Automate document processing into Hyland

Yes. Affinda's integration with Hyland connects your document processing directly to your content management workflows. It automatically extracts, validates and syncs data from contracts, invoices, HR documents and compliance forms straight into Hyland OnBase.With Affinda, you can index and route documents faster, reduce manual data entry and maintain complete control over your records by connecting intelligent document processing to your Hyland environment.

Affinda receives documents from any source - email, direct upload or API - and uses AI agents to extract structured data like contract terms, vendor details, employee information and compliance metadata.

Once extracted and validated, this data automatically syncs to Hyland OnBase as indexed records. Contracts are filed with searchable metadata, invoices become AP records ready for approval and resumes populate employee files - all without manual data entry.

You can configure custom workflows, like auto-indexing documents by type, routing exceptions for review or triggering compliance workflows based on extracted dates and signatures.

Affinda can extract data from any document type and send it directly to Hyland, including:

• Contracts and agreements
• Invoices, receipts and purchase orders
• HR documents like resumes, onboarding forms and certifications
• Compliance forms, audit reports and regulatory documents

It handles both digital and scanned documents with advanced OCR and AI-powered extraction, achieving over 99% accuracy across any format, layout or language.

No. Affinda fully automates document ingestion through our APIs. You have three ways to get documents to Affinda:

• Upload files directly to your Affinda workspace
• Email documents manually or configure automatic forwarding
• Integrate via API or connect to cloud storage systems

Once received, Affinda extracts and validates the data automatically, then sends it straight to Hyland OnBase - indexed, structured and ready for your workflows.

Yes. Affinda lets you define custom validation rules using natural language before any data reaches Hyland OnBase.

For example, you can configure rules to:

• Verify contract renewal dates fall within acceptable ranges
• Ensure compliance documents include required signatures and dates
• Check that invoice totals match line item calculations
• Confirm employee credentials are complete before filing

These checks ensure your Hyland data is accurate, compliant and ready for workflows and audits.

Yes. Affinda is built to handle bulk document processing at any scale. Whether you're uploading 50 contracts for a compliance audit or processing thousands of agreements during a merger, Affinda's platform supports bulk uploads and automated extraction straight into Hyland OnBase.

This makes it ideal for legal teams, compliance departments and enterprise organizations managing large contract repositories - helping you index faster, meet regulatory deadlines and maintain complete visibility across all agreements.

You can be up and running in under an hour. Affinda's Hyland integration connects directly to OnBase, allowing you to:

• Authenticate securely and connect to your Hyland OnBase environment
• Map extracted document fields to OnBase document types and keywords
• Configure indexing rules and workflow triggers
• Start processing and routing documents immediately

For enterprise teams, Affinda also provides API access and custom workflow configuration to support complex compliance requirements and multi-system integrations.

Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.

By integrating Affinda with Hyland, you can:

• Automate document indexing and eliminate manual data entry
• Speed up contract search, approvals and month-end workflows
• Improve accuracy with built-in validation and compliance checks
• Create automated workflows from document capture to storage
• Maintain complete audit trails and regulatory readiness