Features
Document Management
- Securely store, organize, and retrieve documents in a centralized digital repository.
- Supports various file types, including PDFs, Word documents, images, and emails.
- Enables version control to track document changes and prevent data loss.
Workflow Automation
- Automate approvals, reviews, and routing processes to reduce manual effort.
- Custom workflows to meet departmental requirements
- Electronic forms (eForms) to eliminate paperwork.
Advanced Search & Retrieval
- Quickly find documents using metadata, full-text search, and indexing.
- Configurable access permissions ensure only authorized users can view or edit files.
Security & Compliance
- Supports FERPA, HIPAA, and research compliance by enforcing document access controls.
- Audit trails and logging for tracking document access and modifications.
- Secure document retention and disposal policies.
Seamless Integration
- Works with Microsoft 365, DocuSign, HCM, Campus Solutions, and other university systems.
- Single sign-on (SSO) support for easier authentication.
- Integrates with email and other communication tools for efficient collaboration.
E-Signature & Approval Workflows
- Electronic signatures via DocuSign for contract approvals and research documents.
- Track approval status in real-time.
Reporting & Analytics
- Generate reports on document usage, approvals, and workflow efficiency.
- Monitor compliance and process bottlenecks.
Data
OnBase is approved for the storage of highly confidential data, which includes but is not limited to PCI, HIPPA and FERPA data, and other highly confidential personally identifiable information.
Who can get it
Services are limited to use by Faculty and Staff within the Colorado.edu domain.
How to get it
University departments may request assistance from the Document Management Services team by completing the Request Form.
Cost
CU System provides OnBase as a common good to the Boulder campus, which means there is no direct cost to you or your department.
If the scale of the project reaches the level of requiring an FTE for ongoing support, maintenance and growth, the requesting department will be required to hire an OnBase certified administrator.
Get Started
To request an OnBase consultation or to report an issue, please contact the IT Service Center at oithelp@colorado.edu or 303-735-4357.
Help Resources
- Access OnBase Training for client installation, training materials and reference guides
- Contact OnBase Technical Support for application support information
- OnBase Certified Department Administrators
