automates your processes, manages your business content and cases in one secure location, and works with your other applications to deliver contextual information when your users need it.

OnBase has transformed thousands of organizations worldwide by empowering them to become more agile, efficient, and effective. It provides a single platform for building content-enabled applications while integrating with other core business systems. 


Once you have your information under control, you have total visibility into the status of processes, documents, and information– while also supporting retention requirements.

OnBase is a leading Content Services Platform that provides Document Management, Workflow, and Case Management systems that are capable of meeting all your document and business procees needs. As a scalable enterprise-enabled platform, OnBase can be used across your entire organization with many use cases in Human Resources, Contract and Vendor Management, replacing legacy applications and more.

The benefit of storing all documents in OnBase is that information can be easily surfaced to users in a contextual manner from whatever application they are working, in a useful for the way for them to consume it, making users efficient and effective at perfoming their tasks.

OnBase can also manage your cases, bringing together complex issues that need ongoing review and collaboration over time across both internal and external parties. Once issues are discovered we can track them through a case management application that allows for the storing of the data records related to the documents and processes, much like a CRM or ERP. The best part is that all the data, documents and human interactions from both your systems and what is in OnBase appear as one workspace providing enterprise transparency and automation to your business.
Here are some of the benefits that will convince you to leverage OnBase for your Content Services strategy:

1. IMPROVES YOUR LEVEL OF SERVICE. OnBase provides for the improved access to information, giving business users the ability to make better decisions faster. Easy point and configure rules-based workflow allows OnBase to provide unprecedented levels of opportunity for automation, reducing costs, increasing efficiency while improving service level agreements.

OnBase allows clients, constituents, and students to complete forms and makes requests online; provides real time visibility into the status of requests, transactions, and orders, and reduces time spent searching for documents and information. It has powerful reporting capabilities that can show graphs and charts of anything in the OnBase system. OnBase has a variety of integrations with business software including Outlook, allowing access to OnBase without leaving your native interfaces, such as your ERP, CRM, an even in-house develop application.  

2. REDUCES OPERATING COSTS. OnBase has been proven to help organizations streamline their business processes and increase productivity by reducing steps to capture and access business information. OnBase speeds processes by automating predictable decisions and providing useful tools to manage all surrounding tasks, activities, and case work. It will help you maximize your team’s potential by increasing their productivity and providing instant access to content and processes from anywhere, even a mobile device.

3. MINIMIZES RISKS. Security is a core part of OnBase. Access to OnBase as well as corresponding documents is based on user rights and permissions. This means user groups can be configured to have access to specific document types. This can also be used on a hierarchy, so users with administrative access such as IT Staff and Executives can have visibility across the entire system, while other users may only have access to specific document types that are relevant to their job. This software provides ease controls access, simplified enforcement of security policies, and automated tracking of actions taken. It facilitates reporting and auditing of required and missing information.

CAPTURE. No matter where or how content enters your organization, OnBase captures it to provide faster, simpler, improved access to those who need it most. Beyond importing documents – from scanners, electronic locations and mobile devices – and ingesting data in a variety of ways, OnBase also automatically extracts data from incoming documents. This minimizes manual data entry and speeds processes from the point of origination.

MANAGE. OnBase combines the ability to manage documents, data and processes in one system so your information flows seamlessly throughout your organization. Minimize process delays, data silos and disconnected documents and automate repetitive tasks while equipping workers to make better decisions.


ACCESS. 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.


INTEGRATE. Leverage information from another application to automate processes in OnBase such as filling out forms, triggering business workflows or composing documents. Sync data between systems to connect documents and processes in OnBase with records in your business application in real time, empowering users to make critical business decisions with up-to-date information.

MEASURE. OnBase provides real-time insights into the status of your processes, the completeness of your records and the health of your system – allowing you to act when and where it’s needed. The system also facilitates audits and supports compliance initiatives by identifying the existence and accuracy of information.


STORE. OnBase minimizes risk and supports compliance by securely storing, protecting, and destroying your information in accordance with applicable regulations – without needing to purchase additional third-party software or hardware.

To help build your OnBase solution, REQUORDIT also provides deep industry expertise in many industries and departments. Some examples include:



Financial Services

Government (federal, state, and local)


Higher Education



Trade Retail Pharmaceuticals


Accounts Payable

Accounts Receivable

Claims & Underwriting

Customer Support

Human Resources


Procurement & Purchasing

More than

0 ,000

customers have used OnBase for more than a decade

 These organizations originally invested in OnBase to solve an immediate problem. Ten years later, they continue to gain value from their investment in OnBase.

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