Upgrade With Ease

Help users adopt to your OnBase upgrade

OnBase Upgrade Adoption Kit

You’ve shared with us how daunting it can be to build awareness and excitement for an OnBase upgrade. So let's take the 'daunting' out of the equation! The OnBase Upgrade Adoption Kit, available with Premium Subscription, helps your organization ensure a smooth rollout of your upgrade. It comes with a customizable communication timeline, email templates, webinar guidelines, and more.

Select which version you’re upgrading to, and download your kit:

OnBase 17 OnBase 18

Downloading of the Upgrade Adoption Kit in its entirety or its components is subject to the Digital Content License Agreement

What's included in the OnBase Upgrade Adoption Kit?


Use these tools to help plan your communications and display information around your organization.

  • Release Communication Timeline
  • Sample Release Company Schedule
  • OnBase Posters
  • OnBase Flyers

Email Communication

These Outlook template email files will jumpstart your end users understanding of your upcoming OnBase upgrade.

  • Upgrade Awareness Email
  • Pre-Action Email
  • Action Email
  • OnBase is Here Email

Webinar Materials

This PowerPoint Template and email along with a guide and script will help you prepare, communicate and present an Upgrade Webinar.

  • Upgrade Webinar Guide & Script
  • Upgrade Webinar PowerPoint
  • Upgrade Webinar Email

Training Materials

Use these tools to educate your end users. Use the available training or customize it for your organization using the raw files.

  • End User Essentials: Course Gallery
  • End User Essentials: Self-Hosted Courses
  • End User Essentials: Project Files
  • End User Essentials: Job Aids
  • End User Essentials: Customization Guide
  • OnBase Upgrade Features
  • OnBase Upgrade Features PowerPoint
  • Course Achievement Certificate
  • Course Completion Badges

Choose which version you're upgrading to, and download the kit to get started.

OnBase 17 OnBase 18

Have any questions about the OnBase Upgrade Adoption Kit? Contact premium@hyland.com.