---
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: '2026-08-09'
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 appreciate the **ease of use** of Hyland OnBase, benefiting from its seamless integration and document access. (70 reviews)
- Users value the **effective workflows and versioning** in OnBase, enhancing records management across various departments. (42 reviews)
- Users admire the **extensive features** of Hyland OnBase, enabling innovative solutions and seamless workflow enhancements. (32 reviews)
- Users value the **customization capabilities** of OnBase, enhancing document management and streamlining business processes effectively. (25 reviews)
- Users love the **user-friendly and efficient tools** of Hyland OnBase, transforming paper processes into seamless electronic workflows. (25 reviews)
- Users value the **versatility** of Hyland OnBase, appreciating its multifunctional capabilities and extensive customization options. (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 Hyland OnBase, enhancing document workflows and adapting to various business needs. (23 reviews)
- Flexibility (22 reviews)
- Workflow Efficiency (22 reviews)

**What users dislike:**

- Users find the **missing features** in OnBase frustrating, particularly with redactions and zip file compatibility issues. (31 reviews)
- Users have experienced **update issues** post-upgrade, leading to significant document locking and connection problems affecting productivity. (24 reviews)
- Users report **poor customer support** for Hyland OnBase, with unanswered questions and frustrating reliance on premium resources. (21 reviews)
- Users face **technical issues** with indexing and document locking, hindering productivity and complicating the admin experience. (21 reviews)
- Users find the **learning curve challenging** , especially with complex configurations and multiple client interfaces. (20 reviews)
- Users find the **complexity** of Hyland OnBase challenging, requiring significant resources and training for effective use. (19 reviews)
- Learning Difficulty (17 reviews)
- Users find **Hyland OnBase&#39;s documentation lacking** , making initial research and support frustrating and confusing. (14 reviews)
- Not User-Friendly (14 reviews)
- Expensive (12 reviews)

## Hyland OnBase Reviews
  ### 1. 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

  ### 2. 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.

  ### 3. 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.

  ### 4. 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.

  ### 5. 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.

  ### 6. 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.

  ### 7. 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.

  ### 8. 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.

  ### 9. 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

  ### 10. 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.

  ### 11. 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.

  ### 12. 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.

  ### 13. 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.

  ### 14. 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

  ### 15. 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.

  ### 16. 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..

  ### 17. 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.

  ### 18. 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.

  ### 19. 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.

  ### 20. 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.

  ### 21. 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.

  ### 22. 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.

  ### 23. 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

  ### 24. 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.

  ### 25. 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.

  ### 26. 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.

  ### 27. 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.

  ### 28. 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.

  ### 29. 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!

  ### 30. 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

  ### 31. 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.

  ### 32. One platform for all, Hyland can do it all!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dean J. | Liaison for Central Stations / Alarm Dealers at Pulsar Alarm Systems - HALO Division, Enterprise (> 1000 emp.)

**Reviewed Date:** September 03, 2020

**What do you like best about Hyland OnBase?**

Easy of use and the ability to adapt to multiple industries with one product all tied together.  The community gives everyone a voice and the ability to voice their opinions and drive new features/functionality. Hyland's yearly conference brings everyone together to learn about new features and products about the platform coming to market, training, testing and networking with others to see how you might have a new use case to bring back to your office.

**What do you dislike about Hyland OnBase?**

Simple item really, moving projects from Test/QA to Production.

**What problems is Hyland OnBase solving and how is that benefiting you?**

We use OnBase as a business process improvement tool as well as a ECM.  All of our business units benefit from OnBase but to pick a couple of the larges would be our Claims Processing, Client Implementation and Support, Participant Services team, Sales and Accounting.

  ### 33. Helpful and easy-to-use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** May 14, 2021

**What do you like best about Hyland OnBase?**

Search and storage of multiple documents

**What do you dislike about Hyland OnBase?**

Sometimes the scans are not very legible.

**Recommendations to others considering Hyland OnBase:**

It is a great resource for document management
It will make it easy for multiple users to access documents

**What problems is Hyland OnBase solving and how is that benefiting you?**

Storage of important documents

  ### 34. 7 years using onbase

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.)

**Reviewed Date:** June 03, 2021

**What do you like best about Hyland OnBase?**

I liked the multiple folders that could be set up and being paperless.

**What do you dislike about Hyland OnBase?**

When searching for documents you had to be very specific.

**What problems is Hyland OnBase solving and how is that benefiting you?**

OnBase was used so that we could save money on paper and be able to share the same platform all over MN.

  ### 35. Manage your work efficiently through OnBase

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christen M. | Associate Software Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** August 10, 2020

**What do you like best about Hyland OnBase?**

It is the wide platform where we manage our contents and different processes. This has minimized all the threats and insecurity we faced in terms of data security across our entire enterprise. It has brought collaboration in our workflow across our organization in our major processes related to IT and other core business systems. Thanks to this software which has saved our time and delivers us quality services.

**What do you dislike about Hyland OnBase?**

It is a bit difficult to manage large sized data and it does not have efficient filtering features. It has high pricing and licensing is also very complex, due to which some organizations may not afford it.

**Recommendations to others considering Hyland OnBase:**

Highly recommended platform with tons of interesting features. You can also modify it according to your needs, like tracking and billings. It is excellent in scanning the documents as well.

**What problems is Hyland OnBase solving and how is that benefiting you?**

It is excellent in automating our organization processes which has helped to manage our budget, like we really do not waste money in printing, shipping and storing paper. Through this application we are more clear idea about our requests, transactions and order. We are using this tool from a long time and did not face any issue about time consuming, coding etc. It is going completely perfect.

  ### 36. On Onbase is essential to expeditious I9 processing.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.)

**Reviewed Date:** May 24, 2021

**What do you like best about Hyland OnBase?**

The ability to save data without processing

**What do you dislike about Hyland OnBase?**

The downside is the updates and password changes.

**What problems is Hyland OnBase solving and how is that benefiting you?**

Updating work authorization documents in a timely manner to prevent employee suspensions.

  ### 37. Very good and adaptable software for any use case!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 17, 2021

**What do you like best about Hyland OnBase?**

Easy to create complex workflows and object oriented applications using Workview.

**What do you dislike about Hyland OnBase?**

The new suscription model and droppinbf concurrential licenses

**What problems is Hyland OnBase solving and how is that benefiting you?**

A complex contract management solution for example

  ### 38. Best workflow management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hogan T. | Web Developer, Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2020

**What do you like best about Hyland OnBase?**

It effectively monitors workflow in all departments within our organization.Our sales team easily save customers contacts and use them during email campaigns. Contributes to proper record keeping for all business operation.

**What do you dislike about Hyland OnBase?**

It has offered great service and we have not experienced drawbacks since we started using this platform.

**Recommendations to others considering Hyland OnBase:**

I highly recommend the use of this platform. Great service and worth its cost.

**What problems is Hyland OnBase solving and how is that benefiting you?**

Keeping client records and use them to update them on our products and services. Managing workflow in all departments in our company.

  ### 39. The only answer for ECM is Hyland OnBase!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris O. | Senior IT Business Analyst (OnBase), Enterprise (> 1000 emp.)

**Reviewed Date:** September 14, 2020

**What do you like best about Hyland OnBase?**

The ease of use and IT administration and implementation is hard to beat. Hyland continues to improve and develop it's software to evolve from it's initial implementation as a scanning solution to a leader in automated workflows and enterprise content management.

**What do you dislike about Hyland OnBase?**

The support model has declined slightly as the organization has continued to expand. There have been recent improvements that have been developed to try to improve and rectify some of these struggles.

**What problems is Hyland OnBase solving and how is that benefiting you?**

The ease of form development and automated workflows have allowed us to quickly implement new solutions that are leverage system-wide.

  ### 40. Mange your work through OnBase

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tracy L. | Senior Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2020

**What do you like best about Hyland OnBase?**

We are happy and satisfied customers of OnBase Hyland, which has provided its services to manage our content and helps in data organization. We are at ease to manage our content, processes and cases. In the past we had faced issue of corruption but with this application, we have surety that along with processing it will keep our content in one secure location. It aims at providing us the right piece of information, whenever needed.

**What do you dislike about Hyland OnBase?**

It is complex to get start and to manage large number of files and then searching through them, sometimes requires time. Also I have faced an issue about the request processing; it is very disturbing in case of emergencies.

**Recommendations to others considering Hyland OnBase:**

If you really have some experienced person that can really use it to full extent, then it will surely benefit your organization through its amazing features, as it has strong modules and APIs. This is very effective tool to manage your data and put them in order along with assuring you its easy access at need.

