Hyland OnBase

OnBase is a single enterprise information platform to manage your content, processes, and cases. OnBase centralises business content in one secure location, then delivers relevant information to you when you need it, wherever you are.
OnBase enables you to increase productivity, deliver excellent customer service and reduce enterprise risk.


  • Captures documents and critical information at source, regardless of format
  • Automatically organises data and documents with minimal human interaction
  • Documents, data and processes managed in single searchable system
  • Mobile access makes content available when you need it
  • Personalized, intuitive user interface for quick, efficient working
  • Enforces your access control lists and provides full audit trail
  • Powerful configurable workflow and Esignature capabilities
  • Real-time insights into your processes, records and system health
  • Variety of integration methods and low code point-and-click configuration
  • Securely stores, protects and destroys information in accordance with regulations


  • Information flows seamlessly throughout your organisation for collaborative efficient working
  • Drastically reduces tedious and error-prone manual data entry
  • Solves problems of managing content across multiple systems/locations
  • Make better decisions, effectively serve constituents/patients/customers and keep processes flowing
  • Minimal training needs/costs and productivity benefits from day one
  • Collaborate in confidence, without compromising data security
  • Routes tasks, supports collaboration and streamlines processes
  • Enables you to take action when and where it’s needed
  • Easy access to information from preferred applications
  • Minimises risk and supports compliance


£1,008.75 to £1,335.00 a unit

  • Free trial available

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at governmentcontracts@hyland.com. Tell them what format you need. It will help if you say what assistive technology you use.


G-Cloud 13

Service ID

1 1 5 3 6 5 6 8 5 4 1 6 2 9 2


Telephone: +121 639 60261
Email: governmentcontracts@hyland.com

Service scope

Software add-on or extension
Cloud deployment model
  • Private cloud
  • Hybrid cloud
Service constraints
Limitations on the aggregate number of hours of maintenance are determined based on the customer's selected class of service. Please refer to the Hyland Master Agreement for more details.
System requirements
Hyland has a comprehensive technical specification document available on request.

User support

Email or online ticketing support
Email or online ticketing
Support response times
Support is provided Monday to Friday during standard business hours, and in accordance with the customer service agreement.   
Hyland does not guarantee response times; however, support issues that materially impact production use of the system are addressed immediately. Hyland endeavors to identify a workaround whenever a permanent solution to a software error cannot be provided within a reasonable timeframe. The Technical Support analyst assigned to a support case is empowered to determine its impact on a customer’s implemented product per defined Severity Levels, and to obtain immediate attention to the issue as required.
User can manage status and priority of support tickets
Online ticketing support accessibility
None or don’t know
Phone support
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Onsite support
Yes, at extra cost
Support levels
Within the Hyland Cloud we offer different Service Class levels to meet the business continuity requirements of our hosted customers. With these service classes Hyland commits to high service availability\uptime (i.e. 99.5% to 99.9%). Specific financial remedies are associated with each Service Class. Please refer to our Hyland Master Agreement for more details.
Support available to third parties

Onboarding and offboarding

Getting started
As a part of implementation, training may be conducted on site. The Hyland team trains your organisation’s designated system administrators, testers, and trainers responsible for educating their user community. The courses cover in depth all of the basic system functions plus your organisation’s specific application and procedures. 
All solution training is meant to augment the training courses attended and certifications received from Hyland Education Services separate from the solution-specific engagement. Hyland offers comprehensive training courses to provide both end-users and system administrators the knowledge that they need to design, install, use and maintain the Hyland solution. Training sessions can be conducted at the customer site, at one of our training facilities, or via Hyland's online classroom; removing the need for students to travel. 
Hyland also has end-user training that customers can host on their own internal network for users. 
In addition, Hyland’s end users have access to web-based training courses at university.hyland.com. This website provides users with the education and knowledge they need, when they need it. Web-based courses are self-paced and provide students with an overview of Hyland solutions. They are meant to build a student’s beginning knowledge of a Hyland solution while developing their comfort with the system.
Service documentation
Documentation formats
  • HTML
  • PDF
End-of-contract data extraction
Customer data is stored in the Hyland Cloud in the native format of the specific document. As a result, if a customer chooses to leave the Hyland Cloud, data can be exported to an encrypted hard drive with an index file included so it can be easily imported into another system, if so desired. The Hyland Cloud can provide an export of customer data as a billable service.
End-of-contract process
Customer data is stored in the Hyland Cloud in the native format of the specific document. As a result, if a customer chooses to leave the Hyland Cloud, data can be exported to an encrypted hard drive with an index file included so it can be easily imported into another system, if so desired. Customer data will be retained for 30 days after the contract ends. After this the data will be deleted permanently.

