Ready to Replace Onbase?

Etrieve is the leading solution for IT leaders moving away from Hyland OnBase. Document management, workflow automation, e-forms, e-signatures, and more come together in a true cloud application backed by a company that takes care of customers.

Your Guide: Moving from Hyland OnBase to Softdocs Etrieve

Download the OnBase Migration Guide

Familiar Features Modernized by Etrieve

A simple example of searching for a student record within an organized digital folder structure.

Enterprise Document Management

With OnBase, you're accustomed to scanning and storing documents in a centralized repository, applying indexes, and running searches to retrieve records.

The Etrieve platform builds on this foundation with a modern, intuitive UI. The clean, mobile-friendly design features robust power behind the scenes:

Intelligent metadata tagging
Lightning-fast search
Automated retention policies
Built-in compliance controls

Your content is more organized, more accessible, and more secure than ever.

Build your own WCAG 2.1 AA compliant forms with a drag-and-drop editor.

Electronic Forms

While Unity Forms enables OnBase customers to produce forms with workflow logic, the product is crippled with dated limitations: it requires a desktop Windows client, forms are inaccessible, and nothing is mobile-ready.

Etrieve Forms features:

No-code, drag-and-drop form design in a pure browser-based authoring environment
WCAG 2.1 AA compliance out of the box
Mobile responsiveness by default

With a litany of input options, you can build logic-based validation, reusable saved sections, and seamless ERP/SIS integration.

Etrieve Flow features powerful drag-and-drop workflow design right within a browser. No scripting required.

No-Code Workflow Design

Many OnBase customers struggle with rigid and complicated workflows that require heavy IT intervention. Etrieve Flow modernizes this experience with a no-code, user-friendly workflow builder, conditional routing, and data integrated from your SIS/ERP.

The result: more departmental control and far less IT intervention.

This short demo reveals Etrieve's powerful retention rules for increased compliance.

Compliance and Security

OnBase provides core audit logging and version control, but Etrieve is built to exceed regulatory expectations.

With role-based access, conditional controls, immutable audit trails, and configurable retention policies, every document, action, and change is tracked and protected.

Backed by certifications including SOC 2 Type II, NIST SP 800-53, CJIS, and TX-RAMP Level 2, the Etrieve platform delivers industry-leading peace of mind for higher education, government, and other regulated environments.

ADA Compliance and Mobility

OnBase users may be comfortable retrieving documents through a desktop or web client, but true mobility remains limited.

Access from a phone requires the separate OnBase Mobile App, and even then, feature parity doesn’t exist across the desktop and web clients, so users often need to switch between multiple interfaces.

Etrieve eliminates that friction with a single, cloud-native experience accessible anytime, on any device. Whether on desktop, tablet, or mobile, users enjoy the same functionality, intuitive design, and ADA-compliant accessibility, making it easier for everyone to work or submit forms from anywhere.

After 10+ years with a legacy document management system, we chose Softdocs. Their system offers unlimited e-forms and e-signatures, which is a significant advantage over using multiple solutions and paying for each envelope or document. We migrated over 8 million documents from our legacy system, redesigned workflows, and consolidated 10+ separate forms into a single super form.
Khalid Tariq, Associate Vice Chancellor, Information Systems UMass Global (Migrated from OnBase)

Best-in-Class Customer Support

At Softdocs, the difference isn’t just the tech, it’s the people. Our long-tenured team uses a thoughtful, tiered triage approach to ensure your case reaches the right expert right away.

Our Net Promoter Score is 73 — one of the best — backed by real feedback and rave reviews. And our support team consistently hits a 98% satisfaction rate.

Our Customer Support KPIs

First response	33 minutes
Average resolve time	3.5 days
Customer satisfaction	98%

Outcomes of a Successful OnBase Migration

Migrating from Hyland OnBase to the Etrieve platform from Softdocs isn’t just a technical project. It’s your opportunity to re-imagine how processes work. Softdocs has advised thousands of institutions, helping modernize schools, empower staff, and deliver best-in-class experiences for users. Here are the outcomes we help all customers achieve.

Alignment with IT Strategy

Supports student and employee success, compliance, team efficiency, and cost savings
Solves bottlenecks in high-impact areas by leveraging forms, workflow, and e‑signatures to automate approvals and route work dynamically
Enjoys enthusiastic adoption by staff for its speed and ease of use
Runs as secure SaaS platform and removes the IT burden of on-premises infrastructure
Establishes a long-term digital foundation, not just patching today’s pain

Protection of Information

Implements enterprise-grade application security, audit trails, permissions, and encryption
Enforces retention policies for compliant disposition of documents
Protects against disasters, theft, and loss with multiple layers of data redundancy
Employs digital workflow to proactively push information to reviewers and approvers
Bi-directionally integrates with core systems of record like SIS, ERP, and CRM to ensure consistent, reliable, and current information

Unmatched Experience

More than 1000 schools, districts, and government agencies have removed their legacy applications to use the Etrieve platform as a strategic digital transformation tool for core processes.