**What problems is Hyland OnBase solving and how is that benefiting you?**

OnBase provides us content enabled solution, we really did not face any problem in its configuration because it does not involve much coding. It is a low-code application development platform that integrates with various applications; we have found it could very reliable because it can be accessed through mobiles, thus it has provided us flexibility to work outside the office.

  ### 41. Document Imaging, Management, Retention, and much more...

**Rating:** 4.5/5.0 stars

**Reviewed by:** Adam P. | Project Analyst Supervisor, Enterprise (> 1000 emp.)

**Reviewed Date:** May 07, 2020

**What do you like best about Hyland OnBase?**

Our institution uses OnBase for a wide variety of business processes.  The delivered features allow for an incredible amount of expansion... Workflow, Workview, document retention, etc.  There are dozens of integration that expand its use even further.  This is truly an enterprise document management system.

**What do you dislike about Hyland OnBase?**

Some of the form generation tools are not very user friendly.  This has gotten better with Unity forms, but there is still room for improvement.

**What problems is Hyland OnBase solving and how is that benefiting you?**

Document management.  Many processes start with a document and then actions take place.  OnBase allows us to do this, plus put data/document retention standards on top of that.  We are shortening our document float and increasing efficiency.

  ### 42. Full access to all sensitive documents.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristin O. | Regional Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** November 23, 2019

**What do you like best about Hyland OnBase?**

To my opinion, the best feature of OnBase is the ability to manage capture of documents, document creation and the electronic signature from start to finish throughout the product life cycle. In addition, I like the way the structured and unstructured workflow has been optimized. I must suffer a lot, as a worker, in the search for documents from a folder pool, but I may search for each document in the search bar with this special application.

**What do you dislike about Hyland OnBase?**

Sometimes it lags behind, but otherwise it is good technology because of the poor internet connectivity.

**Recommendations to others considering Hyland OnBase:**

All this can be accomplished by this real helper from keeping records in order to organize them periodically. It justifies each feature and nothing can also be denied. I also like the way that it interacts with other applications of my company, because I find it difficult to move from one application to another.

**What problems is Hyland OnBase solving and how is that benefiting you?**

OnBase is also known as versatile content management which streamlines business programs in organizing documents and data. It gives me immediate access, whenever I have it, to all the critical information. The workflow engine is perfectly manageable, whereby my devices don't need custom scripting. The product's graphical user interface is very elaborate and easy to understand.

  ### 43. onBase is the best content-sharing and collaboration cloud software.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah A. | Senior Electrical Engineer, Consumer Goods, Enterprise (> 1000 emp.)

**Reviewed Date:** September 29, 2019

**What do you like best about Hyland OnBase?**

onBase can easily store all of our files, images, conversation chat and videos. Saving all our documents to the cloud storage is a huge benefit for its users. Important documents and files can easily be shared and stored with also accessed our files at anywhere. It also provide the unlimited storage space options which will allow us to backup all important files.

**What do you dislike about Hyland OnBase?**

 When I upload a documents and files to the onBase software, then I would prefer to make it editable. Sometimes we cannot work directly from the stored files and documents in the onBase software.

**What problems is Hyland OnBase solving and how is that benefiting you?**

onBase is great tool for storage because we can easily manage all of our important documents and files efficiently. This software provide the best quality for uploading the multiply files and also  can easily share the multiply files with anyone. 

  ### 44. OnBase is a Great Resource

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 11, 2019

**What do you like best about Hyland OnBase?**

OnBase is a great resource! It is a quick and easy way to access hundreds of files. It is very quick, taking little time to navigate through the OnBase data base and deliver results. The quality of the visuals are great, which is especially helpful when you are looking up documents from the 1940's! I have had almost no issues with OnBase and would recommend it to anyone looking for a way to clearly and efficiently store electronic files. 

**What do you dislike about Hyland OnBase?**

The thing that is least helpful about OnBase is that you have to type in every number or letter exactly correct or your file won't show up. I wish it had a feature like Google does that says "Did you mean..?" This is an inconvenience more than an error, which I think speaks to how well this software runs. However, it would be helpful to have that feature when you have to type in letters and numbers quickly. 

**Recommendations to others considering Hyland OnBase:**

I would recommend using this software! It produces little to no errors and maximum efficiency. It is quick, effective, and user-friendly. I have had almost no issues with this software. It is very easy to navigate and great for efficient data management. 

