# Page 2 | OnBase Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is OnBase the right Enterprise Content Management solution for you? Explore 79 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/62208/OnBase/reviews --- OnBase 4.3 (79) [View alternatives](https://www.capterra.com/p/62208/OnBase/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of OnBase ## Showing most helpful reviews Showing 26-50 of 79 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Brennan G. Help Desk SUpport Specialist Insurance Used the software for: 1-2 years ### "Good but resource intensive" July 13, 2025 4.0 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 JP Jennifer P. Sr. Auditor Accounting Used the software for: 2+ years ### "OnBase User" January 30, 2025 2.0 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 Response from Hyland Software 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 JH Jamon H. Director- Treasury Industrial Automation Used the software for: 2+ years ### "Dynamic document workflow solution" November 24, 2024 5.0 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 CC Cosmin C. Senior IT Auditor Insurance Used the software for: 2+ years ### "OnBase review " January 22, 2025 5.0 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 TC Taylor C. Ophthalmic tech and scribe Medical Practice Used the software for: 2+ years ### "OnBase software " August 3, 2024 4.0 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 JH Jhordan H. Analista funcional Computer Software Used the software for: 1-2 years ### "OnBase un gran ECM" September 30, 2022 5.0 Pros La simplicidad al usarlo, la trazabilidad, los informes que permite generar en tiempo real, el control de acceso según los perfiles de usuario, el balanceo de los flujos de trabajo. En general es un software muy completo. Cons hasta el momento todo me ha parecido muy bien. Tal vez las diferencias entre los ambientes web y unity. Review Source VR Verified Reviewer Arquitecto de soluciones Information Technology and Services Used the software for: 2+ years ### "Software robusto" January 8, 2023 5.0 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 Stephen B. Customer Service Representative Design Used the software for: 2+ years ### "OnBase" March 20, 2019 5.0 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. Review Source CHG Cristian Henry G. Coordinador de proyectos Information Technology and Services Used the software for: 2+ years ### "Gestión de Documentos con OnBase" September 26, 2022 5.0 Software ECM potente para la gestión de documentos empresariales, su motor de flujo de trabajo contiene muchas características que facilita la automatización de procesos y tiene un gestor de aplicaciones que permite la parametrización a la medida de procesos empresariales. Pros Es un software adecuado para la gestión de documentos empresariales, su sistema de repositorio es muy fuerte y tiene un potente flujo de proceso para la respectiva automatización de procesos Cons Se debe trabajar más en las capacidades de integración móvil y gestión de firmas nativa, además de reforzar en la visualización estándar en los diferentes clientes (escritorio, web etc.) Review Source CB Cheikh B. OnBase on the way to being a better content manager Computer Software Used the software for: 1-2 years ### "OnBase on the way to being a better content manager" January 9, 2021 5.0 No more wasting time looking for a PDF, whatever its storage duration. Pros For me, the OnBase software is a must for keeping copies of purchase orders in one go and securely. OnBase is very easy to master. It's a good tool for keeping track of your PDF files if there are many of them, because once the import is done, retrieving the files becomes very easy with the OnBase search. So we can say that it is the tool you need to get organised if you have a lot of files. Cons In practice, I don't see many problems on OnBase except that the drag and drop shortcut is non-existent which delays the work a little. What's more, it doesn't seem that Onbase support does not master complex network configurations and dependencies, because the waiting time is very long sometimes. Alternatives considered [M-Files](https://www.capterra.com/p/122215/M-Files/) Reason for choosing OnBase Quality and simplicity Review Source AF Anna F. Application Analyst Hospital & Health Care Used the software for: 2+ years ### "OnBase Review" May 27, 2022 5.0 Pros I like the search function, makes it easy to use and search for items without having to spend a lot of time searching. Cons I don't have any cons or complaints about this product. Review Source CR Christopher R. Application Analyst Non-Profit Organization Management Used the software for: 2+ years ### "Don't Try Anything Mobile or Remote" February 21, 2020 1.0 Terrible. Pros The ability to generate and query digitized documents was powerful. Cons Where to begin? If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere! Numerous issues with sustaining sessions and maintaining connectivity. Furthermore, the error messaging is atrocious! End-users, myself included, constantly report not being able to successfully save documents or the program hanging on submission without any type of error messaging. Also, creating new forms is a nightmare! The number of places where profiles and and different data objects have to be created to get forms to correctly pass information is absurd. There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form. Review Source VR Verified Reviewer Unit Clerk - Oncology Hospital & Health Care Used the software for: 6-12 months ### "Great for Case Management" August 26, 2019 5.0 I would definitely think that OnBase would be a useful tool for any healthcare facility that needs to verify health insurance of patients or needs to make claims. Pros OnBase is a great and easy tool to use for patient case management. As someone who is often responsible for verifying the health insurance of patients, I need to create caseloads on OnBase. Through doing this, it is easy to manage and track the different steps of the insurance verification, insurance claims, and billing through OnBase. What I like the most about this software definitely has to be how it streamlines this process. Cons There is definitely a bit of a learning curve for those who are using this for the first time. I think that most tools used in medical settings tend to be somewhat complex to navigate around and this is no different. Review Source VR Verified Reviewer Underwriter Insurance Used the software for: 2+ years ### "Storing files and documents" February 23, 2021 4.0 It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend user Pros Like how you can store all your files and documents in one spot with ease Easy to retrieve information and documents Integration with outlook to make it easier Cons The text is weird sometimes as to how it saves a document, not very helpful to have to change it every time you save a document It gets complicated to use sometimes Review Source VR Verified Reviewer Senior Research Analyst Higher Education Used the software for: 1-2 years ### "OnBase For the Office" November 1, 2018 3.0 OnBase is very useful, and is incredibly important to our office. The interface is a bit clunky, and the software crashes. Other than that, it's a good product. Pros It's comparable with the database software we use. A simple data entry screen allows the user to easily enter the information that is needed. In a matter of seconds, your documents are saved. Cons Too frequently, the software crashes and does not work. More than twice in the last 3 months the software crashed and we were not able to see our documents for a few business days. Customer service was helpful, but the problem took a while to fix. Review Source EH Elizabeth H. Administrative assistant Hospital & Health Care Used the software for: 2+ years ### "All encompassing clinical file management " October 13, 2021 5.0 Overall on base has been a very valuable part of the day-to-day operations. The many features of on base allow us to use it for virtually every aspect of patient care. Pros On base has several different facets, Each of these facets controls a different aspect of patient workload. On base can be used to fax documents, store clinical documents, and store all the different parts of a patient’s medical record. Cons Sometimes the number of features on base has is a little overwhelming. I also find in my experience that many times after an update has been pushed through on base, certain aspects do not work correctly. This is typically solved by calling the helpdesk. Review Source VR Verified Reviewer Special Project Officer Financial Services Used the software for: 2+ years ### "Perfect for document management" June 2, 2022 4.0 Pros I love how this allows you to seamlessly upload documents to this software and easily categorize where to store for easy navigation and search at a later time. Cons No complaints for the purpose I use it for. Review Source Krysti L. Advising and Admissions Coordinator Higher Education Used the software for: 2+ years ### "Easy to Use" August 9, 2018 4.0 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. Review Source Marishia Q. Vendor Relations Analyst Hospital & Health Care Used the software for: 2+ years ### "My A/P program" February 6, 2019 5.0 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. Review Source Erica T. Advising and Admissions Coordinator Higher Education Used the software for: 1-2 years ### "OnBase is used in my daily tasks to view documents" May 29, 2018 5.0 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. Review Source VR Verified Reviewer Gerente de Operaciones y Servicios Government Relations Used the software for: 2+ years ### "The Ferrari of content management " September 18, 2018 5.0 Pros Excellent content manager, excellent as a bpm, you can get the Mix with other systems (dynamics, outlook, your core software) and it woks perfectly Cons It’s expensive! But every cents worth it Review Source BE Bobby E. Client specialist Banking Used the software for: 2+ years ### "Easy storage" December 9, 2021 5.0 Pros We use onbase to easily store clients documents and paperwork. The search function on onbase is easy to use and has easy filters to find specific documents. Cons It can be laggy or slow at times. Sometimes when searching, it thinks for a few minutes before finding a file. Review Source Angela B. Content Developer Information Technology and Services Used the software for: 1-2 years ### "Advanced platform for content management" August 17, 2019 4.0 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. Review Source MC Melissa C. Admin Environmental Services Used the software for: 2+ years ### "DECENT FOR HOUSING " April 26, 2021 4.0 Pros Pulling data in spreadsheets is essential in my business; use the dashboard a lot for time entry. Cons A lot of time out errors, system creeps at times... Errors are not known. Review Source VR Verified Reviewer Administrative Assistant & Policy Specialist Hospital & Health Care Used the software for: 2+ years ### "Good software but needs upgrades for efficiency" December 8, 2018 3.0 I like onbase but would like to see some efficiency improvements. Pros At times the processes for accessing information can be a bit confusing / daunting. It would be nice if the software was a bit more user friendly so that we would use more features. The software has a lot of features but not all are easy to use (take time) so aren't being of use to us. Cons Needs to be more efficient processes; less clicks, more accessibility, drag-drop, etc. Review Source Similar Products Featured