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External reviews

132 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Banking

Hyland OnBase is a great Enterprise Document Management System

  • December 26, 2023
  • Review verified by G2

What do you like best about the product?
We are using Hyland OnBase on an enterprise scale, and we are very happy with the system (OnBase) and the vendor (Hyland). The system is stable and easy to maintain. Compared to other systems and vendors, there is a decent amount of documentation available. The vendor is also very responsive to support cases.
OnBase comes with a vast set of features. Beyond document retention (which it does well), it comes with many added features like Workflows, Workview, and many more that can immensely help an organization. OnBase is definitely more than just a document retention system.
One of the nice things about OnBase is the administration. Hyland offers most features as “clicks not code” so that administrators with less technical experience can still configure the system. In many places Hyland also offers the possibility to tie into the power of scripting to enhance the functionality that is accessible out of the box. This strikes a nice balance between ease of configurability and increased flexibility.
What do you dislike about the product?
This is really just personal preference, but I would love it if OnBase supported Linux hosts.
What problems is the product solving and how is that benefiting you?
It is helping us organize documents and forms, manage retention, and many of our processes are handled in OnBase workflows.


    Kelly G.

OnBase is Great!

  • December 18, 2023
  • Review provided by G2

What do you like best about the product?
The ease of use and adaptability of OnBase is very beneficial. There are so many options avaiable it is difficult to not be able to configure a solution. OnBase has allowed us to automated several manual processes which is a cost savings for our institution.
What do you dislike about the product?
The documentation could be improved upon. There have been instances where the documentation did not contain all aspects of the needs and/or setup or even available. It is not always easy to know what documentation is required or where to find the information within the documentation published.

There is no longer a clear understanding of what is handled by technical support and what requires their billed professional services.
What problems is the product solving and how is that benefiting you?
OnBase is used throughout the credit union. When automating processes, OnBase reduces the repetitive tasks which allows the staff to concentrate on the more critical issues. OnBase also provides an audit trail on processes by compiling data from multiple systems into one process. Having one system, OnBase, provides a centralized location for all relevant documentaton needed.


    Banking

OnBase - Community Bank

  • December 08, 2023
  • Review verified by G2

What do you like best about the product?
Great tool to easily store and retrieve business documents. Workflow and Unity Forms make it very easy to standup powerful applications in a short amount of time.
What do you dislike about the product?
Configuration interface is a thick client that needs to be updated. Some configuration features are limited and should be expanded to reduce manual entry (e.g. security keywords).
What problems is the product solving and how is that benefiting you?
OnBase is an excellent document repository that allows secure access to documents from anywhere - anytime. This changed the way our bank does business and helped especially during COVID. Also, Workflow and Unity Forms help to streamline our business processes while providing a window into the status of an item at any time


    Angie M.

Hyland/OnBase fan for higher education

  • October 12, 2023
  • Review provided by G2

What do you like best about the product?
OnBase cuts processing time in half!!!!!
What do you dislike about the product?
OnBase could be difficult to configure..
What problems is the product solving and how is that benefiting you?
OnBase has solved our document repository (taking us from a paper campus to a digital campus) issues. It has also cut our processing time in half for transcript processing as well as other student document processes.


    Sheryl M.

Perfect for Accounting

  • July 06, 2023
  • Review provided by G2

What do you like best about the product?
It is very helpful especially on searching and uploading of invoices. We can check easily the status of the invoices through onbase.
What do you dislike about the product?
You will put to the start again whenever your internet messes up. The app will close and you need to restart again espcially when I am uploading or importing pdf files.
What problems is the product solving and how is that benefiting you?
It benefits me in a way that I can easily see the status of the invoices also if there is an issue with the invoice we can make a note and route to the person assigned.


    Ryan S.

With OnBase there is a way

  • March 15, 2023
  • Review verified by G2

What do you like best about the product?
OnBase is a robust storage solution that has so many additional features and functionality that is finds way to help out with most of the problems the organization faces.
What do you dislike about the product?
OnBase is a very strong product that can offer many different solutions but with all its functionality it can be complex to set up.
What problems is the product solving and how is that benefiting you?
OnBase is solving many issues for our organization such as automation of time consuming tasks. It's ability to mass import documents via a plethora of ways allows for the end user staff to focus on more complex job functions.


    Mukul V.

Robust solution for maintaining contents for business

  • January 27, 2023
  • Review provided by G2

What do you like best about the product?
The content arranging, creating and managing feature is incredible of this software. The and the UI is supportive and beneficial for all kind of businesses and organisations.
Makes the users free of doing manual process for the workflow and completing projects and tasks. Everything can be done with the help of its automation feature available in this software.
The Onbase system can be easily configured and integrated with all the several other softwares like CRM platforms and marketing tools for increasing your company productivity.
What do you dislike about the product?
When migrating or transferring big data or information from your system to another system or server. The UI of Onbase software gets clunky sometimes. And even stops responding to all the commands for few seconds. The processing speed of the software gets affected due to this, and delay is seen in completion of assignments and tasks issued to your employees.
What problems is the product solving and how is that benefiting you?
The software has really helped us intuitively and efficiently arranging and maintaining every workflow solution in the most helpful way. After started using this software, the document and file sharing or transferring process releifed us. Everything is done automatically with the help of this software.


    John Aiver T.

Very Good

  • January 13, 2023
  • Review provided by G2

What do you like best about the product?
Onbase is so helpful when it comes to managing my content, processes and cases.
What do you dislike about the product?
Nothing to hate on Onbase. Everything for me is good.
What problems is the product solving and how is that benefiting you?
Onbase helps me organize everything.


    Anoop Kumar P.

Excellent with OCR capabilities

  • January 12, 2023
  • Review provided by G2

What do you like best about the product?
Integration capabilities with the multiple systems across the organizations, including OCR's and financial systems.
What do you dislike about the product?
Pricing should be more flexible and easy to understand.
What problems is the product solving and how is that benefiting you?
It is taking care of complete workflow automation and paperless initiatives across organizations


    Mark B.

OnBase - A Framework for Building Robust Solutions

  • December 30, 2022
  • Review verified by G2

What do you like best about the product?
OnBase has many useful out-of-the-box tools or features that provide a framework for solutions targeting many industries. I believe the module or tool that stands out the most is OnBase Workflow. It has many configuration options that can be leveraged to solve a business problem of any scale, whether an approval process for approving time off or a much more integrated workflow with another line of business application such as an ERP or an EHR.
What do you dislike about the product?
The downside of using OnBase is the maintenance aspect of it. It is not the easiest of applications to upgrade and requires many hours of planning, troubleshooting, and patience while working with Support. Hyland is focusing on making upgrades easier by adopting the cloud model, but the other aspect is the product's quality. Be prepared to do multiple iterations of builds/versions before landing on a solid build.
What problems is the product solving and how is that benefiting you?
OnBase is mainly used in our space as a document repository for our EMR. There are many tools to make sure the patient has a complete medical record chart, and it offers tight integration with these systems. We also use it with HR and Payroll to ensure employee documentation is updated when events happen within our HR system.