Search Results

Laserfiche End User License Agreements Available EULA Downloads > Laserfiche (General) EULA Version First Applicable Software Installation Version Date Effective for New Orders 11 11 Updated Sept. 2023 10.4 10.4 10/1/2018 2017.12 v. 10.3 10.3 11/8/2017 2017.0106 v. 10.2 10.2 1/11/2017 2016.0405 v. 10 10.1 4/18/2016 2016.0405 v. 10 9.2.1 3/2/2015 SDK EULA Version First Applicable Software Installation Version Date Effective for New Orders 10.2 10.2 4/10/2017 2015.1229 v. 10 10 2/15/2016 Laserfiche Cloud Document Name Laserfiche Cloud Subscription Agreement Download Laserfiche Public Cloud computing service level agreement Download Data Processing Addendum (DPA) Document Name Effective Date Data Processing Addendum 9/01/2023 Download DocuSign Document Name Effective Date Terms and Conditions 12/27/2022 Link Laserfiche Terms of Use & Privacy Notices Document Name Effective Date Privacy Notice 1/10/2025 Link Terms of Use 1/09/2025 Link Service Level Agreement (SLA) Document Name Effective Date Service Level Agreement August 2023 Link

Helping Utah go paperless since 2001 > Utah Let's Get Started Utah's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Utah 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-paper 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 Utah 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

WEBINAR Trying to Get Organized This Year? See Why Our Customers Love Laserfiche Tuesday, January 28, 2025 1 PM - 2 PM CST Register Here Top Homepage Nav 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 > EXPERTISE LASERFICHE SOLUTIONS Learn More CLOUD SERVICES Learn More MDR SERVICES Learn More RECORDS MANAGEMENT Learn More Awards + Certifications moving forward with confidence > Industries knowledge & experience to excel > Financial LEARN MORE Government LEARN MORE Credit Unions LEARN MORE INDUSTRIES Working with the Best learn how great companies & municipalities are already using CDI > Customer Testimonials Listen to what our customers have to say about CDI > Sean Rappleyea Solutions Engineer Article "...CDI developers have helped us figure out how to take our ideas and push them into reality. So that we can fulfill what our customers are wanting from us..." Send Now Contact Form New to CDI? We are here to help! Have a Laserfiche support request? C lick Here

