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OnBase

OnBase

Overview

What is OnBase?

OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.

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Learn from top reviewers

OnBase - Data, Documents, Workflow and Processing no longer a chore

Rating: 10 out of 10
January 16, 2024
IncentivizedVetted ReviewVerified User
OnBase is our Enterprise Electronic Content Management system. 30+ departments use OnBase for retrieving documents that have been entered by Building Services, Clerk's Office,...
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Sheila Shaver
Professional - Information Technology
OnBase Administrator / Systems Analyst
City of Cedar Rapids (IT Dept)
OnBase13 years of experience

OnBase is GREAT!

Rating: 10 out of 10
December 12, 2023
IncentivizedVetted ReviewVerified User
OnBase is used as our centralized document management system. All departments within the credit union use or benefit from OnBase's functionality. We not only use OnBase for do...
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Kelly Gustafson
Manager - Information Technology
Manager, Software Applications & Support
Redstone Federal Credit Union
OnBase20 years of experience

Long Time User of OnBase as Developer and End User

Rating: 10 out of 10
December 8, 2023
IncentivizedVetted ReviewVerified User
We use OnBase throughout our bank - HR, Commercial/Consumer Loans, Accounting, Deposits, Security, Compliance, Wealth Management, etc. Solutions include: central repository fo...
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James Petelin
Employee - Other
OnBase Systems Analyst
Civista Bank
OnBase25 years of experience

OnBase Review - Higher Education

Rating: 7 out of 10
October 20, 2023
IncentivizedVetted ReviewVerified User
We use OnBase as our system of records for document management and retention. We also use OnBase as a tool for creating student forms which route through workflows that multip...
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Angie Malone
Analyst - Other
Senior System Analyst
Columbia College
OnBase12 years of experience

OnBase

Rating: 9 out of 10
March 15, 2023
IncentivizedVetted ReviewVerified User
OnBase is used across the entirety of the organization in a variety of different ways. Its primary use is as a document storage solution that is used in conjunction with other...
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Verified user
Administrator
OnBase7 years of experience
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Pricing

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OnBase

OnBase

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What is OnBase?

OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

OnBase Demo | Access Content using the OnBase Web Client

YouTube

OnBase Demo | OnBase User Security

YouTube

Watch the Demo: OnBase Report Dashboards

YouTube

Watch the Demo: OnBase Workflow Approval Management

YouTube

OnBase Demo | Store Documents with Retention Module

YouTube

OnBase Demo | Capture Content by Scanning or Import

YouTube
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Features

Enterprise Content Management

Features related to managing business content and transactional content for enterprises.

8.4
Avg 8.0
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Product Details

What is OnBase?

OnBase is a content services platform that provides turn-key industry and departmental solutions tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase can automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT.

OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to everyone who needs it, giving visibility into processes and system performance while storing, protecting and expunging content.

OnBase Features

Enterprise Content Management Features

  • Supported: Content capture & imaging
  • Supported: File sync, storage & archiving
  • Supported: Document management
  • Supported: Records management
  • Supported: Content search & retrieval
  • Supported: Enterprise content collaboration
  • Supported: Content publishing & creation
  • Supported: Security, risk management & information governance
  • Supported: Contract lifecycle management
  • Supported: Automated workflows
  • Supported: Artificial intelligence
  • Supported: Mobile support
  • Supported: Integration

Additional Features

  • Supported: Case Management
  • Supported: Reporting and Analytics
  • Supported: Low-Code

OnBase Screenshots

Screenshot of an Approval for an Ad-Hoc Task.Screenshot of Onbase's Dark Mode.Screenshot of the Document Viewer.Screenshot of the Send to Department feature.Screenshot of the Workflow Stage.

OnBase Video

OnBase. One platform, unlimited potential.

OnBase Integrations

OnBase Competitors

OnBase Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac, Chromebook
Mobile ApplicationApple iOS, Android
Supported CountriesAustralia, Canada, France, Germany, India, Ireland, India, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United States
Supported LanguagesArabic, Bosnian, Chinese (simplified), Chinese (traditional), Croatian, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian (Cyrillic), Spanish, Swedish, Thai, Turkish, Vietnamese

OnBase Downloadables

Frequently Asked Questions

OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.

IBM FileNet Content Manager, Oracle WebCenter Content, and Laserfiche are common alternatives for OnBase.

Reviewers rate Document management highest, with a score of 9.9.

The most common users of OnBase are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(96)

Reviews

(1-5 of 32)

Long Time User of OnBase as Developer and End User

Rating: 10 out of 10
Incentivized
December 08, 2023
JP
James Petelin
OnBase Systems Analyst
Civista Bank (Banking, 201-500 employees)
Vetted Review
Verified User
OnBase
25 years of experience
Use Cases and Deployment Scope
We use OnBase throughout our bank - HR, Commercial/Consumer Loans, Accounting, Deposits, Security, Compliance, Wealth Management, etc. Solutions include: central repository for all documents, workflow, smart forms (Unity Forms), and reporting. It is a tool that is utilized to streamline business processes and provide easy and secure access to documents.
Pros
  • Replace systems that utilize forms to organize/report on the information collected
  • Workflow is used to quickly/easily configure an improved business process
  • Unity Forms allow us to quickly create business forms that feed workflows. Requests are processed much quicker and accurately because the information is routed immediately to proper personnel to work.
  • Reporting Dashboards allow us to create useful reports to key personnel. This is extremely flexible because we can report on OnBase information as well as external sources.
Cons
  • The interface for the basic configuration module has not changed in many years. This is functional, but in need of update.
  • Security Keywords are very useful, but in my experience, can only be entered one at a time. This needs improvement - i.e. ability to load a spreadsheet of keyword values.
  • A cleaner, easy to use change management/migration tool would be great.
Likelihood to Recommend
OnBase is an outstanding product. It has a track record of providing companies a powerful tool to address business problems in an easy to use and easy to configure ECM solution. It is great serving as a repository for all business documents. Also, it does well in creating solutions when other software products fall short.

OnBase makes ECM a task, not a chore.

Rating: 9 out of 10
Incentivized
March 08, 2017
CB
Christopher Bunner
System Administrator
Columbus State Community College (Higher Education, 1001-5000 employees)
Vetted Review
Verified User
OnBase
2 years of experience
View profile
Use Cases and Deployment Scope
OnBase by Hyland is being used as our enterprise content management system with a specific focus on automating processes within specific business areas. By allowing rapid importing of physical and digital artifacts into the ECM, OnBase provides the means to store, search, retrieve and process these artifacts. Our organizational business areas are then able to automate what was once manual tasks by leveraging the ability to define workflows that are congruent to internal business processes.
Pros
  • Workflows move documents through business processes with ease and functionality that is not possible in a physical exclusive environment.
  • Storage and retrieval are simple and easy and eliminates the need for physical storage space of documents and files.
  • Document retention allows for compliance with internal policy and procedure for longevity of document maintenance as well as regulatory considerations.
Cons
  • Continued use of the thick client to perform administrative tasks.
  • There is a high level of complexity involved with workflow development.
  • Use of OS services to perform tasks within the application.
Likelihood to Recommend
When properly designed and implemented, OnBase is a robust, highly functional enterprise content management solution that provides an easy to use interface for the end users. The end user experience is customizable, while at the same time, provides system administrators the ability to standardize many features and aspects of the client. This, combined with the ease of deployment and maintenance, makes it a great solution for ECM needs.

OnBase Review - Higher Education

Rating: 7 out of 10
Incentivized
October 20, 2023
AM
Angie Malone
Senior System Analyst
Columbia College (Higher Education, 1001-5000 employees)
Vetted Review
Verified User
OnBase
12 years of experience
View profile
Use Cases and Deployment Scope
We use OnBase as our system of records for document management and retention. We also use OnBase as a tool for creating student forms which route through workflows that multiple departments use. Using OnBase forms and workflow in the capacity we do has transformed the way [...] processes students documents. We went from 4 week turn around times on transcript processing for evaluation to a day. We went from paper forms, to PDF forms that were emailed to the end user to now digital forms that route to workflow queues.
Pros
  • Forms/Workflow
  • Document Mangement
  • User friendly
Cons
  • Documentation in MRG's/on documentation site
  • Accessibility settings in unity forms for WCAG compliance
  • More features in Unity and Web client that currently only in Thick Client
Likelihood to Recommend
OnBase is well suited for institutions that have a capable technology team where there are multiple staff who are responsible for administrative tasks in OnBase. We have a staff of 2 administrators and 3 analysts at [..].

Great customization, but a bit buggy

Rating: 7 out of 10
Incentivized
October 21, 2019
Verified User
Analyst in Information Technology
Higher Education Company, 5001-10,000 employees
Vetted Review
Verified User
OnBase
2 years of experience
Use Cases and Deployment Scope
We use OnBase across several departments who govern user access for PeopleSoft. We previously used a manual process for users to request new or additional access to PeopleSoft, but OnBase provides an online workflow so that we do not have to deal with paper request forms, scanning, or signatures anymore.
Pros
  • Integrates with our HR system to auto-populate demographic info for users after they log in.
  • Our approval workflow solution is highly customized, and OnBase was very accommodating.
  • Helpful one-click buttons allow us to move requests forward or backward in the workflow with ease.
Cons
  • Sometimes a request form gets stuck in the workflow, and one of our business analysts has to manually push it forward.
  • Sometimes a request form will not save properly without using odd workarounds, like selecting options on the form that aren't actually needed by the requester.
  • We have had some visual bugs for users while they complete the request form online. Drop down menus with strange text layering effects, for instance.
Likelihood to Recommend
I think OnBase is best suited for situations where customization is needed, but also where the workflow used is not too complicated. We found OnBase's customer service to be very attentive during the design process, but we have struggled to eliminate the bugs in the system that we have discovered over time.

Get OnBase and hit your document management needs out of the park

Rating: 9 out of 10
Incentivized
November 24, 2020
BS
Beau Sorensen
COO
First Choice Home Health & Hospice (Hospital & Health Care, 51-200 employees)
Vetted Review
Verified User
OnBase
13 years of experience
View profile
Use Cases and Deployment Scope
We are using OnBase by Hyland throughout our organization. The primary reason we bought it was to move from a paper patient chart to an electronic one; however, we also realized that it was powerful and flexible enough to support additional departments. It now handles our patient chart, our employees' HR records, financial department documents like AP statements, invoices, and remittance advices as well as educational content. It has handled every file type we've thrown at it, from PDFs to scanned documents to video and audio files.
Pros
  • Organizing and managing myriad forms of data--I haven't met a file type I can't organize.
  • Working across applications--OnBase by Hyland does particularly well integrating in with all kinds of different applications like CYMA, QuickBooks, Epic, Netsmart, and more.
  • It works well with regulatory frameworks, providing data security and compliance built in with multiple different methods.
Cons
  • It is really complex. This isn't something that I'd buy and implement in an hour.
  • In the spirit of moving forward but staying put, I feel like they go down too many roads at one time instead of pushing towards transformational changes.
  • It's complicated at times for end-users, too. You have to shut off avenues at times so they can understand how to use it.
Likelihood to Recommend
OnBase by Hyland shines wherever you need to manage loose documents. These may be electronic files that are sitting on a computer or it may be a room full of paper files. Either way, you can choose your document types, categories, access, and tags with ease. It is incredibly robust and will store millions of files securely and safely.
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