Using the service

Web browser interface
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
Application to install
Designed for use on mobile devices
Differences between the mobile and desktop service
The OnBase Mobile app provides workers easy access to OnBase documents, processes and the ability to capture photos and documents at their convenience, or while they’re on-­the-­go. Organizations can decrease overall processing time and simultaneously increase productivity by always keeping OnBase at decision makers’ fingertips. It also supports Hyland IdP providing a secure login process consistent with other OnBase clients. 
Mobile interfaces are used primarily by users to access Documents, Forms, and Workflow tasks, while the Desktop Clients provides a more feature-rich interface for power users in order to configure the solution.
Service interface
User support accessibility
None or don’t know
Description of service interface
OnBase provides an interface for point-and-click configuration of all major system components. This interface allows an administrator to accomplish the tasks of defining and administrating major system components. This limits the need for heavy IT involvement when introducing additional functionality into your OnBase solution such as the creation of new document types or capture processes. 
OnBase also provides a designer called OnBase Studio that can be used to create workflows and rapid no-code/low-code applications. OnBase Studio provides a graphical layout as well as point-and-click configuration for designing these workflows and rapid no-code/low-code applications.
Accessibility standards
None or don’t know
Description of accessibility
Hyland is continuously researching the applicable requirements of the Web Content Accessibility Guidelines (WCAG) and strives for Level AA conformance. The OnBase product suite is a diverse ECM solution; however, it cannot provide every interface with conformance to WCAG standards due to the nature of certain modules, such as Imaging, Capture, and Import Processors. For the end user, OnBase has provided the Voluntary Product Accessibility Template (VPAT) for the OnBase Client, Web Client, Unity Client, Unity Forms modules and more.
Accessibility testing
Hyland is continuously researching the applicable requirements of the Web Content Accessibility Guidelines (WCAG) and strives for Level AA conformance. The OnBase product suite is a diverse ECM solution; however, it cannot provide every interface with conformance to WCAG standards due to the nature of certain modules, such as Imaging, Capture, and Import Processors. For the end user, OnBase has provided the Voluntary Product Accessibility Template (VPAT) for the OnBase Client, Web Client, Unity Client, Unity Forms modules and more.
What users can and can't do using the API
OnBase provides robust API options and functionality through a variety of APIs. Which API is used will depend on your specific integration needs. 
REST API: enable custom solutions to work with content, including the ability to store, query, retrieve and modify documents, including keywords. Additionally, solutions can be designed to retrieve workflow lifecycles, queues and items, and execute non-interactive tasks. 
Unity (SOAP) API: many elements can be obtained, including custom queries, documents, e-forms, envelopes, file cabinets, folders, keyword types, notes, print queues, workflow elements, etc. 
Unity Client Automation API: allows for interaction with OnBase stored content, while making use of the Unity client as the primary user interface. Allows developers to code back-end processing of data functionality and let the Unity Client present the user interface. 
Automation API: offers quick easy way to extend functionality of OnBase Client using VB Scripts, which can perform actions on one or more documents, as well as access other information found within the client. 
OnBase Client API: offers functionality to query for documents, save a document locally in different formats, and archive new documents into the OnBase repository. It provides methods for integrating with workflow and folders and provides some configuration and application-level methods.
API documentation
API documentation formats
Open API (also known as Swagger)
API sandbox or test environment
Customisation available
Description of customisation
Almost every facet of the solution is customisable. OnBase provides multiple interfaces for users to access and interact with OnBase. From within these interfaces, users are able to see parts of the business processes and documents they have access to. Depending on how they access OnBase, users are able to customise different parts of that interface. For example, if using the Unity Client, individual users are able to personalise their Personal Page in order to quickly and easily access the forms and functions they use most often. 
Hyland allows customers to customise portions of the user interface of OnBase to add the customer’s name and business logo (including identifying colors) to the user interface, subject to and in accordance with their signed contract. Customer agrees that the user interface, as so customised, will contain the following notice in a prominent location: “Powered by OnBase©, a Hyland© solution.” The customer further agrees to include on any and all user interfaces, documentation, access pages or portals that use or are associated with the use of the software such copyright notices and restricted rights legends as supplied by Hyland to protect Hyland’s (and Hyland’s suppliers’) intellectual property rights.


