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OnBase

4.3
(73)

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Enterprise content management solution

(8)

OnBase Pricing, Features, Reviews and Alternatives

OnBase FAQs

Q. Who are the typical users of OnBase?

OnBase has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations

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Q. What languages does OnBase support?

OnBase supports the following languages:
Arabic, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian (Bokmal), Polish, Portuguese, Romanian, Russian, Serbian (Cyrillic), Spanish, Swedish, Thai, Turkish, Vietnamese

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Q. Does OnBase support mobile devices?

OnBase supports the following devices:
Android, iPad, iPhone

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Q. Does OnBase offer an API?

Yes, OnBase has an API available for use.

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Q. What other apps does OnBase integrate with?

OnBase integrates with the following applications:
Microsoft SharePoint, Microsoft Dynamics 365 Business Central ENWIS, Oracle PeopleSoft, DocuSign, Workday Financial Management, Deltek WorkBook, Workday HCM, JD Edwards EnterpriseOne

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Q. What level of support does OnBase offer?

OnBase offers the following support options:
24/7 (Live rep), FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, Chat

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OnBase product overview

What is OnBase?

OnBase is a flexible ECM solution that combines integrated document management, records management and business process management. OnBase is a scalable technology platform, tailored to department and can adapt to suit the needs of any evolving organization.

Key benefits of using OnBase

Saves IT time and costs – easy to implement and customize to a business’s unique needs
• Speed to market - engages the entire organization in collaboration and sharing resources, from
beginning to end in real time
• Eliminates siloed content and reduces duplication
• Simplified search, tracking, and reporting

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Documentation
In Person
Live Online
Videos
Webinars

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OnBase features

Functionality

4.3

/5

73

Total features

138

11 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Reporting & Statistics
Third Party Integrations
Reporting/Analytics
API
Customizable Reports
Data Import/Export

Functionality contenders

OnBase users reviews

Overall Rating

4.3

/5

73

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10
Rating distribution

5

4

3

2

1

37

24

10

0

2

Pros
The best of similar document management products. Amazing support and gave us the flexibility for storing and searching of documents that we required.
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.
Like how you can store all your files and documents in one spot with ease. Easy to retrieve information and documents.
Cons
I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part).
What I don't like about the software is that it is hard to navigate. Getting from different screens can have you lost and unsure of how to get back to your original location.
The only issue I have with OnBase is a minor annoyance.

Overall rating contenders

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Stephen B.

Design, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OnBase

Reviewed 5 years ago

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.

AR
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Verified reviewer

Education Management, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best ECM software on the market with great workflow capability

Reviewed 6 years ago

Drastically improved workflow processes and document management/retention.

Pros

Best workflow engine I have ever seen, allows point and click configurable workflows with almost no need for custom scripting (though that is an option). The way it organizes document types is the best I have seen and has a LOT of capabilities for integrating with other line of business systems. The interface is very modern looking as long as you are using the desktop Unity Client or the Web based client. They also offer mobile applications that work very well.

Cons

Though the scanning features are very good and getting better the forms recognition still isn't as good as most dedicated scanning applications. Also the cost of OnBase tends to be higher than many others but I do find that you get what you pay for.

RZ
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Randy Z.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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OnBase has gone downhill

Reviewed 5 years ago
Pros

all in one document and workflow management software, but the pros end there. OnBase 13 was great, OnBase 17 not so much

Cons

we upgraded from OnBase 13 to OnBase 17 and let me tell you it is a disaster. OnBase 17 is slower substantially in every category. We are using a click once install, now it has to check the server every time you open, word, or excel, outlook or even OnBase itself for a new version, which sounds great, but this can take 30-45 seconds EVERYTIME you want to open a document. Switching from inbox to related...

AR
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Verified reviewer

Computer Software, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Onbase is extremely versatile, but it takes time to learn the software and what it is capable of.

Reviewed 6 years ago

I use Onbase daily for my job, so I see benefits in streamlining and automating process through workflow which save me thousands of hours a year.

Pros

It's unique, extremely versatile, and has thousands of integration's. It's extremely useful for a lot of different purposes. Specifically I've used this for document management. It has numerous options for user administration, which is helpful. There are modules for just about everything you can think of, and most are well-made and do their job.

Cons

There is a steep learning curve to Onbase. The software licensing is not always cheap or ideal, and sometimes you can hit a brick wall due to unforeseen issues. Someone with a deep understanding of the software is an invaluable asset to any implementation.

AR
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Verified reviewer

Design, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

OnBase

Reviewed 5 years ago
Pros

I enjoy OnBase for its straightforward easy to use setup. I am able to import my customer's purchase orders and bill of materials in OnBase in seconds. This then gives me the ability to pull them up at any given time by the purchase order or sales order. When talking to my clients, I am able to refer back to their documents quickly by using OnBase.

Cons

My biggest issue with OnBase is when importing PDF files, you are not able to drag and drop more than one file at a time. Sometime I am needing to import several related documents at the same time but have to take the time to import each file one by one. Having the option to import an entire folder or more that file at a time would be a huge time saver.

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