TimMarshal

• Post By TimMarshal
• 4 months ago

Hyland OnBase Main Features

Here is a detailed breakdown of the main features of Hyland OnBase, describing each one clearly and thoroughly. OnBase by Hyland is a robust Enterprise Content Management (ECM) and Process Automation platform used across healthcare, finance, education, government, and other industries.

✅ 1. Document Management

Purpose: Centralize and manage all business content (scanned documents, emails, PDFs, reports, etc.) in a secure, searchable repository.

Detailed Features:

• Secure storage of all document types
• Metadata indexing for easy retrieval
• Check-in/Check-out for editing control
• Version control to manage revisions
• Retention policies to automate archival/deletion
• Annotations and redactions for document markup
• Full-text search across document content and metadata

🔁 2. Workflow Automation

Purpose: Automate business processes by routing documents and tasks according to predefined rules.

Detailed Features:

• Visual workflow designer for process configuration
• Rules-based routing to departments, users, or queues
• Approval workflows, e.g., invoice or contract approvals
• Escalation and reminders for overdue tasks
• Audit trail of every step in the workflow
• Integration triggers to/from external applications (e.g., SAP, Epic)

🗂 3. Case Management (WorkView)

Purpose: Manage data-driven cases like HR files, investigations, or customer service cases.

Detailed Features:

• Custom objects representing cases or entities
• Dashboards for users to manage case status and progress
• Forms, notes, checklists linked to a central case
• Security and audit logs at case level
• Related documents and interactions are stored together

📥 4. Capture and Ingestion

Purpose: Collect documents and data from multiple sources and automatically classify/index them.

Detailed Features:

• Scanning (desktop or batch) with OCR/barcode recognition
• Email ingestion from Outlook or monitored mailboxes
• Import from MFPs, fax, or watched folders
• Electronic forms (eForms) for structured data collection
• Auto-classification using keywords, barcodes, or AI

📊 5. Records Management & Compliance

Purpose: Ensure retention, legal compliance, and secure lifecycle management of documents.

Detailed Features:

• Policy-based retention rules (e.g., 7 years for tax)
• Legal holds and audit trail
• Automated archival and deletion
• Supports HIPAA, GDPR, SOC 2, and other compliance standards

📲 6. Mobile and Remote Access

Purpose: Empower users to access and process content from anywhere.

Detailed Features:

• Mobile apps (iOS, Android) for document access and approvals
• Web client – browser-based interface (no plugins needed)
• Offline access for field workers
• Notifications and workflow on mobile

📩 7. Email and Office Integration

Purpose: Seamlessly integrate with Microsoft tools for document handling.

Detailed Features:

• Outlook integration: Save emails/attachments directly to OnBase
• MS Office integration: Access OnBase repository from Word, Excel
• Drag-and-drop content from email or desktop
• One-click search from Office

📐 8. Electronic Forms (eForms)

Purpose: Digitize forms and automate the capture of user input.

Detailed Features:

• No-code form designer
• Conditional fields and logic
• Data validation and auto-fill
• Direct linkage to workflows
• Embed forms on intranet/web pages

🔐 9. Security and Access Control

Purpose: Ensure content is only accessible by authorized personnel.

Detailed Features:

• Role-based access control (RBAC)
• Integration with LDAP/Active Directory
• Document- and field-level permissions
• Full audit trail of user activity
• Two-factor authentication (2FA) support

🔄 10. Integration with Enterprise Applications

Purpose: Extend OnBase capabilities into ERP, CRM, EMR, and other platforms.

Detailed Features:

• Out-of-the-box connectors: SAP, Epic, Workday, Salesforce
• REST/SOAP APIs: For custom integrations
• Point-and-click Application Enabler: Integrates with apps without coding
• HL7/FHIR: Healthcare-specific integrations
• Robotic Process Automation (RPA) compatibility

📈 11. Reporting and Analytics

Purpose: Provide insights into system usage, workflow performance, and document history.

Detailed Features:

• User activity tracking
• Workflow KPIs (e.g., average approval time)
• Document access logs
• Custom dashboards and data visualizations
• Integration with BI tools (like Power BI)

⚙️ 12. Low-Code Development (WorkView/Unity Forms)

Purpose: Rapidly build business apps and user interfaces with minimal coding.

Detailed Features:

• Drag-and-drop app builder
• Custom data objects and logic
• Tightly linked with workflow and documents
• UI configuration for roles/personas

☁️ 13. Cloud and Hybrid Deployment

Purpose: Deploy OnBase in flexible environments.

Deployment Models:

• On-premises
• Private Cloud (Hyland Cloud)
• Public Cloud (Azure, AWS)
• Hybrid

Cloud Features:

• Managed services by Hyland
• Disaster recovery and backup
• Scalable and compliant environments