---
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. 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.

  ### 2. 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

  ### 3. Pretty easy to use

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** August 25, 2021

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

User friendly. Seamless. Doesn't feel clunky

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

Not much the software works fine and is easy to use

**Recommendations to others considering Hyland OnBase:**

Works good

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

I was able to process ap/ar paperwork quickly

  ### 4. Robust ECM platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2021

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

Theres a lot of functionality that can be easily configured out-of-the-box

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

The configuration is done using thick client. No web client to do configuration

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

Document and Records Management. Benefit of having DMS and RMS makes it easy to organize documents

  ### 5. Product is good and understandable

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 24, 2021

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

The tools and capture technologies of Onbase are good

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

It takes lot of system resources to run on a machine

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

Capture techniques are good

  ### 6. 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.

  ### 7. 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.

  ### 8. Great ECM tool, But UI/UX experience is not that great

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 20, 2021

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

consolidate ECM suite, easy to integrate with other systems, easy to configure and administrate

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

UI/UX experience, product support, Client apps(Unity client) never get revamped

**Recommendations to others considering Hyland OnBase:**

Great ECM tool for Document, Case, and Workflow management. UI/UX needs a lot of improvement

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

Document Management, Cases management & OCR, Workflow

  ### 9. OnBase helped us transition to digital data keeping but is slow with cluttered interface

**Rating:** 2.5/5.0 stars

**Reviewed by:** Ting F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 24, 2020

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

OnBase has provided my organization a solution that is preferrable to handling large volumes of paper documents.

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

My biggest gripe with OnBase is the user interface, which carries too many features and icons irrelevant to my job that clutter up the viewport, thereby shrinking the available space for documents I actually need to see. To date, I'm not aware of any possibility for customizing the interface.

**Recommendations to others considering Hyland OnBase:**

It would be a good idea to inquire about the flexibility of the user interface and how OnBase handles large quantities of data. It appears to be a safe and secure solution, if somewhat slow, so if speed is a huge concern, I would look elsewhere.

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

OnBase provides basic database functions for storing, retrieving, and reviewing confidential documents. As far as I can tell, it is a secure solution and has greatly reduced paper waste, which is a huge improvement.

  ### 10. OnBase is a good place to store records and fill out forms.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** June 02, 2021

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

Easy to fill out/understand, not too difficult to find links/sections.

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

Sometimes has been slow. Look can be better too.

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

Organization and record keeping.

  ### 11. 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.

  ### 12. 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

  ### 13. 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.

  ### 14. 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.

  ### 15. 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.

  ### 16. 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.

  ### 17. 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.

  ### 18. 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. 

  ### 19. 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. 

  ### 20. 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.

  ### 21. 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.

  ### 22. OnBase meets our needs

**Rating:** 3.0/5.0 stars

**Reviewed by:** Celia A. | Software Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2019

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

I like the feature included in Outlook. Amazing, I have the option to use a desktop and browser option. I love that it is easy to use and streamlines daily tasks for greater efficiency at work.

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

We switched to Adobe Reader as the default, which solved many, but not all, crashing problems, but it causes a huge headache on other platforms where we rely on Adobe Pro to edit, modify, and combine PDF documents. We switched to Adobe Reader as the default, which solved many, but not all, crashing problems, but it causes a huge headache on other platforms where we rely on Adobe Pro to edit, modify, and combine PDF documents. It's kind of awkward and can load slowly at times. But once I get used to it, it will be fine.

**Recommendations to others considering Hyland OnBase:**

Great product that you will love Easy-to-use document management system Make sure to test Onbase with all your systems I would say it will be great if you know exactly how it works - like if you want to reclassify vouchers, where you should click and which spaces you should place the information in

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

The time spent on digitization doesn't even come close to the time spent searching, pulling, and refiling invoices. This allows us to process applications quickly and stay organized. Easy documentation of backup files. It should simplify our committee workflow and still needs to be completed outside of Onbase and uploaded.

  ### 23. 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.

  ### 24. 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!

  ### 25. 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

  ### 26. OnBase for Account Information

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** October 22, 2019

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

That it is very easy to use and it can house all of our important documents. 

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

Sometimes, it takes too many clicks to get to what I want to open rather than everything being on the home page. 

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

This system rarely has any errors or complications with opening items. 