Independence of resources
The Hyland Cloud is a private, managed, multi-instance cloud. Each Hyland Cloud customer is provided its own instance of OnBase so each customer has its own database and disk groups. However, the hardware and some servers are shared for the individual Hyland Cloud customers. As a result, there is no co-mingling of data in the cloud. Customers are assigned a unique encryption key that effectively renders the documents unreadable outside of the customer's dedicated instance of OnBase.


Service usage metrics
Metrics types
Service metrics are specific to each customer and reports are created for specific use cases.
Reporting types
Reports on request


Supplier type
Not a reseller

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Security Clearance (SC)

Asset protection

Knowledge of data storage and processing locations
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
User control over data storage and processing locations
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency
At least once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Other
Other data at rest protection approach
Data encryption-at-rest and in-transit utilize AES 256 bit encryption.
Data sanitisation process
Data sanitisation type
Deleted data can’t be directly accessed
Equipment disposal approach
Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

Data export approach
For ad hoc exports, users can search for documents and save files with a list report (an index file of the supporting information). The user can select where documents and data are exported to. 
Automated exports occur using workflow. Exports can be on a document-by-document basis or queued and performed as a batch process on a schedule. With automated export, documents can be in their native file format or a custom file extension can be used. You can export these files to any location the OnBase system has access to - a desktop, a server, SFTP, etc.
Data export formats
Data import formats

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
OnBase in the Hyland Cloud is delivered with a choice of three service classes: Gold, Platinum and Double Platinum. Pricing for these service classes is combined with the hosting fee — ensuring a clear and simple monthly cost. Availability commitments are as high as 99.9%
Approach to resilience
Hyland Cloud uses geographically dispersed, redundant infrastructure. Application, system and network architectures are designed for high availability and operational redundancy.
Outage reporting
We provide email reports.

Identity and authentication

User authentication needed
User authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
Each Hyland employee that is granted administrative access to the Hyland Cloud is assigned a separate set of credentials from the Hyland Corporate environment that is specific to the Hyland Cloud environment. Use of this account requires a username, password, and electronic token (multi-factor authentication). This account can NOT be used to access corporate systems, nor can the corporate account be used to access Hyland Cloud systems. This “disparate” access strategy is intended to provide strong authentication as well as limit the risk associated with potential security threats from one environment to the other.
Access restriction testing frequency
Less than once a year
Management access authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
How long system logs are stored for
At least 12 months

Standards and certifications

ISO/IEC 27001 certification
Who accredited the ISO/IEC 27001
Ernst & Young
ISO/IEC 27001 accreditation date
What the ISO/IEC 27001 doesn’t cover
AWS Regings
Frankfurt (DE)  data center
ISO 28000:2007 certification
CSA STAR certification
CSA STAR accreditation date
CSA STAR certification level
Level 1: CSA STAR Self-Assessment
What the CSA STAR doesn’t cover
PCI certification
Cyber essentials
Cyber essentials plus
Other security certifications

