--- title: Hyland OnBase Reviews meta_title: 'Hyland OnBase Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 324 reviews by the users' company size, role or industry to find out how Hyland OnBase works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 324 scale: '5' date_modified: '2026-06-18' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Hyland OnBase Reviews **Vendor:** Hyland **Category:** [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm) **Average Rating:** 4.4/5.0 **Total Reviews:** 324 ## About Hyland 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 LOBs 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 without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT, delivering faster ROI. OnBase speeds up processes and reduces costs by capturing important information into a single system so you can manage data, documents and processes. Workflow can be configured to address your departmental, industry and enterprise challenges. Organizations also benefit from low-code application development and a range of multichannel capture options. OnBase can integrate with your existing systems and provide instant access to everyone who needs it, giving visibility into your processes and system performance while securely storing, protecting and expunging your content. ## Hyland OnBase Pros & Cons **What users like:** - Users value the **ease of use** of Hyland OnBase, facilitating seamless integration and access to essential documents. (70 reviews) - Users appreciate the **user-friendly platform** of Hyland OnBase, enhancing workflows and electronic records management across various departments. (42 reviews) - Users value the **versatile capabilities** of OnBase, appreciating its innovative features and extensive customization options. (32 reviews) - Users value the **customization** capabilities of Hyland OnBase, enhancing workflows and adapting to diverse needs. (25 reviews) - Users find Hyland OnBase to be an **incredibly reliable software** that streamlines complex processes and enhances efficiency. (25 reviews) - Users appreciate the **versatility** of Hyland OnBase, praising its scalability and user-friendly design for various needs. (25 reviews) - Users value the **extensive customization options** of Hyland OnBase, accommodating various use cases and individual needs. (24 reviews) - Users value the **customizability** of OnBase, enabling tailored solutions for diverse industry needs and challenges. (23 reviews) - Flexibility (22 reviews) - Workflow Efficiency (22 reviews) **What users dislike:** - Users find **missing features** like redactions and zip file compatibility complicate their overall OnBase experience. (31 reviews) - Users report **update issues** post-upgrade, experiencing document locking problems and connection difficulties with the Line of Business Broker. (24 reviews) - Users often face **poor customer support** , struggling with unanswered questions and limited assistance when needed most. (21 reviews) - Users face significant **technical issues** with document locking and connectivity in the cloud-based Hyland OnBase system. (21 reviews) - Users find the **learning curve challenging** , as complex configurations and navigation can be confusing for new users. (20 reviews) - Users find the **complexity** of Hyland OnBase challenging, requiring significant training and resources for effective use. (19 reviews) - Learning Difficulty (17 reviews) - Needs Improvement (14 reviews) - Not User-Friendly (14 reviews) - Expensive (12 reviews) ## Hyland OnBase Reviews ### 1. I'm blown away by today's AI presentation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Hyland OnBase?** OnBase does so much innovating, We've only scratched the surface **What do you dislike about Hyland OnBase?** CPE support can be slow to respond when opening a ticket **What problems is Hyland OnBase solving and how is that benefiting you?** Managing medical records content ### 2. Government Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Hyland OnBase?** It is very user friendly and has a number of features. **What do you dislike about Hyland OnBase?** Can be slow wtih support through Hyland directly. **What problems is Hyland OnBase solving and how is that benefiting you?** Procurement Approval process. ### 3. Very Flexible **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Hyland OnBase?** Workflow and WorkView Features are great **What do you dislike about Hyland OnBase?** Not easy to learn, takes quite some time. **What problems is Hyland OnBase solving and how is that benefiting you?** Automation of Account Onboarding Process ### 4. OnBase Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Hyland OnBase?** I like how complex and customized you can configure your solution. **What do you dislike about Hyland OnBase?** OnBase Studio's code editor could use more features that would make testing custom Unity Scripts easier. **What problems is Hyland OnBase solving and how is that benefiting you?** We have a lot of complicated workflows and business rules that we can automate to reduce human entry error. ### 5. OnBase **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Hyland OnBase?** Completly scalable solution where you can use as much or as little of the functionality as you need **What do you dislike about Hyland OnBase?** It can sometimes be difficult to find the best way to do something **What problems is Hyland OnBase solving and how is that benefiting you?** Electronic Forms and Workflows as well as Document storage ### 6. OnBase - Community Bank **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Hyland OnBase?** Great tool to easily store and retrieve business documents. Workflow and Unity Forms make it very easy to standup powerful applications in a short amount of time. **What do you dislike about Hyland OnBase?** Configuration interface is a thick client that needs to be updated. Some configuration features are limited and should be expanded to reduce manual entry (e.g. security keywords). **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase is an excellent document repository that allows secure access to documents from anywhere - anytime. This changed the way our bank does business and helped especially during COVID. Also, Workflow and Unity Forms help to streamline our business processes while providing a window into the status of an item at any time ### 7. excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Hyland OnBase?** It is very easy to use and implemente OnBase produts. **What do you dislike about Hyland OnBase?** Too many features and integratoin a bit complex. **What problems is Hyland OnBase solving and how is that benefiting you?