OnBase

Enterprise content management solution

4,3 /5 (56 reviews) Write a Review!

OnBase Overview

What is OnBase?

OnBase is a flexible ECM solution that combines integrated document management, records management and business process management. OnBase is a scalable technology platform, tailored to department and can adapt to suit the needs of any evolving organization.

OnBase specializes in transactional content management and has integrations in the Enterprise, Healthcare, Higher Education, Government, Insurance and Financial Services sectors. The software can be on-premise or cloud hosted.

Manage Accounts Payable, Account receivable, procurement and purchasing as well as HR tasks.

OnBase can optimize the way that data flows through your organization by automating predictable decisions.

OnBase Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Please contact OnBase for pricing information


OnBase Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, Brazil, Mexico
Supported Languages
English

Media

OnBase document search
OnBase purchase order
OnBase iPad app
OnBase screenshot: OnBase document search OnBase screenshot: OnBase purchase order OnBase screenshot: OnBase iPad app

OnBase Reviews

OnBase Reviews

Overall rating
4,3
/
5
Excellent
28

Very good
18

Average
8

Poor
0

Terrible
2

Value for Money
4
Features
4,2
Ease of Use
4
Customer Support
4,2
82% recommended this app
Stephen B.

OnBase

My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.


Lee M.

OnBase

In addition to allowing our institution to securely store and safely access student records, the newest user interface and features are easier to use. I'm not sure if our institution purchased some upgraded features in OnBase or if it itself has had an upgrade and facelift, but it seems to be running faster and with the clearly labeled icon/tools using OnBase has only gotten easier. It's great!


Randy Z.

OnBase has gone downhill


Verified Reviewer

Best ECM software on the market with great workflow capability

Drastically improved workflow processes and document management/retention.


Denny S.

Using OnBase in Higher Education

Within the Registrar's Office, we utilize OnBase and it's ability to use OCR functionality to capture information from students' transcripts for input into our student information system. This alone eliminates dozens of hours of manual labor each week. On top of that, it is a reliable, quick, enterprise imaging solution.


Stephen B.
Industry: Design
Company size: 501-1 000 Employees

OnBase

Used Daily for 2+ years
Reviewed on 2019/03/20
Review Source: Capterra

My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.

Pros

OnBase is excellent for keeping copies of all my client's purchase orders in one place. The layout is user friendly and very simple to use. I mainly use it to keep track of countless numbers of PDFs I have on file. Once imported in to OnBase, I am able to retrieve those files with a simple search. It's been a lifesaver for keeping me organized.

Cons

The only issue I have with OnBase is a minor annoyance. When I am importing documents, I am not able to drag and drop multiple files at a time. If I have 10 files to import, then I have to do 10 separate imports for each. Other than that, I do not have any complaints.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lee M.
Industry: Higher Education
Company size: 501-1 000 Employees

OnBase

Used Weekly for 2+ years
Reviewed on 2019/12/11
Review Source: Capterra

In addition to allowing our institution to securely store and safely access student records, the newest user interface and features are easier to use. I'm not sure if our institution purchased some upgraded features in OnBase or if it itself has had an upgrade and facelift, but it seems to be running faster and with the clearly labeled icon/tools using OnBase has only gotten easier. It's great!

Pros

I think OnBase's newer colorful web-based appearance and interface is a bug PLUS! The interface and functionality is much more user friendly and I love the ability to create my own Favorites so I can quickly jump to the specific user pages/information that I need and use most often.

Cons

Honestly there aren't really any negatives about OnBase that I can think of. I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part). I'm using it right now and it's great...I usually only use a few features to perform the tasks I need to when searching for student records/documents and after clicking around to see what I might dislike about it I actually found another feature I love about it! - the Query History tool is super cool! To be able to see a list of my most recent searches is yet another feature I like about OnBase!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Randy Z.

OnBase has gone downhill

Used Daily for 2+ years
Reviewed on 2018/07/25
Review Source: Capterra

Pros

all in one document and workflow management software, but the pros end there.
OnBase 13 was great, OnBase 17 not so much

Cons

we upgraded from OnBase 13 to OnBase 17 and let me tell you it is a disaster. OnBase 17 is slower substantially in every category. We are using a click once install, now it has to check the server every time you open, word, or excel, outlook or even OnBase itself for a new version, which sounds great, but this can take 30-45 seconds EVERYTIME you want to open a document. Switching from inbox to related items is very slow, 6-10 seconds, which doesn't seem like a lot, but over the course of a day where you do this 70 times, well you do the math for wasted productivity. And then there is the Random errors that constantly come up on a users system that has worked just fine for months, but there is no solution to that either. Hyland support is virtually non existent, their only solutions are run this software utility that they have. Nothing is ever resolved, they just keep "kicking the can down the road", or tell us to update to version 18. sorry after this disaster our next upgrade will be to something else. Our business users are screaming to go back to version 13.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Verified Reviewer
Industry: Education Management
Company size: 201-500 Employees

Best ECM software on the market with great workflow capability

Used Daily for 2+ years
Reviewed on 2017/12/13
Review Source: Capterra

Drastically improved workflow processes and document management/retention.

