Hyland OnBase Features

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Provides a customizable soltution that HR professionals can adjust to suite the organization's needs.

Integrates with core HR software to access employee information.

Enable decision-makers to easily share processes with the proper employees.

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Streamline and simplify document approval processes.

Provides the ability to drag-and-drop elements into the application to customize interface.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Provides base-level application templates to build atop and customize for specifc users and actions.

Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

A place to create articles with important information about processes and other crucial information that is easily accessible by employees.

Tools to create and deliver content throughout an organization.

The ability to organize and manage a variety of documents.

Secure solution so administers can maintain access rights and security.

Employee portal lets employees log into the system to access all company and employee information.

Uses AI processes to automate workflows by developing a comprehensive HR-knowledge base.

Tools that help create and manage a ticketing platform that facilitates cross-departamental communication.

The ability to sign onto a platform once and access a variety of software solutions without needing to sign into each one individually.

Tools to create and organize business process flowcharts and documentation.

Web-based or intranet self-service portal enables employees to submit service requests.

Dashboard and reporting on HR activities with workforce analytics capabilities.

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Reduces frequency of errors, identifies risk and improves efficiency

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Ensures the right task is being assigned to the proper employee across an entire process.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives