OnBase Features
What are the features of OnBase?
File Management
- File Type Support
- Metadata
- OCR Scanning
- Collaboration
- Document Assembly
- Form Creation
- Search
- Web Interface
Workflow
- Process Automation
- Conditions
- Activities
- Records Management
Platform
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
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File Management
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 86 OnBase reviews. | 86% (Based on 86 reviews) | |
Metadata | Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. 70 reviewers of OnBase have provided feedback on this feature. | 88% (Based on 70 reviews) | |
OCR Scanning | Based on 65 OnBase reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | 85% (Based on 65 reviews) | |
Versioning | Based on 65 OnBase reviews. Keep track of incrementally changing versions of the same file. | 88% (Based on 65 reviews) | |
Collaboration | As reported in 69 OnBase reviews. Multiple users can collaborate on document creation, annotation, and review. | 82% (Based on 69 reviews) | |
Document Assembly | As reported in 65 OnBase reviews. Autogenerate documents based on templates and form submission. | 84% (Based on 65 reviews) | |
Form Creation | Able to create and manage submittable user forms. This feature was mentioned in 67 OnBase reviews. | 84% (Based on 67 reviews) | |
Portals and Sites | Based on 60 OnBase reviews. Able to create user portals and sites. | 80% (Based on 60 reviews) | |
Disposition | Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. 55 reviewers of OnBase have provided feedback on this feature. | 82% (Based on 55 reviews) | |
Search | Can easily find files via a simple and/or advanced search. This feature was mentioned in 88 OnBase reviews. | 86% (Based on 88 reviews) | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device. 72 reviewers of OnBase have provided feedback on this feature. | 83% (Based on 72 reviews) | |
Mobile Apps | Based on 39 OnBase reviews. iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. | 70% (Based on 39 reviews) |
Workflow
Process Automation | Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. This feature was mentioned in 80 OnBase reviews. | 91% (Based on 80 reviews) | |
Conditions | As reported in 71 OnBase reviews. The workflow engine provides relevant and customizable conditions on which to execute rules. | 87% (Based on 71 reviews) | |
Activities | Based on 66 OnBase reviews. Any action a user can perform in the system can be specified as an automated action. | 85% (Based on 66 reviews) | |
Records Management | As reported in 76 OnBase reviews. System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. | 90% (Based on 76 reviews) | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. This feature was mentioned in 56 OnBase reviews. | 86% (Based on 56 reviews) |
Platform
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. This feature was mentioned in 40 OnBase reviews. | 87% (Based on 40 reviews) | |
Performance and Reliability | Based on 83 OnBase reviews. Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 86% (Based on 83 reviews) | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage. 69 reviewers of OnBase have provided feedback on this feature. | 85% (Based on 69 reviews) | |
System of Record Integration | As reported in 70 OnBase reviews. Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. | 87% (Based on 70 reviews) | |
APIs | Based on 62 OnBase reviews. Enables custom integration to external systems. | 85% (Based on 62 reviews) |
Customization
Document Generation | As reported in 52 OnBase reviews. Enables users to create documents for business processes and provides a wide array of templates which are customizable. | 87% (Based on 52 reviews) | |
Process Design | The ability to create custom workflows aligned with business objectives. This feature was mentioned in 48 OnBase reviews. | 82% (Based on 48 reviews) | |
Process Repository | As reported in 44 OnBase reviews. A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. | 84% (Based on 44 reviews) | |
No-Code App Development | Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. This feature was mentioned in 35 OnBase reviews. | 85% (Based on 35 reviews) | |
Low-Code App Development | As reported in 36 OnBase reviews. Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. | 85% (Based on 36 reviews) | |
Customization | Provides a customizable soltution that HR professionals can adjust to suite the organization's needs. 10 reviewers of OnBase have provided feedback on this feature. | 95% (Based on 10 reviews) | |
HR Integrations | Integrates with core HR software to access employee information. | Not enough data |
Collaboration
Permissions for Sharing | Enable decision-makers to easily share processes with the proper employees. 47 reviewers of OnBase have provided feedback on this feature. | 84% (Based on 47 reviews) | |
Data Unification | As reported in 50 OnBase reviews. Compile data from across all systems so that users can view relevant information easily. | 87% (Based on 50 reviews) | |
Accessibility | As reported in 52 OnBase reviews. Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. | 86% (Based on 52 reviews) | |
Process Routing | Based on 48 OnBase reviews. Ensures the right task is being assigned to the proper employee across an entire process. | 89% (Based on 48 reviews) |
Process Management
Process Overview | As reported in 48 OnBase reviews. Provides users a holistic view of all workflows so as to see how all processes work together. | 86% (Based on 48 reviews) | |
Process Analysis | Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. This feature was mentioned in 47 OnBase reviews. | 83% (Based on 47 reviews) | |
Real-Time Process Monitoring | Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. 48 reviewers of OnBase have provided feedback on this feature. | 86% (Based on 48 reviews) | |
Unstructured Processes | As reported in 20 OnBase reviews. Provides the ability to manage unstructured processes. | 82% (Based on 20 reviews) | |
API Connection | Connect with existing systems via API. This feature was mentioned in 21 OnBase reviews. | 87% (Based on 21 reviews) | |
Document Approval | Based on 20 OnBase reviews. Streamline and simplify document approval processes. | 92% (Based on 20 reviews) |
User Interface Design
WYSIWYG Editor | Provides the ability to drag-and-drop elements into the application to customize interface. | Not enough data | |
Customized Branding | Provides tools for inserting brand logos, colors, quotes, and other proprietary content. | Not enough data | |
App Templates | Provides base-level application templates to build atop and customize for specifc users and actions. | Not enough data | |
Workflow Management | Allows the creation ofpage sequences, forms, and libraries for users navigating the application. | Not enough data |
Data Control
Data Migration | Lets users add data from existing sources when creating the initial application or changing data sources. | Not enough data | |
Data Synchronization | Continuously updates data as users or external data sources are edited. | Not enough data | |
Data Security | Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. | Not enough data |
Publishing
Application Deployment | Releases the application for access on desktop or mobile devices. | Not enough data | |
Platform Compatibility | Lets users build cross-platform applications or provide specific templates for different device types. | Not enough data | |
Lifecycle Management | Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. | Not enough data |
HR Content
Knowledge Management | A place to create articles with important information about processes and other crucial information that is easily accessible by employees. | Not enough data | |
Content Delivery | Tools to create and deliver content throughout an organization. | Not enough data | |
Document Management | The ability to organize and manage a variety of documents. 10 reviewers of OnBase have provided feedback on this feature. | 93% (Based on 10 reviews) |
Logistics
Security | Secure solution so administers can maintain access rights and security. 10 reviewers of OnBase have provided feedback on this feature. | 92% (Based on 10 reviews) | |
Employee Portal | Employee portal lets employees log into the system to access all company and employee information. | Not enough data | |
AI | Uses AI processes to automate workflows by developing a comprehensive HR-knowledge base. | Not enough data |
Management
Ticketing Platform | Tools that help create and manage a ticketing platform that facilitates cross-departamental communication. | Not enough data | |
Single Sign-On | The ability to sign onto a platform once and access a variety of software solutions without needing to sign into each one individually. | Not enough data | |
Business Process Management | Tools to create and organize business process flowcharts and documentation. | Not enough data | |
Self-Service | Web-based or intranet self-service portal enables employees to submit service requests. | Not enough data | |
Dashboard & Reporting | Dashboard and reporting on HR activities with workforce analytics capabilities. | Not enough data |
Invoice Management
Capture | Based on 13 OnBase reviews and verified by the G2 Product R&D team. Provide features to capture invoices such as import or scanning | 92% (Based on 13 reviews) | |
Supplier Portal | Based on 12 OnBase reviews and verified by the G2 Product R&D team. Allow suppliers to submit invoices using an online portal | 93% (Based on 12 reviews) | |
Repository | Based on 15 OnBase reviews and verified by the G2 Product R&D team. Deliver a central repository of AP documents, such as POs and invoices | 92% (Based on 15 reviews) |
Invoice Processing
Matching | Based on 13 OnBase reviews and verified by the G2 Product R&D team. Ability to match AP invoices to POs, contracts, or payments | 94% (Based on 13 reviews) | |
Payments | Based on 14 OnBase reviews and verified by the G2 Product R&D team. Identify incomplete or late supplier payments | 92% (Based on 14 reviews) | |
Workflows | Based on 15 OnBase reviews and verified by the G2 Product R&D team. Include workflows for approvals and invoice processing | 94% (Based on 15 reviews) | |
Tax Compliance | Based on 13 OnBase reviews and verified by the G2 Product R&D team. Comply with local and global tax regulations for collections | 87% (Based on 13 reviews) |
Analytics
Due Dates | Based on 14 OnBase reviews and verified by the G2 Product R&D team. Track invoices based on due dates to identify overdue payments | 89% (Based on 14 reviews) | |
KPIs | Based on 12 OnBase reviews and verified by the G2 Product R&D team. Monitor KPIs such as time to process an invoice or erroneous payments | 90% (Based on 12 reviews) |
Integration
Accounting | Based on 13 OnBase reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software | 92% (Based on 13 reviews) | |
Payment Integration | Based on 12 OnBase reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software | 93% (Based on 12 reviews) | |
ERP | Based on 15 OnBase reviews and verified by the G2 Product R&D team. Deliver integrations with accounting modules of ERP systems | 88% (Based on 15 reviews) |
Risk
Identification | Reduces frequency of errors, identifies risk and improves efficiency | Not enough data |
Recovery
Reporting | Offers reporting to aid in minimizing future lost profits and process breakdown | Not enough data |
Audit
Filters | Includes a library of audit-tested filters to identify AP outliers that are outside company policy | Not enough data | |
Overpayments | Detects and prevents a wide range of overpayment errors | Not enough data | |
Duplicates | Detects and prevents a wide range of duplicate payments | Not enough data |
Fraud
Vendor Checks | Enables automatic checks of new vendors being set up in the system to combat potential billing schemes | Not enough data | |
Data Generation | Generates comprehensive data needed to conduct a thorough investigation | Not enough data |
Process Development
Process Routing | Ensures the right task is being assigned to the proper employee across an entire process. 20 reviewers of OnBase have provided feedback on this feature. | 93% (Based on 20 reviews) |
