hyland

Hyland OnBase for Deltek Costpoint


Built by: Hyland Software
Integrates with: Deltek Costpoint

OnBase provides an API-level integration for Deltek Costpoint that enables Costpoint users to access and interact with OnBase documents without leaving the Costpoint interface. This integration provides a secure, central document repository to store information throughout your organization such as scanned invoice images as well as emails, videos, and any other file types.

Overview

hyland integration

Key Capabilities

  • Link records in Costpoint with documents in OnBase.
  • View linked OnBase documents from within Costpoint.
  • Populate Costpoint screens based on keyword type values from indexed documents in OnBase.
  • Edit OnBase keyword type values and synchronize them with Costpoint data fields.
  • Use OnBase as a replacement for shared network folders.
  • Print to file from Costpoint directly to OnBase.

Content Management Interoperability Services (CMIS) specifications are used to provide industry-standard integration capability. To use the OnBase Integration for Deltek Costpoint, customers need to download the applicable Connect Connector license from Hyland and configure OnBase to recognize CMIS as an external system.

CMIS communication between Costpoint and the OnBase Application Server is managed by the Hyland CMIS Proxy, which translates and relays data messages between the two systems.

Support

Customer Support

Hours of Support - Technical Support is available 24 x 7, excluding major holidays when staffing is limited
Telephone: Front Desk – 1.440.788.5000
Online Help: Hyland customers only -  https://community.hyland.com/tskb

Demo

The OnBase Power User Experience

OnBase users get a personalized, complete view of the information needed to make informed decisions and push business forward.​

Support Materials

Article Icon

​OnBase Integration for Deltek Costpoint​

​Solution Overview of how OnBase provides integrated content services for Deltek Costpoint.​

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