CDI’s comprehensive Geographic Information System (GIS) services provide the tools and expertise you need to transform your data into actionable intelligence. We offer a full spectrum of GIS solutions designed to meet your needs, including data conversion, advanced mapping, integration, and cutting-edge GeoAI.  GIS Services Map your state, city and local community initiatives with GIS Let's Get Started GIS Backed by CDI CDI’s comprehensive Geographic Information System (GIS) services provide the tools and expertise you need to transform your data into actionable intelligence. We offer a full spectrum of GIS solutions designed to meet your needs, including data conversion, advanced mapping, integration, and cutting-edge GeoAI. We can help you clear your backlog of work, implement high-value projects, and artfully display your data in powerful platforms like ArcGIS, SharePoint, and Power BI. Our team is dedicated to helping you harness the full potential of your geospatial data, enabling smarter decisions, greater efficiency, and a competitive edge. Additional Resources: GIS Services Brochure GIS Webinars ESRI Partner Directory Listing Laserfiche Integration GIS Services Powered by Getting Your Data Ready Analyzing & Visualizing Your “Spatial Data” Laserfiche Integration GIS System Support GeoAI Automation: Geospatial Artificial Intelligence (GeoAI) combines artificial intelligence with geospatial data to enhance real-world insights into business opportunities, environmental effects, and operational risks. Organizations are increasingly adopting scalable, modern operations by leveraging automated data generation, auto-detection and machine learning algorithms. GIS Data Capture & Digitization: Convert analog maps, aerial photographs, or other geographic information into digital data through digitization, scanning, and georeferencing. GIS Database Design & Management: Develop robust spatial databases, organizing geographic information, ensuring data quality, and implementing efficient data management practices for optimal performance and accessibility. GIS Training & Staff Augmentation: Provide specialized training to existing staff on GIS software and methodologies or offer temporary/long-term staff augmentation to fill skill gaps and support ongoing GIS projects. GIS Data Conversion & Migration: Transform data from various formats (e.g., paper maps, CAD files, flat files, legacy databases, and more) into a standardized GIS format and migrate existing GIS data to new platforms and systems. Extract, clean, transform and load data from various sources into geodatabases, shape files and more. Advanced Map Layer Development: Integrating R and Python scripts within Power BI for advanced statistical analysis, machine learning predictions, and complex data manipulation. Aerial Mapping & Processing: Utilize Light Detection and Ranging (LiDAR) data to create highly accurate 3D models of terrain and surface features, for applications like forestry, flood modeling, infrastructure planning and more. Planimetric & Topographic Mapping: Generate detailed 2D (planimetric) and 3D (topographic) maps that depict man-made features, natural features, and elevation contours, that are crucial for urban planning, land development, and plans for engineering projects Remote Sensing & Image Analysis: Process and interpret satellite or aerial imagery to extract meaningful information, such as land cover classification, environmental monitoring, change detection, and agricultural analysis. Geospatial Analysis, Reporting & Printing: Perform complex spatial analysis tasks, such as site suitability analysis, network analysis, demographic studies, and market analysis, to generate comprehensive reports and visualizations. Geo-referencing/Orthophoto Production Services: Create geometrically corrected aerial or satellite images that have the same scale throughout. Troubleshoot application errors, spatial errors, shape file/coordinates mismatch. Integration of GIS with other business systems (e.g., ERP, CRM, Laserfiche) for seamless data flow. Installation, configuration, and upgrades of GIS software and hardware. System maintenance and planning to ensure optimal system performance and resolve issues. Architecture planning, backup, and recovery strategies for robust and resilient GIS systems. Laserfiche Integration CDI’s ArcGIS® Integration enables seamless interaction between the ArcGIS interface and Laserfiche®. With this integration, users can easily upload documents to Laserfiche directly from ArcGIS and view all related records. The dynamic ArcGIS map automatically updates to highlight features that have associated documents stored in Laserfiche. Learn More Additional Resources: Esri: Land Records Search Simplified Laserfiche: ArcGIS® Integration by CDI Upcoming GIS Webinars GIS Webinars It's Alive... It's Alive! Introducing the AI Solution Library Oct 28, 2026, 1:00 PM – 2:00 PM CDT CDI AI Webinar Every organization has documents that still require a human to read, interpret, and act on them — invoices, IDs, contracts, and years of files sitting outside your repository entirely. In this webinar, CDI introduces a growing library of AI-powered Laserfiche Workflow activities. Share Register Here Ready to start? Request a Quote Today! First name* Last name* Phone Email* Position* Organization* Write a message Submit Or call +1 (855) 284-0404

