OnBase Document Management
As a Hyland partner, we use OnBase to manage documents and automate the busy work by connecting your software, data, and processes.
What Is Document Management
Centralized Storage – A core part of document management is keeping all files and documents in one secure, searchable system instead of scattered across emails, desks, and filing cabinets.
Workflow Automation – Document management goes beyond storage by automating how documents move through your business, routing them for approvals, notifying the right people, and reducing manual errors.
Integration – Modern document management connects your files to the systems you already use, such as accounting, dispatch, and project tools, so information is always part of the business process.
Meet OnBase By Hyland
Your Heavy-Duty Solution For Success
OnBase is a powerful document management platform that helps you store, organize, and access critical information with ease. It streamlines business processes through automation and seamlessly integrates with your existing systems, giving your team the right information at the right time, wherever they are.
What Is OnBase
OnBase is a platform that takes all your business documents, like invoices, tickets, and contracts, stores them in one secure place, and uses customized workflows to automate approvals while connecting them with your other systems.
Document Management
Workflow Automation
Integration
A Complete Document & Workflow Platform
OnBase is a platform for content, records, and workflow management. It captures documents, assigns them keywords, and manages the entire record lifecycle while keeping information organized, compliant, and accessible.
Capture & Classify – Store documents as records, tagged with keywords, and filed into organized folders.
Manage the Lifecycle – Control records from creation to retention and secure disposition.
Streamline Workflows – Automate processes to improve compliance, visibility, and access to information.
Use Case By Department
Human Resources
Human Resources
hours of HR filing Eliminated
Automates HR processes, digitizes employee documents, and improve compliance through workflow automation, employee self-service, and robust reporting capabilities.
Accounting & Finance
Accounting & Finance
reduction in invoice processing time
Streamlines bill payment by automatically matching invoices to BOLs or purchase orders, flagging only exceptions for review, routing invoices for approval, and sending them directly to your ERP system.
Legal & Compliance
Legal & Compliance
minutes, contract start to finish
Automates approvals, routing, and escalations while increasing visibility into contract status, maintaining compliance with centralized digital records, and minimizing legal risk through controlled retention and destruction of documents.
What Can You Do With OnBase
OnBase simplifies your work by automating tasks, connecting systems, and organizing critical documents, so your team can focus on what matters. Whether you’re on-site or in the office, download our guide to see how OnBase boosts efficiency without the cost of custom solutions.
Trusted By Teams. Proven By Numbers.
PERCENT
User Retention Rate
PERCENT
Reduction In Paper Usage
MILLION
Average Annual Savings by Mid-Size to Enterprise Users
Benefits Of OnBase
A customizable, scalable platform with built-in integrations and low-code tools, so you can tailor OnBase to your processes, connect all your systems, and easily adapt as your business grows.
Customizable
Flexibility ensures that OnBase can adapt to various business processes and workflows, accommodating unique organizational structures and preferences.
Scalable
Whether an organization is small or large, OnBase can accommodate its needs. Adding additional users, departments, or functionalities is relatively straightforward. This scalability reduces the need for costly system replacements or major overhauls as the organization expands.
Integrations And Connectors
Prebuilt integrations with tools like Microsoft Outlook and can be configured to connect with ERP systems, Acumatica, Command Cloud, GivenHansco, HR platforms, CRMs, and more, ensuring information flows seamlessly across your business.
Low Code
Configuring and customizing the platform typically doesn’t require extensive programming experience. Non-technical users can easily configure workflows, document management rules, and user interfaces, reducing reliance on IT resources and speeding up implementation.
OnBase Power User Experience
OnBase empowers users across mobile, desktop, and web clients, delivering instant access to the information that keeps business moving.
Work Anywhere – Access OnBase from mobile, desktop, or web.
Stay Informed – Get the information you need, when you need it.
Drive Results – Keep processes moving forward with seamless access.
Built By Hyland
Hyland OnBase Partner
Savvy Source is an Authorized Solution Provider partnered with Hyland, the creator of OnBase. This partnership allows us to deliver, customize, and support OnBase solutions backed by Hyland’s industry-leading technology and expertise.
Before, finding an invoice meant digging through endless emails. Now I just open OnBase, type the job number, and everything I need is right there. What used to take hours now takes seconds.