OnBase logo

OnBase

by Hyland Software · Since 2000
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorHyland Software
Year launched2000
StatusActive
LocationGlobal Headquarters 28500 Clemens Road, Westlake, OH 44145, USA
Countries servedGlobal
Languages12
Integrations
Free tier
Free trial
Contact salesYES

About OnBase

OnBase is a content management software from Hyland Software that efficiently manages information and business processes. It combines content intelligence, community support, and multilingual capabilities so organizations can improve information accessibility and collaboration. OnBase allows users to manage documents, automate workflows, and integrate with existing systems. It supports multiple languages, making it suitable for global operations. Key capabilities: content intelligence community support multilingual functionality document management workflow automation Best for: organizations that need to manage large volumes of information and improve operational efficiency.

OnBase by Hyland Software is a leading Enterprise Content Management (ECM) solution designed to help organizations manage their information efficiently, automate workflows, and streamline business processes. With its expansive functionality, including document management, workflow automation, case management, and records management, OnBase caters to organizations across diverse sectors such as healthcare, financial services, government, and education. Its modular design and scalability ensure that it can be tailored to meet the specific needs of businesses, from small enterprises to large corporations. This versatility makes it a standout choice for organizations seeking a comprehensive ECM platform. The user interface of OnBase strikes a balance between functionality and simplicity, making it accessible to both new and experienced users. Its clean, intuitive design allows users to navigate seamlessly through various tools and features. The customizable dashboard is a key highlight, enabling users to configure their workspace according to their roles and responsibilities. Features like drag-and-drop functionality and context-sensitive menus simplify complex tasks, reducing the time needed for training and onboarding.

Pros & Cons

What users like
  • +• Easy document storage and retrieval: Streamlines document management with easy uploads, categorization, and searching.
  • +• Customizable and versatile: Offers a wide range of tailored industry solutions and integrations.
  • +• User-friendly interface (mostly): Generally easy to learn and use, especially the Unity and Web clients.
  • +• Powerful workflow automation: Automates business processes, saving time and resources.
  • +• Reliable for most users: Industry-standard software with a reputation for dependability in document storage.
  • +• Good customer service: The support team is responsive and helpful.
What users flag
  • • Occasional reliability issues: Some users experience upload failures or connectivity problems.
  • • Mobile and remote access are lacking: Mobile functionality is unreliable and has poor error messaging.
  • • Difficult form creation: Building and updating forms is complex and time-consuming.
  • • Steep learning curve: Mastering the software's full capabilities takes time and expertise.
  • • Outdated interfacing: Can have issues communicating with older software and may lag in progressive updates.
  • • Limited simultaneous file uploads: Multiple files have to be uploaded separately, which is a hassle.

Features

Key features

1. Automated Multichannel Capture
Intelligently captures and processes data from various sources.
2. Reporting and Analytics
Provides real-time visibility into content and processes with dashboards and audit trails.
3. Process Automation
Automates tasks, routes documents, and manages exceptions with workflows, forms, and rules.
4. Case Management
Manages all content and processes surrounding cases, including documents, emails, tasks, approvals, and compliance.
5. Collaboration
Enables secure content sharing and collaboration with co-authoring, version control, tasks, and notifications.
6. Retention and Records Management
Automates the secure retention and destruction of documents and records throughout their lifecycle.

Additional features

1. Automated Multichannel Capture
Intelligently capture and process business data, Automatic classification and verification for immediate use, Supports various data sources.
2. Reporting and Analytics
Gain visibility into your content and processes in real-time, Interactive dashboards for monitoring, Audit trails of all content-related activities.
3. Process Automation
Automate repeatable tasks, Route documents automatically, Manage exceptions, Configurable workflows, Customizable forms, Built-in rules engine.
4. Case Management
Manage all content and processes surrounding cases, Handles documents, emails, tasks, approvals, compliance, and verifications related to cases.
5. Collaboration
Securely share content, Collaborate with tools like co-authoring and version control, Utilize tasks and notifications for teamwork, Enhanced security and control over collaborative efforts.
6. Retention and Records Management
Manage information through its entire lifecycle, Automates the secure retention of documents and records, Automates the destruction of documents and records according to policies.
7. The OnBase Power User Experience
Personalized view of information, Complete view of needed information, Empowers users to make informed decisions.
8. Integrations
Leverage information from key applications, Automate processes in OnBase using data from other systems, Keep data in sync across all systems, Consistent data across all systems, Point-and-click configurability for integrations.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
12
Interface languages
9
Billing currencies

Interface languages

EnglishFrenchGermanSpanishItalianDutchBrazilian PortugueseJapaneseChinese (Simplified)Chinese (Traditional)KoreanRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB

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