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OnBase vs Citrix ShareFile Comparison

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Overview

Automate & integrate the management and control of documents, business processes & records using one application

Category Leaders

ShareFile provides you with the ability to send, receive and share large business files securely. Through the ShareFile portal,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

25000

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

55

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

64

5

4

3

2

1

33

22

7

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.5

324

5

4

3

2

1

186

113

18

2

5

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

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.

Pros

Their customer service is outstanding. If you have a question of any kind, they are always available to answer questions and offer solutions as to how to get the most out of this software.
We love ShareFile and trust it entirely with our client's security. We would highly recommend to another prospective user.
It also integrates well with Microsoft Outlook as a plugin which provides a good user experience. It is really useful because it allows us to share files without having to make a user account.

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.

Cons

Some of our people on the network complain of speed but this is probably more a problem caused by their internet speed and connection.
Sometimes it transferring files is very slow. It is very boring when the transferring process is slow.
Some clients' email systems do not even recognize the emails, so they are unaware that anything has been sent.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features49
  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Tracking
  • Alumni Management
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Batch Processing
  • Billing & Invoicing
  • Business Process Automation
  • Calendar Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Customer Database
  • Customizable Dashboard
  • Data Aggregation and Publishing
  • Data Capture and Transfer
  • Data Connectors
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Deployment Management
  • Digital Signature
  • Document Check-in / Check-out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Aid Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • HIPAA Compliant
  • Indexing
  • Integrations Management
  • Invoice Processing
  • Medical History Records
  • Messaging
  • Metadata Extraction
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Capture
  • Offline Access
  • Optical Character Recognition
  • Patient Management
  • Patient Records Management
  • Purchasing & Receiving
  • Real Time Synchronization
  • Revision History
  • Risk Management
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Student Information/Records
  • Task Management
  • Two-Factor Authentication
  • Vendor Management
  • Version Control
  • Visual Modeling
  • Workflow Configuration
  • Workflow Management
  • Total features42
  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Tracking
  • Alumni Management
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Batch Processing
  • Billing & Invoicing
  • Business Process Automation
  • Calendar Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Customer Database
  • Customizable Dashboard
  • Data Aggregation and Publishing
  • Data Capture and Transfer
  • Data Connectors
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Deployment Management
  • Digital Signature
  • Document Check-in / Check-out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Aid Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • HIPAA Compliant
  • Indexing
  • Integrations Management
  • Invoice Processing
  • Medical History Records
  • Messaging
  • Metadata Extraction
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Capture
  • Offline Access
  • Optical Character Recognition
  • Patient Management
  • Patient Records Management
  • Purchasing & Receiving
  • Real Time Synchronization
  • Revision History
  • Risk Management
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Student Information/Records
  • Task Management
  • Two-Factor Authentication
  • Vendor Management
  • Version Control
  • Visual Modeling
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations7
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations38
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier