---
title: "OnBase Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about OnBase Software - reviews, pricing plans, popular comparisons to other Enterprise Content Management products and more."
source_url: "https://www.capterra.com/p/62208/OnBase/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 OnBase Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

OnBase

## What is 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 LOB applications 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.

## What is OnBase used for?

[Document Management](https://www.capterra.com/document-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Content Management](https://www.capterra.com/content-management-software/)

Top alternative

Featured

Overall rating

Based on 79 user reviews

Reviews sentiment

Positive

84%

Neutral

13%

Negative

4%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for OnBase?[Manage this product listing](https://www.g2.com/products/hyland-onbase/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### OnBase

4.3 (79)

VS.

[4.6 (6,129)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

Contact vendor

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (79)

Ease Of Use

4.5 (14,916)

Value For Money

3.9 (54)

Value For Money

4.3 (12,325)

Customer Service

4.1 (55)

Customer Service

4.4 (11,488)

## OnBase alternatives

Highest Rated

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,760)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)

[4.5 (12,900)](https://www.capterra.com/p/161304/OneDrive/reviews/)

Starting price

$1.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161304/OneDrive/)

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

[4.7 (2,918)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/)

Starting price

$9.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/227146/Microsoft-Word/)

[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)

[4.6 (14,181)](https://www.capterra.com/p/227157/Microsoft-365/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/227157/Microsoft-365/)

[View all alternatives](https://www.capterra.com/p/62208/OnBase/alternatives/)

## FAQs about OnBase

Overview

### What problems does OnBase solve?

OnBase solves document sprawl, slow retrieval, paper-based routing, and inconsistent records retention by centralizing scanned and digital files, indexing them for search, and routing documents through configurable workflows. Records managers, credentialing staff, finance teams handling invoices and purchase orders, and school administrators benefit from controlled access, audit logs, bulk imports, and long-term archiving.

Answer based on 22 reviews

Overview

### Which roles and teams benefit most from OnBase?

OnBase is most used by application analysts, OnBase administrators, and IT teams managing document repositories, integrations, access controls, and system support. Business analysts, project managers, and implementation specialists use it to map workflows and coordinate deployments, while admissions, customer service, accounting, recruiting, and clinical staff retrieve records and process cases.

Answer based on 79 reviews

Overview

### What company size and industries is OnBase built for?

OnBase is built primarily for midsize organizations, which represent 44% of reviewers, and healthcare, its top industry at 18%. It provides industry-specific solutions for higher education, insurance, financial services, government, healthcare, and commercial organizations. Enterprise users account for 38%, while higher education represents 17% and IT services 11%.

Answer based on 79 reviews

Features and Usability

### What are the key features of OnBase?

OnBase includes core document management for scanning, indexing, storage, and retrieval through full-text search and filters. Its differentiating workflow automation supports configurable workflows, worklists, and document routing. Additional capabilities include OCR-based data capture, document retention, audit trails, role-based permissions, and integrations with business applications.

Answer based on 22 reviews

Integrations

### Which third-party tools and platforms does OnBase integrate with?

OnBase integrates with 9 third-party tools and platforms, including Microsoft SharePoint, Docusign, Microsoft Dynamics 365 Business Central, Oracle E-Business Suite, Oracle PeopleSoft, Workday HCM, Workday Financial Management, JD Edwards EnterpriseOne, and Deltek WorkBook. These connections cover document management, ERP, and HCM systems.

Answer based on 9 reviews

Getting Started and Support

### How easy is it to onboard and train a team on OnBase?

OnBase offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that everyday users can learn document search and basic tasks relatively quickly with proper guidance, while first-time users may find navigation confusing. Administrators and workflow configurators need more time for research, testing, and extended training.

Answer based on 11 reviews

Getting Started and Support

### What customer support options does OnBase offer, and how do users rate the experience?

OnBase offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative, and chat channels. Users often describe support teams as responsive, helpful, and able to suggest workarounds. However, some report slow resolution times for escalated issues, limited solutions for recurring errors, and delays when system problems affect document access.

Answer based on 14 reviews

Features and Usability

### How well does OnBase manage and find business documents?

OnBase centralizes document storage, indexing, search, and long-term retention for organizations managing large file volumes. Enterprise users value its document types, access controls, workflow options, and integrations. Accurate indexing is essential for reliable retrieval, while some teams find initial organization, migration, and back-end administration complex.

Answer based on 22 reviews

Features and Usability

### Is OnBase easy to use for everyday document work?

OnBase makes daily document search, storage, and retrieval manageable for many end users. Teams appreciate the web interface, saved favorites, configurable forms, and clear access to uploaded records. New users may need training to navigate screens and workflows, and some tasks require extra clicks or feel less intuitive.

Answer based on 20 reviews

## Features

AI summary

Based on 370 Enterprise Content Management reviews

Capterra data shows that buyers of Enterprise Content Management rank the following features as their top priorities:

-   **Secure Data Storage** (**58%** of reviewers rated this feature as critical)
-   **Document Management** (**53%**)
-   **Access Controls/Permissions** (**55%**)

OnBase supports all three features that reviewers rate most highly: **Secure Data Storage**, **Document Management**, and **Access Controls/Permissions**. Together, these capabilities help businesses protect sensitive information, keep documents organized throughout their lifecycle, and control who can view or update content, allowing teams to manage records more securely and work with greater confidence.

Secure Data Storage

5.0 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

Document Management

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Collaboration Tools

3.5 (6)

16.67% of 6 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Archiving & Retention

4.0 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Document Storage

4.3 (17)

35.29% of 17 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Access Controls/Permissions

4.6 (8)

25.00% of 8 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

OnBase 139 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Active Directory Integration: Integrates with Active Directory
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Application Management: Track, manage and store the applications of potential future members, customers or candidates
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit
- Audio File Management: Supports audio files
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Authentication: Verify the identity of users/devices to enable secure access
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Automatic Backup: Data is backed up automatically to prevent data loss
- Backup and Recovery: Create backups and provide methods to recover deleted/lost data
- Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Cloud Backup: Process of backing up of files and applications to cloud-based remote servers for protection of data
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Collaborative Development: Work with others within one platform/system on the application development process
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Management: Manage, organize, and store contact information
- Content Delivery: Distributing content through various platforms or channels
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Content Publishing Options: Facilitates online authoring and publishing of the content
- Contract/License Management: Track, store, and access client contracts or licenses
- Custom Development: Development of custom software, web apps, mobile apps, etc.
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Aggregation and Publishing: Assemble data from multiple sources
- Data Capture and Transfer: Import, collect, and capture data from multiple sources
- Data Import/Export: Import and export data to and from software applications
- Data Migration: Move from one database to another, or upgrade the version of database software being used
- Data Recovery: Ability to restore deleted, hidden, or lost data from an email server/system
- Data Security: Protect sensitive data for digital privacy
- Data Storage Management: Manage and store data in a database
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Visualization: Graphical representation of data
- Database Support: Supports common databases such as MySQL and Oracle
- Deployment Management: Manage the processes involved when making the application ready for use
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents
- Document Capture: Scan, move or upload electronic files within the software's repository
- Document Check-in/Check-out: Document Check-in/Check-out
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Generation: Custom forms to streamline repetitious aspects of a document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Forms: Digital forms that are shared and accessed online
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Templates: Pre-made examples and templates for emails
- File Conversion: Convert files to a different format
- File Management: Create, save, and store files
- File Recovery: Recover lost, deleted, or damaged files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Transfer: Move files across different systems or networks
- Filtering: Find & retrieve relevant data or documents
- Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Indexing: Compile and organize data into specific metrics
- Information Governance: Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
- Integrations Management: Identify which applications need to exchange data and enable these data connections
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Metadata Extraction: Retrieval of embedded metadata that is present within a file
- Metadata Management: Collect and maintain structured information that describes data or content
- Mobile Access: Access software remotely via mobile devices
- Mobile Signature Capture: Capture signatures via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Language: Manage and support multiple languages
- Multi-Party Signing: Share documents with different users to collect multiple signatures
- Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
- Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more
- No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code
- Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection
- Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents
- Process Change Tracking: Document any changes or proposed changes made to business processes or workflows
- Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Workflow: Create, manage, or update project workflows.
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Synchronization: Helps in synchronizing files and folders from remote servers or computers
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Secure Login: At least a username and password is required to access the system
- SEO Management: Optimize and manage the search engine optimization efforts for a website or digital content
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Synchronization Scheduling: Create a schedule when files and folders are synchronized
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Team Collaboration: Allow multiple team members to edit and work on the same document
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Templates: Sample files or documents that could be customized as needed or used as is
- Text Editing: Edit text as needed
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user
- Two-Way Synchronization: Synchronization process that copies files in both directions to reconcile changes as needed
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Version Comparison: The process of cross-checking new versions with previous copies to identify changes
- Version Control: Track revisions and updates made to files and navigate between different versions
- Version Rollback: The process of reverting to a previous version or state
- Visual Modeling: Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Web/Mobile App Development: Create/edit commerce applications for mobile devices and/or web
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.2 (78)

4.2

Based on 78 reviews

## Pricing

Value for money

3.9 (54)

### Starting price

Free trial not available

Value for money

3.9 (54)

3.9

Based on 54 reviews

## Integrations

[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/)[

Oracle PeopleSoft](https://www.capterra.com/p/155958/Oracle-PeopleSoft/)[

JD Edwards EnterpriseOne](https://www.capterra.com/p/212037/JD-Edwards-EnterpriseOne/)[

Workday Financial Management](https://www.capterra.com/p/66909/Workday-Financial-Management/)[

Oracle E-Business Suite](https://www.capterra.com/p/214932/Oracle-E-Business-Suite/)[

Deltek WorkBook](https://www.capterra.com/p/237145/Deltek-WorkBook/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.1 (55)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.1 (55)

4.1

Based on 55 reviews

## User reviews

Overall rating

4.3

Based on 79 reviews

Filter by rating

5(39)

4(27)

3(10)

2(1)

1(2)

Mentioned topic

Sorted by most recent

Brennan G.

Help Desk SUpport Specialist

Insurance

### "Good but resource intensive"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

July 13, 2025

Efficient but demanding. OnBase offers powerful functionality and flexibility for document management and workflow automation. It’s highly customizable, and support is prompt and knowledgeable. However, it requires significant system resources — we’ve experienced performance slowdowns on ESXi hosts during heavy usage. Overall, it’s well-suited for organizations that need depth and scalability, but it demands careful infrastructure planning.

Pros

Very advanced platform with many features that can be catered to a businesses needs. A dedicated team provides quick service for when issues arise.

Cons

It's very resource intensive, uses up a large amount of resources on our ESXI hosts and we occasionally get complaints about slowness.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JP

Jennifer P.

Sr. Auditor

Accounting

### "OnBase User"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

2.0

2.0

Likelihood to Recommend

6/10

January 30, 2025

Pros

This software is a tool to store and manage documents and can provide the history of the user for when documents were imported or revised.

Cons

The documents are not organized in a manner where you can easily find the correct document you are needing, and it just seems the system is a dumping ground for documents.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 11, 2025

Thank you for your honest feedback. This is not the kind of experience we would like for our customers and we would encourage you to please connect with your Account Team and/or Customer Success Manager to further discuss your concerns. OnBase can help you to deliver better customer and employee experiences. To learn more of how OnBase works and the features available, please visit: OnBase Content Services Platform | Hyland

CC

Cosmin C.

Senior IT Auditor

Insurance

### "OnBase review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 22, 2025

Overall very happy with the product functionality.

Pros

Awesome management system software, great to work with.

Cons

Access to all needed categories can be a bit difficult.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JH

Jamon H.

Director- Treasury

Industrial Automation

### "Dynamic document workflow solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

November 24, 2024

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TC

Taylor C.

Ophthalmic tech and scribe

Medical Practice

### "OnBase software "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

August 3, 2024

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DM

Dedan M.

Marketing Manager

Events Services

### "Why OnBase Is The Best "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 30, 2024

Pros

It handles digital signature well and has some leading workflow management features.

Cons

It has some cool features and has not disappointed us.

Switched from

[Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)

[WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/)

[FactBox](https://www.capterra.com/p/140612/FactBox/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AO

Anthony O.

HRBP

Human Resources

### "Onbase Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

March 28, 2024

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

YK

Yassine K.

Chef de projet

Information Technology and Services

### "Une GED simple et accessible !"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

May 23, 2023

Pros

Solution fiable et sécurisée, Connexion avec la base de données, Concepteur simple de workflow graphique.J'ai aimé aussi le fait que nous pouvons rechercher et accéder à n'importe quel document en quelques secondes, ce qui a amélioré notre productivité et réduit le temps que nous passions auparavant à rechercher des documents.

Cons

Parfois la fonctionnalité du l'OCR (Optical Character Recognition) ne fonctionne pas correctement, et on doit saisir manuellement les données scannées, ce qui ralenti notre productivité.C'est difficile aussi au début de comprendre la logique de l'enregistrement des documents au niveau des tables de la base de données liée au produit, mais une fois que vous vous êtes habitué, ce n'est pas mal du tout.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CE

Corey E.

Financial Analyst Associate

Financial Services

### "Easy to use, but lacks some functionality"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

February 22, 2023

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Arquitecto de soluciones

Information Technology and Services

### "Software robusto"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

January 8, 2023

Pros

Gran capacidad para implementar múltiples procesos de automatización de contenido (CxP, CxC, Admisiones estudiantiles etc...) y la infraestructura puede variar según el procesos a implementar

Cons

Se debe trabajar más en la experiencia de usuario en el cliente web, no es nada amigable para con el usuario final y enfocar la actualizaciones del producto hacia la web y mobile.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/62208/OnBase/reviews/)

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