Hyland OnBase Content Management software

An extremely adaptable workflow engine that uses a variety of pre-built rules and actions to automate complex business operations.

With customizable forms, you can add necessary data, manage layout, and perform calculations to produce precise and timely results.

Business users can establish rules for document evaluation and approver auto-assignment to accelerate the approval process.

Enable your employees the ability to review, authorize, or complete work from mobile devices at any time or location.

Manage unstructured cases like service requests, issues, or investigations in a single solution.

Employees can operate more accurately if they have a complete view of each case, with any relevant data, documents, and tasks.

Teams can focus on adding value to customers by automating case-related processes, which will reduce repetitive tasks.

Obtain real-time case visibility to monitor developments, identify patterns, and enhance case management over time.

Work digitally with corporate content, regardless of its format or current location.

Effectively manage revisions and versions to guarantee users have access to the most recent information.

Automate procedures and promote fruitful collaboration through the use of electronic signatures, annotations, and notes.

Provide an extensive audit history of all the changes made to important information to ensure compliance.

Eliminate older software and adapt cutting-edge programs to your business’s needs.

Reduce your dependency on third-party technology and customized code by utilizing OnBase’s low-code platform.

Forms and processes may be easily created without understanding any coding thanks to drop-down menus, checkboxes, and other point-and-click features.

Configure adaptable, integrated solutions that close the functional gaps in existing systems quickly and affordably.

Feed data and documents between OnBase and other systems by utilizing pre-built connectors for commonly used applications.

Users can start OnBase processes, access documents, and create forms from other application screens.

Enables data-level integration to ensure consistent data across all integrated business systems and reliable data exchange.

Display OnBase content directly in other core systems’ interfaces to simplify access and minimize user friction.

Leveraging audit logs and dashboards that can be customized, monitor system health, process evolution, and document completeness in real time.

Provide users and auditors quick access to logs and reports that monitor content activity throughout the system.

Improve compliance and information accuracy by using basic reports to find missing, outdated, or expired content early.

Maintain a transparent, searchable record of all content actions and authorization history to streamline audits and eDiscovery.

Admins can customize content access based on user roles and company policies with granular access controls and group policies.

Automated records management reduces risk in the event of a breach by managing record declaration and retention tasks.

Data encryption prevents hackers from viewing your data while it’s being used, transferred, or stored during a security breach.

Redundant setups aid in disaster recovery by lessening the effects of ransomware, DDoS attacks, and outages.