Hyland OnBase - Evaluate Your Needs Before Purchasing
November 09, 2021

Hyland OnBase - Evaluate Your Needs Before Purchasing

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBase by Hyland

We use Hyland OnBase in the department in which I am employed and several other offices across campus as well. For the most part OnBase is used as a respository for digital document storage. My office takes in documents from students and other outside agencies and scans them directly into OnBase for storage and review. They also have workflow features built into the product that allows you to set up a chain of actions that can follow document processing. We use that to a limited degree but that could liekly be more useful to users that more often are sending documents betweening processing untis. Much of our reviewing is done within the office. The software does allow for mark up. Again, this is a feature we do not use agressively. With some types of documents we do some highlighting and adding of notes so if you work in an environment where documents are submitted with errors and require a back and forth this feature set will likely be more valuable.
  • Houses documents for easy retrival.
  • Allows for simple document scanning and storage.
  • Has the ability to allow paperless document import so document do not have to scanned.
  • Makes the review and document sharing process easy.
  • Has security features that allow you to keep only the staff you want to view documents able to access them.
  • I personally find the user inferface to be obnoxious and obtuse.
  • When we have issues it is often hard to resolve the problem as there are many variables such as file types, DPI, and scanner setting that combine to make it hard to pinpoint trouble spots.
  • The upgrade process has always been a nightmare for our team. We are not on the latest version now due to this issue.
  • Document storage and retrieval.
  • Scanning and digiatl document submission.
  • Security and limiting access to sensitive information.
  • Automated workflow engine to speed document processing.
  • Compared to similar products for the featureset we chose the software is competetively priced.
  • Purchasing the additional OnBase add ons can be prohibitively expensive.
  • If you can leverage enough of the workflow elements you can likely see a positive ROI in the reducation of labor hours for document processing.
From what I understand after I stopped using ImageNow Hyland bought the property so I do not know that there is a difference at this point. I have not used Microsoft's Azure Data Storage but they may be poised to have a viable competitor due to the powerful tools they can imploy. I've stored and shared documents in products like SharePoint. I do not see this as a platform that is intended to compete with something like OnBase but if you are just looking for a simple store and share solution that could be a possibility.

Do you think OnBase delivers good value for the price?

Not sure

Are you happy with OnBase's feature set?


Did OnBase live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of OnBase go as expected?


Would you buy OnBase again?


The best use case for Hyland Onbase would be a large organization that has many departments that needs to share documents across those departments. For organizations like this can better use the mark up features and the automated workflow engine to allow for notifications and faster processing.

In situations where you are pulling in documents in house and also reviewing them within your own area OnBase seems like overkill. There are many products out there that can function as document storage. OnBase doesn't have any fancy tricks that I have seen to merge different file types like tiff, jpg, or pdf so there isn't any magic going on here.

Hyland has a large ecosystem of OnBase adjacent add ons that can support a variety of different software systems. If you are looking to automate business processes in another software system based on the processing in OnBase I could see that being very attractive. We do not leverage those features as the cost and work required is prohibitive but in a large enough setting I would see that being a value add.

OnBase Feature Ratings

Content capture & imaging
File sync, storage & archiving
Document management
Records management
Content search & retrieval
Enterprise content collaboration
Content publishing & creation
Not Rated
Security, risk management & information governance
Contract lifecycle management
Not Rated
Automated workflows
Artificial intelligence
Not Rated
Mobile support
Not Rated