OnBase Records Management
OnBase Records Management: A records-management module centered on retention plans, lifecycle controls, holds, and auditability. Ranked #6 of 20 in Enterprise Content Management - Midmarket Software by our editors (8.8/10); pricing: Pricing on request; best for retention-focused records management programs.
At a glance
- Editor score8.8 / 10
- PricingPricing on request
- Best forRetention-focused records management programs
- Free planNo
- Workflow automationYes
- Facts checked24 Sep 2026
Where it wins
- Retention plans and event sets govern managed-folder lifecycle actions.
- Holds pause retention-plan progression, with transaction logs tracking activity.
- Reports, audit trails, workflows, and version control support oversight.
Where it doesn't
- Pricing requires consultation with Hyland rather than a public plan selection.
- Integrations and broader ECM features are limited.
- The module's deployment options may depend on the overall OnBase implementation.
Our verdict on OnBase Records Management
OnBase Records Management is a module in Hyland OnBase for managing related documents as records, with folders serving as the control point for each record. Administrators configure retention plans and event sets to govern managed-folder progression through open, closed, cutoff, and final disposition states. Holds can pause that progression. Midmarket and enterprise organizations with formal retention programs are the clearest fit, particularly when records oversight needs to sit alongside document and content-centric processes in OnBase.
The module’s central strength is its lifecycle control rather than a single retention schedule. Event sets trigger plan actions, while transaction logs record actions, holds, and status transitions. Reports cover managed folders and retention status. Configurable workflows route documents and managed folders, and audit trails and version control add controls around content activity and collaboration. Together, these functions suit teams that need visibility into how records move through defined stages and how exceptions affect that movement.
OnBase is sold through vendor consultation, so buyers should expect to discuss pricing with Hyland rather than choose from published product tiers. The wider OnBase implementation can be cloud or on-premises, and mobile apps are identified; the Records Management module’s deployment options may depend on that implementation. The trade-off is a specialized records-management focus: integrations and broader ECM features are limited. Organizations seeking detailed retention controls within OnBase should consider it; buyers whose priority is wider integration or broader ECM functionality should compare alternatives before committing.
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OnBase Records Management pricing
OnBase Records Management fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Deployment options | Not verified |
| Records retention | Yes |
| Workflow automation | Yes |
| Version history | Yes |
| Audit logs | Yes |
| Max file size | Not verified |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, Windows, iOS, Android |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request |
| Website | hyland.com |
| Facts checked | 24 Sep 2026 |
Alternatives to OnBase Records Management
- Hyland NuxeoA configurable ECM for organizations managing complex documents, rich media and workflows.9.3
- IBM FileNet Content ManagerA governed content repository with lifecycle controls, APIs, deployment flexibility and AI querying.9.2
- OpenText Documentum Content ManagementA broad content and records platform for organizations with complex governance needs.9.1
See all OnBase Records Management alternatives →
OnBase Records Management vs the competition
- OnBase Records Management vs Hyland Nuxeo
- OnBase Records Management vs IBM FileNet Content Manager
- OnBase Records Management vs OpenText Documentum Content Management
- OnBase Records Management vs Oracle WebCenter Content
- OnBase Records Management vs OpenText Content Management (Extended ECM)
- OnBase Records Management vs Laserfiche
Compare OnBase Records Management with any tool side by side →
Also Ranked In
OnBase Records Management is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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