**What problems is Hyland OnBase solving and how is that benefiting you?**

OnBase allows you to store hundreds of documents and electronic files in one place with an easy look-up system to access all of them quickly. In my office, it is used to store documents dating all the way back to the 1930s, and we have had no issues with clarity or visuals. I would highly recommend this software for any office looking for an efficient and effective data storage system. 

  ### 45. Straightforward Content and Process Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kyra D. | Degree Audit Assistant, Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Hyland OnBase?**

The best thing about OnBase is how a person can centralize important business documents and a variety of contents in one single location that is secure. Additionally, if this information needs to be retrieved, it is also easy to access it from anywhere.

**What do you dislike about Hyland OnBase?**

The layout of OnBase could have some improvements. The latest version still looks a little confused and outdated comparing it to recent cloud softwares.

**Recommendations to others considering Hyland OnBase:**

In both organizations that I have worked in the past, they both used OnBase. It is a great software with many functions and allows you to maintain an order of documents.

**What problems is Hyland OnBase solving and how is that benefiting you?**

OnBase helps an organization to have all their documents in one single place, online, that can be categorized in multiple ways.

  ### 46. A word of Trust

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caolan M. | Project Manager, Marketing and Advertising, Enterprise (> 1000 emp.)

**Reviewed Date:** August 06, 2019

**What do you like best about Hyland OnBase?**

Perfect software helps to manage workflow engine that allows clicking and pointing configurable workflow that need no custom scripting. Organizing documents become easier by using this software. The interface of the software is well developed just like using the desktop. Flexibility and features that are offered in this product are worthily because it helps me to do my to upload documents directly which makes it more easier and convenient and also much time saver in order to view a lot of documents from different members in just few clicks. Its internal features are very much developed as compare to other managing software that are more costly and also time consuming.

**What do you dislike about Hyland OnBase?**

I don’t find any major con in this software only sometime it show slow progress and also there is excess of options on the page that needs a training to operate this software otherwise its perfect for managing documents in any kind of organization where there is a need of managing documents instead of manual recording or using other useless software.

**Recommendations to others considering Hyland OnBase:**

Onbase is suggested for those who want management in their business setup to avoid any kind of confusion and to avoid mismanagement in their workplace because its features are well proficient for any kind of worker who is working in a company or a any kind academic organization.

**What problems is Hyland OnBase solving and how is that benefiting you?**

The best software for content management use for the security of your documents and also provides a centralized location for business content. It is preferable to keep business records and cases in order to have a sound and secure business because it is best place to handle documents capture, documents generation and also a place to keep electronic signatures. Indeed a best place for any organization to keep check on its documents and also to control their information to a certain level and to simplify their tasks with a facility to pursue their innovation. With the help of this software we can convert unstructured data into a structured one that contains numbers, dates and facts in order to improve the data distribution and overall communication in a particular organization and company.

  ### 47. Onbase

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarah D. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 13, 2020

**What do you like best about Hyland OnBase?**

I love that documents can be found, uploaded, and shared easily.

**What do you dislike about Hyland OnBase?**

It is challenging to have yo use workgroup numbers to find document. There is also a lag in documents showing up at times.

**What problems is Hyland OnBase solving and how is that benefiting you?**

Easy to upload, save, and share documents across agencies.

  ### 48. OnBase: Organization at its best!

**Rating:** 5.0/5.0 stars

**Reviewed by:** MEGHAN H. | Student Affairs Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2019

**What do you like best about Hyland OnBase?**

OnBase makes my job incredibly easy! Gone are the days where I can't find the file I need quickly, or have to search through several folders, or even take a long time to scan multiple documents into a student's file. OnBase's batch scanning and file organization makes everyone's job at our college better. While a student is front of me, I can search their ID and immediately see every document they've ever submitted. Also, while scanning in multiple documents for multiple students, with the "Pre-Index" option, I am able to quickly index over 50 documents in 5 minutes or less. Amazing!

**What do you dislike about Hyland OnBase?**

I have used OnBase for almost a year and haven't found anything I dislike. You are able to customize this program to what fits your needs the best, and it has been perfect for our college.

**Recommendations to others considering Hyland OnBase:**

Definitely try this. File sharing has never been easier than using this product. A++++ program!

**What problems is Hyland OnBase solving and how is that benefiting you?**

The business problems I am solving with OnBase by Hyland are numerous. This system makes our filing system quick, efficient, organized and easy. File sharing among our colleges is necessary-especially with student transcripts. Once a document is uploaded, searching a student's ID will bring up every document that they've submitted in a minute. It's incredible!

