--- title: Compare Hyland OnBase Versus Softdocs Etrieve Features description: Replace Hyland OnBase with Softdocs Etrieve, an integrated cloud platform for document management, workflow automation, forms, e-signatures, and more. image: https://discover.softdocs.com/hubfs/resources/migration-guides/onbase/onbase-etrieve-migration-featured-image.jpg --- [![Softdocs](https://discover.softdocs.com/hubfs/logos/softdocs/NEW/Softdocs%20Logo%20-%20White.svg) ](https://www.softdocs.com) # 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 ![](https://discover.softdocs.com/hubfs/resources/migration-guides/onbase/Hyland-OnBase-Softdocs-Etrieve-Migration-Guide-1.webp) Complete the form to download the entire 16-page Migration Guide ![](https://discover.softdocs.com/hubfs/resources/migration-guides/onbase/Hyland-OnBase-Softdocs-Etrieve-Migration-Guide-1.webp) ![](https://discover.softdocs.com/hubfs/resources/migration-guides/onbase/Hyland-OnBase-Softdocs-Etrieve-Migration-Guide-4.webp) ![](https://discover.softdocs.com/hubfs/resources/migration-guides/onbase/Hyland-OnBase-Softdocs-Etrieve-Migration-Guide-11.webp) ![](https://discover.softdocs.com/hubfs/resources/migration-guides/onbase/Hyland-OnBase-Softdocs-Etrieve-Migration-Guide-13.webp) ### 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. ![NIST SP-800-53 Compliant](https://discover.softdocs.com/hubfs/logos/compliance/NIST%20SP%20800-53.svg)![CJIS Compliant](https://discover.softdocs.com/hubfs/logos/compliance/CJIS%20Compliant.svg)![WCAG 2.2 AA Compliant](https://discover.softdocs.com/hubfs/logos/compliance/WCAG%202.2%20AA%20Compliance.svg) ![SOC 2 Type II Certified](https://discover.softdocs.com/hubfs/logos/compliance/SOC%202%20Type%20II%20-%20KP%20Version.svg) ![esignatures on an iphone](https://discover.softdocs.com/hs-fs/hubfs/product-screens-videos/eSignatures/esignatures%20on%20an%20iphone.webp?width=544&height=1000&name=esignatures%20on%20an%20iphone.webp) ### 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. --- ![Villanova University](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Villanova.webp?width=176&height=105&name=Villanova.webp) ![University of Cincinnati](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/University%20of%20Cincinnati.webp?width=176&height=105&name=University%20of%20Cincinnati.webp) ![Central Texas College](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Central%20Texas%20College.webp?width=176&height=105&name=Central%20Texas%20College.webp) ![Spelman College](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Spelman%20College.webp?width=176&height=105&name=Spelman%20College.webp) ![Virginia Military Institute](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Virginia%20Military%20University.webp?width=176&height=105&name=Virginia%20Military%20University.webp) ![Rhode Island School of Design](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Rhode%20Island%20School%20of%20Design.webp?width=176&height=105&name=Rhode%20Island%20School%20of%20Design.webp) ![University of West Alabama](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/University%20of%20West%20Alabama.webp?width=176&height=105&name=University%20of%20West%20Alabama.webp) ![Catawba Valley Community College](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Catawba%20Valley%20Community%20College.webp?width=176&height=105&name=Catawba%20Valley%20Community%20College.webp) ![Pepperdine University](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Pepperdine%20University.webp?width=176&height=105&name=Pepperdine%20University.webp) ![Northwestern University](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Northwestern%20University.webp?width=176&height=105&name=Northwestern%20University.webp) ![Salt Lake Community College](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/Salt%20Lake%20Community%20College.webp?width=176&height=105&name=Salt%20Lake%20Community%20College.webp) ![University of Idaho](https://discover.softdocs.com/hs-fs/hubfs/logos/customers%20(gray)/University%20of%20Idaho.webp?width=176&height=105&name=University%20of%20Idaho.webp) --- Copyright © 2026, Softdocs. 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