** It is replacing the Nautilus application. ### 8. Hyland/OnBase fan for higher education **Rating:** 4.0/5.0 stars **Reviewed by:** Angie M. | Senior System Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Hyland OnBase?** OnBase cuts processing time in half!!!!! **What do you dislike about Hyland OnBase?** OnBase could be difficult to configure.. **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase has solved our document repository (taking us from a paper campus to a digital campus) issues. It has also cut our processing time in half for transcript processing as well as other student document processes. ### 9. OnBase - A Framework for Building Robust Solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Mark B. | Sr IT Business Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** December 30, 2022 **What do you like best about Hyland OnBase?** OnBase has many useful out-of-the-box tools or features that provide a framework for solutions targeting many industries. I believe the module or tool that stands out the most is OnBase Workflow. It has many configuration options that can be leveraged to solve a business problem of any scale, whether an approval process for approving time off or a much more integrated workflow with another line of business application such as an ERP or an EHR. **What do you dislike about Hyland OnBase?** The downside of using OnBase is the maintenance aspect of it. It is not the easiest of applications to upgrade and requires many hours of planning, troubleshooting, and patience while working with Support. Hyland is focusing on making upgrades easier by adopting the cloud model, but the other aspect is the product's quality. Be prepared to do multiple iterations of builds/versions before landing on a solid build. **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase is mainly used in our space as a document repository for our EMR. There are many tools to make sure the patient has a complete medical record chart, and it offers tight integration with these systems. We also use it with HR and Payroll to ensure employee documentation is updated when events happen within our HR system. ### 10. Perfect for Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Sheryl M. | Specialist II - Accounts Payable, Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2023 **What do you like best about Hyland OnBase?** It is very helpful especially on searching and uploading of invoices. We can check easily the status of the invoices through onbase. **What do you dislike about Hyland OnBase?** You will put to the start again whenever your internet messes up. The app will close and you need to restart again espcially when I am uploading or importing pdf files. **What problems is Hyland OnBase solving and how is that benefiting you?** It benefits me in a way that I can easily see the status of the invoices also if there is an issue with the invoice we can make a note and route to the person assigned. ### 11. The Swiss Army Knife of Content Management Systems **Rating:** 5.0/5.0 stars **Reviewed by:** Andy B. | OnBase Administrator and Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Hyland OnBase?** The versatility. OnBase is a highly-configurable content & process management solution that can fit into nearly any enterprise ecosystem. The content management core is robust, and the array of additional tools and modules offered build on top of it in such a way that it can fit almost any business process need imaginable. **What do you dislike about Hyland OnBase?** With the number of modules and configurability on offer, it's possible to get lost in the technical weeds when fine-tuning the solution. Making the most of OnBase's integration capabilities requires knowledgeable software developers. This need is lessened if your organization has an investment in other solutions for its industry which OnBase has first-party integrations with. **What problems is Hyland OnBase solving and how is that benefiting you?** We leverage OnBase for records management and retention across multiple business units. Its document storage, classification, and retrieval capabilities supplement multiple line-of-business systems to assist with information sharing across the enterprise. We also leverage OnBase's Electronic Plan Review module to supplement our permitting and licensing solution, enabling quicker turnaround of development project reviews. OnBase's Agenda Management module allows us to live-stream, archive, and cross-reference content for our public boards and commissions. ### 12. OnBase continues to grow with additional business solutions - 11 years and going strong! **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie B. | Enterprise Content Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Hyland OnBase?** OnBase is a toolbox that is built to the customer's needs. We have added many tools through the years and have developed many business solutions that helped automate processes. The ability for business users find documents with self-service is a MUST. Community support is available to reach out to other customers and Hyland associates when a solution or issue is needed. **What do you dislike about Hyland OnBase?** Waiting for a response from support when there is a critical issue. The support team is good but some of my solutions are unique and need specific skill sets to resolve. There is an escalation process available that I have used before. **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase has many applications. SAP integration was key to the original selection of OnBase. - AP Invoice automation and SAP integration - user access to invoices and associated documents in one repository. Ability to access documents directly from SAP - AR process automation by creating Unity Forms to drive requests and speed entry with accurate data. Prior to this solutions, emails were used for requests which often contain inaccurate data - Regulatory Documents self-service access. Migrating documents from secured shared folders to OnBase allowed secured access and team members to view and retrieve documents without having to send a request to the Regulatory team. - Capital Expense Requests - automated the approval workflow process and ability to view status and access to documentation - Export Orders - management of specific export order types and required document tracking - Vendor Master data management - new requests and updates with an approval process. A future step will be to automate the entry into SAP at the completion of the approved request. ### 13. With OnBase there is a way **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2023 **What do you like best about Hyland OnBase?** OnBase is a robust storage solution that has so many additional features and functionality that is finds way to help out with most of the problems the organization faces. **What do you dislike about Hyland OnBase?** OnBase is a very strong product that can offer many different solutions but with all its functionality it can be complex to set up. **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase is solving many issues for our organization such as automation of time consuming tasks. It's ability to mass import documents via a plethora of ways allows for the end user staff to focus on more complex job functions. ### 14. Robust solution for maintaining contents for business **Rating:** 4.5/5.0 stars **Reviewed by:** Mukul V. | Graphics designer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Hyland OnBase?** The content arranging, creating and managing feature is incredible of this software. The and the UI is supportive and beneficial for all kind of businesses and organisations. Makes the users free of doing manual process for the workflow and completing projects and tasks. Everything can be done with the help of its automation feature available in this software. The Onbase system can be easily configured and integrated with all the several other softwares like CRM platforms and marketing tools for increasing your company productivity. **What do you dislike about Hyland OnBase?** When migrating or transferring big data or information from your system to another system or server. The UI of Onbase software gets clunky sometimes. And even stops responding to all the commands for few seconds. The processing speed of the software gets affected due to this, and delay is seen in completion of assignments and tasks issued to your employees. **What problems is Hyland OnBase solving and how is that benefiting you?** The software has really helped us intuitively and efficiently arranging and maintaining every workflow solution in the most helpful way. After started using this software, the document and file sharing or transferring process releifed us. Everything is done automatically with the help of this software. ### 15. How OnBase can resolve business challenges **Rating:** 4.5/5.0 stars **Reviewed by:** michael B. | Application Development Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 21, 2022 **What do you like best about Hyland OnBase?** Onbase is a powerful product to assist organizations in developing staff workflows that stream lines worflows. **What do you dislike about Hyland OnBase?** Because the product has such robust tools teams need to have understood how the product is configured. **What problems is Hyland OnBase solving and how is that benefiting you?** Being able to automate document capture and index has greatly benefited our organization ### 16. Flexible ECM platform for Insurance Industry needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2022 **What do you like best about Hyland OnBase?** OnBase platform is very flexible for implementing complex Insurance solutions. It helped to implement the scanning and document ingestion needs. It also helped to implement secure document management needs. OnBase facilitated the document distribution needs. **What do you dislike about Hyland OnBase?** There are no significant dislikes from a usability and functionality perspective. There are areas of improvement for administration and change management as well as change migration. **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase solved document ingestion problems through scanning, MFP, email, and ad-hoc upload. OnBase helped with the implementation of secure storage of document repositories. OnBase facilitated display and distribution of documents. ### 17. Excellent with OCR capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Anoop Kumar P. | Head Of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2023 **What do you like best about Hyland OnBase?** Integration capabilities with the multiple systems across the organizations, including OCR's and financial systems. **What do you dislike about Hyland OnBase?** Pricing should be more flexible and easy to understand. **What problems is Hyland OnBase solving and how is that benefiting you?** It is taking care of complete workflow automation and paperless initiatives across organizations ### 18. Very Good **Rating:** 5.0/5.0 stars **Reviewed by:** John Aiver T. | Accounts Payable Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about Hyland OnBase?** Onbase is so helpful when it comes to managing my content, processes and cases. **What do you dislike about Hyland OnBase?** Nothing to hate on Onbase. Everything for me is good. **What problems is Hyland OnBase solving and how is that benefiting you?** Onbase helps me organize everything. ### 19. Automated tool for document management and workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2022 **What do you like best about Hyland OnBase?** OnBase allows users to retrieve and review documents/reports in one convenient, easy-to-use place. The process was very manual before OnBase implementation. **What do you dislike about Hyland OnBase?** We don't have any general dislikes about the OnBase product. The support at Hyland has been lacking for the last couple of years. **What problems is Hyland OnBase solving and how is that benefiting you?** OnBase took a very manual process and automated it. Documents were sent to a centralized imaging department by branches. Sometimes these would get lost in transit. Now documents are uploaded directly to OnBase with no turn around time for imaging. Users are able to retrieve information more accurately and very quick now. ### 20. Clean interface, good organization, controls take a little bit of an adaptation period **Rating:** 3.5/5.0 stars **Reviewed by:** Trevor A. | Accommodation Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 23, 2021 **What do you like best about Hyland OnBase?** The interface is useful and expansive. The multiple panes allow the user to see everything that needs to be seen. The exporting options are effective and the PDF viewing option is really great as it allows for quick and easy printing download, etc. (At least while using Chrome as the browser - I haven't used it on any other browser.) The categorization for types of documents is also very helpful. It is easy to toggle between different documents within the same profile and this makes it easy for profiles that have a great number of documents. **What do you dislike about Hyland OnBase?