  ### 49. Versatile system, but still has a few limitations 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Solange K. R. C. | Associate Director, Enterprise (> 1000 emp.)

**Reviewed Date:** April 12, 2018

**What do you like best about Hyland OnBase?**

The ability to be Green and scan emails, word docs, excel spreadsheets directly into onbase without having to print the items first 

**What do you dislike about Hyland OnBase?**

The user unfriendliness of generating statistical reports from the system requires the assistance of an administrator. Everyday users are not able to easily configure reports. Also administrators are sometimes unable to generate adhoc reports

**What problems is Hyland OnBase solving and how is that benefiting you?**

Centralized document retention and management cloud based system

  ### 50. Easy to use, digital storage solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2019

**What do you like best about Hyland OnBase?**

OnBase is easily customizable and gives us the tools we need to store documents in many different ways and share with colleagues, but also control the security of the document. 

**What do you dislike about Hyland OnBase?**

As an admin user, there are a lot of options to customize which also means a lot of boxes that need to be checked or unchecked which is confusing at first.

**What problems is Hyland OnBase solving and how is that benefiting you?**

Minimizing paper storage, making documents more secure, eliminating needless duplicate copies in other offices and securely sharing documents. 


## 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?filters%5Bnps_score%5D=5&page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A26%3A06+-0500&secure%5Bsession_id%5D=37d61786-07c7-469b-a9e3-1ff1128a0f77&secure%5Btoken%5D=f54c14ac17eeb30eb8fcc5635e202988579fdec471b14b1982a2f9585625158d&format=llm_user)
## Hyland OnBase Integrations
  - [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 CloudSuite M3](https://www.g2.com/products/infor-cloudsuite-m3/reviews)
  - [Q2](https://www.g2.com/products/q2-software-inc-q2/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

## Hyland OnBase Features
**Additional Functionality**
- AI Copilot
- Generative AI
- Search/Filter
- Corrective and Preventive Actions (CAPA)
- Document Lifecycle Management
- Reminders
- Reporting & Statistics
- Customizable Templates
- Compliance Management
- For Medical Purposes
- For Legal Professionals
- Real-Time Notifications
- Risk Assessment
- Drag & Drop
- Collaboration Tools
- Workflow Management
- Activity Dashboard
- Quality Control
- Archiving & Retention
- Approval Process Control
- Secure Data Storage
- Mobile Access
- Version Control
- Task Management
- Indexing
- Alerts/Notifications
- Activity Tracking
- Disaster Recovery
- Multiple Format Support
- Change Management
- File Management
- File Sharing
- Document Management
- Document Automation
- Third-Party Integrations
- Access Controls/Permissions
- Data Import/Export
- Audit Trail
- Role-Based Permissions
- Audit Management
- API
- Rules-Based Workflow
- Electronic Signature
- Document Review
- Full Text Search
- Revision History
- Real-Time Reporting
- Forms Management
- Document Generation
- SSL Security
- Content Management
- Access Expiration Management
- Optical Character Recognition
- Document Classification
- Metadata Extraction
- Commenting/Notes
- Document Editing
- File Recovery
- Offline Access
- Annotations
- Compliance Tracking
- Email Management
- Customizable Branding
- Document Capture
- File Conversion
- Document Storage
- Tagging
- Automated Scheduling
- Metadata Management
- Document Templates
- Autosave
- For Engineering Documents
- Training Management
- Version Rollback
- Digital Signature
- Status Tracking
- Version Comparison
- Document Check-in/Check-out

**Customization**
- Customization
- HR Integrations

**Invoice Management**
- Capture
- Supplier Portal
- Repository

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Additional Functionality**
- Content Library
- Access Controls/Permissions
- AI Copilot
- Information Governance
- Drag & Drop
- Collaboration Tools
- Reporting/Analytics
- Data Capture and Transfer
- Indexing
- Filtering
- Electronic Signature
- Version Control
- Mobile Access
- Document Storage
- Generative AI
- Approval Process Control
- Single Sign On
- Image Editing
- Customizable Branding
- Search/Filter
- Tagging
- Audit Trail
- Document Review
- Activity Tracking
- Activity Dashboard
- Archiving & Retention
- Secure Data Storage
- Configurable Workflow
- SSL Security
- Alerts/Notifications
- Data Synchronization
- Secure Login
- Content Delivery
- Two-Factor Authentication
- Customizable Templates
- Mobile Capture
- Offline Access
- Templates
- File Sharing

