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7 Reasons to Upgrade to
OnBase 24.1

By Jack Shales

10/10/2024

OnBase continues to push out new features and enhancements with each new version.

Now more than ever, OnBase has a host of tools to curate the optimal access point to your documents, workflows, applications, dashboards, and all the other ways in which you utilize the platform through a multitude of interfaces. Look below for more detail on how to choose the best option for your team! 

1. Application Builder

Quickly build and deploy persona-based applications that allow full customization of labels and access to document queries, workflows, WorkView applications, reporting dashboards, and file cabinets. Have purpose-built apps for each of your departments so everyone sees what they need and nothing more! 

2. Workflow Messaging

One more way to integrate OnBase with your ERP or other line-of-business system. Allows workflow to consume XML data as documents with simple point and click configuration to push and pull data. This can update autofill keyword sets, retrieve documents from cloud repositories, create new documents from XML, and more! 

Although not new, the web-based Admin Portal continues to add features to approach parity with the thick client configuration module. Users can create document types and keywords as well as manage user groups and permissions. The best part is if they are only able to perform a few, not all of these admin tasks, they will only see the configuration items that they have access to. 

4. Adobe Sign

The integration for Adobe Sign is more tightly integrated with Studio, meaning much more point and click configuration and a shorter on ramp to getting your first e-signature solution live

5. Hyland RPA

Hyland’s RPA module allows typically user initiated tasks, like copying information from a website with no API to an ERP, to be performed automatically by a software robot. OnBase 24.1 continues to hone the capabilities of this powerful automation tool. 

6. Reporting Dashboards Web Suite

Finally, view and edit OnBase Reporting Dashboards in the web! An important first step in accentuating the versatility of your dashboard creation and deployment complete with dynamic display actions that take you right to a document, workflow queue, or WorkView application screen. 

7. Accessibility

Over 400+ accessibility enhancements have been made in 24.1, furthering Hyland’s dedication to promoting accessibility standards across the OnBase suite. That means you can rest easy knowing your users can navigate the platform despite any challenges.

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