** The interface is a little overwhelming at first, especially if previous file management systems looked different (or you're upgrading from a much older system). It relies a little too much on clicking specific items instead of labels or buttons. It also seems to have extraneoius features and outcomes, but that could be due to our purposes - this is an enterprise product but we use it only for document management of fiels that are 3 or more years old. The seperate panes in the interface are good but the navigation and visual clutter is a little too high within each pane. It also doesn't work well with dark mode or dark readers for users that have those options. **Recommendations to others considering Hyland OnBase:** The biggest thing is to make sure your current documents can be easily moved over, with the same labels and categorization. **What problems is Hyland OnBase solving and how is that benefiting you?** It allows us to easily access a great number of documents for specific student files. It is a catch-all for anyone who needs to access to these files and documents. It was especially easy to move over documents from our previous document management and storage system (Nolij). Our ITS was able to pull everything over with the same categories and labels with no issues whatsoever. ### 21. Onbase access for higher education **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Hyland OnBase?** I work for high education. It's great to be able to be able to upload/print files within to save for better access later. Additionally, we get requests within to assist with students needs with the workflow folder. It's also easy to view and complete tasks. **What do you dislike about Hyland OnBase?** Sometimes, Onbase can be difficult to navigate through. For some documents, we need to add highlights or notes to. It took me awhile to find where these are located. I also don't like that some tasks within the workflow folder can only be viewed by one person. So if someone is working in it, another can't view it. Also, if u log off before you get out of a task, it locks it. So you will be unable to view it until you u lock it from the settings menu. **What problems is Hyland OnBase solving and how is that benefiting you?** With higher education, we are able to save a lot of documents within. This way, we can type in a students ID and see everything that we have uploaded historically to a students file. This is a huge benefit, as we don't have to have multiple applications open and just this one. ### 22. ONBase replace **Rating:** 2.0/5.0 stars **Reviewed by:** don B. | Business Architect **Reviewed Date:** June 06, 2022 **What do you like best about Hyland OnBase?** Houses all material and formats, does work **What do you dislike about Hyland OnBase?** Too costly, not as user friendly as we would like **What problems is Hyland OnBase solving and how is that benefiting you?** Financial invoice capture and workflow of approvals ### 23. Very helpful, simple, accurate tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Danyelle H. | Program Services Evaluator 2, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about Hyland OnBase?** I like that I can view documents that have been uploaded in real time. **What do you dislike about Hyland OnBase?** I like everything about Onbase that I have learned so far. **What problems is Hyland OnBase solving and how is that benefiting you?** I am solving eligibility problems for clients by allowing them to submit proper documentation through a portal to Onbase so that their eligibility can be determined easily and quickly. There are many benefits to this. ### 24. Paperless document flow and mailing **Rating:** 5.0/5.0 stars **Reviewed by:** Jose Carlos M. | Analista de operaciones, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2022 **What do you like best about Hyland OnBase?** Easy document flow and approval chain management, optimizing resources, visibility of documents in the process. **What do you dislike about Hyland OnBase?** Complex programming and view with many modules **Recommendations to others considering Hyland OnBase:** It is suitable for large organizations with routine document approval processes and high invoice receipt. **What problems is Hyland OnBase solving and how is that benefiting you?** Physical document flow Physical file management Chain of approval by mail Visibility of external documents such as invoices ### 25. Great way to organize issues **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Hyland OnBase?** This has a great way to organize issues we have and submit for adjustments to our deals. Offices are able to escalate problems through onbase but as a use on the other end I find it pretty simple to use once you're properly trained on what to do. The automatic emails when something gets completed or needs more attention is probably my favorite feature. **What do you dislike about Hyland OnBase?** It's a little clunky looking. I find it to be a bit outdated in appearance but it does the job it needs to and that's keeping track of our submissions. **Recommendations to others considering Hyland OnBase:** Make sure everyone is properly trained on how to use it so that you and everyone else is getting the most out of it **What problems is Hyland OnBase solving and how is that benefiting you?** Organizing our issues and making sure they get completed. Paying agents faster and accurately. ### 26. Awesome solution to Organization Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy O. | CIO, Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2020 **What do you like best about Hyland OnBase?** The integration with all of our line of business systems. The ability to create workflows between line of business systems without the need of programmers. **What do you dislike about Hyland OnBase?** Not really any downsides that we see. Very user friendly **Recommendations to others considering Hyland OnBase:** Think outside the box. **What problems is Hyland OnBase solving and how is that benefiting you?** We create workflows between departments using multiple line of business applications. The single authoritative source is great. One location for all documents and the ability to move processes thru different offices has been a tremendous value. ### 27. Useful when it works **Rating:** 3.0/5.0 stars **Reviewed by:** Peter V. | Senior HR Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** May 26, 2021 **What do you like best about Hyland OnBase?** When all of the algorithms are correctly implemented and upstream correctly set up, it can be very useful for generation of one person's documents or work contract. It saves a lot of time compared to manual creation. **What do you dislike about Hyland OnBase?** It usually takes a long time to update the aforementioned algorithms. Updating these algorithms can also be a hit or miss task, as updating one section can sometimes backfire and mess up the formatting of the document. The details also have to be correctly set up in the upstream tool, otherwise, the document might not generate at all or can be generated incorrectly. The biggest downside however, is not having the option for mass upload. Whenever you need to upload documents for multiple candidates, you have to do it one by one, which can be very time-consuming. The UI looks a bit dated and can feel clunky at times. **Recommendations to others considering Hyland OnBase:** Once you get used to it, the tool can be very useful, but please be mindful of its limitations. Also be aware that the tool will need your manual input in many cases. There might also be scenarios where you will not be able to use the tool at all, depending on specific business need. Also carefully review the documents when generated and whenever you spot an error, report it to your supporting team as soon as possible. Keep track of these errors and inform your peers as well. **What problems is Hyland OnBase solving and how is that benefiting you?** In my previous company, OnBase was primarily used for document generation. If properly implemented, the tool can be very efficient and time-saving. It's also easier to keep track of the document uniformity as it reduces the need for manual intervention. ### 28. Very user friendly application **Rating:** 5.0/5.0 stars **Reviewed by:** Abdul H. | Senior Quality Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2021 **What do you like best about Hyland OnBase?** It is very user friendly and lot of features it really easy to access and it has capabilities to implement any integration products like as guidewire Insurance suit and healthcare systems **What do you dislike about Hyland OnBase?** Nothing to say anything on OnBase. I always like to work in OnBase **Recommendations to others considering Hyland OnBase:** There is no auto logout. When open onbase after idle state. It throwing exception error. It could be issue only my organisation level. But I'm not sure **What problems is Hyland OnBase solving and how is that benefiting you?** Auto documents classification and indexation. I found some bugs in product. And those has been fixed.. ### 29. Rigid, Fixed Functionality. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Hyland OnBase?** OnBase does the most basic search and index functions well. It doesn't lag or have latency very often. The user can have multiple windows open and move them between screens for the most convenient arrangement. Entries can be indexed in a variety of ways - by control number, alphabetical order, index number, and so on. There's also the ability to add notes to the documents, which is an important function for customer service. **What do you dislike about Hyland OnBase?** Outside of its most basic search and index functions, Onbase is an unyielding program. If a document isn't indexed 100% by the book, it can be easily lost and not appear on searches. There is also an error that generates when a particular 'flag' is missing on the document. When this happens, it is impossible to attach a copy to an active transaction in the cash drawer, and only a supervisor can override it. Onbase is prone to freezing and crashing when there is a high volume of documents in the system. **Recommendations to others considering Hyland OnBase:** I wouldn't recommend this as a primary system to handle documentation. It is not entirely reliable, it crashes under heavy loads, and it isn't very flexible when it comes to overall functionality. **What problems is Hyland OnBase solving and how is that benefiting you?** Indexing documents with Onbase is a simple process. It simplifies and streamlines the indexing process and allows for bulk processing. ### 30. A perfect ECM **Rating:** 5.0/5.0 stars **Reviewed by:** Mayank B. | Associate Manager (ECM) , Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2021 **What do you like best about Hyland OnBase?** End user perspective: Very easy to use by end users as the look and feel is similar to any Microsoft application. Developers perspective: Extremely easy to develop custom solutions compared to other ECMs. Administrators perspective: this is one of the ECM which is very well organised and maintenance of application is very easy. Onbase can be integrated with any 3rd party application very easily. **What do you dislike about Hyland OnBase?** Change migration between different environments needs to be improved further. When there are dependencies between the custom solutions hen the existing out of the box change migration isn't 100% effective. **Recommendations to others considering Hyland OnBase:** If you are looking for an ECM which is low mentainence and easy to used then Onbase should be the first choice. **What problems is Hyland OnBase solving and how is that benefiting you?** Onbase Workflow are being used to effectively initiate the approval of Rx prescriptions and complete the entire order processing. Benefits: the cycle time for approvals, placing the order, validationg the orders, shipping the orders has greatly reduced from 3 days to less than 1 day. ### 31. OnBase is powerful tool in ECM. **Rating:** 5.0/5.0 stars **Reviewed by:** Manikandakumar S. | ECM Team/Technical Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Hyland OnBase?** OnBase is an ECM tool containing all kinds of modules to automate the business processes and archive the documents in a structured way. This solution code less solution. Even without knowing the programming, anyone can easily learn and develop upon the organization's needs. Especially case management, workflow, and unity form are more potent. It definitely will fit any organization as this is the ultimate solution you can alter to suit any requirements. It supports a cloud base, so you no need to maintain any server infrastructure to manage the solution. It is having strong integration with Microsoft products and a lot of plugins to integrate with third-party integration and also providing APIs. I strongly recommend that organization should try this solution since this will full fill your expectation there is no doubt about that. **What do you dislike about Hyland OnBase?** Web client interface to be moderated as look and feel is not the expectation. **What problems is Hyland OnBase solving and how is that benefiting you?