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Solutions Let the experts at CDI help you go paperless > Go Paperless Today Learn More About Laserfiche Laserfiche is the world’s leading software for content management, business process automation, and productivity-boosting data analytics. With users spanning more than 80 countries across the globe, in nearly every industry - including government, education, financial services, and healthcare-Laserfiche solutions make organizations smarter, more collaborative, more efficient, and more effective. Laserfiche Overview ABOUT LASERFICHE Learn why more than 36,000 organizations have chosen Laserfiche. LEARN MORE Licensing options to fit every organization from a sole-proprietor to the enterprise. Our process is tailored to your needs. We lead with questions and provide answers. Reliably fast and efficient. Find out why our Support resources cannot be beat. LASERFICHE SOFTWARE OPTIONS LASERFICHE SUPPORT LASERFICHE CONSULTING LEARN MORE LEARN MORE LEARN MORE LASERFICHE INTEGRATION With more Laserfiche integrations than anyone else, you'll love our experience and benefit from our solutions. LEARN MORE Let's Get Started Our Experts Are Waiting To Help You Send Now Thank you for contacting us! We look forward to connecting with you.

Helping Vancouver go paperless since 2001 > Vancouver Let's Get Started Vancouver's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Vancouver, Canada ​ CDI is your leading Laserfiche services provider specializing in Records Man agement deployment, Project Management, and third-party integration. CDI has been a Laserfiche VAR for over 20 y ears and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. You can find CDI’s solutions on the Laserfiche Marketplace , including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche Soft ware Solutions for All ​ For more than thirty years customers have been trusting Laserfiche with the security and storage of their content. With clients in more than forty countries and more than 36,000 clients in total, Electronic Content Management and Laserfiche have become a formidable competitor in the marketplace. Laserfiche offers a complete suite of products including business process automation, workflow, records management (DOD 5015.2 Certification), document imaging, e-forms, and a robust API. Learn More Support You Can Count On CDI’s Laserfiche Support Team includes experienced, Gold and Platinum-certified Laserfiche technicians in your area. The Support Team offers the latest in industry-specific compliance knowledge, best practices, and architecture. The goal of every support request is helping to quickly and easily troubleshoot unexpected issues, provide prompt answers to software questions and treat every client with patience and understanding. Learn More Consulting G uided by Experts The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised pr ocesses. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. ​ Project Planning System Design Custom Training Project Management Procedural Design Workflow & Form Design Learn More Training Knowled ge & Confidence The efficiencies and benefits gained when going paperless are undeniable, but onboarding and adoption with existing staff can sometimes have its challenges. Trust the professional training staff at CDI to carefully and mindfully help guide your staff through their paper-to-paperless transition ​ Online Training Workshops & User Groups Free Monthly Training Webinars Introductory & Advanced Courses ​ Learn More Development Without Barriers Every document management solution is unique and may require a little to a lot of customization. Integrating and unifying systems can create even greater efficiency and make your overall solution that much more powerful. At CDI, our team of in-house developers are available to make your document management system friendly to all users and powerful to all administrators. ​ Integrations Custom Development Scripting Conversion ​ ​ Learn More Digital Signatures Made Easy What good is having a paperless office if you are still gathering physical signatures? CDI provides organizations with the freedom to quickly and efficiently gather digital signatures. With a combination of Laserfiche software, CDI integrations, and DocuSign, our digital signature solutions can automate and streamline the signature procurement process with the use of email notifications, automated workflow activities, and automatic document archiving. Learn More Hosting in the Cloud CDI’s cloud hosting services allow organizations to lower operating costs, achieve infinite scalability, and improve integration compatibility by moving their server to the cloud. CDI will manage necessa ry updates as they become available and will ensure your server achieves maximum uptime. Best of all, your organization will have a single point of contact for both your hosting and general Laserfiche needs. As with all services provided by CDI, the hosting service is competitive and secure. CDI has the experience and know-how to ensure your server is being managed optimally. ​ Learn More Backup for the Unex pected ​ For Vancouver organizations looking to achieve true disaster recovery-ready status, CDI offers a quick and easy way to implement online backup services for all your day-to-day files. Nightly backups of network drives, databases, Exchange, SharePoint, Lotus, and Oracle are transmitted directly in an encrypted format with a daily post-backup statistic email update. 24-hour hotline and emergency remote Laserfiche available. ​ Learn More Hardware to get the Job Done ​ CDI is proud to be a Canon Premier Partner , offering high-speed document scanning solutions. Whether you are looking for a high-speed, personal-use scanner for your desk, or a high-capacity, high-speed departmental or workgroup document scanner for your office, let the scanning hardware pros at CDI help you select the high-speed scanner that’s perfect for you. Learn More Ready to start? Request a Quote Today! Contact our team to go paperless. Our skilled team is ready to help! Contact Us Or call 855-714-2800, ext. 2

