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Complete the CDI Contact Form for any questions, service requests, quotes, consulting needs, Laserfiche support, integrations, or general ECM advice. CDI has office locations in Wisconsin, Oregon, California, Texas, Alaska, and British Columbia. CDI Headquarters is located minutes from Minnesota. Contact Us We want to hear from you > Let's Get Started Take Your Information Further Today! Let's start a conversation! Our team is ready to help. Contact Form Contact Form Have a support request? Click Here First name* Last name* Phone Email* Position* Organization* Write a message Submit Locations North America Locations and Contact Information > CDI - Hudson 2000 O'Neil Road, #150 Hudson, WI 54016 Support support@cdi.support (855) 714-2800, ext. 1 Sales sales@cdi.support (855) 714-2800, ext. 2 Support Requests CDI - Anchorage, AK (907) 248-8472 CDI - Austin, TX (512) 551-4346 CDI - Eugene, OR (541) 687-0594 support - ext. 1 sales - ext. 2 CDI - Los Angeles (310) 219-6600 support - ext. 1 sales - ext. 2 CDI - Minneapolis, MN (651) 714-2800 support - ext. 1 sales - ext. 2 CDl - Phoenix, AZ (602) 242-4871 CDI - Seattle, WA (206) 338-6230 support - ext. 1 sales - ext. 2 CDl - Toronto, Canada (604) 260-5289 CDl - Utah (801) 277-6686 4578 Highland Dr. Suite a-150 Salt Lake City, UT 84117 CDl - Vancouver, Canada (604) 260-5289

CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Portland, Eugene, Salem, Hillsboro, and all throughout the state. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! Helping oregon go paperless since 2001 Oregon Let's Get Started Oregon's Leading Laserfiche Provider Meet CDI #1 Provider of Laserfi che in Oregon CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has bee n a Laserfiche VAR for over 20 years 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 mos t popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Learn More Laserfiche Software 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 Laserfic he 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. Support You Can Count On CDI’s Laserfiche Support Team includes experienced, Gold and Platinum-certified Laserfiche technicians for your area. The Support Team offers the latest in i ndustry-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 Knowledge & 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 . Oregon Onsite & Online Training Oregon 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 Laserfic he 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 Oregon 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 necessary 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 Unexpected For Oregon 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 an Oregon 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 Request Laserfiche Demo/Quote

The CDI DocuSign® integration for Laserfiche® allows users to send documents within Laserfiche for signature through DocuSign easily. DocuSign Integration Easily sign documents within Laserfiche Let's Get Started + The CDI DocuSign® integration for Laserfiche® allows users to send documents within Laserfiche for signature through DocuSign easily. With this integration, users are able to open documents from Laserfiche, place recipient-specific tags (such as signature/initial boxes) in documents, and email them out. Recipients will be notified of the signature requirements via email. Once the document is signed, both sent and signed documents are automatically archived in Laserfiche, with the appropriate metadata applied. Features Open documents in the DocuSign editor from Laserfiche Send documents to an individual or multiple recipients Have signed and returned documents automatically archived Use both the Laserfiche Client or WebAccess Easily incorporate signature processes as part of an internal process/workflow Request Signatures using DocuSign Activity Workflow. Drag activities into the designer and configure properties the same way users would use other Workflow Activities Locate signed documents linked and stored in the same location as the original document DocuSign Workflow Activities for Laserfiche The CDI DocuSign Activities for Laserfiche Workflow provides organizations with an automatic process for requesting DocuSign signatures from specified recipients. With this integration, users can add DocuSign workflow activities to new or existing workflows within the Laserfiche Workflow Designer. Utilizing a DocuSign template, documents can be sent for signature via the workflow process. Recipients will be notified via DocuSign to add their signature to the document. Workflow Allows: Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other Workflow Activities. Taking default email addresses that are in the DocuSign Template and pulls them into Workflow automatically. Signature requests using the Request DocuSign Signature or Request DocuSign Signature with Attachment activities. Retrieval of information from DocuSign envelopes such as form fields and statuses using the Retrieve DocuSign Envelope XML or Retrieve DocuSign Status XML activities. Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

By Kyle Knebel Consultant Corner – December 2025 This month we will look at some of the features and functionality in the Laserfiche API and the Boomi integration. Boomi is a low-code platform that allows quick connections between Laserfiche and line-of-business applications, either in the Cloud or On-Premise. The Laserfiche API Version 2 is the latest application programming interface that allows you to interact with Laserfiche services from low-code and custom-code environments. Let’s take a look! The Laserfiche Cloud Developer Console is where you build your applications. The latest API version 2 can be found there, as well as documentation. You can create three types of applications in the Cloud Developer console. They are Service apps, Web Apps, and Single-page apps. Documentation is found right on the Developer console page. For those who are developing on-premise, without a Cloud subscription, the Developer Documentation is found here: https://developer.laserfiche.com/docs/api/guide_overview-of-the-laserfiche-api/ API and SDK knowledge base and download links are linked directly in the menu, as shown above.   The following documentation page provides links to additional information, as seen in the image below. Swagger documentation is found here in the “Swagger Playground”, as well. If developing in Laserfiche Cloud, make sure to pick your regional endpoints, as shown below. The Swagger UI renders API documentation in a user-friendly, interactive web interface. This documentation provides a clear and comprehensive understanding of an API's endpoints, operations, parameters, and data models. You can see an example of this in the screenshot below. The Swagger pages allow you to test the endpoint results. Boomi   Boomi, an Integration Platform as a Service (iPaaS), enables seamless connectivity between applications, data sources, and processes. Laserfiche Cloud is a SaaS-based enterprise content management (ECM) and business process automation platform. Their integration, launched via a formal partnership in February 2023, allows organizations to bridge Laserfiche's content services with over 1,500 other apps (e.g., Salesforce, Workday, Smartsheet) through Boomi's low-code connectors. This supports automated workflows, data synchronization, and end-to-end process orchestration, reducing manual effort and accelerating digital transformation.   The core of the integration is the Laserfiche Connector for Boomi , built on Laserfiche's APIs. It facilitates bidirectional data flow, such as uploading documents from external apps to Laserfiche Cloud, updating metadata, or triggering Laserfiche workflows from Boomi processes. It's designed for both Laserfiche Cloud and self-hosted setups, with a focus on security, scalability, and ease of use. Key Benefits Simplified Connectivity: Quickly link Laserfiche Cloud to cloud/on-premises apps without custom coding. Automation Boost: Automate content routing, approvals, and analytics across systems. Cost Efficiency: Low total cost of ownership via Boomi's drag-and-drop interface. Scalability: Handles growing data volumes as your organization adopts more tools. Security: Supports OAuth-based authentication and role-based access. How the Integration Works The connector operates via RESTful APIs over HTTPS, supporting operations like: Document Management: Create, read, update, delete (CRUD) entries in Laserfiche repositories. Metadata Handling: Sync fields like tags, status, or custom attributes. Process Automation: Invoke Boomi processes from Laserfiche workflows or send web service requests the other way. Search & Retrieval: Query Laserfiche content and pull it into Boomi for transformation.   Supported Directions: Laserfiche to Boomi: Export documents/metadata to external systems. Boomi to Laserfiche: Import data into Laserfiche Cloud for storage/processing.   Setup Guide Setting up the integration is straightforward in Boomi's “AtomSphere” platform. Here's a high-level process (detailed in Laserfiche's documentation here: https://doc.laserfiche.com/laserfiche/en-us/Content/Boomi-Connector.html ) Step One: Create a Connection in Boomi: In Boomi Designer, go to Create New > Connection > Laserfiche Connector. Select Platform: Laserfiche Cloud. Enter credentials: Base URL: Your Laserfiche Cloud instance (e.g., ` https://your-org.laserfiche.com` ). Authentication: Use Service Principal (recommended for Cloud). Create a Service Principal user in Laserfiche Admin with appropriate rights (e.g., Repository Admin). Generate a Service Principal Key and Base-64 Encoded Access Key in Laserfiche Developer Console. Service Principal Key and Access Key: Paste from Laserfiche. Test the connection (ignore 404 on base URL—it's normal). Step Two: Build Operations: Create a Connector Operation (e.g., Web Services Server for listening to Laserfiche requests). Choose actions like Listen (for incoming from Laserfiche) or API calls (e.g., `/EntryManagement` for docs). Map data fields between Laserfiche and target apps. Step Three:   Configure Laserfiche Side (if bidirectional): In Laserfiche Process Automation, add a Web Request rule to call Boomi's endpoint. Set up authentication (e.g., token from Boomi's User Management). Step Four: Test & Deploy: Use Boomi's testing tools to simulate flows. Deploy to production atoms for runtime execution.   For a quick start, check Boomi's "Getting Started with Laserfiche" Recipe in their Discover catalog, since it includes pre-built processes for common scenarios. Resources Official Laserfiche Connector Guide ( https://doc.laserfiche.com/laserfiche/en-us/Content/Boomi-Connector.htm ) Press Release: Laserfiche-Boomi Partnership ( https://www.laserfiche.com/resources/press-center/press/laserfiche-joins-the-boomi-technology-partner-program/ ) Boomi Marketplace: Search "Laserfiche" in Boomi's partner directory for templates. Community Recipes: Boomi's article on [Starting with Laserfiche]( https://community.boomi.com/s/article/Start-Connecting-with-Laserfiche ).   In the Boomi Marketplace, or in the Laserfiche Solution Exchange, you can obtain pre-built “Connectors” that will link Laserfiche with your business application of choice. There are almost 80 Connectors to choose from as of this writing.   Boomi Marketplace Example: Laserfiche Solution Marketplace Example: Use this link to view all available Laserfiche Solution Marketplace choices. https://marketplace.laserfiche.com/listing?tt=IPaaSConnector&to=mostPopular   Laserfiche provides developers with low-code solutions to connect business applications to your Laserfiche repository content, either on-premise or cloud based.   Try it today! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – November 2025 This month’s article will show you how to quickly and easily create a lookup table in Laserfiche Cloud for use with a Forms business process or a workflow. Starting with a spreadsheet or tabular data, like in a .CSV file, you can use this data throughout Laserfiche Cloud Process Automation. Let’s build! Understanding Lookup Tables A Lookup Table is ideal for data that doesn’t change frequently. Why? If the source data is a locally stored file, you will need to manually update the existing data, which will overwrite the previous data. Ensure you use a file with the same columns and data types, such as text and number (Integer). If the columns and data types differ, you risk breaking the lookup rules that previously worked. Step-by-Step Instructions Step 1: Log in as a User with Process Automation Privileges To enable Process Automation privileges, select the User under Account > Users and then choose the appropriate username under the “Users” tab. Step 2: Edit User Properties Click on the User account to edit their properties. Scroll down to the “Access Rights” section. Expand the “Process Automation” section and click the radio button to allow the user to be a “Process Administrator.” Press Save . Step 3: Navigate to Process Automation Overview In the top-right corner, use the App Picker to navigate to “Process Automation > Overview.” Step 4: Access Data Management In the “Tools” center column, click on “ Data Management .” Step 5: Create and Update Lookup Tables Here, you can create and update lookup tables. Step 6: Create a New Lookup Table Select New > Lookup tables . Give the new table a name (without spaces), then click the “Choose File” button to upload your spreadsheet or CSV file. Note : The first row of the spreadsheet should contain the column names. Step 7: Check Options Boxes Once the file has been chosen, check any options boxes: Enable for Dynamic Fields : This allows the lookup table to be used as a data source for Laserfiche templates and fields when configuring dynamic fields. Read-Only Access to Data : This option prevents modification of lookup table values. Preserve Whitespace : When not selected, Laserfiche will trim leading and trailing whitespace and normalize internal whitespace to a single space character. Step 8: Confirm Data Format Click Next to view the confirmation window. This allows you to verify that the uploaded data looks correct and is in the right data type format. Step 9: Create the Table When satisfied that the data looks correct, press “Create.” The table will then be displayed with its columns and data. The Update and Download buttons are available in the left corner. Note : If you lose the original data file, downloading the lookup table data will result in a .ZIP compressed file containing a .CSV file. Utilizing