About OnBase

OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and healthcare industries, it provides tools to improve the ability to capture, integrate, access, measure and secure electronic and paper content.

Features of OnBase include management of enterprise content, file sync and share, business processes, enterprise-level search and application development. Its case management and business process management tools allow users to manage unstructured work and structured repeatable processes; the enterprise search module provides content discovery and output technology to discover content acro...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

56 Reviews of OnBase

Average User Ratings

Overall

4.25 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(28)

28

4 stars

(18)

18

3 stars

(8)

8

2 stars

(0)

0

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 56 results

March 2019

Stephen from 80/20 Inc.

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Design

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

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.

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.

December 2019

Lee from CSUSM

Company Size: 501-1,000 employees

Industry: Higher Education

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

December 2019

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!

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!

July 2018

Randy from OptumHealth

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

3.0

July 2018

OnBase has gone downhill

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.

December 2017

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2017

Best ECM software on the market with great workflow capability

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.

October 2018

Denny from The University of Alabama

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Higher Education

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

October 2018

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.

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.