---
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: '2026-07-17'
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, noting its intuitive design and scalability for document management. (70 reviews)
- Users appreciate the **powerful document management** capabilities of Hyland OnBase, simplifying categorization and cross-referencing across departments. (42 reviews)
- Users appreciate the **seamless integration** of Hyland OnBase with geographic systems, enhancing planning and document management. (32 reviews)
- Users value the **customization** capabilities of Hyland OnBase, enhancing workflows and adapting to diverse needs. (25 reviews)
- Users value the **user-friendliness** of Hyland OnBase, finding it easy to train and navigate for all. (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 identify **missing features** in Hyland OnBase, particularly for on-premise implementations and government entities. (31 reviews)
- Users report **update issues** with document locking post-upgrade, leading to significant time loss and operational difficulties. (24 reviews)
- Users often face **poor customer support** , struggling with unanswered questions and limited assistance when needed most. (21 reviews)
- Users report **technical issues** post-upgrade, including persistent document locking problems affecting admin efficiency and system stability. (21 reviews)
- Users find the **learning curve steep** with Hyland OnBase, highlighting setup challenges and UI complexity despite available training. (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. Nice but cumbersome at times

**Rating:** 3.5/5.0 stars

**Reviewed by:** Dan K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2025

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

Reporting Dashboards and public portal with forms

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

Not user friendly although App builder seems to be adjusting that

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

Data management and workflow automation

  ### 2. CDE Chief Dream Engineer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark S. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 27, 2025

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

Flexibility is great from storage to business workflows

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

upgrade and SCCM package rollout. Also struggle with RPA consistently functioning

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

Workflows, reporting and audits

  ### 3. Onbase admin and user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiffany H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2025

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

All of the capabilities, the document retention and workflow

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

I love everything about onbase.
Would like the cost to be less

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

Workflow processes

  ### 4. Document Saver

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 28, 2025

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

That it stores all documents in one place. Easy to navigate. Support team has great response times and is helpful.

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

Workflow errors. When documents don't come as they should, trying to figure out how to get them back in.

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

Helps keep all our company documents in one place. Easy to search for customers by name, email address and school name.

  ### 5. OnBase review

**Rating:** 5.0/5.0 stars

**Reviewed by:** jay p. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2025

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

training Labs and general presentations of the upcoming pruducts

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

Not sure the downside very new to the application

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

Error tool finder

  ### 6. Great software with a large learning and knowledge base

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

As a new Admin.  The best thing for has the ease of use when configuring systems but all training and knowledge that is available to get me up to speed

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

Sometimes having to use different clients functionality that could be handled in one place

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

Managing documents storage and flow of information

  ### 7. Fantastic to work with

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 09, 2025

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

Ability to customize to individual groups.  Ease of us and can be as complex or simple as needed.

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

In its current form, Full-Text Indexing.

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

Workflows, document repository.

  ### 8. Manage Onbase for healthcare

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** October 09, 2025

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

Able to customize to suit ours and clients needs

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

Sometimes there is too much customization

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

Able to handle everything from faxes, to EKGs, to HR and legal

  ### 9. Great experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

I love the ease of Unity and how easy it is to train users to use Unity

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

In Config - all drop downs should be in alph order!
Config and client should be combined into one app.

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

ease of scanning documents and integrating with Epic

  ### 10. Reliable

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

I am very new to the platform but we have had it for a long time. It’s been a reliable and needed software in our environment

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

I would like to be on a newer version before answering

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

Less and less paper in our environment

  ### 11. OnBase

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

Great tool for document management with an increasing ability to maximize efficiency with AI

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

Very complicated configurations that require a high level of support when it’s not always possible

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

Records retention and PD warrants processing

  ### 12. Insightful

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** August 28, 2025

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

OnBase allows for different applications to be created to benefit different departments in the county.

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

The UI looks very old and not user frienldy.

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

Creating applications to  benefit other departments.

  ### 13. I would not recommend OnBase to anyone

**Rating:** 1.0/5.0 stars

**Reviewed by:** colton n. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 10, 2024

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

I like the intentions behind the product, it intends to be a good ECM with inovation propelling them forward. Unfortunately Hyland does not work on improving components of OnBase that would make it a more sought after product. The Web client should have the full capabilities to match what the Unity client or Thick client is capable of. Scanning is almost nonexistent for web and the Unity client does not have great scanning features, users should not be required to be experts in the field of scanning to have the product work for them.

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

The product is worse than our own we are replacing it with, it lacks scanning capabilities and has little to no web client functionality, it requires thick client installs with config file maintenance. The IIS resets force admins to be active after hours to be able to implement any changes when it should be easy for admins to push changes out. creating a user group should not require kicking users out of the system. users should be able to scan multiple document types without needing to change settings for the scanner inputting them. we cant even swap out licenses when we have 9999 workflows licenses for any workview when we only have 25.

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

OnBase is creating more problems than they are solving, our admins have to create more 3rd party components to support systems that used to be integrated in our old ECM

**Official Response from Stephanie Habenicht:**

> Hello.
Thank you for your feedback.  We take every review seriously and appreciate any opportunity to improve.  Your feedback has been shared with our OnBase product developers.  This is not the kind of experience we want customers experiencing and we would encourage you to please connect with your Account Team to further discuss the occurrences. We would like to resolve the issues shared and have experts that we can engage to assist. 

  ### 14. Twenty five years working with Hyland and OnBase

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

On premise scalability and intuitive use.

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

Hyland Cloud is too rigid, inflexible and support is an extreme challenge.

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

We are a reseller and solve many client challenges leveraging OnBase.

  ### 15. It's a struggle to get started but once you understand the software the benefits are exponential.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

The API. I use it for almost everything.

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

The deprecated .Net framework. This feels like a major security concern that should be addressed.

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

Claims, Underwriting, HR, Compliance, Marketing

  ### 16. Great experience

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

Onbase retains all our documents in a nice organized system

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

I don’t work with onbase enough to have anything I dislike

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

Onbase solves our issue of storing documents

  ### 17. User friendly

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 28, 2025

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

Scalability, security and time saving using modules.

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

Sometimes big updates drop smaller features that we like

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

Document management system. Better way of processes through Workflows.

  ### 18. Onbase Project

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 28, 2025

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

The advancement and the opportunity to organize all documents in one central location.

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

The workflow configuration. I struggled to understand the configuration.

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

Storage

  ### 19. ONBASE AT TIMKEN

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tina L. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2024

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

WE USE ONBASE IN SEVERAL AREAS, AP, AR, PLANTS, ENG, MEDICAL, CONTRACTS AND IT WORKS VERY WELL WITH WORKFLOWS AND ASSIGNMENT.  VERSIONING IS A KEY FACTOR WITH SOME OF OUR USERS THAT IS VERY LIKED.  HISTORY AND AUDITING IS ALSO A EXTREMELY LIKE FEATURE.  SAP ARCHIVE LINK IS A GREAT PRODUCT.  BAR CODE WORKS WELL IN FOR OUR PLANTS AND INVOICES.

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

NOT AS USER FRIENDLY AS OUR CUSTOMERS WOULD LIKE.  SOME USERS ARE TURNED OFF AND CONFUSED ON HOW TO USE ONBASE SO THEY TEND TO DISLIKE IT SO IT'S VERY HARD FOR USERS TO ADAPT TO CHANGE IN WHAT THEIR CURRENT PROCESSES ARE AND HAVE THEM MOVE TO ONBASE.  CUSTOMER SUPPORT HAS DEMISHED AND IT'S HARD TO GET SOMEONE TO KNOW HOW COMPLEX IS OUR SYSTEM AT TIMKEN IS.  THE  DOCUMENTATION (MRJ) SOMETIMES HAS BEEN OUT OF DATE, WHICH CAUSES DELAY IN IMPLEMENATION OR FIXES.

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

DOCUMENT STORAGE ON SITE COST SAVINGS, PROCESSING OF ALL INVOICES,  STILL HAVE ISSUES WOTH ANYDOC LOOKING FOR A NEW SOLUTION TO FIX ANYDOC ISSUES TO MAKE THIS PROCESS MORE EFFICENT.  NOW MAINTAINING ALL MEDICAL RECORDS FOR EASE OF LOCATION.  THE THUMBNAIL FOR VIEWING OF ENG DOCUMENTS.

  ### 20. OnBase has greatly improved our AP process!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Annette D. | AVP of Operations Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

We use OnBase for AP and it has greatly improved our processes.  We have eliminated the need for paper invoices and storage.  It allows us process invoices much faster as it goes through approvals quickly and doesn't need to be passed around for approvals.  It also provides reporting tools and allows us to research invoices easily.

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

We use the Line of Business Broker which occassionally has some connection issues.  I the LOBB is down, we can't use OnBase at all since there is no connection.  A recommended improvement would be for it to cache the GL coding so that it can be used if the connection is down.

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

We are now paperless with AP which is saving on storage space and offsite storage.  It also allows for approvals while individuals are traveling and we no longer have to wait until they return to physically approve the invoice.  We can process invoices much faster this way.

  ### 21. Hyland Rocks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wendi B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2024

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

There are many no-code or low-code solutions.  I like having a community space to collaberate with questions or suggestions to further my solution.  End users find it easy to navigate the solution.  Having SSO saves our end users from having to remember another log in.

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

Many times when searching Community I find a post of the question I am asking and it was never answered.  Also there is at times so much information to seach through it can be time consuming.  On Hyland University it is frustrating how many are premium subscription.  I try to be as self sufficient as possible so I don't have to innudate tech support with tickets.

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

E-Sign.  Our integrations with DocuSign is doing great.  Workflows allow the docs to be routed seamlessly.

  ### 22. Very easy to use and quic to learn

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily O. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2024

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

I have a background as being a traditional software devleoper for 2 years in addition to working for a no code development platform startup. 

When I first started working with onbase, I was blown away by how simplified the UI design is. I know what I need to do immediately. There are so many customizable options of how to make the product your own. The interface is so clean and simple.

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

Upgrading seems to have bugs that are not worked out. These bugs tend to be a lot of one off issues that we are not able to reproduce in different dev and test environments.

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

auditing processes and file management to stream line processes to save user's time.

  ### 23. Intuitive, flexible, powerful low-code solutions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Barbara E. | Senior App Dev Analyst, OnBase, Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2024

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

Incredible suite of tools for managing complex processes, ensuring stability and audit trails, rapid app development, and pretty much any crazy requests our users and business owners propose for us. Easily my favorite system to work in and support.

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

Support responsiveness has suffered in recent years. Some glaring gaps in testing new versions for Oracle databases.

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

A popular entry path for our business units is to lift and shift excel spreadsheets and access databases. We always throw in some extras for automation and quality of life. Additionally we can transform major projects that have grown beyond their original scope and can benefit from OnBase's flexibility and power. WorkView has been a lifesaver for many of our processes.

  ### 24. OnBase Admin and User

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 02, 2024

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

Ease of use and integration and features

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

Upgrades are difficult. Sometimes we cannot justify ROI for some of the modules.  Hyland  is always innovating and coming out with new modules, however, if OnBase is not your first line of business application, it can be hard to justify spending $20,000 plus $25% for yearly maintenance to use SOME of the features of a new module.

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

OnBase allowed us to automate our Accounts Payable process. Invoices are scanned and routed to approvers.  When they are approved, they are sent back to Finance for processing to be paid.  Staff can verify if an invoice has been approved as well as view an image of the check cut for the invoice if contacted by a vendor and cross reference the invoice with P.O. as well.
Human Resources was able to digitize the employee folders and allow Directors/Managers to view candidates for job postings.  They no longer have to call to find out how many or even if applications were received for a posted position.  They have also taken advantage of the Document Retention module to allow they to purge documents according to a standard schedule.
Clerks uses OnBase as the keeper of documents and contracts.  With ease they can provide specific contracts, legal documents, respond to FOIA requests and produce meeting minutes for Council and Boards.
Community Development stores various documents in OnBase freeing up time and money from retrieving the documents from a storage facility.  Like Human Resources, they also take advantage of the Document Retention module to purge document in accordance with an established schedule.  OnBase integrates with the Community Development line of business application so that large documents line plan sets, can be displayed when clicking on an item in the line of business application
GIS integrates OnBase with ESRI and Cityworks to display As-Builts and Water and Sewer documents

  ### 25. OnBase (Cloud and OnPrem)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris B. | Software Engineer Consultant- Financial Systems, Enterprise (> 1000 emp.)

**Reviewed Date:** December 23, 2022

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

OnBase is an overall GREAT software application!  The capabilities available in Workflow and Workview are incredible for automating manual processes !!  

I have been in Information Technology for over 20yrs, and the Customer Support I receive from Hyland is FAR better than any other software vendor I have ever worked with.

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

I don't have any dislikes for OnBase.  I've worked with the product for almost three years, and I am grateful to be on this team!

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

We have a subsidiary that is using OnBase for their invoicing, as well as their travel and contracts.  Our Corporate Finance, Legal and HR all utilize OnBase for automating requests and approvals.  Our Information Security team is using it to manage their File Transfer process.  We are getting new requests from all areas of the company to automate manual processes.

  ### 26. OnBase from the mouth of babes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrew M. | Senior Software Developer | Assistant VP Global Treasury Management, Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2024

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

I like how flexible Workview is and how it literally can handle the class and view load that our bank uses it for.

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

We dislike the inability to create a software enhancement request. We "understand" the whole voting thing but sometimes we have literal business critical problems with the software that are communicated through Deluxe to Hyland and into a forever black hole.

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

We have a write once read many environment that is benefitting the global treasury management sales of products and services to the bank. We use Workview to create a custom application that is the vehicle for all of the GTM applications. Its ability to be custom and granular helps shape our solution that has to be easily modified per the industry and its continual shifts. That flexability is unparralled.

  ### 27. A great platform that streamlined our processes.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katie C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 24, 2024

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

When we switched to OnBase, we were able to downsize our paper storage down to almost nothing.  We previously had all of the walls in our front office lined with filing cabinets.  We were able to get rid of all of those.  We also save so much time processing things through the OnBase system - people throughout the building are able to quickly and easily pull up documents that they need.

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

There isn't enough time to go through all of the ways that we can better utilize the software.

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

It is allowing us to share documents throughout our large company instantly and easily.

  ### 28. Very useful multi faceted ECM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aaron L. | IT Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

Developing and using the OnBase Workflow and Workview applications are easy to understand and work with. Giving the opportunity to find many solutions within the system.

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

Sometimes the rules based process of OnBase workflow doesn't allow a good process for when someone makes a mistake. Because it goes step by step, anything that throws that off seems to affect an item either immediately or further down the line.

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

OnBase has done a great job of eliminating the massive amounts of paper that we used to use. In fact the space once used for file cabinets is not replaced with 25 employees.

  ### 29. OnBase User experience

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 25, 2024

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

OnBase gives the ability to create multiple business processes for different departments. The security features and roles allow for increased security. The ability to create custom queries and reporting is beneficial to the end users. My favorite feature is the ability to make it customizable to our business needs.

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

It is a learning curve for new users. They are intimitated by the features and buttons, and the face that filters hold confuses users.
Customer service has diminished in the past few years. Usually we get a rep that does not know how to help us, and many times we are explaining basic facts to them.

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

Workflow process for Underwriting. It solves how to get an application in the door to getting it issued. The extensive ability to report is assisting management with the status.

  ### 30. OnBase brought our company into the future

**Rating:** 4.5/5.0 stars

**Reviewed by:** Stephanie I. | Director of Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

OnBase is a user friendly, efficient solution to our AP needs.  Prior to OnBase we were still processing everything on paper, and now we can do everything electronically and it is amazing!

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

We use a LOBB broker with our ERP and it is not always updated as quickly as the OnBase solution, so it limits our ability to be on the latest release.

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

OnBase allows us to be completely paperless and enforces correct approval chains.  It also makes it very easy to see a full picture of all AP at any given time.

  ### 31. Manager, Provider Credentialing & Data Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Diannette R. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2024

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

Workflow- able to build a process that works for the team, utilizing workflow to assign documents to different areas and downloading to a QA program.

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

Some limitations in building different amount of downloads for quality depending on the length of time an employee has been with the organization

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

OnBase allows us to upload and store documents, route to different team members for questions and completion, as well as a quality program to verify the accuracy of the data we input.

  ### 32. Complex but the best product for document management

**Rating:** 4.0/5.0 stars

**Reviewed by:** jose c. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

I love that OnBase is so customizable, scalable, and can fit into almost every single industry.