** I did a significant implementation. In my experience, the most common problems OnBase has helped solve relate to efficient document workflow solutions, data capture, reporting dashboards, document sharing, unity form, retention, and case management. It automates any complex processes as you can eliminate human mistakes as much as possible, so your cost in a suitable manner. ### 32. USER THOUGHTS REGARDING ONBASE SOFTWARE **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2021 **What do you like best about Hyland OnBase?** The ability to have multiple categories to store and retrieve documents. **What do you dislike about Hyland OnBase?** Few occasions when images documents would somehow be directed to another file or categorical location not specified by user. **Recommendations to others considering Hyland OnBase:** Very helpful and efficient tool especially useful when having to keep track of clientele records and specific and contracts etc., **What problems is Hyland OnBase solving and how is that benefiting you?** The need to maintain tons of paper and clutter, frees up office space as well as efficiency when retrieving specific docs. Beneficial in the aspect of knowing where to extract pertinent data and less time consuming in the attempt to manage categorically and file manually. Reduces time constraints as well and the query when searching makes it easier to find what you are looking for versus an old dusty filing cabinet with old and aged and illegible or even faded documents . ### 33. Great Products, Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Relations | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2021 **What do you like best about Hyland OnBase?** We use onbase for our Agenda Management and the unity client for document management. Both are very easy to use. Searching for items is fast with multiple ways to locate documents. For the agenda's we have mulitiple users, training is easy, uploading items to the web is simple as clicking a button. **What do you dislike about Hyland OnBase?** Every once in a while things don't upload properly, but there is a work around to get it accomplished **What problems is Hyland OnBase solving and how is that benefiting you?** For audits, we used to have to pull hard copies of invoices they requested to review, now the auditors search for invoices themselves and only request a hard copy if they are unable to locate one. ### 34. Nice product to store and retrieve paper documents. **Rating:** 4.5/5.0 stars **Reviewed by:** Aswini S. | Software Developement Senior Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2021 **What do you like best about Hyland OnBase?** Best way to save bulk documents to the storage system. Workflow is beneficial to speed up the work. Configuration and working are pretty much easy to do. With every latest version, Hyland is bringing a lot of changes to the product. If we have access to all licenses, we can customize a lot of things as per the requirement. **What do you dislike about Hyland OnBase?** Version compatibility is troublesome, some functionalities will break in the upgraded version. **What problems is Hyland OnBase solving and how is that benefiting you?** Best way to save and pull the documents. ### 35. One of the most user friendly application ive come across **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2021 **What do you like best about Hyland OnBase?** It is easy to use and manage. Very flexible both to use and to administer. Really like the granular level of configuration that it provides. **What do you dislike about Hyland OnBase?** Some programming functions like loops are not available out of the box. Have to have good knowledge of the Workflow/Workview modules to really make full use of the product. **What problems is Hyland OnBase solving and how is that benefiting you?** Document archival was our foundation. Once we created a repository of all our documents in e-form, we automated a number of our processes, even with one-way integration. We have developed Claims, Survey, SMS notification and Procurement processes using Onbase. ### 36. User Friendly software **Rating:** 5.0/5.0 stars **Reviewed by:** Kapil D. | Finance Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2021 **What do you like best about Hyland OnBase?** It is the perfect solution to store and retrieve all the documents at one place **What do you dislike about Hyland OnBase?** There is nothing to dislike about this software. **What problems is Hyland OnBase solving and how is that benefiting you?** Storing all documents physically and retrieving information from that was really very hectic task. However, onbase proved to to be very beneficial in doing all that task. ### 37. Beneficial, efficient and speeds up the work system. **Rating:** 5.0/5.0 stars **Reviewed by:** Hennyssy A. | College Instructor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2021 **What do you like best about Hyland OnBase?** The most helpful thing about onbase is that it lets our system to easily track all the documents needed. It contains the records of all the processed, unprocessed, and on going status of our works. **What do you dislike about Hyland OnBase?** The thing that keeps me troubled when using this system is that too much information sometimes causes it to lag or breakdown. **What problems is Hyland OnBase solving and how is that benefiting you?** As I said the previous statement. When I urgently need informations, status and documents. I can easily track it down thru onbase ### 38. Good tool to share documents **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Hyland OnBase?** Many options, different views, easy for user interface **What do you dislike about Hyland OnBase?** Would like to be able to move between tasks easier **What problems is Hyland OnBase solving and how is that benefiting you?** Distribution, review and approval of Invoices ### 39. Its a great Content Management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Danura L. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2021 **What do you like best about Hyland OnBase?** Flexibility of customization with perl scripts **What do you dislike about Hyland OnBase?** Not really a dislike point in this tool comparison with other tools. **Recommendations to others considering Hyland OnBase:** Yes. If you want good quality content management solution try onbase. Very professional service also. **What problems is Hyland OnBase solving and how is that benefiting you?** Content management issues and modifying issues. ### 40. All in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Hyland OnBase?