Access content from anywhere

With OnBase, your information finds you

OnBase makes your content become instantly available to the people who need it, wherever they are, from almost any device or application. Empower your users to access content the way that makes the most sense for them – allowing them to work more effectively from the office, on the road or in the field.

By providing the right information at the right time, OnBase equips your users to make better decisions, effectively serve customers and keep processes flowing, whether you are deploying OnBase on-premises or in the cloud.

Take advantage of a variety of ways to access content for a variety of users.

With OnBase, your organisation provides access to information:

  • From a personalised, intuitive user interface: Put the documents, forms, business processes and reports that are important right at users’ fingertips.
  • While working in another business application: OnBase integrates with other applications, such as your ERP system or Microsoft® Office products, equipping users to access content directly from their familiar screens.
  • While on the go: Use OnBase mobile applications to instantly access your information, make decisions and monitor processes wherever you are – from an iPhone, iPad, Android or Windows phone or tablet.
  • When disconnected: Give field workers the ability to retrieve, create and update documents, complete forms and upload photos while offline.
  • To those outside your organisation: Improve the experience of your customers, patients, constituents and students by allowing them to easily submit forms, track process status and access documents online.

Providing streamlined access to content is only one benefit of the OnBase product. Click here to learn more.

OnBase provides you with a variety of software interfaces to meet the needs of your users and your environment.

All of these clients allow you to perform powerful searches to find your information and provide a rich set of tools for interacting with, editing and managing your data.

Unity Client 

This is our primary, easy to use software interface, offering the familiar look-and-feel of Microsoft Office 2007 and 2010 products. With intuitive ribbon-style toolbars, tabs and easy access to features, users can easily find and interact with the information they need with little, to no, training. Unity Client also enables individual users to personalize their interface in order to quickly access the forms and functions they use most often. Installation and administration are simplified with deployment options that support ClickOnce technology and both on-premise or hosted environments.

Unity Briefcase for Offline Access

Do you have a mobile workforce burdened with inconsistent and unreliable network access? Can you guarantee that they are always working with accurate, current versions of documents? Do they need to efficiently capture work documents and forms created on the road?

OnBase provides a portable solution for accessing the documents you need when conducting business in remote locations. Retrieve, create, and update the most current versions of documents and forms without network access, then simply sync offline content back into OnBase when connectivity resumes.

Web Client

This is our cross-browser, web-based interface that can easily provide access to remote employees, extranet partners and public customers, supporting both http and https. The OnBase Web Client is very easy to deploy, allows customizable portal views of your content, and is further used to extend documents and e-forms to everyone that needs access, even those without an OnBase login.

The OnBase Client

This is our feature-rich windows-based application, optimized for maximum efficiency and speed when working with and processing high volumes of documents on the same high-speed network as the OnBase infrastructure.

Your employees spend the majority of the day working within the business applications they use to get their jobs done, perhaps your ERP, HR or financial systems to name a few. Often these same users will need to access OnBase to:

  • Retrieve a document to support a decision
  • Find the latest status in a business process in order to update the system they are working in
  • Update the information in OnBase based on activity occurring within their application

Rather than having them constantly switch between applications to get their job done, you can provide access to OnBase directly from the application they are already working in.

This keeps training to a minimum because your users access OnBase content directly from the screens they are already familiar with.

To learn more about how to integrate your OnBase system with your existing applications, click here.

Do many of your employees spend the majority of their time working directly in their email client? Often these same users will need to interact with OnBase to:

  • Retrieve a document from OnBase to attach to an email
  • Upload an emailed document into OnBase
  • Refer to a document stored in OnBase

Unfortunately, e-mail content is often disconnected from other key documents, forcing your users to constantly switch between applications to accomplish important tasks.

However, with OnBase, employees can complete their work without leaving their familiar e-mail environments! Capture e-mails and attachments into OnBase as they’re received. Instantly link this content to related transactions – instantly trigger business processes. Access OnBase documents and complete approval tasks directly from your preferred e-mail application. Minimise training and support costs while boosting user productivity.

Whether your organisation uses Microsoft Outlook, Lotus Notes, or Novell Groupwise, OnBase will integrate seamlessly.

Easy adoption, connected content, better decisions – extend OnBase to your inbox!

It's not just people within your organisation that can benefit from instant access to information. Your customers, constituents and students will too.

External access brings immediate benefits for almost every organisation with:

  • Online electronic form completion, eliminating the expense and time of printing and mailing paper forms
  • Secure customer access to documents online (for example checking statements or property surveys)
  • Automatic status updates for customers, reducing inquiries and increasing customer satisfaction

These capabilities are available with every OnBase system utilising the OnBase web server and distribution service.

In addition, you can use OnBase to allow external access through online public access, allowing free or paid downloads of documents.

The reality of today’s business is that many key decision makers spend a lot of time on the road and out of the office.

This lack of real-time access causes bottlenecks in your processes. Decisions have to wait until they get back online, causing on-the-fly workarounds with emails and phone calls to get someone, anyone, with authority to make the decision. Once that decision has finally been made, it is very difficult to track all the activity that supports it.

By extending your information to mobile devices – whether tablets or smart phones – you can ensure that your business continues to run as efficiently as possible, regardless of where you or your employees are.

OnBase mobile client access currently supports the iPad tablet and the iPhone, Android, and Blackberry phones.

Click to learn more about OnBase Mobile Content Management.

Unity Briefcase for Offline Access

Do you have a mobile workforce burdened with inconsistent and unreliable network access? Can you guarantee that they are always working with accurate, current versions of documents? Do they need to efficiently capture work documents and forms created on the road?

OnBase provides a portable solution for accessing the documents you need when conducting business in remote locations. Retrieve, create, and update the most current versions of documents and forms without network access, then simply sync offline content back into OnBase when connectivity resumes.