OnBase Overview

OnBase

By Hyland Software

4.4★★★★(140 Ratings)Write review

What is OnBase?

OnBase, by Hyland Software, is a comprehensive enterprise content management (ECM) platform that unifies integrated document management, business process management (BPM), and records management into a single, cohesive application. It serves as a central repository for managing all types of content—from scanned documents and digital files to emails and forms—while automating associated business workflows. Whether deployed on-premises or as a hosted cloud solution, OnBase is designed to help organizations streamline operations, enforce compliance, and reduce the time and cost of critical business functions by bringing content and process together, eliminating paper-based bottlenecks and manual tasks.

Who it's for:

OnBase is built for mid-sized to large enterprises across various industries—such as healthcare, financial services, government, and higher education—that need robust control over document lifecycles, require strong compliance and audit trails, and seek to automate complex, content-driven processes like accounts payable, case management, or patient records administration.

Our verdict:

OnBase is a mature, powerful, and highly configurable ECM suite. Its strength lies in its ability to deeply integrate content management with workflow automation, addressing core operational inefficiencies. For organizations with significant document and process management challenges, OnBase offers a scalable, enterprise-grade solution that can drive substantial productivity gains and ensure regulatory compliance.

OnBase Details

OnBase Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

OnBase Support options

24/7 Live Rep

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

OnBase Training options

Documentation

In-Person

Live Online

Videos

Webinars

OnBase Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

OnBase Pricing

Tiered pricing system

OnBase Features

Most valued OnBase features by users

Billing & Invoicing

Broker / Agent Portal

Claims Management

Commission Management

Customer Portal

Document Management

Insurance Rating

Marketing Automation

Policy Management

Quotes/Estimates

Reinsurance Administration

Underwriting Management

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