Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.0 / 5
Value for Money
4.0 / 5
Customer Support
4.0 / 5
Functionality
4.0 / 5
Pros
"It is easy to use, great storage capability. We use to store images of checks and it can store the information for many years."
"This software is easy to use and fairly user friendly. I like that the software seems to be very literal. "
"Excellent content manager, excellent as a bpm, you can get the Mix with other systems (dynamics, outlook, your core software) and it woks perfectly "
Cons
"The document not found area is a bit hard to understand, however once you learn the system it is easy to figure out. "
"At times it can be difficult to navigate - and can be rather intimidating without proper training. But with proper training, it's pretty easy to use."
"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."
OnBase Reviews
Filter by:
March 2019

Stephen from 80/20 Inc.
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 2017
Anonymous
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.
February 2021
Anonymous
Company Size: 501-1,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Customer support
4.0
Functionality
4.0
February 2021
Storing files and documents
It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend user
Pros
Like how you can store all your files and documents in one spot with ease Easy to retrieve information and documents Integration with outlook to make it easier
Cons
The text is weird sometimes as to how it saves a document, not very helpful to have to change it every time you save a document It gets complicated to use sometimes
July 2018
Randy from OptumHealth
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.
January 2021
Cheikh from SOS Handicap
Company Size: 2-10 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
January 2021
OnBase on the way to being a better content manager
No more wasting time looking for a PDF, whatever its storage duration.
Pros
For me, the OnBase software is a must for keeping copies of purchase orders in one go and securely. OnBase is very easy to master. It's a good tool for keeping track of your PDF files if there are many of them, because once the import is done, retrieving the files becomes very easy with the OnBase search. So we can say that it is the tool you need to get organised if you have a lot of files.
Cons
In practice, I don't see many problems on OnBase except that the drag and drop shortcut is non-existent which delays the work a little. What's more, it doesn't seem that Onbase support does not master complex network configurations and dependencies, because the waiting time is very long sometimes.
Reasons for Choosing OnBase
Quality and simplicity
January 2019
Sonya from The Ohio State University
Company Size: 10,000+ employees
Industry: Higher Education
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Functionality
5.0
January 2019
Great software
Pros
First when I was learning about this software, I learned that so much can be done just in this system. Its so flexible that it can be used for accounting, hr, etc. The main page of this software is build-able and can be used to keep track of employees progress.
Cons
Sometimes this software freezes when you scroll around through multiple thing. You have to restart the program many times.
February 2019

Marishia from Brookdale Senior Living
Company Size: 501-1,000 employees
Industry: Hospital & Health Care
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
February 2019
My A/P program
I am a vendor analyst in accounts payable, and this is one of our main programs.
Pros
This is an effective program for accounts payable and is easy to learn and manipulate data for entry.
Cons
This program is easy to problem shoot should an issue occur, and I see nothing difficult about it's performance.
August 2018

Krysti from California State University San Marcos
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
3.0
August 2018
Easy to Use
Pros
I like how you have all documents link together so when you search a name, everything pulls up.
Cons
I don’t like that we don’t have the ability to have a workflow or a way to send documents to other departments. If there is that ability , it should be standard for universities.
May 2018

Erica from CSUSM Extended Learning
Company Size: 501-1,000 employees
Industry: Higher Education
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
May 2018
OnBase is used in my daily tasks to view documents
Being able to see student documents on site and off site when needed to evaluate and assess their files appropriately.
Pros
OnBase makes it easy to view student documents and files to evaluate student files and assess their transcripts. Saving and printing documents when needed is easy to do as well. This system makes my job easier.
Cons
The document not found area is a bit hard to understand, however once you learn the system it is easy to figure out.
August 2019

Angela from TransUnion
Company Size: 5,001-10,000 employees
Industry: Information Technology and Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
August 2019
Advanced platform for content management
If I talk about the benefits of using this product. I would say it is playing a vital role in our organization. Also I would say they have responsive customer support.
Pros
It has been an excellent product for content management. With the assistance of this product we can change over unstructured information into an organized one that contains numbers, dates and certainties so as to improve the information conveyance and generally correspondence in a specific association and companies. I would say it is a useful product.
Cons
It has been long time using this versatile tool. It is great that I have not ever come across any major problem. It always gives perfect services. I am a satisfied user of Onbase.
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!
February 2018
Anonymous
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2018
Onbase is extremely versatile, but it takes time to learn the software and what it is capable of.
I use Onbase daily for my job, so I see benefits in streamlining and automating process through workflow which save me thousands of hours a year.
Pros
It's unique, extremely versatile, and has thousands of integration's. It's extremely useful for a lot of different purposes. Specifically I've used this for document management. It has numerous options for user administration, which is helpful. There are modules for just about everything you can think of, and most are well-made and do their job.
Cons
There is a steep learning curve to Onbase. The software licensing is not always cheap or ideal, and sometimes you can hit a brick wall due to unforeseen issues. Someone with a deep understanding of the software is an invaluable asset to any implementation.
September 2018
Anonymous
Company Size: 501-1,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Functionality
5.0
September 2018
OnBase
Pros
I enjoy OnBase for its straightforward easy to use setup. I am able to import my customer's purchase orders and bill of materials in OnBase in seconds. This then gives me the ability to pull them up at any given time by the purchase order or sales order. When talking to my clients, I am able to refer back to their documents quickly by using OnBase.
Cons
My biggest issue with OnBase is when importing PDF files, you are not able to drag and drop more than one file at a time. Sometime I am needing to import several related documents at the same time but have to take the time to import each file one by one. Having the option to import an entire folder or more that file at a time would be a huge time saver.
July 2018
Anonymous
Company Size: 1,001-5,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
July 2018
Our organization utilizes OnBase for our invoicing, approvals, and T/E, which serves us very well.
OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and house all backup data for transactions. The software is very user friendly and would be an asset to any organization looking to upgrade their Accounts Payable department.
Pros
OnBase is a great software to utilize when wanting a virtual database that can easily be accessed and used by users of all experience levels. The software does an excellent job in communicating with other programs, which allows our organization to have the peace of mind our financial system is correct.
Cons
The only con I have at this time is a few options, such as the print option, are not as easily accessible as previous options. It would be great to have the CNTRL-P option to print again.
October 2018
Denny from The University of Alabama
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.
January 2018
WILLIAM from WorldView LTD
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
5.0
January 2018
Been working with this vendor and software for 3 years to develop solutions for customers at my job.
Pros
Onbase is truly an ECM software that can capture all of a companies business processes. From AP, and AR, to HR and even healthcare solutions, Onbase has features and functionality that allows for a wide array of solutions and configurations. Simple back-end for managers and administrators, as well as a good UI for end-users.
Cons
The wide range of configuration options and features means it takes years to learn all the capabilities of the software. Onbase support is often times unhelpful for more complicated configurations and network dependencies, often taking days/weeks to resolve more complicated issues.
October 2018
Bonnie from Pacific Oaks College
Company Size: 201-500 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
5.0
Functionality
4.0
October 2018
OnBase
We were lucky to have been using OnBase for our document storage system, not every school in the district chose to use OnBase like we did. Being able to transfer the scanned documents from OnBase into our previous database system was different at first, but we quickly caught on how to use it. Recently the district switched to a new application system only to find that they can't upload documents directly into it. When it was announced that all schools would need to use OnBase we are happy, as we are already ahead of everyone else! Our transition to the new software has been almost seamless.
Pros
OnBase allows us to securely store and safely access student records easily.
Cons
When I first started using OnBase i had the older version (looked like an old DOS or mainframe system), and it was hard to sometimes locate student records, and/or see if there were more levels (additional documents) for the same student. But once I switched to the newer version I was able to easily see much more and drill down when a single student had more than one document scanned into OnBase.
August 2019
Anonymous
Company Size: 10,000+ employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
August 2019
Great for Case Management
I would definitely think that OnBase would be a useful tool for any healthcare facility that needs to verify health insurance of patients or needs to make claims.
Pros
OnBase is a great and easy tool to use for patient case management. As someone who is often responsible for verifying the health insurance of patients, I need to create caseloads on OnBase. Through doing this, it is easy to manage and track the different steps of the insurance verification, insurance claims, and billing through OnBase. What I like the most about this software definitely has to be how it streamlines this process.
Cons
There is definitely a bit of a learning curve for those who are using this for the first time. I think that most tools used in medical settings tend to be somewhat complex to navigate around and this is no different.
September 2019
Amy from Hopp Insurance Agency
Company Size: 11-50 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
September 2019
User friendly
I use this as part of a carrier page to search for and retrieve documents, so far this have been great software. I like that the documents are all compartmentalized so you can search by the type of document.
Pros
This software is easy to use and fairly user friendly. I like that the software seems to be very literal.
Cons
Sometimes the software freezes up or give you the infamous 'circle of death' while it attempts to pull up the document - however this could be unrelated to the actual software and more of a computer issue.
December 2017
Anonymous
Company Size: 501-1,000 employees
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
December 2017
OnBase is a versatile, robust electronic document management system. I have been continually pleased
It doesn't seem obvious, but implementing this software helped us standardize our business processes. Obvious benefits are that we were able to streamline processes and keep our business documentation in one place.
Pros
OnBase is very versatile, so it can be configured to work within you environment, whatever it looks like.
Cons
Because it is so versatile, trying to figure out exactly how to build it out can be a bit confounding. Sometimes it's simpler to take a canned version of a thing and implement it, but that isn't usually the best bet.
August 2018
Solange from University of Miami
Company Size: 10,000+ 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
5.0
Functionality
5.0
August 2018
Versatile system, but still has a few limitations
Centralized document retention and management cloud based system
Pros
The ability to be Green and scan emails, word docs, excel spreadsheets directly into onbase without having to print the items first
Cons
The user unfriendliness of generating statistical reports from the system requires the assistance of an administrator. Everyday users are not able to easily configure reports. Also administrators are sometimes unable to generate adhoc reports
March 2019
Anonymous
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
March 2019
LOVE THIS SOFTWARE
Pros
I used this software while working for a credit union and we were really working about the implementation/switch but honestly it was so smooth besides a few system bugs. That's where their awesome customer service comes in.
Cons
I really don't have much to report that I didn't like. Maybe just the speed of the system, but that can always be because of network connectivity issues.
September 2018
Anonymous
Company Size: 501-1,000 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
September 2018
Good Paperless Option
OnBase made the conversion to paperless relatively seamless for my office.
Pros
OnBase offers a lot of great features that make it easy for users to adapt to working with scans of the documents, rather than the documents themselves. It offers several options for organizing, searching, and file managing.
Cons
At times it can be difficult to navigate - and can be rather intimidating without proper training. But with proper training, it's pretty easy to use.
December 2016
Phillip from Perrin Apparel, Inc.
Company Size: 201-500 employees
Industry: Apparel & Fashion
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2016
Complex and Complete. Quick ROI
I am an application administrator, working to improve business functions and reduce process costs with OnBase.
Pros
This software is complex!! It allows you to do a myriad of things all in the name of streamline your workflow.
Cons
This software is complex! It takes time to grow comfortable in managing it. There are so many companion apps necessary to be successful that it can be costly.
May 2017
Raul from First American Bank
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
May 2017
Resold via Wausau IMS
Pros
Very modular and customizeable. Very solid software. The IMS support is excellent and responsive.
