Downloads & Guides
Quick access to helpful tools, guides, and documentation to streamline your processes and drive ROI.
AP – Accounts Payable
From assessing your current invoice workflow to calculating your ROI, this section arms you with everything you need to plan, justify, and implement an end-to-end AP automation solution.
Reduce Manual AP Work to Increase Visibility and Improve Controls
Learn how streamlining invoice capture, approvals, and exception handling gives finance teams real-time visibility into payables and strengthens your internal controls.
OnBase Speeds Up AP Processes, Saving Staff 80+ Hours a Week
See how one organization automated three-way matching and invoice routing to reclaim over 80 hours of staff time each week, accelerating close cycles and reducing late-payment penalties.
10 Key AP Automation Considerations
Organizations with little to no automation spend an average of $8.78 per invoice, compared to just $1.77 per invoice for those that have embraced automation. Processing a single invoice manually can take 15 minutes or more, consuming valuable staff time that could be redirected to more strategic initiatives.
HR – Human Resources
See how HR teams are cutting paperwork, speeding up approvals, and staying compliant with digital workflows. Download guides, watch demos, and explore real stories of HR automation in action.
Beyond Paperless: HR Digital Transformation
Explore how moving beyond just “no paper” creates far-reaching improvements in compliance, collaboration, and candidate experience across your entire HR ecosystem.
Kwik Trip Retailer Powers Streamlined HR Operations with OnBase
See how Kwik Trip condensed days of manual paperwork into minutes, giving HR teams more time for strategic work and elevating employee satisfaction.
Guide: Build the Business Case to Digitally Optimize HR with Content Services
A step-by-step playbook showing you how to quantify time savings, boost compliance, and secure budget for a full-scale digital HR transformation.
Heinen’s Enables Market Expansion with Cloud-Based HR Solution
Discover how Heinen’s leveraged cloud content services to support rapid store growth—onboarding hundreds of new hires without adding headcount.
7 Reasons Your HR Department Needs a Content Services Platform
From automated record-keeping to real-time analytics, this quick-hit list shows you exactly where content services will move the needle in HR.
Employee File Management Demo
This demo shows how employee records can be automated and managed through a centralized dashboard and digital file cabinet. You’ll see how to instantly search and access files, and even approve requests directly from email, streamlining HR tasks and reducing manual work.
Hyland Content Intelligence Webinar Recording For HR
Discover how Hyland Content Intelligence transforms HR processes by automating document handling and unlocking insights from unstructured data. This webinar recording highlights how HR teams can streamline onboarding, improve compliance, and reduce manual work with AI-powered content management.
HR Employee Relations Solution
See how HR teams can automate and manage employee relations more effectively with digital tools. From capturing incident details in a Unity form to reporting, tracking, and conducting fair investigations, the solution ensures consistency and compliance. Automating these processes streamlines case management, improves transparency, and strengthens the employee–employer relationship.
OnBase
Get a deep dive into the OnBase platform: key modules, integration guides, admin checklists, and user-adoption tools that will help you deploy and scale OnBase across your organization.
What Can You Do with OnBase?
An executive overview of OnBase’s core capabilities, from document capture and workflow automation to case management and analytics, so you can see exactly how it fits into your digital transformation roadmap.
OnBase Connects the Data in Your ERP to Related Content Outside
Learn how OnBase bridges your ERP system with external documents, emails, and legacy applications, eliminating data silos and giving your teams instant, contextual access to the information they need.
OnBase Integrations Presentation
A slide deck detailing common integration patterns, best practices, and architecture diagrams for connecting OnBase to ERPs, CRM platforms, BI tools, and more.
Integrate with Microsoft Dynamics AX
Step-by-step technical guide showing how to configure and deploy a seamless, bi-directional integration between OnBase and Microsoft Dynamics AX, so your finance and operations teams can work from a single source of truth.
See What’s Possible With Automation
PDF with practical insights and real-world examples showing where automation can have the biggest impact.
Four Reasons to Upgrade OnBase
Upgrading OnBase enhances security, performance, and connectivity while providing access to innovative AI-driven features and improved user experiences.
OnBase Records Management
See how OnBase manages records across their entire lifecycle; from creation to retention and secure disposition. Centralize, track, and control your information to stay compliant and ensure it’s always accessible when you need it.
OnBase Contract Management Solution Video
Watch how OnBase streamlines contract management, from requests and approvals to renewals, all through a simple, centralized process with smart request forms.
OnBase Contract Management Solution Overview
This PDF highlights how a contract management solution streamlines the entire contract lifecycle, centralizing all contract-related data in one place. It improves productivity by reducing manual tasks, increases visibility with reporting and dashboards, and supports compliance by automating routine steps while empowering staff to focus on higher-value work.
Integrated OnBase Experience
See how OnBase delivers an integrated experience by working seamlessly with your ERP, email client, and other business applications, enhancing the systems you already rely on.
OnBase Power User Experience
Explore how OnBase empowers users across mobile, desktop, and web clients, giving instant access to the information needed to drive business forward.
OnBase Upgrade Webinar
Make your next OnBase upgrade seamless with tips, tools, and best practices straight from the experts.
Case Studies
See how organizations like yours are transforming their operations with OnBase. These case studies showcase how companies have automated processes, reduced manual work, and improved visibility across teams.
Transportation And Logistics Case Study Axxess International
OnBase Product Case Study Hartung Brothers
Ullrich Aluminium Company
OnBase speeds up AP and AR processes, saving staff 80+ hours a week.
G.A. West, & Co., Inc.
Automating document control in industrial construction.
Concrete & Aggregate
OnBase connects tickets, BOLs, and invoices so concrete and aggregate companies can eliminate mismatched paperwork and re-keyed data. Explore resources that show how automation improves accuracy, speeds up billing, and keeps operations moving without costly delays.
Real Solution for Concrete & Aggregate Teams
Explore how OnBase delivers tailored workflows for plant operations, batch-ticket management, safety certifications, and regulatory reporting – so your team can focus on production, not paperwork.
Invoice-to-BOL Reconciliation Automation Flyer
Learn how our one-page flyer shows the path to eliminating manual Bill of Lading matching errors, accelerating your shipping process, and improving audit readiness.
Construction
OnBase helps construction teams manage documents, permits, and approvals in one centralized system, eliminating delays caused by paper and disconnected tools. Explore resources that show how automation streamlines document control, licensing, inspections, and project workflows to keep jobs moving forward.
Automating Document Control in Construction
Centralize submittals, drawings, RFIs, change orders, and more – so you can reduce approval times, eliminate lost paperwork, and keep every stakeholder on the same page.
Licenses, Permits, Plan Review, GIS, Inspections
A best-practices guide showing how to digitalize your permitting and inspection workflows – leveraging GIS integration, OCR capture, and automated routing to speed approvals and ensure compliance.
Commercial Construction Automation Map
A detailed process map and architecture diagram illustrating end-to-end automation, from field data capture to ERP integration, to help you design a seamless construction content ecosystem.