Security governance

Named board-level person responsible for service security
Security governance certified
Security governance standards
ISO/IEC 27001
Information security policies and processes
Hyland Cloud policies for information security are embodied in the Hyland Cloud Information Security Policy Suite. Information Security, as defined in the Hyland Cloud IS Policy Suite, is protecting and preserving the confidentiality, integrity, availability and security of information.
Hyland Cloud policies and procedures align with: IEC/ISO 27001:2013, including Annex A controls; guidelines found in NIST (National Institute of Standards and Technology) Special Publications including controls from standards such as SP 800-53, SP 800- 171, SP 800-88, where applicable.
Hyland Cloud performs an annual risk assessment governed by its ISO based policies defining risk management. The Hyland Cloud Governance Risk and Compliance team owns, maintains, and reviews the risk assessment program.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
Hyland follows internal change management procedures when changes are initiated by Hyland, or Customer requests Hyland to make a change on their behalf to existing systems, or when new systems are deployed to the Hyland Cloud.
Generally speaking, change requests are submitted via a change management system and are then evaluated by subject matter experts. Upon approval by such subject matter experts, changes are implemented, documented, and tested. In the event an issue occurs with the approved change, rollback procedures, documented as part of the change request, are performed in order to return the system to its original state.
Vulnerability management type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach
SOC standards are among the most stringent standards of security measurement for an operations center or data center. All Hyland Cloud data centers boast SOC 1, SOC 2 and/or SOC 3 certification.
Additionally, Hyland’s Cloud Services undertakes SOC 2 and SOC 3 audits annually, and performs quarterly internal audits and ongoing penetration and vulnerability tests.
Protective monitoring type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach
Hyland Cloud has numerous security controls and monitoring mechanisms in place, including firewalls at the Web and App server level, IDS, and vulnerability management. Logs are captured from these and other critical servers and network hosts and maintained in a centralized log repository. Logs are kept in non-repudiation format and kept for one year. Access to the central log repository is limited to a small team based on job role. System monitoring is active and alerts are configured to notify appropriate personnel of potential security or availability incidents. Staff is available/on call 24/7 to respond to alerts from these systems.
Incident management type
Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
Incident management approach
Security incident escalation and notification procedures are documented in the Hyland Cloud Security Incident Management Policy. This mandates all security incidents are to be investigated promptly and thoroughly by qualified team members. Every security incident is treated as a security breach until determined otherwise. Availability and privacy incidents follow a general incident response. If Hyland determines the customer's Hosted Solution has been negatively impacted by a security/availability incident, Hyland delivers a root cause analysis summary. Although notice will not be unreasonably delayed, it only occurs after initial corrective actions to contain the security threat/stabilize the platform.

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

Connection to public sector networks

Social Value

Fighting climate change

Fighting climate change

Hyland continues to evaluate our approach and initiatives relating to Energy and Environmental Sustainability and Stewardship, to determine opportunities for improvement and enhanced policies, systems, measures, and practices.

As an organization, Hyland will work in stages to achieve environmental neutrality and show corporate responsibility. From an operations standpoint, several Hyland office locations hold environmental credentials, including LEED GOLD Certification and various Energy Star ratings.

Hyland is dedicated to helping our community, and with this dedication, Hyland recognizes that it has a responsibility to the environment beyond legal and regulatory requirements. We are committed to reducing our environmental impact and continually improving our environmental performance as an integral part of our business strategy and operating methods. Whether it's how we build our facilities or dispose of waste, or through the vendors we use, Hyland supports practices that intelligently recycle and reuse materials. Preserving resources and logically reducing waste is critical in all parts of our community, and Hyland is proud to support initiatives that contribute to a clean environment.
Tackling economic inequality