Cons
I get the best support from Wausau. If there is an issue that is refererd to Hyland then it takes a while to get resolved
February 2020
Christopher from San Diego Regional Center
Company Size: 501-1,000 employees
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
1.0
February 2020
Don't Try Anything Mobile or Remote
Terrible.
Pros
The ability to generate and query digitized documents was powerful.
Cons
Where to begin? If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere! Numerous issues with sustaining sessions and maintaining connectivity. Furthermore, the error messaging is atrocious! End-users, myself included, constantly report not being able to successfully save documents or the program hanging on submission without any type of error messaging. Also, creating new forms is a nightmare! The number of places where profiles and and different data objects have to be created to get forms to correctly pass information is absurd. There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form.
September 2018
Anonymous
Company Size: 51-200 employees
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
September 2018
The Ferrari of content management
Pros
Excellent content manager, excellent as a bpm, you can get the Mix with other systems (dynamics, outlook, your core software) and it woks perfectly
Cons
It’s expensive! But every cents worth it
March 2019
Brian from ALF
Company Size: 51-200 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
March 2019
Reliable customer tracking software
The support at Hyland is great and they can find workarounds for all issues.
Pros
Onbase is a front end for a database system that can track customers in unique industries where other software does not meet customer needs. The software interface is reliable and easy to navigate. Best of all it is highly customizable. Reporting off of the database tables can be tricky as they are not named logically but by codes/numbers.
Cons
Licensing per user is a expensive. Frequent updates/service patches that require vendor support.
September 2018
Anonymous
Company Size: 10,000+ employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
September 2018
Simplify your life with Onbase
I use OnBase whenever a department needs to know if a check is cashed. I type the check number and immediately I can view an image of the check.
Pros
It is easy to use, great storage capability. We use to store images of checks and it can store the information for many years.
Cons
The new version of OnBase makes item more difficult to view.
September 2018
Anonymous
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Customer support
4.0
Functionality
4.0
September 2018
Great for document management
This is a great program for anyone trying to go green. It's a time saver for me which is key in my work area.
Pros
I use this everyday to access documents for credentialing, I really love the fact that everything is all in one place for me to find. Document management is key and saves me time.
Cons
Make sure you get the right training, this program can be a bit confusing until you know what your doing and where your going.
May 2018
Tiffany from LA City
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
May 2018
Great content management
Pros
I like how all our documents can be scanned and saved on the system which gives me access to pretty much any document at any time. It's easy to search for documents as well using the different filters.
Cons
Nothing. It works great and is desktop based so it's very reliable. I suppose if you have a lot of documents saved in the system it can take a bit longer to filter at times.
October 2017
Joshua from Heaven 88.7
Company Size: 2-10 employees
Industry: Public Relations and Communications
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
October 2017
Does a lot but takes some getting used to
It allowed us to save and keep documents in a central location.
Pros
The software does what it does well. Documents can be viewed and it allows complex hierarchies. It just work, doesn't seem to have bugs or problems.
Cons
It's a bit difficult to use, takes a bit of a learning curve. And this is nitpicky, but it's not really a beautiful piece of software. It looks kind of outdated.
May 2018
Leslie from BSO
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
May 2018
Used for scanning documents.
Pros
Ease of use, searching is easy. My dept. has scanned thousands and thousands of documents: personnel files, applicant documents, etc.
Cons
After documents are scanned, you have to manually commit or release each document. Very time consuming and hard on the wrist (using mouse to click multiple times). Editing is a little cumbersome.
April 2019
Anonymous
Company Size: 201-500 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
3.0
April 2019
Good document management and archiving software
We needed to replace our document management system that was outdated and no longer being supported. OnBase was a good solution for migrating our existing documents, data and indexing information. It took some effort to get this migrated and set up, but is now working very well with few issues or problems.
Pros
OnBase is fairly easy to use for our end users as long as they remember that they need to index accurately and give good data for each document/file they upload to OnBase so it can be found easily at a later time. In other words, it works great as long as you know how to use it! Documents are easily categorized and indexed for archiving of public records that need to be stored for years to come.
Cons
The public web interface is very limited in what it can do for our public users. I am hoping for an improvement in a new version update.
April 2018
Candace from BWL
Company Size: 501-1,000 employees
Industry: Computer Hardware
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
3.0
April 2018
OnBase is a great CMS tool!
The benefits of using OnBase software include having access to a great content management tool. Other benefits of using OnBase client include easy file storage management system to learn. Additional benefits of using OnBase include secured file management storage with limited user access. More benefits of using OnBase client include great archival options for outdated files. Overall, OnBase reduces the amount of paper being transferred from location to location depending on the size of your company.
Pros
OnBase is a great content management tool. OnBase interfaces with a web client provided by the company. OnBase offers a database storage for customers and clients to manage documents in various file types. OnBase communicates with an application server and database disk groups. OnBase has three knowledge panels accompanied with a search function and display console.
Cons
Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail. Thus file syncing may be affected due to the lag in progressive updates. Functions may differ depending on the version type of download. Limited ways to flag documents. Application may crash or freeze while working within the client.
November 2018
Anonymous
Company Size: 201-500 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
2.0
Functionality
3.0
November 2018
OnBase For the Office
OnBase is very useful, and is incredibly important to our office. The interface is a bit clunky, and the software crashes. Other than that, it's a good product.
Pros
It's comparable with the database software we use. A simple data entry screen allows the user to easily enter the information that is needed. In a matter of seconds, your documents are saved.
Cons
Too frequently, the software crashes and does not work. More than twice in the last 3 months the software crashed and we were not able to see our documents for a few business days. Customer service was helpful, but the problem took a while to fix.
May 2019
Matthew from South Coast AQMD
Company Size: 501-1,000 employees
Industry: Government Administration
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
May 2019
Good database software but has its quirks
Pros
OnBase is used at my workplace to organize tons of files and documents which is useful not only for accessing my own team's files but also to access other team's files if necessary.
Cons
The layout of the software tools isn't the most intuitive or accessible. For instance, printing a document isn't so easy as CTRL+P; there's a few clicks you have to do to print.
July 2018
Anonymous
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2018
Robust product with amazing support
The best of similar document management products. Amazing support and gave us the flexibility for storing and searching of documents that we required.
Pros
Amazing support, very helpful and willing to go the extra mile. Very robust product that can be adapted to many different document situations.
Cons
Product does take some time to learn from a end user and administrative perspective. Product documentation was sometimes confusing or lacking.
January 2018
Cristina from Worldview LTD
Company Size: 51-200 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
3.0
January 2018
Using OnBase for Document Management
Excellent Document Management. Learned how to utilize Electronic Document Management.
Pros
It has a lot of useful functionalities. I like the most "Document Upload" because it allows you to upload any document and store it in OnBase, then you can search it and view it.
Cons
Workflow Configuration is challenging if Workflow is complicated. Requires a lot of time to research, test or hold extended training.
March 2019
Aman from SCO Family of Services
Company Size: 1,001-5,000 employees
Industry: Non-Profit Organization Management
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
March 2019
Onbase Hyland Unity Client for document scanning and sharing
Pros
Process oriented approach to collect documents, share and execute plan to convert the hard copy documents readily available to business via hyland unity client is simply superb. It helped recognize the missing paperwork if any of our employees so that we can remain compliant. The overall installation of the client is easy and works great with single sign on option.
Cons
The time taken to lay out an estimate and share the plan by the vendor was more than expected.
December 2019

Deb from Peace Corps
Company Size: 1,001-5,000 employees
Industry: International Affairs
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
December 2019
Solid content management software
OnBase serves a great value as a way to store documents for my organization.
Pros
OnBase is straightforward. The learning curve is not steep. It's easy to find content you've uploaded. There are a lot of customization options.
Cons
I use this software daily, and about once every 15 days it just does not let me upload documents. Fortunately, I can wait a day and then it works again usually, but I can't count on it to be 100% reliable.
May 2018
Ted from Nevada Supreme Court
Company Size: 51-200 employees
Industry: Government Administration
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
May 2018
This is the best document management solution.
Pros
This product has lots of features and functionalities. My favorite modules are: 1. Workflow. We can use this module to streamline our document distribution process. 2. Document Import Process. We can use this module to do bulk import.
Cons
The product is somewhat expensive. You need to purchase individual modules if you need more functionalities. The training classes are not cheap either.
May 2018
Anonymous
Company Size: 1,001-5,000 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Functionality
5.0
May 2018
Great file maintenance software for HR records. Click-heavy, but easy to organize.
Pros
OnBase is easy to organize records by team member and subcategory. It's easy to find what you need and user friendly.
Cons
The software is a bit click heavy, and could be a bit more intuitive. Not a major issue as it's still very simple.
February 2021
Mark from Hastings Mutual
Company Size: 501-1,000 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2021
very robust product
I am glad that our company chose onBase for document storage and hope they continue to do so!
Pros
We use this for much of our document storage needs. in our industry, document storage is very important and as such it is good to have a reliable , industry standard product. The back end maintenance can be complex at times, but the front end is very easy for a wide range of our users to use.
Cons
At times , it can be difficult to support the backend due to complexity of the product, but that is a good thing as it offers a robust set of features.
September 2018
Anonymous
Company Size: 501-1,000 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
September 2018
My Accounting Partner
Pros
First of all its a straight forward set up which is very easy to use and i personally happy with its UI. We can back up all the transactions and invoice generated or sale-purchase orders. Electronic documentation is done with this software.
Cons
I just say its very expensive but worth for every single pie. And good things are always worthy.
December 2018
Anonymous
Company Size: 5,001-10,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
3.0
Functionality
3.0
December 2018
Good software but needs upgrades for efficiency
I like onbase but would like to see some efficiency improvements.
Pros
At times the processes for accessing information can be a bit confusing / daunting. It would be nice if the software was a bit more user friendly so that we would use more features. The software has a lot of features but not all are easy to use (take time) so aren't being of use to us.
Cons
Needs to be more efficient processes; less clicks, more accessibility, drag-drop, etc.
April 2019
Anonymous
Company Size: 5,001-10,000 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
3.0
April 2019
Document Correction
Pros
I like the Integration with Epic and the many features that come with it.
Cons
Unity Client and the document correction workflow could be improved, allowing it to be more user friendly.
August 2019
Anonymous
Company Size: 1,001-5,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
August 2019
Hyland Onbase
Converted the paper application process into a electronic digital medium.
Pros
The ability to configure indexed fields to perform auto sweeps of documents. This allows for various ways to segment the swept documents in different folders as well.
Cons
There are a lot of features to use. There is a lot to learn with auto-indexing, search categories, etc.
December 2019
Aaron from SemGas, L.P.
Company Size: 501-1,000 employees
Industry: Oil & Energy
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
2.0
Functionality
4.0
December 2019
Efficient Invoicing
Been gradually liking the program with use. It does what it suppose to do.
Pros
The program has made approving invoicing more efficient. No more exchanging emails to get approvals.
Cons
Very big learning curve to understand program features and uses. When an invoice is rejected the reason is not sent back.
March 2019
Anonymous
Company Size: 1,001-5,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2019
Easy to pick up and learn!
Extremely user friendly and easy to work with. We have been able to run with PowerBI without having to do extensive training, and has boosted our productivity and analytics insights
Pros
There are tons of connectors and interoperability features. That plus the fact the system is so easy to use!
Cons
It does come with a cost that could be hard to swallow for some, but it is so worth it!
Displaying 1 - 50 of 58 reviews