**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
- Task Management
- Configurable Workflow
- Deployment Management
- Integrations Management

**HR Content**
- Knowledge Management
- Content Delivery
- Document Management

**Invoice Processing**
- Matching
- Payments
- Workflows
- Tax Compliance
- Recurring Payments

**Customization**
- Document Generation
- Process Design
- Process Repository
- No-Code App Development
- Low-Code App Development
- No-Code

**Data Control**
- Data Migration
- Data Synchronization
- Data Security

**Logistics**
- Security
- Employee Portal
- AI 

**Analytics**
- Due Dates
- KPIs

**Collaboration**
- Access Controls/Permissions
- Data Unification
- Accessibility
- Process Routing
- Real-Time Data
- Role-Based Permissions

**Publishing**
- Application Deployment
- Platform Compatibility
- Lifecycle Management
- Mobile Access

**Management**
- Ticketing Platform
- Single Sign-On
- Business Process Management
- Self-Service
- Dashboard & Reporting

**Integration**
- Accounting
- Payment Integration
- ERP
- ERP integration

**Agentic AI - No-Code Development Platforms**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Role-Based Permissions
- Real-Time Updates
- Graphical User Interface
- No-Code
- Real-Time Reporting
- Data Visualization
- Customizable Fields
- Charting
- Integrated Development Environment
- Customizable Forms
- Generative AI
- API
- Reporting & Statistics
- Agile Methodologies
- Web Forms
- Custom Development
- Offline Access
- Customizable Reports
- Visual Modeling
- Access Controls/Permissions
- Authentication
- Search/Filter
- Alerts/Notifications
- Activity Dashboard
- AI Copilot
- Secure Data Storage
- Collaboration Tools
- Approval Process Control
- Web/Mobile App Development
- Data Import/Export
- Version Control
- Real-Time Notifications
- Drag & Drop
- For No-Code Development
- Performance Metrics
- Pre-Built Modules

**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
- Third-Party Integrations

**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
- Template Management
- Document Management
- Metadata Management
- Content Management
- Workflow Management
- Compliance Management
- Digital Asset Management
- Task Management
- File Management
- Forms Management
- SEO Management
- Audit Management
- Website Management
- User 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

**Additional Functionality**
- Rules-Based Workflow
- Mobile Access
- Document Storage
- Data Import/Export
- Collaboration Tools
- Document Management
- Real-Time Reporting
- Customizable Forms
- Activity Dashboard
- CRM
- Process Modeling & Designing
- Drag & Drop
- Task Progress Tracking
- API
- Calendar Management
- Audit Management
- Commenting/Notes
- Forms Management
- Alerts/Notifications
- Reporting/Analytics
- Configurable Workflow
- Graphical Workflow Editor
- Data Visualization
- Workflow Management
- Process Change Tracking
- AI Copilot
- Email Management
- Templates
- Real-Time Updates
- Approval Process Control
- Customizable Fields
- Version Control
- Forms Automation
- Customizable Templates
- Compliance Management
- Activity Tracking
- Single Sign On
- Task Management
- Customizable Reports
- Business Process Control
- Business Process Automation
- User Management
- Audit Trail

**Fraud**
- Vendor Checks
- Data Generation

**Agentic AI - AP Automation**
- Autonomous Task Execution
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Import/Export
- Invoice Management
- Online Banking
- 1099 Preparation
- Generative AI
- Receipt Management
- AI Copilot
- Fraud Detection
- Duplicate Payment Alert
- Document Management
- Compliance Management
- Inventory Management
- Check Writing
- Mobile Access
- Audit Trail
- Reporting/Analytics
- Multi-Currency
- Status Tracking
- Activity Dashboard
- Cash Management
- Alerts/Notifications
- Billing & Invoicing
- Vendor Management
- Anomaly Detection
- API
- ACH Payment Processing
- Invoice Processing
- Aging Tracking
- Supplier Management
- General Ledger
- Expense Tracking
- Bank Reconciliation
- Workflow Management
- Customizable Reports
- Approval Process Control
- Electronic Funds Transfer
- Purchase Order Reconciliation
- Financial Management
- Workflow Automation

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