OnBase Reviews & Overview

What is OnBase?

OnBase by Hyland is an enterprise management system that helps professional businesses organize and manage their content, cases, and processes, all from a single workspace. Users can implement solutions in a single department, or create a company-wide solution that keeps the entire enterprise working cohesively. With this single platform, users can build applications, and support, maintain, and upgrade those applications once they are implemented. There are six key features with OnBase by Hyland: capture, document management, processes, generation and distribution, records management, and integration.

Capture allows users to upload their files through any scanning device as well as a variety of other tools with ease. Create digital images of documents, or turn images into documents that can be edited. The document management tools allow users to revise, get signatures, maintain the most up-to-date versions of any document, and search through file libraries to find exactly what they need in seconds. The processes tool gives users the ability to automate repetitive tasks based on user-defined triggers to streamline workflow. All of the content that is managed within OnBase is mobile accessible, so you and your team can work from anywhere.

Through the document generation and distribution tools, OnBase allows users to do things like mass mailing, or create press releases that pull from your company data. These documents can then be distributed to customers and other recipients. The records management tools keep an audit trail of user action, versions, and automated processes; ensuring that your company is always in compliance with industry regulations. Finally, through the integration tool, OnBase’s enterprise management system can connect with over 500 applications, including the most commonly used office software like Microsoft Office, SAP, and Outlook. Clients can also streamline their workflow even more by requesting custom integrations for their in-house software and applications.

Company:Hyland Software, Inc.

Categories:Content Management System (CMS)

Platforms:

Links:App Store, Google Play

OnBase Recent Reviews

Michelle

Reviewed on 24 March 2023

Can be useful

When you get the hang of it, OnBase is a real time-saver for creating documents and work contracts. You just need to make sure the algorithms are set up properly, and then you're good to go.

Pros

At my previous job, OnBase was a lifesaver when it came to generating documents.
It saved me so much time and made it way easier to keep everything uniform.
Just be aware that it does have some limitations, so it might not work for every situation.
But if you can make it work, it's definitely worth it.

Cons

One thing that can be a real drag is updating those algorithms.
It can take a long time, and sometimes you might mess up the formatting without even realizing it.
Also, the upstream tool needs to be set up correctly, or else the document generation won't work.
Another bummer is that there's no option to upload multiple documents at once, so you have to do it one by one, which is a pain.
Lastly, the interface looks a bit outdated and can be clunky at times.

Matthew

Reviewed on 1 April 2021

Dependable client monitoring software

Incredible support.

Pros

It is very tweakable, moving around it is simple, its interface is modest, and it monitors clients in distinct businesses where other systems don’t fulfill client’s desires.

Cons