OnBase Reviews

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.

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.

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

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

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.

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.

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.

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.

This software is easy to use and fairly user friendly. I like that the software seems to be very literal.

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.

Excellent content manager, excellent as a bpm, you can get the Mix with other systems (dynamics, outlook, your core software) and it woks perfectly

It’s expensive! But every cents worth it

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.

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.

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.

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.

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.

The product is somewhat expensive. You need to purchase individual modules if you need more functionalities. The training classes are not cheap either.

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.

I just say its very expensive but worth for every single pie.

And good things are always worthy.

The program has made approving invoicing more efficient. No more exchanging emails to get approvals.

Very big learning curve to understand program features and uses. When an invoice is rejected the reason is not sent back.

There are tons of connectors and interoperability features. That plus the fact the system is so easy to use!

It does come with a cost that could be hard to swallow for some, but it is so worth it!

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

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.

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.

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.

This software is complex!! It allows you to do a myriad of things all in the name of streamline your workflow.

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.

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.

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.

Integrates into our Allscripts system, excellent communication with technical lead for setup with in depth fault finding

Scripted installation not the simplest, and some issues with compatibility with existing .net versions initially.

I like how you have all documents link together so when you search a name, everything pulls up.

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.

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.

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.

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.

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.

OnBase allows us to securely store and safely access student records easily.

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.

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.

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.

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.

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.

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.

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.

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.

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.