User Reviews Overview
About OnBase
OnBase is a cloud-based enterprise information platform that helps small to large organizations manage content, processes and cases. With specific solutions for insurance, financial, higher education, government, commercial and...
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- Industry: Design
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
OnBase
My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.
Pros
OnBase is excellent for keeping copies of all my client's purchase orders in one place. The layout is user friendly and very simple to use. I mainly use it to keep track of countless numbers of PDFs I have on file. Once imported in to OnBase, I am able to retrieve those files with a simple search. It's been a lifesaver for keeping me organized.
Cons
The only issue I have with OnBase is a minor annoyance. When I am importing documents, I am not able to drag and drop multiple files at a time. If I have 10 files to import, then I have to do 10 separate imports for each. Other than that, I do not have any complaints.
- Industry: Medical Practice
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
OnBase software
OnBase is an efficient program, scanning ans sorting documents to the appropriate provider is swift and ease of use is great
Pros
Great source for managing and sorting incoming faxes, quickly able to find specific documents you are searching for.
Cons
This program is very efficient, i dont have any serious cons to list.
- Industry: Industrial Automation
- Company size: 5,001–10,000 Employees
- Used Daily for 2+ years
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Review Source
Dynamic document workflow solution
Pros
Dynamic workflow with endless possibilities to create custom workflows, action queues, and document handling.
Cons
Difficult to export data, and reporting / archiving is not intuitive
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- Used Daily for 2+ years
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Review Source
OnBase has gone downhill
Pros
all in one document and workflow management software, but the pros end there.
OnBase 13 was great, OnBase 17 not so much
Cons
we upgraded from OnBase 13 to OnBase 17 and let me tell you it is a disaster. OnBase 17 is slower substantially in every category. We are using a click once install, now it has to check the server every time you open, word, or excel, outlook or even OnBase itself for a new version, which sounds great, but this can take 30-45 seconds EVERYTIME you want to open a document. Switching from inbox to related items is very slow, 6-10 seconds, which doesn't seem like a lot, but over the course of a day where you do this 70 times, well you do the math for wasted productivity. And then there is the Random errors that constantly come up on a users system that has worked just fine for months, but there is no solution to that either. Hyland support is virtually non existent, their only solutions are run this software utility that they have. Nothing is ever resolved, they just keep "kicking the can down the road", or tell us to update to version 18. sorry after this disaster our next upgrade will be to something else. Our business users are screaming to go back to version 13.
- Industry: Events Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Why OnBase Is The Best
Pros
It handles digital signature well and has some leading workflow management features.
Cons
It has some cool features and has not disappointed us.
- Industry: Human Resources
- Company size: 10,000+ Employees
- Used Monthly for 2+ years
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Review Source
Onbase Review
Pros
It's a data repository that can hold alot of files.
Cons
The options with searching at times can be tricky. Also takes a long time to load at times.
- Industry: Higher Education
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Easy to Use
Pros
I like how you have all documents link together so when you search a name, everything pulls up.
Cons
I don’t like that we don’t have the ability to have a workflow or a way to send documents to other departments. If there is that ability , it should be standard for universities.
- Industry: Hospital & Health Care
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
My A/P program
I am a vendor analyst in accounts payable, and this is one of our main programs.
Pros
This is an effective program for accounts payable and is easy to learn and manipulate data for entry.
Cons
This program is easy to problem shoot should an issue occur, and I see nothing difficult about it's performance.
- Industry: Higher Education
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
OnBase is used in my daily tasks to view documents
Being able to see student documents on site and off site when needed to evaluate and assess their files appropriately.
Pros
OnBase makes it easy to view student documents and files to evaluate student files and assess their transcripts. Saving and printing documents when needed is easy to do as well. This system makes my job easier.
Cons
The document not found area is a bit hard to understand, however once you learn the system it is easy to figure out.
- Industry: Information Technology & Services
- Company size: 5,001–10,000 Employees
- Used for 1+ year
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Review Source
Advanced platform for content management
If I talk about the benefits of using this product. I would say it is playing a vital role in our organization. Also I would say they have responsive customer support.
Pros
It has been an excellent product for content management. With the assistance of this product we can change over unstructured information into an organized one that contains numbers, dates and certainties so as to improve the information conveyance and generally correspondence in a specific association and companies. I would say it is a useful product.
Cons
It has been long time using this versatile tool. It is great that I have not ever come across any major problem. It always gives perfect services. I am a satisfied user of Onbase.
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Easy to use, but lacks some functionality
Pros
OnBase is easy to use and there are a lot of search options available to find invoices in the system.
Cons
The search feature lacks some functionality and sometimes fails to deliver expected results based on entered fields. It can take some time to find an invoice because it doesn't properly recognize some fields.
- Industry: Higher Education
- Company size: 501–1,000 Employees
- Used Weekly for 2+ years
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Review Source
OnBase
In addition to allowing our institution to securely store and safely access student records, the newest user interface and features are easier to use. I'm not sure if our institution purchased some upgraded features in OnBase or if it itself has had an upgrade and facelift, but it seems to be running faster and with the clearly labeled icon/tools using OnBase has only gotten easier. It's great!
Pros
I think OnBase's newer colorful web-based appearance and interface is a bug PLUS! The interface and functionality is much more user friendly and I love the ability to create my own Favorites so I can quickly jump to the specific user pages/information that I need and use most often.
Cons
Honestly there aren't really any negatives about OnBase that I can think of. I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part). I'm using it right now and it's great...I usually only use a few features to perform the tasks I need to when searching for student records/documents and after clicking around to see what I might dislike about it I actually found another feature I love about it! - the Query History tool is super cool! To be able to see a list of my most recent searches is yet another feature I like about OnBase!
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
User friendly
I use this as part of a carrier page to search for and retrieve documents, so far this have been great software. I like that the documents are all compartmentalized so you can search by the type of document.
Pros
This software is easy to use and fairly user friendly. I like that the software seems to be very literal.
Cons
Sometimes the software freezes up or give you the infamous 'circle of death' while it attempts to pull up the document - however this could be unrelated to the actual software and more of a computer issue.
- Industry: Higher Education
- Company size: 201–500 Employees
- Used Weekly for 2+ years
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Review Source
OnBase
We were lucky to have been using OnBase for our document storage system, not every school in the district chose to use OnBase like we did. Being able to transfer the scanned documents from OnBase into our previous database system was different at first, but we quickly caught on how to use it. Recently the district switched to a new application system only to find that they can't upload documents directly into it. When it was announced that all schools would need to use OnBase we are happy, as we are already ahead of everyone else! Our transition to the new software has been almost seamless.
Pros
OnBase allows us to securely store and safely access student records easily.
Cons
When I first started using OnBase i had the older version (looked like an old DOS or mainframe system), and it was hard to sometimes locate student records, and/or see if there were more levels (additional documents) for the same student. But once I switched to the newer version I was able to easily see much more and drill down when a single student had more than one document scanned into OnBase.
- Industry: Hospital & Health Care
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Onbase
I am happy with it. Certainly an improvement over the last software
Pros
I like the ease of being able to index documents into the patient chart and labeling it correctly
Cons
It is a little hard to learn to use, once you get past that it's great
- Industry: Computer Hardware
- Company size: 501–1,000 Employees
- Used Daily for 1-5 months
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Review Source
OnBase is a great CMS tool!
The benefits of using OnBase software include having access to a great content management tool. Other benefits of using OnBase client include easy file storage management system to learn. Additional benefits of using OnBase include secured file management storage with limited user access. More benefits of using OnBase client include great archival options for outdated files. Overall, OnBase reduces the amount of paper being transferred from location to location depending on the size of your company.
Pros
OnBase is a great content management tool. OnBase interfaces with a web client provided by the company. OnBase offers a database storage for customers and clients to manage documents in various file types. OnBase communicates with an application server and database disk groups. OnBase has three knowledge panels accompanied with a search function and display console.
Cons
Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail. Thus file syncing may be affected due to the lag in progressive updates. Functions may differ depending on the version type of download. Limited ways to flag documents. Application may crash or freeze while working within the client.
- Industry: Higher Education
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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Review Source
Simplify your life with Onbase
I use OnBase whenever a department needs to know if a check is cashed. I type the check number and immediately I can view an image of the check.
Pros
It is easy to use, great storage capability. We use to store images of checks and it can store the information for many years.
Cons
The new version of OnBase makes item more difficult to view.
- Used Daily for 2+ years
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Review Source
Resold via Wausau IMS
Pros
Very modular and customizeable. Very solid software. The IMS support is excellent and responsive.
Cons
I get the best support from Wausau. If there is an issue that is refererd to Hyland then it takes a while to get resolved
- Industry: Hospital & Health Care
- Company size: 5,001–10,000 Employees
- Used for 1+ year
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Review Source
Document Correction
Pros
I like the Integration with Epic and the many features that come with it.
Cons
Unity Client and the document correction workflow could be improved, allowing it to be more user friendly.
- Industry: Government Administration
- Company size: 201–500 Employees
- Used Monthly for 1+ year
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Review Source
Good document management and archiving software
We needed to replace our document management system that was outdated and no longer being supported. OnBase was a good solution for migrating our existing documents, data and indexing information. It took some effort to get this migrated and set up, but is now working very well with few issues or problems.
Pros
OnBase is fairly easy to use for our end users as long as they remember that they need to index accurately and give good data for each document/file they upload to OnBase so it can be found easily at a later time. In other words, it works great as long as you know how to use it! Documents are easily categorized and indexed for archiving of public records that need to be stored for years to come.
Cons
The public web interface is very limited in what it can do for our public users. I am hoping for an improvement in a new version update.
- Used Weekly for 2+ years
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Review Source
Used for scanning documents.
Pros
Ease of use, searching is easy. My dept. has scanned thousands and thousands of documents: personnel files, applicant documents, etc.
Cons
After documents are scanned, you have to manually commit or release each document. Very time consuming and hard on the wrist (using mouse to click multiple times). Editing is a little cumbersome.
- Industry: Government Administration
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
This is the best document management solution.
Pros
This product has lots of features and functionalities. My favorite modules are: 1. Workflow. We can use this module to streamline our document distribution process. 2. Document Import Process. We can use this module to do bulk import.
Cons
The product is somewhat expensive. You need to purchase individual modules if you need more functionalities. The training classes are not cheap either.
- Industry: Hospital & Health Care
- Company size: 10,000+ Employees
- Used Monthly for 2+ years
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Review Source
Document imaging application
Pros
OnBase is a great document imaging application that allows you to view, scan, index, and retrieve patient related documents and correspondence. The software also has the functionality of worklist.
Cons
There is not much I do not like about the OnBase software.
- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Monthly for 1+ year
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Review Source
Great Document Repository
Pros
Onbase's simple-to-navigate functionality makes it incredibly easy to work within on a day-to-day basis.
Cons
Although it doesn't necessarily need a facelift, the look of the software is very plain.
- Industry: Education Management
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Best ECM software on the market with great workflow capability
Drastically improved workflow processes and document management/retention.
Pros
Best workflow engine I have ever seen, allows point and click configurable workflows with almost no need for custom scripting (though that is an option). The way it organizes document types is the best I have seen and has a LOT of capabilities for integrating with other line of business systems. The interface is very modern looking as long as you are using the desktop Unity Client or the Web based client. They also offer mobile applications that work very well.
Cons
Though the scanning features are very good and getting better the forms recognition still isn't as good as most dedicated scanning applications. Also the cost of OnBase tends to be higher than many others but I do find that you get what you pay for.
