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Autofiling Client Statements in Laserfiche
Wed, May 07
|CDI Webinar
Tired of manually filing statements? Let Laserfiche automatically file your digital and paper statements. Join CDI on this webinar and learn how to:
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May 07, 2025, 11:00 AM – 12:00 PM CDT
CDI Webinar
About the event
Tired of manually filing statements? Let Laserfiche automatically file your digital and paper statements. Join CDI on this webinar and learn how to:
• Create a workflow to automatically recognize each client statement and file them by account.
• Eliminate wasted time scanning client statements or filing PDFs one-by-one.
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