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Integrations

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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.

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Accounting

Accounting
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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.

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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. 

CRM
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Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation.

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Allows access to documentation stored in Laserfiche without leaving the Advisors Assistant interface.

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Allows for easy interaction between Microsoft Dynamics CRM and
Laserfiche.

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Allows users to manage client-specific content stored in Laserfiche from within the Junxure Cloud interface.

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Allows for easy interaction between Redtail CRM and Laserfiche.

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Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity.

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Connectivity between your Laserfiche document repository & ShareFile. 

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Allows users to view documentation pertaining to contacts from the SmartOffice CRM interface.

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Allows full interaction with Laserfiche Documentation per Account, Contact, and Lead Entities from the Tamarac CRM interface.

e-sign
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Allows users to easily send documents stored in Laserfiche repository out for signature through the DocuSign editor.

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Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor.

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Allows users to open any imaged document in Laserfiche and sign with either an Interlink ePad or Topaz signature pad.

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Financial

financial
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Schwab PortfolioCenter/Laserfiche
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Ability to automate the processing of client reports between PortfolioCenter and Laserfiche.

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Allows for simple interaction between the LaserApp and Laserfiche.

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Government

Government
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Allows for simple interaction between the ArcGIS interface and Laserfiche.

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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.

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Allows for simple interaction between Laserfiche and GovQA.

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Offers the ability to access Laserfiche Documents from the New World Systems interface.

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Allows for easy interaction between vendor or client records within Springbrook and Laserfiche folders.

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Laserfiche Utilities

LF Utilities
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Allows organizations to scan files for viruses attempted to be uploaded to a Laserfiche Form.

 

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It offers the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents.

 

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Scanning

Scanning
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Turnkey capture solution that replaces costly manual data entry with efficient automated invoice processing. 

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Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche. 

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Allows users to automatically import scans from a Fujitsu ScanSnap scanner directly into folders within Laserfiche.

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