# 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

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OnBase

4.3 (79)

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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

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

WA

WILLIAM A.  
Project Manager  
  
Used the software for: 2+ years

### "Been working with this vendor and software for 3 years to develop solutions for customers at my job."

January 9, 2018

4.0

Pros

Onbase is truly an ECM software that can capture all of a companies business processes. From AP, and AR, to HR and even healthcare solutions, Onbase has features and functionality that allows for a wide array of solutions and configurations. Simple back-end for managers and administrators, as well as a good UI for end-users.

Cons

The wide range of configuration options and features means it takes years to learn all the capabilities of the software. Onbase support is often times unhelpful for more complicated configurations and network dependencies, often taking days/weeks to resolve more complicated issues.

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

VR

Verified Reviewer  
Skilled Recruiter  
Staffing and Recruiting  
Used the software for: 2+ years

### "LOVE THIS SOFTWARE"

March 26, 2019

5.0

Pros

I used this software while working for a credit union and we were really working about the implementation/switch but honestly it was so smooth besides a few system bugs. That's where their awesome customer service comes in.

Cons

I really don't have much to report that I didn't like. Maybe just the speed of the system, but that can always be because of network connectivity issues.

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

CE

Candace E.  
Help Desk Analyst  
Computer Hardware  
Used the software for: Less than 6 months

### "OnBase is a great CMS tool!"

April 22, 2018

3.0

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.

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

VR

Verified Reviewer  
Accountant  
Higher Education  
Used the software for: 1-2 years

### "Simplify your life with Onbase"

September 16, 2018

5.0

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.

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

Brad T.  
Application Support Manager  
Higher Education  
Used the software for: Less than 6 months

### "Great Document Repository Platform"

February 27, 2020

4.0

Overall I have been satisfied with OnBase. We have a lot of moving parts with some of our processes that use it, and if something stops working, it is normally something else and not OnBase. It has been very reliable.

Pros

We use this software in conjunction with our ERP system. We have had a lot of success with feeding files into this for our business units to use for centralized access.

Cons

There are not really any cons with this software. It does what it is supposed to do. There are a few features that could be enhanced.

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

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