# 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, which simplifies document access and workflow management. (31 reviews)
- Users value the **effective document management** capabilities of OnBase, enhancing workflows and ensuring efficient recordkeeping. (22 reviews)
- Integrations (14 reviews)
- Users praise OnBase for its **vast and unique features** , like smart Unity Forms and customizable WorkView applications. (13 reviews)
- Users love the **user-friendly and efficient** nature of OnBase, transforming their processes from paper to digital effortlessly. (12 reviews)
- Automation (11 reviews)
- Users value the **extensive customization** options in Hyland OnBase, enhancing document management and optimizing workflows. (11 reviews)
- Solutions (11 reviews)
- Data Storage (10 reviews)
- Flexibility (10 reviews)

**What users dislike:**

- Users find the **missing features** in Hyland OnBase hinder effective administration and complicate the user experience. (17 reviews)
- Users report **update issues** post-upgrade, particularly with document locking and connection reliability impacting daily operations. (12 reviews)
- Users find the **complex user interface** and multiple modules challenging, making training and navigation difficult. (10 reviews)
- Users face significant **technical issues** like document locking and connectivity problems, impacting overall productivity and functionality. (10 reviews)
- Users find the **learning curve steep** , especially with complicated configurations and navigating the system&#39;s features. (8 reviews)
- Users experience **poor customer support** , struggling with unanswered questions and complicated configurations that hinder self-sufficiency. (8 reviews)
- Expensive (7 reviews)
- Needs Improvement (7 reviews)
- Poor Guidance (7 reviews)
- Cost Issues (6 reviews)

## Hyland OnBase Reviews
  ### 1. Great product with a lot of promise

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kelly A. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 27, 2025

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

Ease of use, ease of administration, the capabilities (if leveraged). Great community and responsive support. We are new to the product and are still flexing our wings and OnBase's as well. We are cloud-hosted which also makes administering the product much easier.

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

Sometimes it can be difficult to navigate the different offerings to know what is included in "packages" and what are bolt-ons. There is a cost involved. Also, it can be difficult finding the right resource to provide the right answer to a technical or product question.

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

We want to use OnBase for our ERP and are looking forward to the coming integration with S/4HANA. That will open up a new set of users. We are also looking at CIC and integrating our other CM solutions.

  ### 2. Great Integration Options, Room for Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jessica W. | Application Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** December 15, 2025

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

All the integration options.  Unity is easy to use.

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

Technical support is hit and miss.  Some analysts are amazing and so very helpful.  Some seem to just want to close tickets as soon as possible with no real resolution.  Scan formats in Unity are difficult to manage.

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

Incoming fax processing.  I have several departments that I have created workflow lifecycles to mimic how they processed these when they were paper.  It makes it easier to management and keep track of faxes.

  ### 3. Onbase system admin

**Rating:** 4.5/5.0 stars

**Reviewed by:** Surbhi D. | System admin, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 24, 2024

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

Security and automation features are the most commonly used and keep documents secured

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

Very large and complicated platform so not easy to learn all

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

Record management and large and complex platform

  ### 4. New Systen - Great Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Eamon E. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2025

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

The user friendliness is truly what shines. The low code solutions for complex processes are impressive and will make tackling our designated project pretty seamless.

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

So far, I have not had my hands on our system on prem, but from the conference and training there have not been a lot of issues. I think having multiple clients can be a little bit confusing to new users, but once you are used to it, it works well.

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

We have a repository of 50,000 physical documents that have not been scanned or digitally imaged and uploaded into our system of record. OnBase will be the tool and platform that allows us to import those docmuments.

  ### 5. OnBase has improved our ability to process faster and more accurately.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kerry H. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 28, 2025

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

OnBase has made it possible to automate processes that have traditionally been manual.  The possibilities seem endless.

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

There is nothing I dislike.  There are features I wish we had and one being, the ability to text students from OnBase.  We have comments/responses set up and the student gets an email, but we'd love to be able to fire off a text.  We love OB though.

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

Gave us the ability to move from complete manual processing to automation. We went from 100% paper driven to 90% electronic forms and gave students the ability to upload documents directly without visiting campus.

  ### 6. Hyland AI User Forum Survey - 84 Lumber

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tom J. | Computer Operator, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

The ability to incorporate so many paper and digital content into one main repository with easy and varied access.

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

Some of the limitations on indexing, and the Citrix environment for our cloud based solution. (How many times can I repeat how much I dislike the Citrix Virtual Interface as an admin?)

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

OnBase is replacing a very outdated kind-of hybrid homebrew document management system with a few more indexing abilities, but no one knows how to access them.

  ### 7. An OnBase review from a fan and evangelist

**Rating:** 5.0/5.0 stars

**Reviewed by:** Craig H. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 09, 2025

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

It's the most robust platform of its kind on the market with the most powerful workflow engine.

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

Client disparity, it took a long time to get to this modern look / platform you have now. I endured years of "this seems old."

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

We find ourselves creating solutions to round out other systems that don't have an answer for the need. We call it the Swiss Army knife platform because we can do just about anything.

  ### 8. On base Workflows Streamline Processes

**Rating:** 4.5/5.0 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 ability to streamline processes from ingesting emails, to auto indexing documents, and then passing necessary documents into a workflow for users to act on. We are also able to have actions send notifications and emails to other departments to reduce the amount of time users have to switch between systems.

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

It would be nice if OCR could capture data without storing it as a keyword on the document. It would be nice if it could just write the data to a database table linked by the docid so that we could reference the values when needed.

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

OnBase has helped to create a business process that users find easy to use, making it easier for other departments to step in to assist when volume is high.

  ### 9. Former Hyland employee an a pilgrimage to spread OnBase magic

**Rating:** 5.0/5.0 stars

**Reviewed by:** Frank M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2025

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

OnBase can go great things when configured correctly. I've seen so many processes streamlined and optimized and how much it helps workers. One of the processes I built in the past was so amazing the person I created it for literally cried tears of happiness.

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

Honestly I don't have anything that comes to mind currrently. I have not run into any big roadblocks in OnBase configuring solutions that stick out in my mind.

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

Helping streamline admissions of students and awarding college credit.

  ### 10. It can do it all

**Rating:** 4.0/5.0 stars

**Reviewed by:** Drew J. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 09, 2025

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

OnBase is able to store all of our information and streamline a lot of our business processes. It is very customizable and is able to handle a myriad of situations.

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

The learning curve is pretty steep with getting everything setup with documents and workflows. Hyland does provide ample training to help with this though

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

Invoice collection and processing, document retention


## 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/hyland-onbase-review-7543087?section=pricing&secure%5Bexpires_at%5D=2026-05-29+10%3A47%3A08+-0500&secure%5Bsession_id%5D=4a7b1657-ae05-4df4-aa7f-9872284cdc0b&secure%5Btoken%5D=36d74abbef4ab248695a8af0182568dd0a8262773f7557522b9ba94fcc04e508&format=llm_user)
## Hyland OnBase Integrations
  - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Ellucian Banner Student Aid](https://www.g2.com/products/ellucian-banner-student-aid/reviews)
  - [Epic](https://www.g2.com/products/epic/reviews)
  - [FIS](https://www.g2.com/products/fis/reviews)
  - [Infor M3](https://www.g2.com/products/infor-m3/reviews)
  - [Q2](https://www.g2.com/products/q2-software-inc-q2/reviews)

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

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

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

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

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

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

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

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

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

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

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

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

**Analytics**
- Due Dates
- KPIs

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

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

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

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

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

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

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

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

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

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

**Risk**
- Identification

**Recovery**
- Reporting

**Audit**
- Filters
- Overpayments
- Duplicates

**Process Development**
- Process Routing

**Fraud**
- Vendor Checks
- Data Generation

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

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