Demo Summary
In this video, you’ll see the OnBase platform on desktop, browser, and mobile. You’ll watch how it scans invoices and reads text, then tags key data, and sends them through approval steps. You’ll learn how simple keyword search finds any file, and how online folders sort files automatically. Finally, an online dashboard gives a live view of the invoice process so teams can make fast, smart choices. OnBase helps work faster and cuts mistakes.
AI-Detected Features
Client Experience OptionsUsers can choose browser, mobile, or desktop clients in OnBase, each offering a personalized, complete view of the information needed to work efficiently.
00:00
Document Capture & OCR IndexingIn the OnBase Unity desktop client, documents are automatically classified and indexed using OCR. Data like PO numbers and invoice terms are read and populated in real time.
00:21
Browser Client & Workflow RoutingThe zero-footprint OnBase web client provides full functionality in HTML. Once capture is complete, documents are evaluated and routed through automated workflows for review.
01:12
Invoice Approval ProcessThe AP approver receives the invoice and related documents, reviews them side by side with the packing slip, and posts the approved invoice to the ERP system.
01:36
Quick Document Search & ResolutionAnyone can search across AP documents without knowing keywords. Sorting results by date, you can quickly find the right invoice and confirm payment while on a vendor call.
01:56
Electronic File CabinetsAP documents can also be organized in dynamic, nested electronic file cabinets that mirror paper folders but add OnBase’s flexibility, security, and automatic population.
02:18
Workflow Visibility & Smart FoldersFolder users gain visibility into documents in process, and OnBase smart folders can identify missing documents, ensuring nothing falls through the cracks.
02:37
AP Dashboard & AnalyticsA web-based, dark-mode dashboard gives AP managers a holistic view of process health with interactive charts and drill-down insights for proactive decision making.
02:57
OnBase Summary & Next StepsThis overview highlights just some OnBase features. Learn more about how OnBase can boost efficiency by visiting Highland.com.
03:19
OnBase by Hyland
OnBase by Hyland is a leading content services platform that efficiently manages information and streamlines business processes for optimal performance.Learn more about OnBase by HylandMore Demos (1)
Interactive Demos (0)
Useful Links & Resources
Related companies