Laserfiche Integrations
CDI provides out-of-the-box and custom software integrations to help offices achieve greater efficiency by reducing or eliminating data redundancy and repetitive manual processes and tasks.
Categories
Allows users to look up invoice balances, purchase orders, GL numbers or vendors. The Caselle Workflow Activities from CDI allow users to build powerful automation into Laserfiche Workflow and Forms.
Allows users quickly and easily access documentation in Laserfiche for any account, vendor, client, contact, POs, receipts, or custom entity/field, directly through the Intacct accounting interface.
Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation.
Allows access to documentation stored in Laserfiche without leaving the Advisors Assistant interface.
Allows for easy interaction between Microsoft Dynamics CRM and
Laserfiche.
Allows users to manage client-specific content stored in Laserfiche from within the Junxure Cloud interface.
Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity.
Allows users to view documentation pertaining to contacts from the SmartOffice CRM interface.
Allows full interaction with Laserfiche Documentation per Account, Contact, and Lead Entities from the Tamarac CRM interface.
Allows users to easily send documents stored in a Laserfiche repository out for signature through the DocuSign editor.
Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor.
Allows users to open any imaged document in Laserfiche and sign with either an Interlink ePad or Topaz signature pad.
Schwab PortfolioCenter/Laserfiche
Ability to automate the processing of client reports between PortfolioCenter and Laserfiche.
CDI’s Cityworks integration for Laserfiche allows users to conveniently retrieve case study details and attachments from Cityworks. The software is backed by the power of Esri® ArcGIS®, which allows users to take advantage of the CDI ArcGIS integration for additional functionality within the two software applications.
Offers the ability to access Laserfiche Documents from the New World Systems interface.
Allows for easy interaction between vendor or client records within Springbrook and Laserfiche folders.
Allows organizations to scan files for viruses attempted to be uploaded to a Laserfiche Form.
It offers the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents.
CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow.
CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow.
Turnkey capture solution that replaces costly manual data entry with efficient automated invoice processing.
Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche.
Allows users to automatically import scans from a Fujitsu ScanSnap scanner directly into folders within Laserfiche.