** It's easy to upload, download and view documents **What do you dislike about Hyland OnBase?** Not I think of anything that don't like in it. **Recommendations to others considering Hyland OnBase:** If you are looking for a one window operation and get rid of paper files Onbase is the right choice. **What problems is Hyland OnBase solving and how is that benefiting you?** Getting rid of paper files and making everything virtual and easy to find. We can see all the data and documents of each employee on one place and access from pne place. ### 41. A highly tool-able ECMS for nearly any requirement set **Rating:** 5.0/5.0 stars **Reviewed by:** Andy B. | Owner/Operator, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2020 **What do you like best about Hyland OnBase?** With OnBase, Hyland offers a wide variety of modules and capabilities allowing customers to build a made-to-order solution without having to pay for features they're never going to use. Many of OnBase's tools are highly configurable without any need for custom programming, but the ability to do so is there if you wish to devote the resources to it. The workflow & workview modules allow for the building of in-system applications and rules-based process automation to easily reduce your dependence on paper-based processes. **What do you dislike about Hyland OnBase?** Unlike the punctuality of their tech support and sales staff, if you are considering becoming a cloud-hosted customer, be prepared for extended wait times for service from the cloud team. Also, while Hyland's modules cover capabilities and integrations with many different platforms, native support for Google apps is very minimal. This can be circumvented if you have a knowledgeable development staff to develop custom integrations, but first-class out-of-the-box support for Google Docs instead of a dependence on Microsoft Office would be better. **Recommendations to others considering Hyland OnBase:** Invest in training team personnel. I'd recommend having a certified admin and one extra for every 200 or so employees. Also have 2 or 3 certified workflow or worview developers if you choose to purchase those modules. **What problems is Hyland OnBase solving and how is that benefiting you?** Our most recent initiative was to implement an E-Plan Review system in OnBase to replace our paper-based review system for engineering, commercial building, and zoning permit reviews. The switch helped to shave weeks off of turnaround times and has drastically reduced paper waste & storage. Clients now receive instant notification when a review has completed on their submitted project. If changes need to be made and re-submitted, clients can make those changes and resubmit digitally without the need to pick-up old sets of paper plans and have new ones printed and dropped-off. ### 42. An Overall Solid Product **Rating:** 4.0/5.0 stars **Reviewed by:** Eric Z. | Software Developer II, Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2020 **What do you like best about Hyland OnBase?** OnBase can be molded to fit many different use cases and can be used in some capacity in almost every department of a company. **What do you dislike about Hyland OnBase?** There are a number of different applications that need to be used when being an administrator for this product. It is also best to keep as many end users on the same application (Unity, Thick client, Web client) as possible to reduce confusion and help make upgrades easier. **Recommendations to others considering Hyland OnBase:** OnBase is something that can be used as little or as much as your business needs. If you are interested in OnBase and it feels like the best option, starting by using it in a smaller role with minimal risk may be a good way to test it out in a real world scenario. **What problems is Hyland OnBase solving and how is that benefiting you?** In my experience, the most common problems OnBase has helped solve relate to efficient document workflow solutions, data capture, reporting dashboards, and document sharing. ### 43. Unlimited Possibilities for Innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | Vice President Of Development, Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2020 **What do you like best about Hyland OnBase?** The ability to connect any 3rd party application and configure the system to create endless possibilities for business process automation **What do you dislike about Hyland OnBase?** The server infrastructure and upgrade process. We have over 20+ servers to make our system run efficiently. Since we are an Enterprise customer, we have all modules that they offer so every module has to be upgraded individually at upgrade time and it makes it really difficult to test and move to the next version. The infrastructure setup alone requires a fully staffed team that is extremly knowledgeable around server infrastructures. Otherwise, I suggest being in the Cloud which is A LOT more expensive. **Recommendations to others considering Hyland OnBase:** Start small and understand your goal for the solution you are trying to build. OnBase can handle anything you can dream about. Try not to overcomplicate it from the start. **What problems is Hyland OnBase solving and how is that benefiting you?** We are trying to run all of our internal business processes through OnBase. We have already saved over 25,000 hours in processes on an annual basis to the point where we have not had to grow our Operational staff to support our growing business. ### 44. Excellent document management solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2021 **What do you like best about Hyland OnBase?** Robustness of application, ease of use and solution completeness **What do you dislike about Hyland OnBase?** I used it few years ago and did not find anything that sufficed my needs . I have not used it recently however making it more UI centric with modern UI standards and paradigm would take it next level of usage. **Recommendations to others considering Hyland OnBase:** Highly recommended **What problems is Hyland OnBase solving and how is that benefiting you?** I was working for an insurance company that had compliance of keeping the document safe for many decades. So the need was to have a secure storage and reduce the physical storage for the cost and safety. ### 45. Excellent Enterprise Process Management Suite **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2021 **What do you like best about Hyland OnBase?** It takes the content in various formats, including pdf, txt, tiff etc. **What do you dislike about Hyland OnBase?** However, with the version I used, the images or certain formats were loading slowly. This has also resulted in the application to crash sometimes. **What problems is Hyland OnBase solving and how is that benefiting you?** Process or Content Management for Healthcare including reconcilation ### 46. Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2021 **What do you like best about Hyland OnBase?** OnBase is very user-friendly and scalable. It helps cut down on costs and increase efficiency. **What do you dislike about Hyland OnBase?** Price - it is a very expensive solution, but can be worth the cost if implemented and used correctly. **What problems is Hyland OnBase solving and how is that benefiting you?** Increased efficiency in A/P - invoices are scanned or automatically imported through email. Invoices are then indexed and routed to the correct cost center approvers, and an audit trail is created showing approval dates. ### 47. OnBase- The best! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Hyland OnBase?** Alot of options when it comes to sharing reports, indexing documents, etc. **What do you dislike about Hyland OnBase?** OnBase's only downfall that I can point out is that it crashes often. In a work week it would crash prob 10 times in 5 days. **What problems is Hyland OnBase solving and how is that benefiting you?** We use a third party business partner with some document ingestion to help with a backlog. It has helped tremendously with that! ### 48. An amazing Application that keep track of all our business process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2021 **What do you like best about Hyland OnBase?** That Onbase notifies me when it is my turn to work on a particular process **What do you dislike about Hyland OnBase?** So far I cant complain it has been a smooth ride **What problems is Hyland OnBase solving and how is that benefiting you?** it keeps track of our invoices as we process them across different application and business processes ### 49. One of the best Enterprise Content Management System Platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2021 **What do you like best about Hyland OnBase?** It is highly flexible and configurable tool.File sync, storage, Security and Archiving are best features i like here. Customer support is awesome. **What do you dislike about Hyland OnBase?** I don't have any dislikes here, but i feel that premium subscription training that it provides is little bit costly. **Recommendations to others considering Hyland OnBase:** I recommend others to use Onbase for fast growth of your business by storing large volume of files. **What problems is Hyland OnBase solving and how is that benefiting you?** Large volume of files can be stored securely and safely here which helps in increasing the business rapidly and fastly. ### 50. OnBase is limited in functionality but otherwise works well **Rating:** 3.0/5.0 stars **Reviewed by:** Douglas K. | Financial Aid Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2021 **What do you like best about Hyland OnBase?** We can forward requests to supervisors but not comment on why. **What do you dislike about Hyland OnBase?** The functionality is limited and notes cannot be added. We cannot create new labels for additional documents. Also we cannot email documents from OnBase to other staff. **What problems is Hyland OnBase solving and how is that benefiting you?** We use it for document scanning and review. ## Hyland OnBase Discussions - [Is OnBase OOTB has auto logout and single sign on features](https://www.g2.com/discussions/is-onbase-ootb-has-auto-logout-and-single-sign-on-features) - 1 comment, 1 upvote - [Where is enterprise content management (ECM) needed in my organization? Why do we need ECM in our organization?](https://www.g2.com/discussions/where-is-enterprise-content-management-ecm-needed-in-my-organization-why-do-we-need-ecm-in-our-organization) - 1 comment, 1 upvote - [What does ECM do for business?](https://www.g2.com/discussions/what-does-ecm-do-for-business) - 1 comment, 1 upvote - [Why do I need ECM for records management?](https://www.g2.com/discussions/why-do-i-need-ecm-for-records-management) - 1 comment, 1 upvote - [What is OnBase used for?](https://www.g2.com/discussions/what-is-onbase-used-for) - 1 comment - [View Hyland OnBase pricing details and edition comparison](https://www.g2.com/products/hyland-onbase/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-06-18+05%3A09%3A55+-0500&secure%5Bsession_id%5D=3c4d9a11-2f06-43e8-90d1-16ed924f5690&secure%5Btoken%5D=6c14f1128e4553b519cba24446570796193a6662205f4fccd016941c24c122c9&format=llm_user) ## Hyland OnBase Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Ellucian Banner Student Aid](https://www.g2.com/products/ellucian-banner-student-aid/reviews) - [Epic](https://www.g2.com/products/epic/reviews) - [FIS](https://www.g2.com/products/fis/reviews) - [Infor M3](https://www.g2.com/products/infor-m3/reviews) - [Q2](https://www.g2.com/products/q2-software-inc-q2/reviews) ## Hyland OnBase Features **Customization** - Customization - HR Integrations **Invoice Management** - Capture - Supplier Portal - Repository **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Document Approval **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management **HR Content** - Knowledge Management - Content Delivery - Document Management **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Data Control** - Data Migration - Data Synchronization - Data Security **Logistics** - Security - Employee Portal - AI **Analytics** - Due Dates - KPIs **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management **Management** - Ticketing Platform - Single Sign-On - Business Process Management - Self-Service - Dashboard & Reporting **Integration** - Accounting - Payment Integration - ERP **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **File Management** - File Type Support - Metadata - OCR Scanning - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface - Mobile Apps **Workflow** - Process Automation - Conditions - Activities - Records Management - Case Management **Platform** - Internationalization - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs **Risk** - Identification **Recovery** - Reporting **Audit** - Filters - Overpayments - Duplicates **Process Development** - Process Routing **Fraud** - Vendor Checks - Data Generation **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top Hyland OnBase Alternatives - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,206 reviews) - [DocuWare](https://www.g2.com/products/docuware/reviews) - 4.4/5.0 (238 reviews) - [M-Files](https://www.g2.com/products/m-files/reviews) - 4.4/5.0 (229 reviews)