All OnBase Reviews
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Anonymous
501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed September 2018
OnBase
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.
CONSMy 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.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSIt'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.
CONSThere 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.
Christopher
Non-Profit Organization Management, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
1
EASE OF USE
3
FUNCTIONALITY
1
Reviewed February 2020
Don't Try Anything Mobile or Remote
Terrible.
PROSThe ability to generate and query digitized documents was powerful.
CONSWhere 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.
Anonymous
1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSOnBase 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.
CONSThe 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.
Anonymous
10,000+ employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed 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.
PROSOnBase 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.
CONSThere 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.
Anonymous
501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSOnBase is very versatile, so it can be configured to work within you environment, whatever it looks like.
CONSBecause 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.
Anonymous
501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed 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
PROSLike 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
CONSThe 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
Anonymous
201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2019
LOVE THIS SOFTWARE
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.
CONSI 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.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed June 2022
Perfect for document management
I love how this allows you to seamlessly upload documents to this software and easily categorize where to store for easy navigation and search at a later time.
CONSNo complaints for the purpose I use it for.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2018
The Ferrari of content management
Excellent content manager, excellent as a bpm, you can get the Mix with other systems (dynamics, outlook, your core software) and it woks perfectly
CONSIt’s expensive! But every cents worth it
Cristian Henry
Information Technology and Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2022
Gestión de Documentos con OnBase
Software ECM potente para la gestión de documentos empresariales, su motor de flujo de trabajo contiene muchas características que facilita la automatización de procesos y tiene un gestor de aplicaciones que permite la parametrización a la medida de procesos empresariales.
PROSEs un software adecuado para la gestión de documentos empresariales, su sistema de repositorio es muy fuerte y tiene un potente flujo de proceso para la respectiva automatización de procesos
CONSSe debe trabajar más en las capacidades de integración móvil y gestión de firmas nativa, además de reforzar en la visualización estándar en los diferentes clientes (escritorio, web etc.)
Cristina
Information Technology and Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed January 2018
Using OnBase for Document Management
Excellent Document Management. Learned how to utilize Electronic Document Management.
PROSIt 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.
CONSWorkflow Configuration is challenging if Workflow is complicated. Requires a lot of time to research, test or hold extended training.
Raul
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed May 2017
Resold via Wausau IMS
Very modular and customizeable. Very solid software. The IMS support is excellent and responsive.
CONSI get the best support from Wausau. If there is an issue that is refererd to Hyland then it takes a while to get resolved
Brian
Information Technology and Services, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2019
Reliable customer tracking software
The support at Hyland is great and they can find workarounds for all issues.
PROSOnbase 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.
CONSLicensing per user is a expensive. Frequent updates/service patches that require vendor support.
Anonymous
5,001-10,000 employees
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed December 2018
Good software but needs upgrades for efficiency
I like onbase but would like to see some efficiency improvements.
PROSAt 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.
CONSNeeds to be more efficient processes; less clicks, more accessibility, drag-drop, etc.
Luis
Professional Training & Coaching, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed September 2022
Soporte del producto
la integración y las multitareas que se pueden configurar
CONSLos tiempos de respuesta de soporte son muy lentos y los clientes no dan espera para sus procesos internos
Tiffany
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2018
Great content management
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.
CONSNothing. 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.
Anonymous
201-500 employees
Used monthly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
3
Reviewed 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.
PROSOnBase 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.
CONSThe 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.
Matthew
Verified reviewer
Government Administration, 501-1,000 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed May 2019
Good database software but has its quirks
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.
CONSThe 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.
Anonymous
51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed April 2020
OnBase as a Documents Respository and Retrieval
Overall, I'm still learning the tool, but I do see the upsides to its use.
PROSI like most all the features this software has to offer, and its modularity. While OnBase can do MANY things, a company only has to purchase the modules relevant to them.
CONSWhat I like least is how to do some simple actions, you have to open and use 3 different applications. While developing forms and workflows, you constantly have to jump back and forth between the apps.
Tamara
Hospital & Health Care, 1,001-5,000 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
FUNCTIONALITY
4
Reviewed December 2022
OnBase Dec 2022 Review
Good-Neutral
PROSEasy to use. When starting my current position actually transitioning to new system, but have to refer back to OnBase periodically.
CONSWhen looking for provider never able to find by name, has to be by NPI. Would like if there were more break downs for references and work history, instead of it being combined into one.
Anonymous
501-1,000 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2018
My Accounting Partner
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.
CONSI just say its very expensive but worth for every single pie. And good things are always worthy.
Anonymous
1,001-5,000 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed August 2019
Hyland Onbase
Converted the paper application process into a electronic digital medium.
PROSThe 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.
CONSThere are a lot of features to use. There is a lot to learn with auto-indexing, search categories, etc.
Rosalyn
Used less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed June 2017
I use OnBase as respository for application in the process of being reviewed; the interface is great
What I like most about OnBase is that the interface is clear and simple. What you see is what you get.
CONSWhat I don't like about the software is that it is hard to navigate. Getting from different screens can have you lost and unsure of how to get back to your original location.
Manikandakumar
Used free trial
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
Reviewed May 2015
This is amazing system compare to other ECM System
* Creating Forms are too easy and good. * Integrating with other business Application (Application Enabler) Code less. * Powerful Workflow Engine.Easily can Design any complex Business flows without customization(Code Less) *OCR Engine Powerful