Your Lookup Table With data in a lookup table, you can create queries against the information. A query can be run in a Workflow or used to display information in a Business Process form. If you have the table open, you’ll see the information panel on the right side of the screen. Clicking on the blue “Create a lookup table query” link will open a dialog box where you can begin building a custom Select, Insert, Update, or Delete query. For documentation on how to build a Query, use this link to the Laserfiche Cloud “Getting Started with Queries” help topic here . Benefits of Using Lookup Tables Laserfiche Cloud Lookup Tables are a great way to help automate processes like Workflows or Business Processes. They apply decision-making logic effectively. You can also use a lookup table to show lists of choices in a Template with Dynamic Fields. Try one today! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – October 2025 This month’s article will show you how to create a Survey in Laserfiche Cloud and provide some useful ideas for the types of surveys you can make.   Let’s build! Step 1: Log in as a user with Process Automation privileges.   Note : To enable Process Automation privileges, select the User under Account>Users  and then select the appropriate username under the “Users” tab. Step 2: Click on the User account to edit the properties, then scroll down to the “Access Rights” section.  Expand the “Process Automation” section and click the radio button to allow the user to be a “ Survey Form Developer. ” Press Save .     Step 3 : Back on the top-right corner, use the App Picker to navigate to “Process Automation> Overview ”.   Step 4 : On the “Tools” center column, click on “ Surveys. ” Step 5 : Here, you can manage and report on all surveys. You can also create new ones. Step 6 : Create a New Survey using design tools like you might be familiar with from building Business Processes give the new survey a name. Step 7 : You’ll then be in the “Design” window, where you can add all the fields needed to collect responses. The form can contain many types of fields, selectable from the Toolbox pane on the left side. Drag and drop field types onto the white “canvas” in the middle of the screen. You should give each field a name and other properties.   One of the best field types for surveys are multiple choice fields like Checkbox, Radio Button or Drop-down. These make it easy for the survey respondents to make a quick and easy choice for certain specific questions.   For open-ended questions use a “Multi Line” field and set the “Field Height” to the number of lines of text needed. Fields can have “Rules” like when to Show, Hide, Enable, Disable, Validate or set CSS Classes on other fields or on the Form itself. Fields can also be set to “Lookup” values from data sources, like Lookup tables that you have created in your Cloud system, or it can connect to “on-premise” SQL data. Step 8: Publish and Preview your Survey to see how it looks. Additional theming can be added to your form. Theming and HTML Styling (via CSS) can always be used to create a corporate or organizational look to your surveys. Step 9 : After applying the theming and CSS to your survey, Publish and Preview it one more time.   Tip:  What kind of surveys do you have in mind?  Some ideas include the proverbial “Suggestion Box” with open-ended questions. Or it could be a department specific questionnaire like New Employee Onboarding, Project completion feedback for end-users or for internal project teams, or New Client information asked of a potential client that might feed internal company processes. Another idea is to use a survey as a Registration form for an event.       Step 10 : Make it Public or Private.   Public surveys are submitted anonymously, whereas Private surveys track who submitted the form. Private surveys are for your own organization’s Cloud users only.   In the Manage tab you’ll see a list of surveys available. Check the selection checkbox for the survey you want to enable. On the “Details” pane on the right side, toggle the Status to “Enabled”, then choose the privacy setting desired.  Use the “Share” link to email the URL link or to copy it. Step 11 : Now that you have your submitted surveys, it’s now time to runs some Reports.   Choose a Survey from the list, then set the Date range. Then press “Apply” to see the resulting Report.   Note : Sometimes survey questions are not answered, and you can tell the reporting tool to skip those empty values when drawing charts and tables. Just check the “Exclude skipped values” box, if this is the case. Then you can view the Results graphically or download the report as a PDF . Laserfiche Cloud Surveys are an easy way to collect information like registration sign-ups without having to build out a full business process. Try one today! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok