17 years helping Canadian businesses
choose better software

What Is OnBase?

OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase provides the capability to intelligently automate your business processes so your team can focus on higher value work.

Who Uses OnBase?

OnBase has industry-specific solutions for higher education, insurance, financial services, government, healthcare and commercial industries but offers solutions for organizations in every industry.

OnBase Software - OnBase in dark mode
OnBase Software - OnBase document viewer
OnBase Software - Approval for Ad-hoc task
OnBase Software - Sending to Department
OnBase Software - Workflow

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Reviews of OnBase

Average score

Overall
4.3
Ease of Use
4.0
Customer Service
4.1
Features
4.2
Value for Money
4.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
50%
4
34%
3
13%
1
3%
Stephen
Stephen
Customer Service Representative in US
Verified LinkedIn User
Design, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

OnBase

5.0 5 years ago

Comments: 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
Verified LinkedIn User
Education Management, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Best ECM software on the market with great workflow capability

5.0 7 years ago

Comments: 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.

Taylor
Ophthalmic tech and scribe in US
Medical Practice, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

OnBase software

4.0 last month New

Comments: OnBase is an efficient program, scanning ans sorting documents to the appropriate provider is swift and ease of use is great

Pros:

Great source for managing and sorting incoming faxes, quickly able to find specific documents you are searching for.

Cons:

This program is very efficient, i dont have any serious cons to list.

Randy
Sr. Applications developer in US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

OnBase has gone downhill

1.0 6 years ago

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.

Dedan
Marketing Manager in US
Events Services, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Why OnBase Is The Best

5.0 5 months ago

Pros:

It handles digital signature well and has some leading workflow management features.

Cons:

It has some cool features and has not disappointed us.