OnBase by Hyland

(68)
4.1 out of 5 stars

OnBase by Hyland helps you improve customer service, reduce operating costs and minimize risk. It does this by providing you with instant access to all your data, documents and business processes from wherever you are, whatever device you are using or application you are working in.

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OnBase by Hyland Features

File Management
File Type Support

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

88%
(Based on 46 reviews)
Metadata

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.

91%
(Based on 34 reviews)
OCR Scanning

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

88%
(Based on 28 reviews)
Versioning

Keep track of incrementally changing versions of the same file.

86%
(Based on 31 reviews)
Collaboration

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

82%
(Based on 32 reviews)
Document Assembly

Autogenerate documents based on templates and form submission.

82%
(Based on 29 reviews)
Form Creation

Able to create and manage submittable user forms.

81%
(Based on 31 reviews)
Portals and Sites

Able to create user portals and sites.

78%
(Based on 26 reviews)
Disposition

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

83%
(Based on 24 reviews)
Search

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

87%
(Based on 45 reviews)
Web Interface

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

83%
(Based on 34 reviews)
Mobile Apps

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

68%
(Based on 13 reviews)
Workflow
Process Automation

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.

92%
(Based on 42 reviews)
Conditions

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

89%
(Based on 38 reviews)
Activities

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

86%
(Based on 34 reviews)
Records Management

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

91%
(Based on 39 reviews)
Case Management

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.

83%
(Based on 23 reviews)
Process Management
Process Analysis

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

78%
(Based on 8 reviews)
Process Overview

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

86%
(Based on 10 reviews)
Real-Time Process Monitoring

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

83%
(Based on 8 reviews)
Administration
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

87%
(Based on 42 reviews)
Single Sign-On

Onboarding and offboarding team members with Active Directory/SAML-based identity providers.

91%
(Based on 39 reviews)
Policies and Controls

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

84%
(Based on 38 reviews)
Storage Limits

Administer storage limits by user or group.

85%
(Based on 36 reviews)
Storage Zones

Choose at which data center your files should be stored.

85%
(Based on 33 reviews)
Security

Stores and transfers files in secure environment.

91%
(Based on 39 reviews)
Customization
Document Generation

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

86%
(Based on 10 reviews)
Process Design

The ability to create custom workflows aligned with business objectives.

67%
(Based on 6 reviews)
Process Repository

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

73%
(Based on 6 reviews)
No-Code App Development

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.

Not enough data available

Low-Code App Development

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

Not enough data available

Platform
Internationalization

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

87%
(Based on 16 reviews)
Performance and Reliability

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.

86%
(Based on 42 reviews)
Reporting and Auditing

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

80%
(Based on 32 reviews)
System of Record Integration

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

86%
(Based on 35 reviews)
APIs

Enables custom integration to external systems.

86%
(Based on 27 reviews)
Collaboration
Permissions for Sharing

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

68%
(Based on 7 reviews)
Data Unification

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

79%
(Based on 8 reviews)
Accessibility

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

76%
(Based on 8 reviews)
Process Routing

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

74%
(Based on 7 reviews)