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CDI Pages (42)

  • CDI | Laserfiche Experts, Sales & Support

    Getting ready to launch Setting up Laserfiche Mobile CDI Blog | Consultant’s Corner Read Article Never miss the latest CDI news or webinars. Join our Newsletter today. Subscribe LEADING PROVIDER OF OFFICE AUTOMATION & EFFICIENCY TAKE INFORMATION FURTHER Expertise knowledge & resources for success > LASERFICHE SOLUTIONS CLOUD SERVICES MDR SERVICES RECORDS MANAGEMENT LEARN MORE LEARN MORE LEARN MORE LEARN MORE Awards + Certifications moving forward with confidence > Industries knowledge & experience to excel > FINANCIAL LEARN MORE GOVERNMENT LEARN MORE Working with the Best learn how great companies & municipalities are already using CDI > Workshops & Webinars check out our upcoming in-person and online events > Saved Searches Your Users Need Now! – Create, Save and Share Quick Searches in Laserfiche Thursday, December 8 | 1 PM - 2 PM CST Join us in this webinar to learn about the “Quick Search.” You probably knew where the Quick Search was, but did you also know you could customize the Quick Search? ​ During this webinar, we will show: ​ Where the Quick Search is located and how to use it. How to customize and share Quick Searches. How to create a Custom Search using search syntax. Register Here Send Now Thank you for contacting us! We look forward to connecting with you. Contact Form new to cdi? we are here to help > have a support request? click here

  • CDI | Resources - Brochures, White Papers, Guides, & More

    Brochures Informational downloads & links > Brochures Navigation Software, Services, Integrations, Hardware, Guides, & Industry Specific Documentation > Laserfiche Server, Host, & Backup Options Laserfiche Server, Host, & Backup Options CDI Financial Financial CDI Integraions Integrations CDI Spanish Documents Spanish Documents Laserfiche Modules & Options Laserfiche Modules & Options CDI Government Government CDI Business Processes Business Processes CDI Guides Guides CDI Scanning Hardware Scanning Hardware CDI Advanced Workflow Activities Advanced Workflow Activities Laserfiche Server, Host, & Backup Options Laserfiche Server, Host, & Backup Options Back to Top Laserfiche Download Laserfiche Rio Download Laserfiche Avante Download Laserfiche Cloud Download CDI Laserfiche Cloud Hosting Download Laserfiche Subscriptions Download CDI Cloud Backup Download Laserfiche Modules & Options Laserfiche Modules & Options Back to Top Laserfiche Audit Trail Download Laserfiche Business Process Download Laserfiche Capture & Imaging Download Laserfiche Connector Download Laserfiche Document Management Download Laserfiche Forms Download Laserfiche Import Agent Download Laserfiche Software Development Kit Download Laserfiche Quick Fields Download Laserfiche Records Management Download Laserfiche Weblink Download Laserfiche Workflow Download Government Government Back to Top Laserfiche for Cities & Counties Download Laserfiche for Courts Download Laserfiche for Law Enforcement Download Skagit County Case Study Download Financial Financial Back to Top Getting Started w/Paperless Download ECM for Independent Broker Dealers Download Laserfiche for Wealth Management Download ROI for RIAs Download Technology Guide for RIAs Download Business Processes Business Processes Back to Top Download Contract Management Download Human Resources Download Procurement Process Records Management Download Guides Guides Back to Top Intro to CDI Download Buyers Handbook Download DoD 5015.2 Certification Download Laserfiche Product Suite Download Gartner Report Download New User Guide Download Laserfiche Security Download Integrations Integrations Back to Top ABBYY Flexicapture for Invoices Download Act!/Laserfiche Download ArcGIS/Laserfiche Download AutoOCR/Laserfiche Download Canon ScanFront 400/Laserfiche Download CRM Workflow Activities/Laserfiche Download DocuSign/Laserfiche Download Forms Virus Scan/Laserfiche Download Fujitsu ScanSnap/Laserfiche Download GovQA/Laserfiche Download Intacct/Laserfiche Download Junxure/Laserfiche Download Junxure Cloud/Laserfiche Download Microsoft Dynamics CRM/Laserfiche Download Orion/Laserfiche Download Redtail/Laserfiche Download Salentica/Laserfiche Download Salesforce/Laserfiche Download Sharefile/Laserfiche Download Signix/Laserfiche Download SmartOffice/Laserfiche Download Springbrook/Laserfiche Download Tamarac/Laserfiche Download Topaz Signature Pad/Laserfiche Download Advanced Workflow Activities Advanced Workflow Activities Back to Top Advanced Workflow Activities Download Advanced Workflow Activities PDF Download Scanning Hardware Scanning Hardware Back to Top Canon DR-C230 Download Canon DR-C240 Download Canon DR-M140 Download Canon ScanFront 400 Download Canon DR-M160II Download Canon DR-M260 Download Canon DR-6010C Download Canon DR-6030C Download Canon DR-G2110 Download Canon DR-G2140 Download CDI Laserfiche Spanish Docments Spanish Documents >

  • CDI | Laserfiche Integrations

    Your connection to efficiency > Integrations Start Your Integration 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. ShareFile/Laserfiche Connectivity between your Laserfiche document repository & ShareFile. ACT!/Laserfiche Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation. Salentica/Laserfiche Easy interaction between Salentica and Laserfiche. Salesforce/Laserfiche Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity. Redtail/Laserfiche Allows for easy interaction between Redtail CRM and Laserfiche. MS Dynamics CRM/Laserfiche Allows for easy interaction between Microsoft Dynamics CRM and Laserfiche. Topaz Signature Pads/Laserfiche Allows users to open any imaged document in Laserfiche and sign with either an Interlink ePad or Topaz signature pad. Signix/Laserfiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor. Schwab PortfolioCenter/Laserfiche Ability to automate the processing of client reports between PortfolioCenter and Laserfiche. SmartOffice/Laserfiche Allows users to view documentation pertaining to contacts from the SmartOffice CRM interface. Springbrook/Laserfiche Allows for easy interaction between vendor or client records within Springbrook and Laserfiche folders. Tamarac/Laserfiche Allows full interaction with Laserfiche Documentation per Account, Contact, and Lead Entities from the Tamarac CRM interface. DocuSign/Laserfiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the DocuSign editor. Junxure/Laserfiche Allows users to manage client-specific content stored in Laserfiche from within the Junxure interface. Junxure Cloud/Laserfiche Allows users to manage client-specific content stored in Laserfiche from within the Junxure Cloud interface. ArcGIS/Laserfiche Allows for simple interaction between the ArcGIS interface and Laserfiche. LaserApp/Laserfiche Allows for simple interaction between the LaserApp and Laserfiche. New World Systems/Laserfiche Offers the ability to access Laserfiche Documents from New World Systems interface. GovQA/Laserfiche Allows for simple interaction between Laserfiche and GovQA. Fujitsu ScanSnap/Laserfiche Allows users to automatically import scans from a Fujitsu ScanSnap scanner directly into folders within Laserfiche. Forms Virus Scan/Laserfiche Allows organizations to scan files for viruses attempted to be uploaded to a Laserfiche Form. AutoOCR/Laserfiche It offers the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents. ABBYY Flexicapture for Invoices Turnkey capture solution that replaces costly manual data entry with efficient automated invoice processing. Canon ScanFront 400/Laserfiche Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche. Advisors Assistant/Laserfiche Allows access to documentation stored in Laserfiche without leaving the Advisors Assistant interface. Intacct/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. < Laserfiche Support Request Integration Demo/Quote

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Blog Posts (116)

  • Getting Ready to Launch - Setting up Laserfiche Mobile

    By Kyle Knebel As a Laserfiche Administrator, at some point, you may want to give your Laserfiche users some freedom, some mobility, dare we say it, some “Mobile App” access to their Laserfiche Forms and Repository. Your users can download the Laserfiche App for their iOS, Android, or Windows devices to connect to a Laserfiche repository. And they could even download Forms for offline use. Once you’ve set up and configured the Laserfiche Mobile Server, your staff can connect to the Mobile Server through the App. So, what’s the strategy for getting Laserfiche “mobile”? Do you want users to import documents from Cloud-based services like Google Drive, Microsoft OneDrive, or OneDrive for Business? Do you want to enable image processing on the Laserfiche Mobile Server? Do you want to support Microsoft Office Online Server, Esri ArcGIS Maps, or Google Maps? Preparing to support mobile users using the Laserfiche App requires that you have the Laserfiche Mobile Server configured, as we will explain below, and some minimum system and software requirements. System and Software Requirements Laserfiche recommends that you have a web server with 64-bit or Dual-core processors and a minimum of 2 GB RAM running Microsoft Internet Information Server (IIS) 7.0. You must have Laserfiche RIO or Avante 8.3 or later installed. Additional requirements are to be found here: Laserfiche Mobile Server Install the Mobile Server on your server. Note, if you are going to enable image processing (the OmniPage OCR engine), then it is highly recommended not to install on a machine that also hosts the Laserfiche Server or Laserfiche SQL database.’ Follow the steps to: Select the Language Accept the license agreement Choose the Setup type (Typical, Complete, or Custom) Provide the Activation key, Activation file, or list the LFDS RIO server with which to license the software Set the Laserfiche Service Settings, which is the default account the Laserfiche Web App Service should use when IIS is configured for anonymous authentication. Allow IIS to be reset. Proceed to the Mobile Server Configuration Page or run Cloud Import Services Cloud Import Services must be installed on the same computer as the Laserfiche Mobile server with which it will be used. Follow the steps to Select the Language Accept the license agreement Run the Custom Setup if a new location is desired; otherwise, choose the default. Allow the installer to verify prerequisites and click Run to check and install any missing Microsoft components. Finish the installation wizard. Once you have installed Cloud Import Services, you will need to link your repository to the relevant cloud servers, which is done on the Laserfiche Mobile Server Configuration page. Laserfiche Mobile Server Configuration page This image is a screenshot of the main Configuration page. We will step through the sections like Connection, Security, General, etc. Connection Here you will connect the Laserfiche app to a repository and determine how users will authenticate to that repository. You can add a Forms server and a connection to the Laserfiche Directory Server to take advantage of Single Sign-On functionality. At the top of the screen, you can click the Import Web client Configuration link to import the web client repositories, the Windows and/or repository users allowed or denied access to the repository, and the Laserfiche Directory Server settings onto the Laserfiche Mobile Server Configuration page. Select the first option to import the web client settings from your current machine. Select the second option to import the web client settings from another machine. Then, enter the web server machine name or URL in the top text box (For example, https://machinename/laserfiche) and the credentials to access the Web Client Configuration page. Press Import when finished. Note: You must have the right to remote into the webserver to import the web server configuration page settings. If you want to make it easier for your users to open the Laserfiche app and sign in, you can create a link using the Generate link to open and auto-populate the app Sign-in page link. Enter or select the repository you want automatically populated on the app Sign-in page. Enter or select the Forms server you want automatically populated on the app Sign-in page. The read-only link will be displayed at the bottom of the dialog box. Press Copy Link to copy the newly generated URL Next, you’ll want to set your Repositories Settings. If the repository is not already loaded, click the “Add new repository” link. For any repository, set the Domain name and default Volume, Authentication, and Allowed/Denied accounts in the Repository Settings section. If you have a Forms server and you are using Offline Forms, you’ll want to configure a Laserfiche Forms Server. 1. In the Forms server name (optional) box, type an alias for the forms server you are adding. 2. In the Forms server URL box, type the URL for the Laserfiche Forms server where the forms are located. http://LaserficheFormsServer/Forms where LaserficheFormsServer is the name of the Laserfiche Forms server containing the forms you want users to have access to. Be sure to enter http:// or https://, a fully qualified domain name (FQDN), and a forms virtual directory (i.e., http(s)://FQDN/FormsVirtualDirectory or http(s):// Example: Note: You can use https:// to use SSL and secure your connection. 3. If the Forms server added has been configured to use Laserfiche Directory Server, you must select the SSO checkbox and ensure the Forms server has been registered by the Laserfiche Directory and licensing site configured under the Laserfiche Directory Server section of this Configuration page 4. Once the Forms server details are configured, press Add. To remove a Forms server, press the. Note: Select the radio button next to the Forms server you want the Laserfiche app to connect to by default. 5. Set the Forms Server Settings Finally, you’ll set the Laserfiche Directory Server information. Configuring the Laserfiche Directory Server section lets users take advantage of the single sign-on feature. If the Laserfiche Server, Laserfiche Forms, and the Laserfiche app have all been registered to the same Laserfiche Directory Server, signing in to one application will automatically sign in to all. Note: The Laserfiche Server, Laserfiche Forms, Laserfiche Mobile Server, and Laserfiche Directory Server must be on version 10 or later to use the single sign-on feature. Security The Security section on the Configuration page enables you to define certain security options, whether to disable exporting to other apps and whether to display watermarks on document images. Notice that you can encrypt Laserfiche electronic documents in the devices' local file system. Encrypted documents can only be viewed by someone with appropriate rights in Laserfiche. Enable this feature by clicking the 2nd check box in the list titled “Encrypt Laserfiche electronic documents stored in devices’ local file systems.” A companion setting can be set to prevent users from exporting electronic documents from the Laserfiche app to other applications on their mobile device by setting the “Prevent users from exporting to other apps…” check box. General Notes: If you use the iOS, Android, or Windows app with Laserfiche Mobile 9.0 or earlier, electronic documents will be encrypted even though this option is not available during configuration. Important: For the iOS app, if you choose to encrypt Laserfiche electronic documents, the device must have a passcode set to ensure complete security. When a user opens an electronic document in the app, a decrypted version will be generated. If a passcode is set, the decrypted version will be protected by iOS encryption after the device locks. Export Note: Compressed PDFs may result in low-resolution documents. Watermarks Note: Tag watermarks will be displayed regardless of whether this option is selected or not. You can only configure watermark settings if you have the Watermark feature on the Laserfiche Server housing the repository. General The General section on the Configuration page lets you configure the Laserfiche app email properties, who can access the Laserfiche Mobile Server Configuration page, set different logging levels, turn to trace on or off, and enable or disable JPEG compression in the app. Most of these are self-explanatory. Services The Services section on the Configuration page lets you configure Microsoft Office options to edit Office documents in the app, import options to import documents from OneDrive and Google Drive, and map options to use the map feature in the app. Devices In Laserfiche Mobile 9.2.1 and later, there is a Devices section on the Configuration page. This section lets you monitor and search for each time a user signs in and out of your repository and Forms servers from specific devices. You can also block certain devices from accessing the Laserfiche app. Pressing the green Search button will show the search results in the Log section. You can navigate through the log by clicking the page buttons at the bottom of the Log section. The Log section can be filtered by defining search criteria in the section above. The Blocked Device section allows you to select a device shown in the Log section and then mark it, as shown below. We hope you found these strategies and guidelines useful as you plan your implementation of the Laserfiche App. Give your users a sense of freedom and mobility to see and interact with Laserfiche content, no matter where they work! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

  • Tales from the Laserfiche Crypt – Zombie Workflows!!!!

    By Kyle Knebel October 2022 Consultants Corner As a Laserfiche Administrator, you will eventually have to deal with a Zombie Workflow. You know, the workflow won’t end, and keep filling up your log files. The one that endlessly cycles and creates documents, even when no user caused the file to move. It’s like it has a mind of its own, and nobody can stop it. So, what’s the best way to end a “zombie” workflow? At CDI, we’ve seen a number of these spooky situations arise. Have you seen this nightmare before? Now let’s terminate those zombies! Launch Workflow Designer 1.) Launch your Laserfiche Workflow Designer and select the Rule Manager tab at the top. 2.) Expand the folder named “With Enabled Rules” 3.) Select each workflow and for every start rule, disable them. 4.) Do this for every enabled workflow’s start rules. 5.) Then, on the Workflow server itself, launch the Services Control Panel utility and Stop the “Laserfiche Workflow 9/10/11” service (depending on which version is installed). Wait about 10 seconds and then Start the service. Burying the zombie workflows by fixing Start Rules Before those zombie workflows can come back from the dead and eat our brains, we need to prepare. Thankfully, shotguns and shovels are not required! Here’s what to do In the Laserfiche Workflow Designer: 1.) Review the start rules on each workflow in the Rule Manager tab 2.) Select each workflow, one by one, and edit each rule 3.) Click Next on the “Welcome to the Workflow Rule Wizard” page 4.) If not already in the list, add the following condition: “User does not equal “wfaccount”, where the name of the workflow account is found in the “Get metadata from:” box. For example, if your workflow account was “wf”, the condition should read, “User does not equal wf.” 5.) You’ll want to make sure to add this condition on all Conditional start rules. It is not necessary for Scheduled workflows or Business Process only workflows. Digging Deeper (Pun intended) For most, the “zombie” workflow that was causing such terror will manifest itself by doing something in the Laserfiche repository. If this is the case for you, you’ll have heard from staff about a document or folder doing weird things. This should guide you to the suspect “zombie” workflows. There will usually be two workflows that interact unintentionally because one may be moving an entry and the other workflow is being triggered by that action. Having added the “User does not equal wf” condition to all workflow start rules should prevent this nightmare from happening. However, did you know that workflows can be invoked by another workflow? In this case, you may need to open the design of the suspected workflow(s) and look at the action logic to see if an action is leading to the other workflow being invoked. We hope you have a fun Halloween this season and never encounter “zombie” workflows! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

  • Seeing is Believing - Building Web Access into an iframe inside Forms

    September 2022 Consultants Corner As a Laserfiche Forms Administrator, have you ever wondered if you could give your Laserfiche users a view of the Laserfiche repository from within a Form? Maybe you want to display a document in a form while the user is filling out the form? This month’s article will focus on how to set up Laserfiche forms to display the Laserfiche Web Client or display a document in a form. Displaying the Web Client in Forms To embed the web client on a Form page, you will need to modify the desired Form. Select the form in the designer. What ‘s required: A Custom HTML field. HTML code with a “target” of the Web Client’s URL (Optional) A text field to hold the URL to be placed in the Custom HTML The steps to placing the Web Client on the form are the following. Place a Custom HTML field on the form Switch to the “HTML tab Insert the following custom HTML code using the HTML tab in the Layout page of the form designer: In HTML, the indicates an “inline frame that is used to embed another page within the current HTML page. Please note that height values should be in pixels; width values can be in percentage or pixels. I’ve used a height=”620px” to provide a useful area to display. You can modify the values to see what works on your form. The “src=” value will be the URL that references your Web Client. For example, if you login to your repository using the Laserfiche Web Client, copy the URL that appears once you have logged in. Copy and paste that value inside double quotes. The {servername} should already be in the URL text string, as well as the {repository name} value. In my case, my URL is http://localhost/laserfiche/browse.aspx?repo=LFTraining, so the src= value in the iframe markup would look like: src=”http://localhost/laserfiche/browse.aspx?repo=LFTraining“ Here’s what the embedded field will look like in the form: Optional You can build other dynamic links to documents, directly, or by database lookup. Here’s an example of a scanned brochure being presented by selecting it from a drop-down list in the field above the embedded Web Client. This example uses a hidden field to store the static URL link to the document and uses some custom JavaScript to grab the URL and dynamically insert it into the src= setting of the

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