Pros

Best workflow engine I have ever seen, allows point and click configurable workflows with almost no need for custom scripting (though that is an option). The way it organizes document types is the best I have seen and has a LOT of capabilities for integrating with other line of business systems. The interface is very modern looking as long as you are using the desktop Unity Client or the Web based client. They also offer mobile applications that work very well.

Cons

Though the scanning features are very good and getting better the forms recognition still isn't as good as most dedicated scanning applications. Also the cost of OnBase tends to be higher than many others but I do find that you get what you pay for.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Denny S.
Industry: Higher Education
Company size: 1 001-5 000 Employees

Using OnBase in Higher Education

Used Daily for 2+ years
Reviewed on 2018/10/01
Review Source: Capterra

Within the Registrar's Office, we utilize OnBase and it's ability to use OCR functionality to capture information from students' transcripts for input into our student information system. This alone eliminates dozens of hours of manual labor each week. On top of that, it is a reliable, quick, enterprise imaging solution.

Pros

OnBase provides a feature-rich imaging solution that is beloved on our campus. In addition to being a solid imaging solution, OnBase features a powerful workflow engine that allows for easy automation of processes.

Cons

Depending upon how it is being used, the number of options can be somewhat intimidating. However, once a user is briefed on how to utilize the system and its tools, this is no longer an issue.

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

User recommendation
8,2/10
Based on 56 user ratings
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OnBase Pricing

OnBase Pricing

Starting from
N/A
Free Trial
Value for money

Please contact OnBase for pricing information

Please contact OnBase for pricing information

Value for Money
4/5
Based on 56 user ratings
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OnBase Features

OnBase Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,2/5
Based on 56 user ratings
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Categories

Additional information for OnBase

Additional information for OnBase

Key features of OnBase

  • Automate predictable decisions
  • Automatic document composition & distribution to clients
  • Business intelligence & reporting
  • Case management
  • Client interfaces
  • Dashboards
  • Email clients
  • File storage & archiving
  • High volume batch scanning
  • Import electronic documents directly to the OnBase cloud
  • Manage Accounts Payable
  • Offline & disconnected access
  • Productivity add-ins
  • Retention and records management
  • Security & protection
  • Technical support
  • Web-based training

Benefits

  • Instantly access all your data, documents and business processes from wherever you are, through any application, on whatever device you are using.

  • OnBase is fully integrable with other applications. It links documents & data stored within OnBase to the transactions & activities in other applications, making them easily accessible to all users.

  • OnBase is used across industries and provides solutions for the HR, Financial Services, Higher Education, Insurance & Healthcare sectors.

  • The scalability of OnBase means that it can be tailored to fit the needs of any sized enterprise.

  • OnBase software can be premise-based or hosted externally.

  • OnBase FAQs

    OnBase FAQs

    Below are some frequently asked questions for OnBase.

    Q. What type of pricing plans does OnBase offer?

    OnBase offers the following pricing plans:

    Free Trial: Not Available

    Please contact OnBase for pricing information

    Q. What are the main features of OnBase?

    OnBase offers the following features:

    • Automate predictable decisions
    • Automatic document composition & distribution to clients
    • Business intelligence & reporting
    • Case management
    • Client interfaces
    • Dashboards
    • Email clients
    • File storage & archiving
    • High volume batch scanning
    • Import electronic documents directly to the OnBase cloud
    • Manage Accounts Payable
    • Offline & disconnected access
    • Productivity add-ins
    • Retention and records management
    • Security & protection
    • Technical support
    • Web-based training

    Q. Who are the typical users of OnBase?

    OnBase has the following typical customers:

    Large Enterprises, Public Administrations, Non Profit, Mid Size Business

    Q. What languages does OnBase support?

    OnBase supports the following languages:

    English

    Q. What type of pricing plans does OnBase offer?

    We do not have any information about what OnBase pricing plans

    Q. Does OnBase support mobile devices?

    OnBase supports the following devices:

    Android, iPhone

    Q. What other apps does OnBase integrate with?

    OnBase integrates with the following applications:

    DocuSign, Forms InMotion, Grooper, Linedata Capitalstream, defi SOLUTIONS

    Q. What level of support does OnBase offer?

    OnBase offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials