80631 - 80639
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  • Greensboro NC 27401 - 27455
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  • Hagerstown MD 21740 - 21749
  • Harrisburg PA 17101 - 17130
  • Holland MI 49422 - 49424
  • Honolulu HI 96801 - 96850
  • Houston TX 77001 - 77299
  • Huntington WV 25701 - 25779
  • Huntsville AL 35801 - 35824
  • Indianapolis IN 46201 - 46298
  • Jackson MS 39201 - 29298
  • Jacksonville FL 32201 - 32266
  • Kalamazoo MI 49001 - 49024
  • Kansas City MO 64101 - 64199
  • Kingsport TN 37660 - 37669
  • Knoxville TN 37901 - 37950
  • Lakeland FL 33801 - 33815
  • Lancaster PA 17601 - 17622
  • Lansing MI 48901 - 48956
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  • Nashville TN 37201 - 37250
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  • New York NY 10001 - 10292
  • Ogden UT 84401 - 84415
  • Oklahoma City OK 73101 - 73196
  • Olympia WA 98501 - 98516
  • Omaha NE 68101 - 68198
  • Orlando FL 32801 - 32899
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  • Virginia Beach VA 23450 - 23479
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  • Washington DC 20001 - 20599
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  • Wilmington DE 19801 - 19899
  • Wilmington NC 28401 - 28412
  • Winston-Salem NC 27101 - 27199
  • Worcester MA 01601 - 01615
  • York PA 17401 - 17415
Document Management Software
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