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

The support for the product is really the biggest struggle.  We often get support with users offshore that are less experienced than the OnBase admins.

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

OnBase is providing solutions with workflow.  It allows us to manage the doument and the data from scan to completion in Epic.  The customizable aspects of OnBase allows us to perform essentially any task that we like.

  ### 33. OnBase Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cora B. | Sr. Applications Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

Searching in OnBase for documents that have been indexed There are many ways that searching can happen to help the staff member quickly locate the information they are looking for.

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

There are many different ways to intergrate with other software. End user staff don't always understand the differences.

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

Untiy forms for Nurse floating to other locations with the approval process has freed up many hours for nursing staff they no longer need to track down their form.

  ### 34. I was the project manager at implementation and am now a key decision maker for the software uses.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 30, 2022

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

OnBase provides a single point of access for documents within the organization and is a launch point for workflow management related to documents.

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

The only challenge I see is making sure to stay current with the capabilities of the solution to ensure you are getting the maximum value from the software.

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

Eliminating the need forD paper document retention.  The benefit is the reduction in storage cost and user experience.  Document Management, workflow, data mangement.  Process automation

  ### 35. My experience with OnBase has been amazing!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Barbara Tamiko S. | Secretary II, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2024

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

One of the upsides to using on base is the digital document management capability and reduction of paper use thereby making the environment more sustainable. Another upside to using On base is increased productivity.

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

What I dislike about on base is some of the features are separate such as document retention.

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

Solving the problem of cost with respect to paper and all equipment associated with paper, it also has solved the problem of storage.

  ### 36. OnBase consolidating our legacy systems

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 24, 2024

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

OnBase has a great momentum with many aspect I find important to invest my time in. The product is well thought out for many different case. Our support has proven to be very helpfull whenever we have run into issues. Many of our users will benefit with the new tools that will ease their use. The Integration with our ERP makes this a very powerfull solution for us.

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

The implementation of OnBase was a bit challenging, but thanks to our FLOS we tackled many of the issues.

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

OnBase has replaced legacy solutions that were well past standard support. It has brought more visibility to our users Invoice standards and procedures.

  ### 37. What can OnBase do for us?

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sebastien R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 24, 2024

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

OnBase not only stores our documents but its workflow capabilities enable a more seamless and interactive process delivery for Axxess International. And we're only using the tip of the iceberg as far as OnBase functionality

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

As a sa, I would love a single platform which would encompass Config, OnBase Client, Scheduled Tasks and Studio.

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

A more robust document repository, documents are easier to find, automation of previously manual tasks

  ### 38. OnBase allows easy and accessible content management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan C. | Head of Technology (Volunteer), Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2024

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

If you can dream it, you can probably do it in OnBase. The freedom to create complex solutions that can be presented to end users in accessible ways allows unique processes and document transportation to meet your institutions unique needs.

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

OnBase does require a level of curiosity or education that requires about a year before one can start feeling comfortable administrating with.

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

OnBase allows for finanical record retention.

  ### 39. You Know Longer Seem to Care about on Prem

**Rating:** 2.5/5.0 stars

**Reviewed by:** Erin M. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2024

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

Thick client, configuration, my ability to control systems and tasks

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

offshoring support for on Prem customers. Hyland pretending they invented federated search, your bold new model is neiter bold nor new. You also appear to be going all in on the death of knowledge. AI is only as effective as your LLMs and sources, you are making a lot of assumptions. Try harder.

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

Business process improvements

  ### 40. OnBase from a IT Pespective

**Rating:** 3.5/5.0 stars

**Reviewed by:** Steve G. | IT Director, Construction, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

OnBase is very robust, the applicaton should grow with our business.  The workflow engine is very strong, we use it mainly for AP processing.  The software has really has helped in identifying underlying issues in our processes.  Customer Support is very good, the engineers are knowledagable.

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

From a admin perspective, you have to conect to too many applications do  administer the system.

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

Invoice approval process.

  ### 41. Great low to no code software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2024

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

I really like that you do not need a strong coding background to use the software but if you do have the knowledge, you can still use toold such as SQL

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

There are a lot of different places where configuration is dont. It is very easy to miss one simple checkbox which could ruin your entire build

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

Our AP process has been simplified

  ### 42. Powerful and as complex as you want it to be

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kim W. | Senior Enterprise Content Services Developer, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

It is versitile and powerful, able to be leveraged across many different business types, industries, and business departments

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

We need to be very cautious when upgrading, as we have often found items breaking as nw versions are rolled out.

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

It allows us to convert paper-based and email/Excel spreadsheet-based processes into remotely accessible processes.  This allows for easire backup training and better customer satisfaction.

  ### 43. intuitive process for new users

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aggie S. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

I started using OnBase less than 12 months ago, and between it's intuitive look/feel, helpful search library and Hyland University courses, I have been able to navigate and create new processes for my team.

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

Unity forms are not available in Thick client

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

no longer storing physical documents and allowing retention policies to be implemented to purge old documents.

  ### 44. Flexible document management and more

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ellen M. | Systems Administrator II, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 24, 2024

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

Able to customize and do the things we need to do with our documents from workflows to retention

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

Upgrades can be tricky and documentation can be hard to follow at times

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

Able to have the ability to track and see who or what has happened to a document and have retention assigned to keep within regulatory standards

  ### 45. Great Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisseta G. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2024

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

Is user friendly, easey to configured. Great tools to work with it. Easy implementation. Great customer support. The training and hands on labs are amazing. Using OnBase daily you learn your path into the platform.

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

I would love to see more modules to integrate in between different departments.

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

OnBase had reduce our paperwork usege 30%

  ### 46. OnBase does it better.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kristi D. | Enterprise Content Management Developer, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

Customizability.  You can build almost anything you want if you are willing to color outside the lines.

Being cloud hosted allowed us to upgrade in three hours without worrying about anything.

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

Large system, takes a while to learn it all.

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

We are using OnBase to solve many business problems.  Long term storage, workflows, automation, everything.

  ### 47. Onbase Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Yohara Salinas M. | Assistant Vicepresident, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

It is flexible, comprehensive in its functionalities and has support in our native language.  It also have a lengthy Hyland University curriculum.

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

That it is complex for a beginner programmer hence the learning curve is steep.

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

It is helping us take the Bank to the next level on ur digitalization vision.

  ### 48. Onbase Admin

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2024

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

Onbase is very user friendly, it allows us to process and search invoices easily while maintaining everything in one system.

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

We have not come accross one yet, onbase has been a breeze to work with.

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

Digitizing invoices, managing approvals in one space while significantly lowering manual errors with AI.

  ### 49. OnBase Premise

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2024

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

Easy to make workflows and implement them.

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

Users complain that there is no easy way to go back to a file. They have 100's of files and want a drop down to be able to go back to thei last 20 or 50 files.

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

Document staorage and retrieval.

  ### 50. Love using Hyland OnBase!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Edith G. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 24, 2024

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

I like the user frie3ndly platform. Mobile County has been using OnBase for its records management since 2018 and it is wonderful!

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

I wioould like to see how to upload entire files into OnBase ragther than doing document by document.

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

Document retention and destruction dates.


## 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=2&section=pricing&secure%5Bexpires_at%5D=2026-07-17+02%3A18%3A46+-0500&secure%5Bsession_id%5D=d7073f88-a6b8-44de-9d31-d804de9143b8&secure%5Btoken%5D=6d2829d6d4bc6c424aab47898a012a19faccae97ae8a1ef0d8e2b429c4838126&format=llm_user)
## Hyland OnBase Integrations
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  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

## Hyland OnBase Features
**Customization**
- Customization
- HR Integrations

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

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

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

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

**Process Management**
- Process Overview
- Process Analysis
- Real-Time Process Monitoring
- Unstructured Processes
- API Connection
- Document Approval

**User Interface Design**
- WYSIWYG Editor
- Customized Branding
- App Templates
- Workflow Management

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

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

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

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

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

**Analytics**
- Due Dates
- KPIs

**Collaboration**
- Permissions for Sharing
- Data Unification
- Accessibility
- Process Routing

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

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

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

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

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

**Agentic AI - Business Process Management**
- Multi-step Planning
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

**Risk**
- Identification

**Recovery**
- Reporting

**Audit**
- Filters
- Overpayments
- Duplicates

**Process Development**
- Process Routing

**Fraud**
- Vendor Checks
- Data Generation

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

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