All of your documents, automatically in order.
OnBase is first and foremost an industry-leading Document and Content Management platform, thanks to the following features.
The most capable and scalable Content Management system on the market.
Step 1: Capture
All the tools you need for any type of file, digital or physical.
Import documents directly from the applications your employees use:
- MS Office
- or any of your Core applications.
OnBase offers a suite of scanning functions, from single to batch, enabling you to easily scan hundreds of pages. You can also scan documents with your phone and add them from the mobile application.
The system automatically corrects the scans, ensuring that all documents are aligned and cleaned, uniformly.
Step 2: Indexing
Once the content is captured, OnBase will make the indexing process easy. OnBase will ensure that every document has the right meta-data to be easily searchable, retrievable, and related to all other affiliated files and data.
It offers multiple indexing methods:
Step 3: Order & Access
Once OnBase has the document with all the necessary metadata fields, it swiftly ensures that it is easy to find according to the company’s rules.
The result is that any employee with the necessary rights can easily find the document either by searching for its metadata, its text, using granular filters or through the automatically-maintained folder structure.
OnBase will automatically place the document in a hierarchical folder-structure according to predetermined company’s rules.
OnBase will automatically relate the document to all other affiliated documents (e.g: invoice to a contract), making it easy to go from one related document to the other.
OnBase will ensure that the document respects the company’s access rights depending on its type and metadata.
OnBase will, if needed, automatically place the new document on an approval flow before storing it, ensuring that it contains all of the necessary information.
Step 4: Intelligent Archiving
Any document type respects a set of archiving rules in OnBase which are guided by company policies and governmental regulations such as GDPR. Hence, the archive is intelligent, and compliant:
Understand the Technology
Find out more about OnBase's security policies & the technology behind OnBase by downloading this e-Book.