The OnBase Interaction for ShareBase facilitates the sharing of OnBase content and extends document capture capability to individuals both inside and outside your organization. Using workflow business rules, OnBase automatically adds documents to ShareBase and notifies recipients via secure links in an email — with options to add password protection and expiration dates. When the business process requires new or updated documents, OnBase can create a secure folder for users to add needed content. Once in ShareBase, documents are automatically imported and indexed into OnBase.
• Expedite process-based sharing with automated sending and retrieval.
• Remove manual indexing and eliminate user error through automatic indexing based on predefined workflow rules
• Securely share OnBase content with granular permissions, link expiration, and password protection.
• Simplify user retrieval with browser-based viewing of images, Office documents, and PDFs.
• Reduce effort required to share large files or large packets of files by combining them into a single interaction instead of multiple emails.
• Eliminate the use of disparate tools, such as phone calls and emails, to communicate with customers and partners.
• Access your OnBase content on the go with ShareBase mobile responsive view via any mobile web browser.
Using OnBase workflow actions, the solution shares and receives content into OnBase through ShareBase.
• Healthcare: Share confidential documentation with financial institutions, insurance companies and attorneys along with other external communications. ShareBase easily replaces an SFTP portal for large, sensitive one-way shares like protected health information or refinancing applications. Leverage ShareBase alongside OnBase to complement the OnBase Contract Management solution to secure external redlines, adding a level of security and also significantly speeding up contract proceedings over email communication for the redline process.
• Government: Consultation and collaboration with other agencies or external organizations is part of life in government. Too often this translates into emails back and forth with no convenient and secure way to share documents and content like reports, photos, videos and more. The OnBase Interaction for ShareBase augments core ShareBase strengths like external sharing and collaboration with automation to reduce manual work for employees and expedite processes.
• Higher Education: From admissions processing to development to campus construction projects, sharing and collaborating on documents with those inside and outside your institution is key. The OnBase Interaction for ShareBase adds the necessary automation to extend needed content to a large number of students, parents, employees, or even financial donors in an efficient manner.
• Insurance: Rather than rely on email to collect data and documents from third party sources, a process that is rife with security and versioning issues, claims adjusters can collaborate with third parties using ShareBase and OnBase. Together, they can view files, upload and share documents, maintaining information security and version control. Automated emails alert both adjusters and third parties that documents are available for viewing or need to be uploaded.
• Financial Services: Avoiding security risks such as theft or alteration of data is paramount for financial services organizations; but at the same time, the ability to collaborate securely on sensitive documents with associates inside and outside your organization is often requires. Financial Services processes benefit from securing communication during the lending process, new account openings, or even audits. The automation capabilities offered by the ShareBase Interaction for OnBase facilitates these processes and reduces manual work for employees.
From OnBase, a user can upload a document to a ShareBase folder via ad-hoc task, or automate upload based on workflow business rules. They can manually enter recipient information or automatically use data from OnBase or other system.
The OnBase document is accessible via a hyperlink and external recipients can preview the document in the web or, with appropriate permissions download to their local machine.
To upload content into OnBase, ShareBase folders are created by workflow actions and monitored for new content. Users can either drag and drop into the folder or browse out to the location of the file on their local machine.
Granular viewing permissions, password options, and link expiration ensure that document security is enforced to the extent required by the business process.
Learn more at sharebase.com
