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CDI Blog | Consultant’s Corner

 

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Expertise

knowledge & resources for success >

 

Awards + Certifications

moving forward with confidence >

2022 Laserfiche Winners Circle
CDI SSAE 18
Laserfiche Gold Certified Professionals
AICPA SOC

Industries

knowledge & experience to excel >

 

Working with the Best

learn how great companies & municipalities are already using CDI >

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Workshops & Webinars

check out our upcoming in-person and online events >

Thursday, October 13th | 1 PM - 2 PM CDT

Join CDI to watch your Records Management configuration come alive! Watch a step-by-step records series setup and turned into an automated records retention solution with reporting and notifications.

During this webinar, we will show: 

  • How to set up a record series in Laserfiche.

  • How to import a record series from existing retention schedules.

  • Setting up reporting and notification processes using Workflow.

  • Automating record filing and retention using Workflow.

 
CDI Webinars

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