document management RFP preparationExample Request for Proposal RFP Questions

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Document Management RFP

One of the key functions of any good electronic document management (EDMS) system is the ability to quickly locate and retrieve documents using many different criteria, and today more and more people are expecting to do that via the Web.  This brings up some special concerns that must be addressed by the document management RFP (Request for Proposal).  Some of these are illustrated below.  Click the "Purpose & Benefits" button to learn how and why a specific question can help you!  The RFP Master pre-loaded electronic document management RFP questions are designed to collect this information in a fashion that quickly identfies the vendor proposal best for you!  See other RFP examples here!


Which of the following Web-enabled document search and retrieval functions are supported?

Can a document be retrieved using a Web browser-based interface?     Y     N

List those Web browsers, and any applicable version requirements, supported by the proposed system.

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Are searchable user-defined document profile fields displayed via the Web browser?     Y     N

Are selected documents converted to HTML for real-time viewing, transmitted as images only for real-time viewing, or simply downloaded for viewing using a 3rd-party application at a later time?

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Can a full-text search be launched via a Web browser?     Y     N


The 3rd quarter 2010 RFP Master updates include new SaaS and Cloud Computing topics.  E-Mail Infotivity or call 865-397-1830 for more information.

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