  ### 27. Records and Database

**Rating:** 4.0/5.0 stars

**Reviewed by:** Xenia F. | Student Finance Counselor , Enterprise (> 1000 emp.)

**Reviewed Date:** March 15, 2019

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

I do like that you are able to have a person's interactions with your office altogether in one place. It in convenient to be able to see when and how many times they came in or called and who talked to them. It is also nice to be able to open up their record and review the documents all at once.

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

I don't like that it takes a long time to load. I also do not like that there is so much on the page for options. All of the options are not very self explanatory so you really need to be trained by someone. I know that is possible but it is just not as convenient..

**Recommendations to others considering Hyland OnBase:**

I would recommend this because a lot of people do find it helpful (like myself) and they like the product for its fullness (not me completely). It is a handy tool so if someone is exploring they should give it a go. I do not know how much it costs.

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

We are having everything for our customers in once place so that we do not need to open up multiple programs. We also can keep statistics of each person and the total amount that we see. It is helpful to have everything in one place and saves time.

  ### 28. 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. 

  ### 29. Simple Upload

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 08, 2019

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

It's easy to upload and look up records and individuals.

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

There isn't validation so it's easy to make a mistake.

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

We are storing member files and updates.

  ### 30. Southern Adventist University

**Rating:** 3.0/5.0 stars

**Reviewed by:** Rebekah S. | Senior Student Finance Counselor, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2019

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

More user friendly with Colleague. I like that you are able to email into OnBase rather than having to print, scan, then upload as with previous systems that we have had. Form creation is another good feature. It has allowed us to better track students, wait times, and track counselor statistics.

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

Not user friendly. The system is difficult to navigate. Finding forms takes a lot of effort to find the student, the documentation that has been uploaded to their account, etc. It is hard to know how to search. 

**Recommendations to others considering Hyland OnBase:**

Take a class on how to use it. 

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

Efficiency with being able to log scan directly to OnBase

  ### 31. OnBase for Enterprise Content Management

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 31, 2019

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

OnBase provide a single location to store and retrieve documents related to the management of the company. It also provides real-time, automated workflow that allows business processes to run smoothly. Employees can search in OnBase to locate, diagnose, and solve stoppages or kinks in the operating system. 

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

OnBase requires a client application that runs on a server for some operations, meaning web access if often necessary for submitting user requests. An alternative is to install the program on the computer's hard-drive, but this requires hard-drive space and processing power that is better reserved for the OnBase server. 

**Recommendations to others considering Hyland OnBase:**

Train all individuals who will need to use this system, as it can be difficult to learn at first. 

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

Allowing individuals from across the organization to generate a digital, paperless trail of documentation that tracks the flow of business processes. Reduces the need for inter-office mail. Allows individuals to find issues in the workflow independently without needing to get in touch with multiple task leaders or other employees. 

  ### 32. My experience with onbase 

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** June 03, 2019

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

I have liked using onbase at work. It was pretty easily to learn to use, it only took a couple weeks to get the hang of using on a daily basis. 

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

Really my only complaint is that very occasionally I’ll come across a document that won’t load in onbase. It likely has more to do with the way they’re uploaded to onbase than the program.  

**Recommendations to others considering Hyland OnBase:**

I have not used an alternative but I would recommend onbase to those considering it. 

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

Onbase is used within my office to access our borrowers’ documents from any location. This allows us to process applications quickly and remain organized. 

  ### 33. Improving program

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** December 31, 2018

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

I use this program to approve the invoices that need 3 way matching. I would say this is not a bad program but you may need to take a class or get to the guidance that they provide. The tool is not a very user-friendly tool but still it works well when you know exactly how to use it. Give it a try and you won't regret.

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

Like I said before, this is not a very user-friendly tool since it needs a good understanding on how the program works. However, if you know exactly in which tap you need to look on for something, you will find it easy and useful.

**Recommendations to others considering Hyland OnBase:**

I would say this will be great if you know exactly how it works - like if you want to reclass vouchers, where you should click on and which blanks you should put the information in. It requires guidance at first but once you get into it, you should find it easier and enjoy working with it.

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

Since I am still a newbie on this program, I would say this is not a bad choice. I have heard that many companies rely on this program and they do not have any problems with it. I think all you need to do is just to learn how it works.

  ### 34. OnBase the One Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** January 22, 2019

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

The ease of the program and the limitless functionality.  There is always a solution and more than one way to do things in OnBase

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

Nothing, absolutely nothing.  The program is fantastic and the new features added each year are mostly based on input from users.  How great is that!