Tackling economic inequality

Hyland understands our corporate responsibility in the community. We are committed and focused on doing all that we can to give back and to help in a way that is both responsible and encouraging.
Financial and In-Kind Donations: Since 2005, the Hyland corporate giving program has made financial, software and in-kind donations to nearly 500 nonprofit and educational organizations. Almost half of these contributions were in response to requests made by employees.
Charitable Events: Hyland coordinates several annual company-wide charitable giving events, giving employees a variety of ways to get involved
Community Engagement: Hyland is privileged by the opportunity to give back to the communities where we live and work. Each year Hyland expands our Community Engagement Program, making a difference through employee engagement, volunteerism and corporate giving.
Employee Engagement & Volunteerism: Hyland encourages employees to pursue and devote time to causes that incite their passion. The success of these programs has everything to do with Hyland’s greatest asset – their employees.
Financial and In-Kind Donations: When it comes to a worthy cause, Hyland puts its money where its mouth is. Hyland has these programs in place to support individual community interests. The company supports employees at the organizations they support through:
Matching Gifts - Match $1 for $1 employee contributions to nonprofits, up to $250 annually.
Dollars-For-Doers - Match $250 for every 24 hours volunteered at a community organization; up to $250 annually.
Leadership Grants - Donations to nonprofits 
Supporting Hyland Employees: Employees are family, and we actively engage in their well-being. Hylanders 4 Hylanders is an employee-funded emergency assistance program providing financial relief to colleagues in need.
Volunteerism with Options: The Hyland Volunteer Time Off (VTO) program empowers employees to take 12 hours of paid VTO per year to use volunteering at nonprofits.
Equal opportunity

Equal opportunity

We welcome unique perspectives and backgrounds as we build a diverse and inclusive company. Hyland supports the following initiatives:
Veterans: To provide a welcoming and empowering environment to our veterans, Hyland has initiated an internal group discussion board, monthly meetings and a mentorship program. Veterans also receive an extra day of paid time off as a gesture of thanks for their service. No matter the length of service, there is a place for veterans at Hyland.
Women in Tech: To encourage interest and confidence in computer sciences and other traditionally male-dominated IT fields, Hyland hosts the bi-annual Women in Tech Conference. Our Women in Tech group supports women working at Hyland in the IT space and connects them with schools, organizations and events that advance women in STEM (science, technology, engineering, mathematics).
Hyland WIN (Women in Networking) : This resource group supports female employees in their personal and professional goals through networking, mentorship, workshops and presentations.
Cuyahoga County Board of Developmental Disabilities: Hyland partners with various agencies at the Cuyahoga County Board of Developmental Disabilities for job-shadowing and open houses and has hired several employees at our Westlake (US head office) campus.
Hyland integrates diversity and inclusion into every aspect of its business: hiring, customer relationships, product creation and creating a welcoming work environment. From executive level to contributor level, respect for all individuals is central to the company's work and the lives employees lead. Hyland has formed a partnership with a diversity consulting firm to support a long-term DEI global plan. In 2020, Hyland launched a DEI Executive Council to provide corporate oversight of our DEI strategy, programs and progress. In Q2 of 2022, Hyland’s diversity consulting firm and Hyland plan to launch Hyland’s long-term strategic plan to support our global workforce, workplace, communities and marketplace.


We understand that true wellness isn’t one-size-fits-all. That’s why we provide diverse tools and resources that inspire employees to bring their best selves to work every day.
Hyland’s wellness programs consider what it means to truly be well, from a wellness center at headquarters staffed with nurse practitioners, to fitness reimbursements, support groups and friendly competitions to nutrition education, mindfulness resources and access to a mental health professional. And nearly all of these benefits are available remotely to our global workforce.
We understand the significance of financial peace of mind. Retirement planning, legal and financial advisors, and insurance offerings are just a few of the tools Hyland provides to help employees get and stay financially secure.
Hyland’s global workforce is encouraged and equipped to find balance with flexible schedules, team events and celebrations, telework options and even a sabbatical program.


£1,008.75 to £1,335.00 a unit
Discount for educational organisations
Free trial available
Description of free trial
Try Hyland is a unique way to experience Hyland's software through hands-on access to live software. Whether you're a customer or prospective customer, Try Hyland is your way to dive into pre-configured sample solutions and see the value that our tools can bring to your organization.
Link to free trial

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at governmentcontracts@hyland.com. Tell them what format you need. It will help if you say what assistive technology you use.