By Kyle Knebel January 2025 Consultants Corner Customizing your scanned document’s name and metadata For Laserfiche users that scan documents to the repository, you can automate the naming, metadata, and filing folder path using tokens! This month we’ll look at the customizable settings available in the Scan module. We’ll look at both Basic and Standard scanning modules. Both are available whether you use the Windows Client or Web Client. Note : If you are using the Web Client or Laserfiche Cloud, you’ll need to download and install the Laserfiche Scanning module first, before using it. Basic scanning: Tokens and Naming The default document name can be modified to use built-in Laserfiche tokens, like today’s date  or the user’s login name . As you can see in the screenshot below, the token selector has been pressed next to the document name field, and it is displaying the available standard tokens. If you choose to assign a Template to documents, the “Fields” selector now becomes part of the listed tokens, as shown in the following screenshot. (In the example below, the General template was chosen, and its fields are listed.) A document name can be created using both static text and tokens to create a useful name with consistent and automated values. The entered values with replace the tokens when the document is stored in the repository. Note : You still must manually enter the field values on the template.  These values can be applied to the default (tan) template properties, or to the just scanned document’s (blue) template properties. Standard Scanning: Tokens, Naming, and Folder Path: Just like in the example above, document names can be modified to use the built in Laserfiche tokens, like today’s date  or the user’s login name or others. In addition, you can set a dynamic folder path for document storage using tokens. Just navigate to the Settings tab in the default properties (tan) box. As you can see in the screenshot below, the token selector has been pressed next to the folder Path field (Settings tab), where it displays the available standard tokens and it displays the Fields token with the assigned template’s fields. The Count Token: The “Count” token is a sequential number from the scanning session that can be used in document naming for contracts, for example, or in fields. The previous starting count will be remembered the next time you launch the scanning session. The count token is available for document naming, Fields and folder paths. Note : Only available in Standard scanning mode, The count value can be manually reset. 1) The top toolbar 2) Under the File>Options>General area. There are two count tokens. 1) A Repository Count is incremented every time an entry is imported or created into a Laserfiche Server. This is the number you see when you look at the Entry ID number. Its token is %(GCount ) but is not in the drop-down list of tokens. 2) A Session Count is the scanning count for the current scan session.  It usually resets to 1, but you can manually change the beginning number to anything you prefer. If you close and re-launch Standard Scanning, the number will reset back to the initial value configured.   All the available scanning tokens are available online on the Laserfiche support site.  Here’s the link if you are interested. https://doc.laserfiche.com/laserfiche.documentation/11/userguide/en-us/Default.htm#../Subsystems/client_wa/Content/Scanning/Tokens.htm This concludes this month’s review of the Tokens available in Laserfiche Scanning. 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 December 2024 Consultants Corner A look at how to compare documents in the Laserfiche Web Client or Desktop Client When it comes to versions of MS Word documents in Laserfiche, the Laserfiche client provides the ability to compare a document’s versions. It’s a feature that is found in the metadata view of the document. Please note, it is limited to the document’s versions and would not be able to compare against another separate document, unless it is uploaded and attached to the document. To take advantage of this comparison feature, the document needs to be placed under version control.  This can be done with both Image documents and Electronic (ie. MS Word) documents. To set version control on a document: In the Windows client highlight the document, then right-click on it and on the pop-up, choose “Version Tracking > Start Tracking Versions” In the Web Client select the document, then on the Details pane click the “Start tracking versions” link. Here’s the steps to compare versions in the Windows client   1.) Select a document, then open the  Version History  dialog box in one of the following ways: Open the Metadata dialog box or Metadata Pane for any document. Select the  Versions  tab. Open the  Tasks  menu and point to  Version Tracking , then select  Version History . 2.) The version history tab will open. Select one of the versions you want to compare, then hold down CTRL and select the other version you want to compare. If you select only one version, it will be compared to the version immediately prior to it. (For instance, if you select Version 2, the dialog box will compare Version 1 and 2.) 3.) Right-click and select  Compare Changes... , or click the  Compare Changes  button. This will open the  Compare Versions  dialog box. 4.) Review the version comparison: For Electronic documents:  If the electronic file portion of the document was modified between these two versions, the electronic document will be listed as  Changed . If it was not, or if there is not electronic file portion to this document, it will say  No change . For Pages:  If pages were added or removed between the two versions, the pages will be listed as  Changed . Click the  +  (expand) to display the number of pages added and/or removed. For Text:  If text was modified on text pages on the two versions, the text will be listed as  Changed .  Click the  +  (expand) button to display the pages on which text was changed. Annotations:  If annotations were added, deleted, or modified, the annotations will be listed as  Changed . Click the  +  (expand) button to display the changes. Changes will be listed separately for annotations added, removed or modified.  Click the  +  (expand) button for each type to see which pages contain annotations that were added, removed or modified. Fields and Templates:  If the fields and templates were modified, fields and templates will be listed as  Changed . Click the  +  (expand) button to display whether fields and templates were added, removed, and/or modified. If one of the changed elements of the version is a Microsoft Word electronic document, the  Changed  option for the  Electronic Document  component will be a clickable link.  Click the link to open the document. The document will open with changes tracked, allowing you to review the changes made to the document between the two versions. When you click on the “Changed” hyperlink, the document will open in MS Word and show edits, including deletions, as blue lines (even if you have MS Word “Redlining” turned on (Tracking changes for Everyone and showing All Markup). Web Client Differences To compare versions in the web client   1.) Select only two versions you want to compare in the  version history . 2.) Click the  More  button and select  Compare versions  to view a summary of the differences between the two versions. When comparing changed electronic files like MS Word docs, you’ll see the “Compare Changes” button when using the “Compare Versions” choice. The displayed MS Word comparison document looks the same as when launched from the Windows Client: This concludes our review of the built-in document comparison features!  Happy Holidays! 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 December 2024 Consultants Corner A Look at Three Awesome Workflows for Which You May Give Thanks This November! Laserfiche’s built-in Workflow engine allows administrators to build automation into their Laserfiche environments. In this month’s article, we are going to review three workflow ideas that we think deserve some thanks for making our lives easier. Hopefully, you’ll learn something new as well! Let’s look at the details of each of these workflows, and we’ll discuss some best practices for each, as well. 1) Auto-filing workflows One of the most common workflows used for managing documents in a Laserfiche repository are the filing and naming workflows.  In this example, we keep it simple.  But in that simplicity lies great power. By automating the movement of a document to the correct location every time and then renaming the document saves users significant time and effort. With just three simple steps a document would be quickly filed and named, all happening in under one second! In the image below, we can see there are three simple activities running.  Usually the activities run against the “starting entry”, in other words on the entry that triggered the start rule for the workflow. Using the information on the document, like field information, can help with automatic filing and renaming. 2) Workflows that Start a Form submission automatically Here’s an activity in Laserfiche Workflow that can start a Forms business process and feed the fields on the starting form with information. It’s called “Invoke Business Process”. This workflow activity can be pointed to a Starting form in a Forms Business Process and insert data into the available form fields. The workflow submits the form as part of the action, such that the form proceeds to the next step in the business process. In other words, it will behave as if someone filled out and submitted the form. Except Workflow did it, not a person! You’ll need to define the fields (aka Variables) that you will be filling out on the form. You might not use all of them, so pick what you need. Once you have selected the Fields, you’ll need to set the values on those fields.  This is done in the “Starting Variable Values” box. Add the selected variables and enter static text or tokens after the equal sign. The fields can be listed vertically as seen in the image below. On the Date variable, we’ve set a token for today’s date. On the Employee Name variable, we’ve set a static text for the name. 3) Workflows that Set Security on Folders Did you know the Laserfiche Workflow includes the ability to set security on entries in the repository?  This capability allows you to assign groups (and users) access rights to folders or documents.  Of course, Best Practices tells us to assign groups  access rights to folders , right?! As you can see in the image below, the “Assign Rights” activity has been added to the workflow canvas, although it’s been renamed slightly. For example, we would like to have the workflow find a folder (using the “Find Entry” activity), then give the “Demo Group” specified Rights, Inheritance and Scope on that folder. The Assign Rights activity allows you to set the Trustee (a trustee is just a Group or User) who will be assigned access to the associated entry.  The entry could be a starting entry or, in this case, the entry from the Find Entry activity before it. Also, Inheritance and Scope can also be set. Be aware that each activity can only set one Trustee’s access, so you may need to use multiple Assign Rights activities to accomplish your needs. For example, if you need to assign access to the folder for two groups, you’d have two  Assign Rights activities, respectively, in the workflow. After adding the activity to the canvas, go to the Rights Options section on the right-side properties box and click on the “No Trustee has been set” link. A pop-up dialog box appears when you click on the required trustee setting option, as seen in the image below. In the image below, we can see the Trustee, Rights, Inheritance and Scope properties being applied to the selected trustee, in this example to the “Demo Group” group. Once all the appropriate Rights Options properties are selected, click OK. Now you can Assign the rights to the Starting Entry or to a selected “Other Entry”, in this example to the Output Entry of the “Find Entry” activity in the previous step.  This concludes our review of the three workflows that we are most thankful for this November!  Happy Holidays! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok