OnBase for Records Management.
April 28, 2022

OnBase for Records Management.

Desiree Moore | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBase by Hyland

Onbase is our primary records management software. We utilize it to file away and access all documents related to Owner Accounts, maintenance, and transfers. We also assign certain work-related items to individuals working for the purpose of accessing responses inbound and outbound. Utilizing it as a work queue also allows us the ability to keep secure information safe by eliminating the need for paper in our organization.
  • Manages Information.
  • Processes Uploads to applicable categories effectively.
  • Handles documents of incredible sizes.
  • Updates!!!!
  • Adding and deleting accesses.
  • Modifying document uploads.
  • Accurate filing.
  • Document management.
  • System updates to ensure continuity.
  • Onbase assisted in a very large acquisition of Assets, we were able to retain documents provided to the previous company for ourselves to better piece together different account activities.
  • Onbase has provided us stability over the course of working on this newly acquired account, by giving the ease of use to modify and pull documents.
  • We are able to send correspondence and file it away. This serves as proof of contact and timeline accuracy for our communications.
The version of SharePoint we were utilizing was not very practical. We oftentimes had issues with archived documents, where they could be found or opening them all together. It seemed the older the document the harder it was to access when logged into SharePoint. This is critical in our business as we need to behave full access to documentation sent and received for an owner's account.

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?


Onbase is great for its intended purposes. Any documents we receive we are able to import them to Onbase and quickly access them for future use. Onbase gives the opportunity to provide as much detailed information as possible to the document should we need to pull it for purposes of litigation. We were also able to import data from other systems as a method of retaining previous owner records.

OnBase Feature Ratings

Content capture & imaging
File sync, storage & archiving
Document management
Records management
Content search & retrieval
Security, risk management & information governance
Contract lifecycle management
Automated workflows