Export Complete Document Sets from OnBase — Without the Manual Work
DocExport for OnBase is an on-premise, customer licensed add-on that lets you quickly export targeted document sets while keeping the originals safe within your document management system (DMS).
Compatible with OnBase, Nautilus, Director, & INFO-ACCESS
“DocExport has been helpful for us. When we had court subpoenas and large commercial files that we had to have outside parties look at, what would have taken hours takes literally 1/3 of the time.”
Roxane Huberty
VP Senior Loan Administration
Built for every onBase user
DocExport doesn’t require special skills or IT expertise. With a simple, intuitive interface, anyone in your organization can export documents into one file, quickly and easily.
WORKS WITH:
- OnBase
- Nautilus
- Director
- INFO-ACCESS
FILTER BY:
- Document Type
- Document Group
- Keywords
- Date Ranges
EXPORT AS:
- COLD reports
- Scanned images
(PDF or multi-page TIFF) - Native formats
(PDF, DOCX, XLSX)
Works With:
- OnBase
- Nautilus
- Director
- INFO-ACCESS
Filter By:
- Document Type
- Document Group
- Keywords
- Date Ranges
Export As:
- COLD reports
- Scanned images
(PDF or multi-page TIFF) - Native formats
(PDF, DOCX, XLSX)
Smarter Document Retrieval
Document retrieval doesn’t have to be tedious. DocExport for OnBase makes it easy to find and deliver files quickly, in the formats you need. No more digging, no more manual sorting— just consistent, convenient exports.
Custom Queries
Export by document type, keywords, or date ranges with precision filtering capabilities.
Multiple Formats
Support for PDFs, TIFFs, and native file formats to meet diverse compliance requirements.
Organized Output
Automatically sort exported files into keyword-based folders for easy navigation.
Reusable Settings
Save export configurations for future use, ensuring consistency across audit cycles.
DAILY COMPLIANCE
Audit Requests
The Need:
The Query:
Search by patient IDs: 16420, 29450, 34670
The Solution:
In one custom query, DocExport ensures all patient records are exported to a file folder organized and audit-ready. The auditors get what they need, and you get your weekend back.
DocExport In Action
Designed for any industry, these scenarios showcase challenges becoming solutions.
LEGAL CHALLENGES
Subpoenas & Legal Research
The Need:
You’ve been given a subpoena request for all documents for a specific client within 48 hours.
The Query:
“Filter: Client ID “Johnson, Sarah” + Date Range: 2020-2024 + Keywords: “loan, mortgage, correspondence”
The Solution:
DocExport extracts every client document and exports it in a defensible, organized format. Your legal team gets a complete record — and peace of mind that nothing was missed.
STRATEGIC GROWTH
Branch & Loan Portfolio Sales
The Need:
Your bank sells a $50M loan portfolio. The acquiring bank needs every document from the portfolio in a format easily imported into their DMS.
The Query:
Document Types: “Articles of Incorporation”, “Beneficial Ownership”, “Loan Documents” + Portfolio: “Commercial-West”
The Solution:
With DocExport, all files are exported in the correct format for the acquiring bank’s DMS import.
John Bykowski
Director of Product, Core Services
“We have been a Proformance customer for many years and still remain highly satisfied with it all. The PF Batch Export has been helpful for us. When we have court subpoenas, and large commercial files that we had to have outside parties look at, what would have taken hours, takes literally 1/3 of the time.”
Roxane Huberty
VP Senior Loan Administration
See How Easy OnBase Document Exports Can Be
Book a short demo to watch DocExport retrieve and package complete document sets.