Enterprise Document Management

Increase efficiency with an enterprise document management system

With all of your documents and information captured and stored in OnBase, your organisation immediately benefits from what an enterprise document management system provides. These benefits include tools that increase efficiency, including:

  • Revisions: Track every modification made to documents, with a permanent revision history. Ensure users only access the most current versions of documents
  • Electronic signatures: OnBase provides multiple options for electronically signing documents: capturing and applying handwritten signatures with a stylus or tablet, using digital certificates to ensure authenticity and integrity or integrating with Docusign.

Simplifying access to documents and information

One of the primary benefits of electronic document management software is the ability to find the exact documents you need, right when you need them. OnBase provides many options to quickly and easily locate the documents you need, including:

  • Specific index values like name and account number
  • Index value ranges, such as all invoices between £500 and £1,000
  • Dates or date ranges
  • Electronic filing cabinets and folders
  • Full-text search of all documents, such as PDFs, emails, OnBase e-forms and Microsoft Office and text documents

Ensuring follow-through on required reading and training

Every organisation has documents that employees are mandated to read and acknowledge — from employee handbooks to information security policies to harassment training.

While there are many ways to distribute documents to employees, often these require a lot of manual work to track and update. How do you prove that all of your employees have received and read the most current required documents for their roles?

With OnBase enterprise document management capabilities, you can:

  • Rapidly distribute the right documents to the right employees
  • Significantly reduce costs by automating the distribution and administration of required reading documents
  • Easily track and prove employee acknowledgements for regulatory compliance audits
To learn more about the wide range of OnBase ECM functionality, click here.