[ Hyland ... Reviews ](https://www.g2.com/products/hyland-onbase/reviews) [ Hyland ... Reviews ](https://www.g2.com/products/hyland-onbase/reviews) # Hyland OnBase Features ##### ## File Management (12) File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Metadata Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. OCR Scanning Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. Versioning Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites Able to create user portals and sites. Disposition Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Mobile Apps iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. Show More ##### ## Workflow (5) Process Automation Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Records Management System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. Case Management System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. Show More ##### ## Platform (5) Internationalization Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage. System of Record Integration Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. Show More ##### ## Customization (7) Document Generation Enables users to create documents for business processes and provides a wide array of templates which are customizable. Process Design The ability to create custom workflows aligned with business objectives. Process Repository A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. No-Code App Development Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. Low-Code App Development Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. Customization Provides a customizable soltution that HR professionals can adjust to suite the organization's needs. HR Integrations Integrates with core HR software to access employee information. Show More ##### ## Collaboration (4) Permissions for Sharing Enable decision-makers to easily share processes with the proper employees. Data Unification Compile data from across all systems so that users can view relevant information easily. Accessibility Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Process Management (6) Process Overview Provides users a holistic view of all workflows so as to see how all processes work together. Process Analysis Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. Real-Time Process Monitoring Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. Unstructured Processes Provides the ability to manage unstructured processes. API Connection Connect with existing systems via API. Document Approval Streamline and simplify document approval processes. Show More ##### ## User Interface Design (4) WYSIWYG Editor Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (3) Application Deployment Releases the application for access on desktop or mobile devices. Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Show More ##### ## HR Content (3) Knowledge Management A place to create articles with important information about processes and other crucial information that is easily accessible by employees. Content Delivery Tools to create and deliver content throughout an organization. Document Management The ability to organize and manage a variety of documents. Show More ##### ## Logistics (3) Security Secure solution so administers can maintain access rights and security. Employee Portal Employee portal lets employees log into the system to access all company and employee information. AI Uses AI processes to automate workflows by developing a comprehensive HR-knowledge base. Show More ##### ## Management (5) Ticketing Platform Tools that help create and manage a ticketing platform that facilitates cross-departamental communication. Single Sign-On The ability to sign onto a platform once and access a variety of software solutions without needing to sign into each one individually. Business Process Management Tools to create and organize business process flowcharts and documentation. Self-Service Web-based or intranet self-service portal enables employees to submit service requests. Dashboard & Reporting Dashboard and reporting on HR activities with workforce analytics capabilities. Show More ##### ## Invoice Management (3) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (4) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Show More ##### ## Analytics (2) Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Integration (3) Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Show More ##### ## Risk (1) Identification Reduces frequency of errors, identifies risk and improves efficiency Show More ##### ## Recovery (1) Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Show More ##### ## Audit (3) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (2) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Show More ##### ## Process Development (1) Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - No-Code Development Platforms (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Enterprise Content Management (ECM) (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Business Process Management (7) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") Laserfiche 4.7/5 (1,206) ](https://www.g2.com/products/laserfiche/reviews) [ ![DocuWare](https://images.g2crowd.com/uploads/product/hd_favicon/1522071240/docuware.svg "DocuWare") DocuWare 4.4/5 (238) ](https://www.g2.com/products/docuware/reviews) [ ![M-Files](https://images.g2crowd.com/uploads/product/hd_favicon/ef8c6b6ad184a941226571c99359fb58/m-files.svg "M-Files") M-Files 4.4/5 (229) ](https://www.g2.com/products/m-files/reviews) [ View All Alternatives ](https://www.g2.com/products/hyland-onbase/competitors/alternatives) Hyland OnBase Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cbdded440dd46c7dcb4debe3e10b5048/microsoft-sharepoint.png "Product Avatar Image") Microsoft SharePoint 4/5 (8,956) [ Compare Now ](https://www.g2.com/compare/hyland-onbase-vs-microsoft-sharepoint) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_567526c3e0ca0f7385662e2e16eeba06/laserfiche.png "Product Avatar Image") Laserfiche 4.7/5 (1,247) [ Compare Now ](https://www.g2.com/compare/hyland-onbase-vs-laserfiche) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1adf4e7962fcd2bb3fa358910908f897/ibm-filenet-content-manager.jpg "Product Avatar Image") IBM FileNet 4/5 (139) [ Compare Now ](https://www.g2.com/compare/hyland-onbase-vs-ibm-filenet-content-manager) ##### Categories on G2 [ AP Automation ](https://www.g2.com/categories/ap-automation)[ No-Code Development Platforms ](https://www.g2.com/categories/no-code-development-platforms)[ Document Management ](https://www.g2.com/categories/document-management) [ Enterprise Content Management (ECM) ](https://www.g2.com/categories/enterprise-content-management-ecm)[ Business Process Management ](https://www.g2.com/categories/business-process-management)[ HR Service Delivery ](https://www.g2.com/categories/hr-service-delivery) Show More ##### Explore More [ Which platform provides the best reporting on local listing performance? 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