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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.
Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation.
Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity.
Allows for easy interaction between Microsoft Dynamics CRM and
Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor.
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 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.
Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche.
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.