# Page 3 | OnBase Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of OnBase ## Showing most helpful reviews Showing 51-75 of 79 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CE Corey E. Financial Analyst Associate Financial Services Used the software for: 6-12 months ### "Easy to use, but lacks some functionality" February 22, 2023 4.0 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 VR Verified Reviewer Executive Assistant to CFO Hospital & Health Care Used the software for: 2+ years ### "Great for document management" September 19, 2018 5.0 This is a great program for anyone trying to go green. It's a time saver for me which is key in my work area. Pros I use this everyday to access documents for credentialing, I really love the fact that everything is all in one place for me to find. Document management is key and saves me time. Cons Make sure you get the right training, this program can be a bit confusing until you know what your doing and where your going. Review Source MAG Marlon Andres G. Analista de soporte Information Technology and Services Used the software for: 6-12 months ### "Onbase" November 9, 2022 4.0 Pros La manera de implementar es sencilla en temas de flujos de trabajo Cons La importación y exportación de proyectos, cuesta mucho tiempo y en algunos casos causan errores Review Source BM Bonnie M. Educator Higher Education Used the software for: 2+ years ### "OnBase" October 5, 2018 5.0 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. Review Source CE Cristina E. QA Engineer Information Technology and Services Used the software for: 2+ years ### "Using OnBase for Document Management" January 9, 2018 3.0 Excellent Document Management. Learned how to utilize Electronic Document Management. Pros It has a lot of useful functionalities. I like the most "Document Upload" because it allows you to upload any document and store it in OnBase, then you can search it and view it. Cons Workflow Configuration is challenging if Workflow is complicated. Requires a lot of time to research, test or hold extended training. Review Source TM Tina M. FINANCIAL Hospital & Health Care Used the software for: 1-2 years ### "Onbase" September 20, 2022 4.0 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 Review Source VR Verified Reviewer Customer Service Specialist Government Administration Used the software for: 1-2 years ### "Good Paperless Option" September 18, 2018 5.0 OnBase made the conversion to paperless relatively seamless for my office. Pros OnBase offers a lot of great features that make it easy for users to adapt to working with scans of the documents, rather than the documents themselves. It offers several options for organizing, searching, and file managing. Cons At times it can be difficult to navigate - and can be rather intimidating without proper training. But with proper training, it's pretty easy to use. Review Source VR Verified Reviewer Unified Collaboration Engineer Retail Used the software for: 2+ years ### "Easy to pick up and learn!" March 26, 2019 4.0 Extremely user friendly and easy to work with. We have been able to run with PowerBI without having to do extensive training, and has boosted our productivity and analytics insights Pros There are tons of connectors and interoperability features. That plus the fact the system is so easy to use! Cons It does come with a cost that could be hard to swallow for some, but it is so worth it! Review Source SC Solange C. Associate Director Higher Education Used the software for: 2+ years ### "Versatile system, but still has a few limitations " August 2, 2018 5.0 Centralized document retention and management cloud based system Pros The ability to be Green and scan emails, word docs, excel spreadsheets directly into onbase without having to print the items first Cons The user unfriendliness of generating statistical reports from the system requires the assistance of an administrator. Everyday users are not able to easily configure reports. Also administrators are sometimes unable to generate adhoc reports Review Source VR Verified Reviewer IT/SharePoint Specialist Hospital & Health Care Used the software for: 6-12 months ### "OnBase as a Documents Respository and Retrieval" April 16, 2020 3.0 Overall, I'm still learning the tool, but I do see the upsides to its use. Pros I like most all the features this software has to offer, and its modularity. While OnBase can do MANY things, a company only has to purchase the modules relevant to them. Cons What I like least is how to do some simple actions, you have to open and use 3 different applications. While developing forms and workflows, you constantly have to jump back and forth between the apps. Review Source BF Brian F. IT Information Technology and Services Used the software for: 2+ years ### "Reliable customer tracking software" March 20, 2019 5.0 The support at Hyland is great and they can find workarounds for all issues. Pros Onbase is a front end for a database system that can track customers in unique industries where other software does not meet customer needs. The software interface is reliable and easy to navigate. Best of all it is highly customizable. Reporting off of the database tables can be tricky as they are not named logically but by codes/numbers. Cons Licensing per user is a expensive. Frequent updates/service patches that require vendor support. Review Source Deb W. NGO Advising Volunteer International Affairs Used the software for: Less than 6 months ### "Solid content management software" December 12, 2019 4.0 OnBase serves a great value as a way to store documents for my organization. Pros OnBase is straightforward. The learning curve is not steep. It's easy to find content you've uploaded. There are a lot of customization options. Cons I use this software daily, and about once every 15 days it just does not let me upload documents. Fortunately, I can wait a day and then it works again usually, but I can't count on it to be 100% reliable. Review Source LG Luis G. Implementador Professional Training & Coaching Used the software for: 1-2 years ### "Soporte del producto" September 27, 2022 3.0 Pros la integración y las multitareas que se pueden configurar Cons Los tiempos de respuesta de soporte son muy lentos y los clientes no dan espera para sus procesos internos Review Source VR Verified Reviewer Human Resources Business Partner Hospital & Health Care Used the software for: 1-2 years ### "Great file maintenance software for HR records. Click-heavy, but easy to organize." May 12, 2018 5.0 Pros OnBase is easy to organize records by team member and subcategory. It's easy to find what you need and user friendly. Cons The software is a bit click heavy, and could be a bit more intuitive. Not a major issue as it's still very simple. Review Source VR Verified Reviewer Senior Associate Business Analyst Computer Software Used the software for: 6-12 months ### "My Accounting Partner" September 27, 2018 5.0 Pros First of all its a straight forward set up which is very easy to use and i personally happy with its UI. We can back up all the transactions and invoice generated or sale-purchase orders. Electronic documentation is done with this software. Cons I just say its very expensive but worth for every single pie. And good things are always worthy. Review Source RS Raul S. VP IT Manager Used the software for: 2+ years ### "Resold via Wausau IMS" May 18, 2017 4.0 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 Review Source VR Verified Reviewer Systems Analyst Hospital & Health Care Used the software for: 1-2 years ### "Document Correction " April 20, 2019 4.0 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. Review Source VR Verified Reviewer Technology Support Higher Education Used the software for: 2+ years ### "Hyland Onbase" August 22, 2019 5.0 Converted the paper application process into a electronic digital medium. Pros The ability to configure indexed fields to perform auto sweeps of documents. This allows for various ways to segment the swept documents in different folders as well. Cons There are a lot of features to use. There is a lot to learn with auto-indexing, search categories, etc. Review Source AO Anthony O. HRBP Human Resources Used the software for: 2+ years ### "Onbase Review" March 28, 2024 4.0 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 VR Verified Reviewer LAN / Web Development Specialist Government Administration Used the software for: 1-2 years ### "Good document management and archiving software" April 26, 2019 4.0 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. Review Source JL Joshua L. Station Manger Public Relations and Communications Used the software for: 2+ years ### "Does a lot but takes some getting used to" October 12, 2017 4.0 It allowed us to save and keep documents in a central location. Pros The software does what it does well. Documents can be viewed and it allows complex hierarchies. It just work, doesn't seem to have bugs or problems. Cons It's a bit difficult to use, takes a bit of a learning curve. And this is nitpicky, but it's not really a beautiful piece of software. It looks kind of outdated. Review Source AD Aman D. Sr Program Analyst Non-Profit Organization Management Used the software for: Less than 6 months ### "Onbase Hyland Unity Client for document scanning and sharing" March 19, 2019 4.0 Pros Process oriented approach to collect documents, share and execute plan to convert the hard copy documents readily available to business via hyland unity client is simply superb. It helped recognize the missing paperwork if any of our employees so that we can remain compliant. The overall installation of the client is easy and works great with single sign on option. Cons The time taken to lay out an estimate and share the plan by the vendor was more than expected. Review Source NC Nick C. Senior Infrastructure Analyst Hospital & Health Care Used the software for: 2+ years ### "Not the easiest system to setup and use." October 4, 2017 3.0 Able to digitize documents and attach them to electronic patient records Pros Integrates into our Allscripts system, excellent communication with technical lead for setup with in depth fault finding Cons Scripted installation not the simplest, and some issues with compatibility with existing .net versions initially. Review Source CS Chuck S. IT Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Support needs training." August 15, 2017 3.0 Great for document control. Pros Handles documents great. You can see logs and checkout of documents of who used the documents. Handles this very good. Cons Workflow is an add on that is expensive and you have to buy everything as an add on and it's always in the 1000's plus 20% yearly fee. Review Source MB Mark B. Application developer Insurance Used the software for: 1-2 years ### "very robust product" February 9, 2021 5.0 I am glad that our company chose onBase for document storage and hope they continue to do so! Pros We use this for much of our document storage needs. in our industry, document storage is very important and as such it is good to have a reliable , industry standard product. The back end maintenance can be complex at times, but the front end is very easy for a wide range of our users to use. Cons At times , it can be difficult to support the backend due to complexity of the product, but that is a good thing as it offers a robust set of features. Review Source Similar Products Featured