About 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.

Key benefits of OnBase

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, United Kingdom, Mexico, United States

    Supported Languages

    English

    Images

    OnBase purchase order
    OnBase document search
    OnBase iPad app
    View 4 more
    OnBase screenshot: OnBase purchase order OnBase screenshot: OnBase document search OnBase screenshot: OnBase iPad app

    Features

    Total features of OnBase: 50

    • API
    • Access Controls/Permissions
    • Alumni Management
    • Approval Process Control
    • Archiving & Retention
    • Batch Processing
    • Billing & Invoicing
    • Business Process Automation
    • Calendar Management
    • Collaboration Tools
    • Compliance Management
    • Compliance Tracking
    • Contract/License Management
    • Customisable Dashboard
    • Data Aggregation and Publishing
    • Deployment Management
    • Document Check-in / Check-out
    • Document Classification
    • Document Management
    • Document Storage
    • Electronic Signature
    • Email Management
    • File Recovery
    • File Sharing
    • Financial Aid Management
    • Forms Management
    • Full Text Search
    • Graphical Workflow Editor
    • HIPAA Compliant
    • Indexing
    • Integrations Management
    • Invoice Processing
    • Medical History Records
    • Metadata Extraction
    • Mobile Access
    • Mobile Capture
    • Offline Access
    • Optical Character Recognition
    • Patient Management
    • Patient Records Management
    • Revision History
    • Risk Management
    • Search/Filter
    • Student Information/Records
    • Task Management
    • Vendor Management
    • Version Control
    • Visual Modeling
    • Workflow Configuration
    • Workflow Management

    Alternatives

    Caspio

    4.6
    #1 Alternative to OnBase
    Caspio is the world’s leading LOW-CODE platform for building online database applications without having to write code.

    monday.com

    4.6
    #2 Alternative to OnBase
    monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

    DocuPhase

    4.4
    #3 Alternative to OnBase
    Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate...

    Quixy

    4.8
    #4 Alternative to OnBase
    Quixy is a cloud-based No Code digital transformation platform that empowers business users with no coding skills to...

    Reviews

    Overall rating

    4.3 /5
    (58)
    Value for Money
    4/5
    Features
    4.2/5
    Ease of Use
    4/5
    Customer Support
    4.2/5

    Already have OnBase?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 58
    Stephen B.
    Overall rating
    • Industry: Design
    • Company size: 501-1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    OnBase

    Reviewed on 20/3/2019

    My overall experience with OnBase has been excellent. I don't know what I would do without it as...

    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.

    Verified Reviewer
    Overall rating
    • Industry: Education Management
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best ECM software on the market with great workflow capability

    Reviewed on 13/12/2017

    Drastically improved workflow processes and document management/retention.

    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.

    Verified Reviewer
    Overall rating
    • Industry: Insurance
    • Company size: 501-1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Storing files and documents

    Reviewed on 23/2/2021

    It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend...

    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

    Randy Z.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    OnBase has gone downhill

    Reviewed on 25/7/2018

    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.

    Cheikh B.
    Overall rating
    • Industry: Computer Software
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    OnBase on the way to being a better content manager

    Reviewed on 9/1/2021

    No more wasting time looking for a PDF, whatever its storage duration.

    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.

    Showing 5 reviews of 58 Read all reviews

    OnBase FAQs

    Below are some frequently asked questions for OnBase.

    OnBase offers the following pricing plans:

    • Starting from: US$25,000.00
    • Free Trial: Not Available

    Please contact OnBase for pricing information

    We do not have any information about OnBase features

    OnBase has the following typical customers:

    11-50, 51-200, 201-500, 501-1,000, 1,001+

    OnBase supports the following languages:

    English

    OnBase supports the following devices:

    OnBase integrates with the following applications:

    DocuSign

    OnBase offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

    Related categories

    See all software categories found for OnBase.