Each month our sales and consulting team hosts webinars and Q&A sessions covering several Laserfiche topics. Register today for upcoming webinars or browse through our webinar library. Webinars Learn directly from our experts > Welcome to Our Webinar Library Each month our sales and consulting team hosts webinars and Q&A sessions covering several Laserfiche topics. These sessions are completely free for all our customers and anyone interested in our services. Please browse through our current webinars and register for as many as you like. You can also find our past webinars recorded and available on our CDI YouTube Channel . You can stay up to date on our webinars by subscribing to our monthly newsletter. To subscribe contact events@cdi.support or visit our newsletter page HERE . Upcoming Webinars From Inbox Clutter to Organizational Knowledge Oct 21, 2026, 1:00 PM – 2:00 PM CDT Retain and govern email records while improving information accessibility. Share Register Now It's Alive... It's Alive! Introducing the AI Solution Library Oct 28, 2026, 1:00 PM – 2:00 PM CDT Every organization has documents that still require a human to read, interpret, and act on them — invoices, IDs, contracts, and years of files sitting outside your repository entirely. In this webinar, CDI introduces a growing library of AI-powered Laserfiche Workflow activities. Share Register Now AI vs. Quick Fields Showdown! Nov 12, 2026, 1:00 PM – 2:00 PM CST Join CDI to learn how Laserfiche AI Smart Fields compares to LF Quick Fields when identifying document types and extracting key metadata. Share Register Now AI for RM? Let Laserfiche reduce the risk and help automate records retention! Dec 10, 2026, 1:00 PM – 2:00 PM CST Join CDI to learn how Laserfiche AI and Smart Fields can automatically identify document types, extract key metadata, improve searchability, and support records governance initiatives. Share Register Now CDI Webinar Library Subscribe

CDI is one of the largest and best Laserfiche providers in the world. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! 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

By Kyle Knebel Consultant Corner – October 2026 Laserfiche’s latest version 12 has added something magical to templates when used in the Web Client. This enhancement is found in the Cloud and On-Premises systems. You can now run field formulas, just like the ones you know from Laserfiche Forms, within a template. Let’s take a look! Here are a couple of examples of where Field Formulas might be useful. In Invoice Processing, you may need to set an “Approval Level” based on the invoice amount. Workflow could then use that calculated field for document routing or other Workflow decisions. In Human Resources, you could calculate an “Eligibility” value based on a date field, such that Workflow or staff could review that value to determine if the document needed retention review. Configuring a field formula begins in the template editor in the Web Repository Administration console. Note: This is not available through the Windows Administration Console. Select Metadata, then click the Templates tab, then select the check box next to the template that contains the fields you will be using. With the Preview tab selected (the default), look to the right side for the Modify Template (pencil) icon. Pressing this icon will take you into the field designer mode. Scenario 1: For our first scenario, let’s take two fields: “Invoice Amount” (a Number field) “Approval Level” (a Text field) We’d like to have a result like the table below: Invoice Amount Approval Level <1,000 Supervisor Approval >=1,000 Manager Approval >=10,000 Executive Approval Once you have selected the Approval Level field, click on the “Advanced” tab on the right side of the editor screen. Here’s the field formula that should be in the Approval Level field. =IF([FIELD("Amount")]>=10000,"Executive Approval",IF([FIELD("Amount")]>=1000,"Manager Approval","Supervisor Approval")) Make sure your formula begins with an “=” sign. Then you can add the function, either by typing it or clicking on the “Insert function” button. The fields and logic will go inside the parentheses of the function. It’s best to use the “Insert field” button to add the source field to the formula. Then choose your “Update Strategy” for the field, deciding if it always updates when the source field changes, or only updates if the field is empty. Below are sample results one might see on the template. Note: The formula stays with the template/field combination. If you were to copy this field onto a different template, the field would not have the formula. It is template-specific. Scenario 2: For our last scenario, let’s take two fields: “Document Date” (a Date field) “Eligibility” (a Text field) We’d like to have a result like the table below: Document Date Eligibility Older than 7 years from today’s date Eligible Less than 7 years from today’s date Not Eligible Here’s the field formula that should be in the “Eligibility” field. =IF(YEAR(TODAY())-YEAR([FIELD("Date")])>=7,"Eligible","Not Eligible") Below are sample results one might see on the template. Because these calculations happen right in the template, your workflows don’t have to perform them. Instead, they can use the calculated values to make faster, better decisions and take action. We hope you enjoyed learning about Laserfiche’s secret potions to make fields more magical. Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – September 2026 Laserfiche’s latest version of Import Agent 12 has been updated with some unique and useful improvements. We think they deserve futher review. Let’s take a look! Key New Features & Enhancements: On-Demand Profile Scheduling: Manually run import profiles on demand to trigger immediate, ad-hoc document processing. Notice the “Manage import rate” check box! With this new profile configuration, if it is enabled, you’ll see a new button on the Import Agent Profile Manager toolbar. You’ll see a button called “Start new import”. Configurable Email Notifications: Receive automatic email alerts when imports fail (such as due to invalid user credentials). Import Throttling: This controls the rate of document imports to prevent workflow bottlenecks and performance strain on your system. Multi-Repository Cloud Support: Seamlessly connect and support multi-repository Laserfiche Cloud environments. Your Import Agent license will need to be Expanded Token Support: Laserfiche has added a new Windows file owner token for better tracking and metadata assignment during import. Expanded OCR Language Support: Additional languages including Vietnamese, Hebrew, Arabic, and Thai have been added. These new additions to Import Agent will give Laserfiche administrators some great new choices when processing documents into a Laserfiche repository. We hope you enjoyed this look at the new features of Import Agent 12! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – July 2026 Moving, Renaming, Assigning Metadata using natural language prompts and Securing AI Agent activity. In Laserfiche Cloud, you can now ask Laserfiche AI to change metadata on entries, rename documents and folders, create folders and move documents in bulk, as well as other tasks using natural language instructions. This is especially useful for those one-time situations where building a workflow would not be as efficient or timely. And, Laserfiche Cloud AI Agent functionality is limited to the same Laserfiche Security that the user already has in the repository, since agent actions are undertaken with the currently logged in user’s credentials. And, when an action is performed by a directed agent, the operation will be audited as if performed by the user who prompted the directed agent. Laserfiche Administrators also can limit the specific functions to which AI Agents are allowed to undertake. Let’s take a look! Laserfiche AI Agent Functions: Limiting what it can do in the system. Administrators can enable or disable AI features in the repository settings, which can affect how AI Agents operate. This is done in the Repository Administration settings under the General tab. Go to Repository Administration > General > Show Advanced Scroll down to the AI Feature Controls section. With the “Enable agent mode for Smart Chat” check box selected, AI Agent capabilities are available to the use while in the Smart Chat window. To start using AI Smart Chat or Smart Agent in Laserfiche Cloud, users will click on the “stars” icon at the top right of the screen. Then, at the bottom of the Smart Chat window, the user will be able to switch between Ask mode and Agent mode. With the Ask/Agent toggle in the lower right of the chat window switched to “Agent” you can ask the AI agent to perform actions such as searching for documents or folders, moving documents, adding templates or tags, updating field values or creating shortcuts. If you previously asked questions about documents in the same chat, without clearing the chat history, you can reference those questions and answers in your prompt. For example, you might have posed a question in “Agent” mode, “Find all I-9 documents in the Human Resources folder”. Then, with the results lists (limited to 1000 entries) you might type in “Assign the template “Human Resources” to all the documents just listed”. Note: the AI Agent cannot assign values to just one field. However, if you have setup Smart Fields in the related template, the value may get populated automatically. We’ll have a future blog article covering Smart Fields and Smart Templates Configuration and Tips. If the user has rights to “Write Metadata” within the folder structures in which the documents are to be modified, the AI Agent will do this action. It does this action as the logged in user. In other words, if the user can do the action normally, then the AI Agent will also be able to do the action as instructed in the Smart Chat window. Auditing: When auditing changes to entries, the changes will show as having been made by that user, not AI. AI Agent in Smart Chat is easy and natural and is a great way to manage content in your Laserfiche Cloud repository. This concludes this month’s review of Laserfiche Cloud AI Agent. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok