If your company is looking to improve its productivity, consider adopting Hyland OnBase, a cloud-based content services platform. To do this, it centralizes the administration of your company’s materials, processes, and cases. And it’s all done on an integrated, low-code platform that can be customized. Different types of businesses and government agencies can benefit from using Hyland OnBase Workflow. Read further to learn more about Hyland Onbase Document Management and the pricing. Let’s dive in!
Hyland Onbase Document Management
Hyland OnBase offers a wide range of ready-to-use solutions for industries and departments that can be customized to meet unique business needs. Supporting essential content and process solutions, OnBase is an enterprise platform with pre-built connections and connectors to Epic and Workday, two backbone industry LOB apps. Rather than having to spend time and money developing unique solutions, OnBase’s industry-specific solutions may be reused to automate business processes. Hyland Onbase Document Management also allows businesses to take control of their own solutions, freeing them from dependence on IT.
With Hyland Onbase Document Management, users can centrally manage their data, documents, and processes, which speeds up processes and cuts expenses. Also, problems in one area of the business, or throughout a whole organization, can be tackled by adjusting workflow settings. In addition to a number of choices for multichannel capture, the system enables low-code application development. With OnBase, you can store content, secure it, and delete it, all while keeping tabs on how your system is doing and granting access to the people who need it.
Hyland Onbase Document Management Key Features
The following are features of Hyland Onbase document management:
#1. Capturing Documents
All of your company’s information, whether paper or digital, may be captured and stored in a single location with the help of OnBase. Solutions for document scanning and imaging from OnBase consist of:
- Large-scale scanning in batches
- Scanning on a small scale and as needed
- Data collection automation
- Capturing documents electronically
#2. Management of Enterprise Documents
Save time and effort by using smarter document management tools like electronic signatures and version tracking. With flexible search criteria, you can find any file or piece of data at any moment.
- Spreads of Index Values
- A date or range of dates
- Archival systems that are entirely digital
- All documents are searchable in full text.
#3. Automation of Procedures
Make sure papers get to the right people at the right time and free up employees’ time to focus on higher-value work by automating routine administrative operations. OnBase achieves this with the help of its built-in workflow engine and BPM utilities. What you can do using Hyland Onbase Document Management:
- Make rule-based judgments and automate routine operations.
- Automatically distribute files and notifications to the appropriate parties.
- Control involved authorization procedures
- Find relevant paperwork, and check it for accuracy.
- Spread the workload amongst your teams.
#4. Electronic Signatures
The signing process is sped up and made more secure by the OnBase Electronic Signature Solution, which also ensures that documents get to the right people. Functions include:
- Safe document sharing with options for signing in simultaneously or in sequence
- You only need an email address and internet access to gain entry.
#5. Secure Transmission Over HTTPS
Electronic signatures’ progress can be monitored in real-time and with more precision thanks to automatic alerts. Verification of identity using a knowledge-based authentication system
- The whole audit trail, ready for perusal or archival
- Verification of Data Fields
- Electronic signature hardware is highly configurable.
#6. Production and Dissemination of Documents
Use collected documents and data to quickly create and disseminate content both inside and beyond your company. With a plethora of helpful features, OnBase makes this process as easy as possible, including:
Composing Documents: Standardizes paper-based forms by generating them from system data, Word document fragments, and user input.
Visual Proclamations: It assembles linked files into a single picture file; and facilitates electronic or physical distribution as a portable document format (PDF) file; As a result, customer service is enhanced, and turnaround times are reduced.
#7. DVD, Blu-ray, and CD Disc Publishing
Allows for easier information exchange between businesses. Offers each user their own personal document set within a self-contained OnBase viewing system, accessible from a single CD, DVD, or Blu-ray.
#8. Gather all of Your Files and Information Into One Place
OnBase records your documents and the crucial data they contain in their original form and location. Then, it compiles them into a unified database with minimal human intervention, doing away with time-consuming and error-prone data entry.
OnBase can read virtually any file format, digital or analog, swiftly extract the data it needs, and distribute it to the appropriate places.
#9. Keeping Tabs on Documents
Completely systematize the document lifecycle, from initiation through final disposal. Organizations may control retention schedules and take advantage of convenient deletion choices with OnBase Records Management.
OnBase helps you stay compliant and reduce risk by storing, safeguarding, and deleting your data in a manner that is legally compliant. The capabilities of Hyland Onbase Document Management include:
- Facilitate full document management from inception through destruction.
- Increase reliability by computerizing formerly labor-intensive processes like recordkeeping.
- Get rid of qualifying records in a timely manner, either automatically or with the necessary approvals.
#10. Document Scanning
Save time and money on transportation by scanning single pages or stacks of papers right where you get them.
#11. Bring in Data and Files in Electronic Format
Get electronic documents captured instantly and in their original format straight from your regular software. OnBase can read any file type, including CAD, email attachments, and PDFs. Whether you’re online or not, you may utilize your mobile device in the field to rapidly submit photographs and material.
#12. Document Data Extraction
OnBase automatically extracts data from documents during capture, checks it against databases, and then sends the results to other programs. The retrieved information is then utilized to create an automatic index in OnBase, making the papers easily searchable.
Integration of Applications
Over 500 applications can be integrated with OnBase using a number of different integration techniques, freeing up IT departments to concentrate on streamlining business operations rather than writing new code.
OnBase allows you to produce documents, fill out forms, and initiate business workflows all while utilizing data from other applications. You can do the following using OnBase App Integration:
- Raising worker efficiency by decreasing time spent switching between programs and performing repetitive tasks manually
- Reduce errors and save time by grabbing information straight from the app’s interface.
- Providing quick access to relevant files can speed up and enhance business decision-making.
The OnBase Enterprise Integration Server (EIS) can also be used to keep data fresh and up-to-date. EIS, which is based on Microsoft BizTalk, coordinates the guaranteed, real-time exchange of data with mission-critical applications. Companies can benefit from EIS by :
- Maintaining various, real-time data sources
- Facilitate better business judgment
- Cost savings from fewer custom integrations
What You Get with Hyland Onbase Document Management
The OnBase enterprise content management (ECM) solution from Hyland Software centralizes all of your company’s vital records in a single location. Your company’s operations will be completely transformed as your staff members will have access to critical data at their beck and call. Most notably, you need not worry about the security of your data. The following is what you get with Hyland Onbase Document Management:
#1. Raise the Bar on Your Service
- Give your clients, constituents, and students the option to submit requests and forms online.
- Give users immediate access to information about their requests, transactions, and orders
- Spend less time looking for files and other resources.
#2. Cut Down on Your Overhead Expenses
- Manage your projects, activities, and cases more efficiently with the help of automated decisions that you can rely on.
- Having content and procedures available instantly, especially on mobile devices, has been shown to increase productivity.
- By collecting content digitally, we can avoid the expenses associated with printing, transporting, and storing paper.
#3. Reduce Your Risk
- Automatic tracking of actions and enforcing of security policies
- Obtain necessary and missing data reporting and audits.
- Make mandatory recordkeeping and storage of documents automatic.
#4. Choice of Cloud
- Since its 2004 debut, OnBase Cloud (also known as OnBase Online) has served over 700 clients around the world, amassing a total of 4.3 billion documents and more than 1.7 petabytes of data.
- 99.999% uptime
- Accessible around the clock, from any location, by all employees and stakeholders
Improve the Way You Handle Information, Files, and Procedures
With Hyland OnBase, you can manage processes, documents, and data all in one place, ensuring that data is shared and used consistently across your business. Reduce inefficiencies caused by manual steps, isolated data and documents, and automated routines, all while providing your staff with the tools they need to make smarter judgments. Create content-enabled software that can adapt to your current needs and future goals. Create creative solutions to your business’s challenges quickly without the need for expensive custom coding.
- Handle paperwork: Use the computer to access and work with any and all important files. Make it simple for people to find the information they need by using digital filing cabinets and folders. Manage document iterations and signatures digitally, then instantly generate and send signed documents to clients and stakeholders.
- Control procedures: By streamlining procedures, you may reduce processing times and boost employee output. Predictable tasks are automated using OnBase, and exceptions and judgments are sent to the appropriate individuals at the appropriate times. Use OnBase to send out alerts, let people approve tasks from their phones, and divide up the heavy lifting to maximize productivity and smooth operations.
- Maintaining data: Hyland OnBase can be used to build data-centric and case-management applications in place of outdated systems like relational databases and shared spreadsheets. Reduce your reliance on expensive, time-consuming, and inefficient custom-built or off-the-shelf solutions for HR onboarding, vendor management, and fraud detection. Offer a centralized location where users may access all information pertaining to a client, case, or project.
Read Also: IT PROCESS AUTOMATION: What It Is, How to & Benefits
Access Your Content Easily, From Anywhere
With Hyland OnBase, your data finds you and is immediately accessible to those who need it, regardless of location or device. Give your users the freedom to access material in the method that works best for them, whether they’re at their desk, on the go, or out in the field.
Whether you choose an on-premises installation or the OnBase Cloud, OnBase empowers your team with the data they need to make educated decisions, provide excellent customer service, and keep processes moving smoothly.
Spread the word using Hyland OnBase to share data:
- Based on a custom, easy-to-use interface: Accessible documentation, forms, business procedures, and reporting are essential.
- In the midst of using another program for company-related tasks: Users can access information from within their preferred programs thanks to OnBase’s compatibility with Microsoft® Office and other popular programs.
- While on the go: Access data, make choices, and keep tabs on processes in real-time from your iOS, Android, or Windows device with the help of OnBase mobile apps.
- When disconnected: Enable offline document retrieval, creation, updating, form filling, and image uploading for field workers.
- Externally facing message: Customers, patients, constituents, and students can all benefit from a streamlined online form submission, process status monitoring, and document access system.
Integrate OnBase With Your Other Applications
Hyland OnBase’s flexible integration options mean customers can get the data they need from whatever program they like, right away. With the use of data from another program, Hyland OnBase tasks like document creation, form filling, and business workflow initiation can be initiated instantly. In this approach, users can save time and energy while making better-informed business decisions.
OnBase integrates with your key applications via a variety of integration options:
#1. Custom-made synergies
Integrates seamlessly with a broad variety of popular programs like ESRI ArcGIS, Microsoft Office, Microsoft Outlook, PeopleSoft, SAP, Datatel, and Infor Lawson. Information and files from OnBase can be easily shared with other programs thanks to these tailored connections.
#2. Incorporation at the display level
Users may access documents, create forms, and start OnBase processes from the screens of other business applications thanks to OnBase’s point-and-click configuration tool.
#3. Integrations at the data Level
OnBase’s Enterprise Integration Server ensures a seamless flow of information between your programs at all times. Integrating your applications at the data level guarantees that all your systems are using the same, accurate information.
Hyland Onbase Pricing
There will be no additional fees, although product-specific licenses for cutting-edge innovation may carry a price tag. Hyland Onbase pricing also varies too.
Monitor Your Process and System Performance
With OnBase, you can monitor the health of your system, the accuracy of your records, and the progress of ongoing procedures in real time. By verifying the existence and veracity of data, the technology also helps with audits and compliance efforts.
With Hyland OnBase, you receive visibility into essential content and processes.
#1. Maintain a Close Eye on
The data collected by OnBase on the health of business processes is real-time and useful. Managers and process owners may proactively monitor processes and identify opportunities for improvement using interactive reporting dashboards accessible through web browsers, Microsoft® SharePoint, and mobile devices.
#2. Audit
Check out in a flash what is or isn’t in the OnBase system, as well as how old or expired items are. External audits are simplified with OnBase since the software gives auditors easy web-based access to all relevant documentation.
#3. Report
You may monitor the current state of your processes, their outcomes, and OnBase’s overall health with the help of extensive reporting options. An easy-to-use interface allows end users to generate the necessary reports without taxing IT or jeopardizing data integrity.
How to Create an Account on Hyland Onbase
Here is how to create an account on Hyland Onbase:
- Learn more by checking out Hyland OnBase.
- To sign up, just click the Register Now button and fill out the form.
- Put in a passcode.
- Requests for new accounts may take up to two business days to process.
How to Use Hyland OnBase
Here is how to use Hyland Onbase:
- Enter the Instructional Portal
- Login, then navigate to the OnBase Training website.
- Enter your login information now.
- To view a list of current instructional videos, go to the site’s Premium section.
Hyland Onbase Benefits
Hyland Onbase helps ease your organization’s adoption of OnBase on the road to digital content transformation and workflow automation. With OnBase by Hyland, your processes are automated, your critical business content is managed in one safe area, and your data can be accessed on-premise or in the cloud whenever you need it. When you’ve got your data under control, you can see where everything stands in terms of processes, papers, and information while also satisfying retention needs. The following are the benefits of Hyland Onbase:
#1. Improve Service
Improve management with real-time visibility into the progress of requests, transactions, and orders Streamline service by enabling customers, constituents, and students to complete forms and make requests online. It also find things faster and waste less time looking for paperwork or data.
#2. Cut Down on Running Expenses
Accelerate procedures by using software to make predictable judgments and manage routine activities, paperwork, and other casework. Productivity can also be boosted since information and procedures can be accessed quickly and from any location or device. Also, Save money on printing, shipping, and storage by digitizing information instead.
#3. Reduce Danger
- Simple access control, activity monitoring, and policy enforcement are all possible.
- Help with mandatory and missing data reporting and auditing
- Integrate mandatory document storage and retrieval into an automated system
Hyland Onbase Competitors
The following are Hyland Onbase competitors:
#1. Intelligent Content Automation by SER Doxis
Doxis Intelligent Content Automation (ICA) is a next-generation enterprise content management (ECM) platform that uses artificial intelligence (AI) to automate and integrate information across many software systems. Doxis offers a digital workplace that is prepared for the future and provides a contextualized content experience. Companies can speed up their time-to-value, free up IT resources, and speed up their digital transformation with the help of Doxis ICA, which allows its users to effortlessly personalize and deploy content applications.
#2. Odoo
Odoo is an open-source platform that contains a plethora of professionally developed business apps. To give just a few examples, Odoo’s user-friendly database can handle customer relationship management, sales, projects, production, inventory, and financials. Odoo is an all-inclusive software system that can scale to any business’s requirements (and budget). Odoo’s unparalleled smoothness allows organizations to save countless hours of labor by eliminating unnecessary manual processes.
#3. Jotform
More than 18 million people use Jotform because it’s a one-stop shop with everything they need, including the famous drag-and-drop Form Builder, for efficient data collecting and management. Without knowing how to code, you can make digital forms and surveys for your business to collect leads, contact information, files, meetings, payments, e-signatures, and whatever else you need.
#4. Kissflow
By bridging the gap between business users and IT, Kissflow speeds up digital transformation while streamlining project management. Kissflow also allows businesses to rapidly develop and deploy enterprise-grade software. It’s unique in that it supports many user identities. Owners of processes create workflows with little to no coding required. Low-code tools are used by programmers to build software.
#5. Comidor
Comidor is a state-of-the-art Low-code BPM Platform that helps businesses transform themselves and their industries through the use of Low-Code, BPM, and hyper-automation technologies to automate any sort of business process or operation.
What Is Hyland OnBase Used For?
The OnBase platform from Hyland automates your processes, manages your critical business content, and integrates with your other apps so that users always have access to the data they need, whenever they need it.
Is OnBase a Project Management Tool?
With OnBase, your content, procedures, and cases can be managed and optimized from a single, centralized location.
How Do I Scan a Document in OnBase?
Here is how to scan a document in OnBase:
- Select Batch Scanning under the “Home” tab.
- Pick the right scan queue for the paper you’re scanning.
- Pick a scan mode from the list.
- Select Scan on the Capture tab or from the lower right panel.
Is OnBase Easy to Use?
Yes, OnBase is intuitive and easy to navigate.
Final Thoughts
Case management, business process management (BPM), records management, and capture are all part of the platform in addition to enterprise content management (ECM), making it easier than ever to build content-enabled solutions for use across your business. Automating procedures and centrally managing critical business content are both possible with Hyland OnBase. With its ability to integrate with other programs, you can get the data you need whenever and wherever you need it.
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