**Recommendations to others considering Hyland OnBase:**

I looked at seven other document retention systems, the nice thing about OnBase is they do not rely on others to add to their platform.  It is all OnBase by Hyland and nothing else.  

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

AP document retention and workflow.  Contract Management.  The ease of document retrieval whether it is audit time, month end, or someone wants to see several months worth of one vendor.  Time spent scanning is nowhere near the time spent looking up, pulling and refiling invoices.  Not to mention, departments can do this for themselves, nice.

  ### 35. OnBase review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Michael R. | Student Finance Counselor, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2019

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

I like capability of the system to handle a large number of different documents and also to be able to create new documents through the "forms" section.

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

The layout is bad and confusing - not intuitive - looks like developmental software, not user-ready

**Recommendations to others considering Hyland OnBase:**

UI should be update

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

We are using this as out document imaging service as well as using the forms function to keep track of voicemails

  ### 36. OnBase Review

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 29, 2019

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

I like the ease of access of using OnBase for searching, storing, and uploading documents. I have the option of using a desktop and browser option.

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

I dislike how long it takes for the software to load on my desktop.

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

We use it for storing confidential paperwork and reducing the amount of paper we have lying around our office.

  ### 37. Great! 

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 14, 2019

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

I like the feature included in Outlook. It's still fairly new, but it'll be nice to have it readily available. 

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

I'm still getting used to searching, so it's not as easy as I'd like. But, once I get used to it, it'll be fine. 

**Recommendations to others considering Hyland OnBase:**

Make sure to get recommendations from companies using this same system in your area of business, that's what helped us decide.

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

We are being more efficient, because we are not printing and then scanning into a system. We are taking from email, or electronic form and moving it into OnBase. 

  ### 38. Easy, all information organized

**Rating:** 4.5/5.0 stars

**Reviewed by:** Melissa C. | Administrator , Mid-Market (51-1000 emp.)

**Reviewed Date:** November 28, 2018

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

As I am an administrator who completes payroll for my company, it is very beneficial to have a dashboard that filters a certain employee's time for a specific date range.

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

Sometimes there are locks by other users and they are not even in that item. 

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

Tons! Invoicing/billing, simple timesheet submissions, eliminate paper, and able to search for requisitions and/or projects. 

  ### 39. Great 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Saniya A. | Program coordinator , Enterprise (> 1000 emp.)

**Reviewed Date:** February 19, 2019

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

I like that it allows you to easily document any back up for anything in an organized manner

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

It sometimes is very confusing especially the alerts that it gives. They dont really make sense sometimes.

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

Easy documentation of backup files. Easy of pulling documentation. 

  ### 40. Great product 

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** March 14, 2019

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

Love the workflow this software provides 

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

Individual student look up could be a little better but not bad 

**Recommendations to others considering Hyland OnBase:**

Great product that you will love

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

Makes the process of signing in students, communicating within and outside of department personnel 

  ### 41. Intuitive but somewhat restricted

**Rating:** 3.5/5.0 stars

**Reviewed by:** Davila P. | Contract Specialist, Printing, Enterprise (> 1000 emp.)

**Reviewed Date:** January 31, 2018

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

THe gui is very easy to use and very simple to understand.  We have worked with the team for approximately a year and they are very knowledgeable of their product and have been also able to link to several other systems to bring additional info into OnBase.

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

There are certain limitations for the system if you want it to do something that would possibly require a change in the coding this is a harder part as it is not easily changed.

**Recommendations to others considering Hyland OnBase:**

A phased implementation is a good way to go that way the user can begin to experience and get upgrades and add-on's as they use it, instead of failing to implement because they wanted too much at once..

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

This is being used in a group that works with sales and previously received everything in email.  With this we are able to lower the amount of packages clogging our email and also able to create a cleaner and more helpful way for the sales team to send all required documents.

  ### 42. Fairly user friendly

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** July 14, 2018

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

Anyone in the company can see cases that have been entered that have issues with them. They can search by a number of different options to get to that case so it is easy for anyone to find quickly. 

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

Sometimes there are too many options as far as how the search functions work and it can be hard to remember exactly what information you should enter in the search fields because it can be a little vague with the search function title. 

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

Easily submit requests to higher levels of customer service for them to review cases and solve issues. If another rep has the same issue come up, they can see that there has already been a request submitted for that same issue to be resolved so that there aren’t multiple requests for the same issue. 

  ### 43. Active User of the Document storage and retrieval tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 17, 2019

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

I Like that we get clear images and ease of retrieval


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

It seems to freeze up and require reboots at times to upload documents

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

ease of access to student required documents 

  ### 44. Very User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2018

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

I love that it is easy to use and streamlines daily tasks for greater efficiency at work.

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

Sometimes it runs a little slow when loading high resolution images.

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

We are currently personalizing the functionality to fit individual team needs, and the benefits seem limitless.

  ### 45. User-friendly

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** June 20, 2018

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

The best thing I like about OnBase is that it helps with eliminating paper; it provides a place to store company data all within one system.

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

I dislike the response time, the minimal amount of feedback it gives when an error occurs, and when you submit something, it deletes the work. 

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

The benefits are quite clear; storing data for company usage without the excessive paperwork. 

  ### 46. It's good

**Rating:** 4.0/5.0 stars

**Reviewed by:** Connor G. | Data Entry Operator, Insurance, Enterprise (> 1000 emp.)

**Reviewed Date:** June 16, 2018

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

I find it works out well for what my company needs from it. I enjoy being able to stick small notes and is user friendly/ uncomplicated. 

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

I feel OnBase is fine, I cannot think of anything that really sticks out to me besides the fact that I accidentally mis-click sometimes and wish I could reverse it. 

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

Helping with the indexing life claims and accurints. 

  ### 47. Decent software

**Rating:** 2.0/5.0 stars

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

**Reviewed Date:** October 11, 2018

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

I like Hyland in that it's fairly intuitive. It's easy to figure out the function of each button.

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

It's a bit slow and wonky. Could use a facelift as it looks outdated too.

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

We are able to process business pretty efficiently.

  ### 48. Good Database Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amber B. | Support Equipment Specialist, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2017

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

I like that face that I can create any kind of form I could possibly need. I can reference PO numbers for orders and scan documents that can be referenced as well. It is a very good system and not hard to learn to use.

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

I dislike the slowness in which I experience when pulling information and the fact that I cannot view some of my forms or information in full screen.

**Recommendations to others considering Hyland OnBase:**

I would highly recommend OnBase for anyone wanting one place to store and retrieve documents, however, the system can sometimes bog down and run slow. 

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

OnBase allows us to have one place to store invoices, purchase orders, and checks for referencing payments. We also use it a tool to keep track of actions that need to be taken out in the field by our Regional Managers.

  ### 49. OnBase a great image solution

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 02, 2016

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

OnBase is a great way to store documents and retrieve them to get yourself into a paperless environment. They have workflows setup to minimize use and maximize production. 

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

The only thing that I could say is a dislike would be that upgrades are a bit of pain, because our system is so big. They just take a while to setup and do lots of testing before bringing it in to production.

**Recommendations to others considering Hyland OnBase:**

A great system to help you get into a paperless world. Great service and helpful techs.

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

We have minimized our paper invoices, we can give visibility to our branch locations to pull up images and see invoices at their respective locations.

  ### 50. Onbase meets our needs

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** December 12, 2017

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

The digital employee files have been great for our district. it is simple to use and the implementation was smooth. I appreciate the customization available and how it can be further developed to meet our districts needs.

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

We recently upgraded versions and the current verison does not run with Adobe Acrobat DC Pro.  It is only compatible with Adobe reader.  This is a huge disappointment for our district as we work in Adobe Pro daily accross other platforms. Onbase crashes consistently, after just spending a few minutes in the program. We changed to adobe reader as the default, so that solved (many, but not all) of the crashign issues, but causes huge headache in other platforms where we rely on Adobe Pro to edit and modify and combine PDF documents.  I'm not sure why the latest verison does not run with Adobe Pro. If this was presented to us initially, we would not have purchased this product due to our high use of Pro.

**Recommendations to others considering Hyland OnBase:**

Make sure to test Onbase with all your systems. Does not work with Adobe Pro.

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

Our employee personnel files are digital - it is so much easier and faster to file and retain. Onbase is FIPS compliant with state and federal security standards.


## 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=5&section=pricing&secure%5Bexpires_at%5D=2026-08-09+04%3A46%3A13+-0500&secure%5Bsession_id%5D=faee13c4-8b9d-4897-84dd-b855b33b311d&secure%5Btoken%5D=0baded1b2d5dc5807188191e6a325ad7875cff550b9cac566a9c2995769a9a3f&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

## Top Hyland OnBase Alternatives
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