Onbase and highland software

Now think about a file cabinet populated without human interaction. Folder structures created and populated automatically based on business needs and categories. Join Sara Lemp as she explores the more advanced features of Unity Forms. Learn calculations, custom actions, and sharing the form on an external website in this course. The destruction process is initiated by the passage of time, allowing for automatic removal from OnBase.

As a result, organizations support compliance with legal requirements, reduce processing expenses, save storage space, and enforce a retention policy across the enterprise with ease. Static retention marks documents for deletion after a set period of time, while dynamic retention allows documents to be evaluated first by OnBase Workflow, VBScript, or another external processor. Learn to configure and run both kinds in this course. Through Reporting Dashboards, highly complex dashboards can easily be created using simple drag-and-drop functionality.

Quickly view and interpret relevant data and make proactive business decisions with Reporting Dashboards. Some functionality may missing or broken without javascript enabled. More info. Learning Paths Find your path and start your journey. Certifications for a System Administrator: OCSA Responsibilities of a System Administrator: Discovering and documenting business requirements Validating technical specifications and infrastructure requirements with the solution implementation team Supporting installation of the solution Assisting end user training Responding to questions concerning product capabilities Maintaining and operating the solution Planning future growth of the system Participating in the OnBase Community of Professionals Track this Path.

Courses in this Path. The Virtual Print Driver appears as a standard printer in Windows applications and enables users to electronically print documents directly into OnBase. Manage the retention cycle of documents stored in OnBase to maintain compliance. Reporting Dashboards gives organizations immediate visibility into system and business health. Users can create and share dashboards—highlighting business data most important to them—without the need to engage IT resources.

Dashboards present data in a variety of graphical formats including charts, graphs, scorecards, gauges, maps and more. Interactive features then allow users to easily monitor performance and analyze trends in real-time. Dashboards can be accessed from the Unity and Web Clients, in addition to standard web browsers, including mobile browsers, providing greater accessibility.

Quickly view and interpret relevant data and make proactive business decisions with Reporting Dashboards. Try OnBase solutions hosted in Hyland's privately managed, multi-instance cloud. A modern OnBase desktop application with the familiar look and feel of Microsoft Office. Score vendors and track their performance in a centralized application.

Track multiple revisions and versions of a document in OnBase. Empower remote employees by providing them web-based access to OnBase. Learn how to build business applications through Premium Training. OnBase Advanced Capture. Try Now. Product Line: OnBase.

Categories: Capture. Agenda Management. Manage your public meeting process using OnBase. AP Invoice Approval App. Check Request Processing. Categories: Access, Manage, Measure, Store. Document Composition. Document Import Processor. Document Packaging. Employee Assistance Request. Categories: Capture, Manage. Employee File Request. OnBase can benefit a wide variety of industries and departments. Many are so pleased with their results that they gradually expand their OnBase software implementation from there to other areas in their organization.

ECM allows you to securely capture, store, and retrieve your documents. They also reduce the number of mistakes that occur. No more headache-inducing misfiled or duplicated documents! As a result, your overall accuracy will increase.

Many benefits can come from implementing an ECM solution. For one, ECM solution saves you money because it dramatically reduces your paper consumption. More importantly, ECM can save you significant amounts of time.

It accelerates your document retrieval process so you can spend less time chasing documents. Instead, you can attend to more time-value tasks like enhancing your customer experience. More About ECM. OnBase software can capture all your documents electronically and organize them in one centralized repository for you. As a result, your process speeds up, and your accuracy increases. As a result, you can also eliminate the expenses that would otherwise come with document transportation.

OnBase can bring that information to life using Brainware Intelligent Capture. Brainware is an industry-leading software by Hyland. First, it pulls critical information from the text on your documents.

It does this without needing any specific templates, anchors, zones, or keywords. Brainware then automatically updates your business systems. It stands above other intelligent capture technologies in its speed and accuracy. More on Brainware. OnBase workflow can electronically route your documents for approvals.

Your solution will follow these instructions as it processes your work. It allows you to easily customize real-time notifications based on your processes. And you can do it all with greater accuracy and speed than ever before.

Managers will love having visibility into where things are at in a process. And the ability to quickly load balance work to increase productivity. You can apply OnBase workflow to various departments across your organization. Workflows can streamline a variety of processes in your organization, including:. More on Workflow Automation. OnBase can accelerate your entire decision-making process. Case Management uses workflow automation to manage all standard transactions.

When it detects an exception, it creates a case that brings together all relevant information, from system data and content to documents and data integrations in your core systems. Your knowledge workers can then access the case and get a degree view into notes, emails, data, forms, documents, and complete history.

Essentially everything they need to make a decision is right there in front of them. They can also enter additional information by doing a variety of tasks:. Managers can benefit from Case Management, too, as it keeps a complete log of all actions taken on each document and features reporting to measure individual performance. More on Case Management. You want to consume information the way that makes sense to you.

But tailoring these communications is complex. It integrates with your existing applications to to create individually personalized content from your standardized templates. And it can do it on demand or in high-volumes. Improve your customer satisfaction today and start connecting the dots with CCM.

More on CCM. Collaboration is simple with ShareBase.