Fiche Tips: Small Code, Big Impact Vol. 2 (Laserfiche Forms) CDI wants to show you a little piece of code from the classic designer in Forms. This little piece of code can make a big difference in the appearance of your forms. Now don’t be intimidated because the word “code” was mentioned. If you have built a Laserfiche form before, we promise that you can implement this in minutes. Let’s say you have a Laserfiche form for employee onboarding. It looks okay, but wouldn’t it be nice if you could place some of those fields side by side so that you’re making use of the forms horizontal space versus a long vertical form. We can! So, how do we do that? If we go to our layout view and go to CSS and JavaScript, you’ll see that there are two bits of code. One for when you want to have two lines side by side, and one when you want to have three lines. Copy the ThreePerLine CSS class and go back to your layout. For each field you want to have side by side, click Edit, then Advanced, and then add the copied class to the CSS class field. Then click Save, and after saving, select Preview. You’ll see that all of the selected fields are side by side. You can do this in as many fields as you like within the form. That is for today, thank you so much and we’ll see you next time! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel March 2024 Consultants Corner Laserfiche Forms supports two Payment Gateways natively, and can support others, like CardConnect, through other methods.  This month’s Fiche Tip will cover the built-in support for Braintree or Authorize.net. As always, please consider the security implications of implementing a payment solution. The Braintree and Authorize.net integrations collect all cardholder data within an iframe and send it to a third party, so that the Laserfiche Forms Server does not store any cardholder data. This simplifies PCI compliance, as both Braintree and Authorize.net are PCI-compliant frameworks. The basic steps to enable a Forms process to accept payment are the following: Obtain Merchant credentials and associated account information from either one of the two merchants. Forms Configuration: Setup your desired Payment Gateway Forms Designer: Configure the Process Design to use the payment gateway on the selected Form. Let’s take a look! Step 1: Obtain a Merchant ID if you don’t already have one with the merchants (Authorize.Net or Braintree) and sign up for their Payment Gateway options of your choice, as there are several that could match your needs. Once signed up, they will provide you with a Merchant ID and all other encryption keys necessary to keep the payments secure. Step 2: On the Forms server, launch the Laserfiche Forms Configuration application. On the left side, navigate to “Payment Gateway”. Here, you will click on “Add Account.” Braintree and Authorize.net have slightly different configuration options but essentially require you to provide your Merchant ID and security keys. You will also select which currency you are accepting as payment; however, this currency setting is used only for display purposes in Laserfiche Forms. Both Gateways support “Sandbox Mode,” allowing you to test your Forms payment processes without sending real money! Make sure to take advantage of this before going “live.” The Gateway configuration screens are shown here, side-by-side. Step 3: From the Configuration screen, click the link to go to Forms. Open your form Designer and highlight the Message Start Event or User Task in which you want to accept payment. On the Message Start Event activity, the “Collect Payment” button is on the “General” tab just below “Enable reCAPTCHA.” You can automate the payment amount by using tokens from the form itself, like a “Total Amount” field. On the User Task, select the “Form” tab, then check “Collect payment” to configure the payment gateway and any field tokens. Below is a view of the form itself, ready for payment by credit/debit card, or any other supported payment methods that your account allows (like Check). This concludes this month’s review of the Laserfiche Forms Payment Gateway options that allow you to easily accept payments through your Forms. We hope you found it informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel February 2024 Consultants Corner You’ll love these home screen tips! This month, we’ll look at Laserfiche Cloud’s Home Screen Zones. When you first log in to the Laserfiche cloud system, users will typically see their Home screen if they haven't already customized their default application under their account settings. The screenshot below shows the main Home Page and all the Zones. Navigate to other high-level content and process-focused views by clicking one of the Home Page tabs. These tabs provide widgets for more focused information management. Task Statuses On the main page, let’s look at some of the zones. View your pending and high-priority tasks at a glance. You can click on a task to open it. For example, clicking on the name of the blue highlighted task will open the form. Starred and Recent Content Documents or folders that you have marked with a star in your repository or documents that you viewed recently in your repository are listed here. You can click on a document or folder to open it. Search the Repository Run a basic or run saved search to find documents and folders in the repository. For example, when you enter a search term and press the green magnifying glass, a second tab will open in your browser and show you the search results within the repository. Submit a Form This zone is great for quickly finding and opening a Business Process form. Click on an available form to fill it out. Help Center The Help Center provides links to video tutorials, a link to the “Laserfiche Answers” chat forum, and the online help guide. Take advantage of these learning options to become more knowledgeable about using Cloud. More Dashboards This link opens two areas, allowing you to access the Operational Dashboard and Surveys review area. Operational Dashboards allow you to check Business Processes and get a snapshot view of the status by User, Team, Instance, or Duration. Choose a Business Process and immediately see metrics related to the process. Survey Dashboards allow you to view submissions, view results and view data gathered from those surveys. This concludes this month’s review of the Laserfiche Cloud Home Screen zones. We hope you found it informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok