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CDI is a leading provider of Laserfiche - Sales, Support, Consulting, Integrations, Hosting, EDMS, Records Management, Scanning Services, Scanning Hardware, and more. Top Homepage Nav LEADING PROVIDER OF OFFICE AUTOMATION & EFFICIENCY TAKE INFORMATION FURTHER Expertise knowledge & resources for success > EXPERTISE LASERFICHE SOLUTIONS Learn More CLOUD SERVICES Learn More DATA SOLUTIONS 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

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. CDI Events Meet our team in person > CDI User Groups & Events CDI hosts Laserfiche User Groups in person! These events provide content for users just beginning or seasoned pros. Don’t miss this opportunity to connect with other Laserfiche users in the area. Please browse through our upcoming events and reserve your seat! Upcoming Events 2026 CDI Laserfiche User Group: Glendale, Arizona May 06, 2026, 10:00 AM – 2:00 PM MST City of Glendale Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Salt Lake City, Utah May 07, 2026, 10:00 AM – 2:00 PM MST Canyon View Credit Union Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Bloomington, Minnesota May 13, 2026, 10:00 AM – 2:00 PM CDT City of Bloomington Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Wilsonville, Oregon May 20, 2026, 10:00 AM – 2:00 PM PDT Wilsonville City Hall, 29799 Town Center Loop E, Wilsonville, OR 97070, USA Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Marysville, Washington May 21, 2026, 10:00 AM – 2:00 PM PDT Marysville City Hall, 501 Delta Ave, Marysville, WA 98270, USA Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Seattle, Washington Sep 15, 2026, 10:00 AM – 2:00 PM PDT Seattle Lumen Field Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details >

For nearly fifteen years CDI has been helping customers move to the cloud. Planning for cloud migrations and managing security takes a sophisticated set of tools, Fortinet's Next-gen firewalls being one of them. Let CDI help you implement Fortinet to help expediate and manage your local network or your move to the cloud. Our team of professionals are certified and support hundreds of clients every day. A global leader in Cybersecurity > Start Securing Today Fortify Your Networks with Fortinet How can CDI Help? For nearly fifteen years CDI has been helping customers move to the cloud. Planning for cloud migrations and managing security takes a sophisticated set of tools, Fortinet's Next-gen firewalls being one of them. Let CDI help you implement Fortinet to help expediate and manage your local network or your move to the cloud. Our team of professionals are certified and support hundreds of clients every day. New to Network Security? What is a firewall? A firewall is a network security device that monitors and controls incoming and outgoing network traffic based on predetermined security rules. It is a barrier between a trusted internal network and untrusted external networks (like the Internet). Why Fortinet? Cloud Security Fortinet helps organizations secure their cloud environments, whether using public, private, or hybrid clouds. Enterprise Security Fortinet provides firewalls, intrusion prevention systems (IPS), and secure access solutions to protect large organizations from cyber threats. Secure SD-WAN Fortinet’s Secure SD-WAN combines networking and security, allowing organizations to optimize connectivity while safeguarding against threats. Endpoint Detection and Response (EDR) Fortinet’s EDR solutions detect and respond to threats on endpoints, enhancing overall security posture. Network Infrastructure Optimization Fortinet’s solutions improve network performance, reliability, and quality of service for users and customers. Branch Transformation Fortinet enables secure branch connectivity, ensuring reliable and protected communication between remote offices and headquarters. Here are some of the latest features and enhancements in the Fortinet Suite. FortiOS 7.6 Enhancements: Secure SD-WAN: Improved performance and flexibility for secure connectivity across hybrid environments. SASE (Secure Access Service Edge): Enhancements in SASE capabilities. ZTNA (Zero Trust Network Access): Strengthened zero-trust security. Automation and Provisioning: Streamlined management and deployment. Remote Browser Isolation: Enhanced protection against web-based threats. Digital Experience Monitoring (DEM): Better visibility into user experience. General Features in FortiOS 7.4: Warnings for Hardware EOS Date: Alerts for devices reaching end-of-support dates. FQDN Refresh Timer Control: Set upper limits for FQDN refresh intervals. File Hash Computation Command: Compute file hashes. Daily Firmware Update Checks: Auto-check for firmware updates. Protect Against Unauthorized Access Monitor and Controls Network Traffic Prevent the Spread of Malware Ensure Data Privacy and Confidentiality Online Backup Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

By Kyle Knebel Consultant Corner – April 2026 In the Laserfiche Windows Client or Web Client and Cloud, you can configure Laserfiche Import Profiles to automate the naming, indexing and storage of documents in Laserfiche. When manually importing a document, import profiles can help speed up the process by quickly setting document properties like the template assigned, folder to be stored, and even document re-naming, if so desired. Import Profiles are supported in the Laserfiche Web Client and Windows Desktop client, as well as in Laserfiche Cloud. Let’s take a look! To set up an Import Profile, navigate to the Options>New Document>Import Profile configurator for your Laserfiche environment Optional: Use a pattern in your file names to create tokens for naming and filing settings. If you have used the “Import based on file name” option, the tokens are available in the Document name and Document location areas. Each profile will have some filing options to configure. The Document Name and Document Location should be set, but the Template is optional. An example of token use is shown below, where we do the following: Use three parts of a file name to rename the document when it is stored in the Laserfiche repository. In addition, we will use one of the tokens, the Name token, to generate the subfolder into which the renamed document will be stored. And finally, we are applying the “Accounting” template to the document. We can’t use the tokens to apply a field value, however. Upon manually importing a document through the Laserfiche client, the import dialog appears. At this point, we would select the Import Profile, which we have named “Qrtrly Reports”. Notice in the sequence of images below that upon choosing the profile, the name changes and the template gets assigned, immediately! **Note that the file being imported should have the same pattern as we indicated in the configuration, otherwise the document will not be named properly and probably won’t file as expected. Below we can see the renamed document and the folder in which it was stored. You can see the template was applied, as well. In this next example, we’ll use the Laserfiche Web Client to import a Water District Pump Log file. Again, we’ll use the “Import based on file name” tokens to rename the document and generate a dynamic filing path. Notice the four custom tokens: “pump”, “mon”, “year_” and “DocType”. If you so desire, you can even set your Import Profile as the default, so that you don’t have to select it in the import dialog. The image below shows the log file that we want to import. Notice that the document name uses the custom field for the pump number, and then at the end, the standard Laserfiche date/time value is added after the word, uploaded. In addition, the folder path uses three other custom tokens to define the folder path under the \Test folder. Below, you can see the renamed document residing in the prescribed folder. This concludes this month’s review of how to configure Laserfiche Import Profiles to save time when manually importing documents to Laserfiche. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – March 2026 Image processing options that can clean up photos and color scans in Laserfiche Scanning In the Laserfiche Scanning Module, available in the Windows Client or Web Client and Cloud, you can configure Laserfiche to clean-up images from photographs and color document scans. If there is text on these images these techniques will help with text generation via the OCR process in Laserfiche Scanning, making it easy to search across images in Laserfiche. Let’s take a look! Launch Laserfiche Scanning from the client: Choose Standard  mode when launching the scanning module, since the image enhancements we need are only in this module and are not in the Basic mode. Whether using “Universal Capture” to get image files from a computer or if using a physical desktop scanner, the LF Scanning module has processes to enhance color images. The Color Smoothing image enhancement averages and evens out the background color of an image. It can only be applied to color images. Color smoothing will help optimize the image for processing. It reduces the number of colors used in an image, which creates a cleaner image with a smaller file size. Data recognition processes perform better on a solid background. Color Smoothing also optimizes the image for use with the Color Removal image enhancement. For example, getting this gradient background to become one smooth color needed a larger adjustment range percentage of 65% to get the image to look like one blended color. The Color Removal image enhancement converts images or portions of images to black and white format. Several processes, including OmniPage Zone OCR and Smooth, are designed to operate on black and white images, so you will get more accurate results if you use Color Removal before using data extraction processes, or before applying other image enhancements such as Invert. The color removal process will have no problems when you’ve applied an appropriate amount of color smoothing.   Putting these two image enhancements in the order of 1.  Color Smoothing and then 2.  Color Removal will provide optimal image quality for an OCR text generation process like OmniPage OCR . This two-step process can be applied to photos or other color scanned images that have text on them. With these quick cleanup processes, Laserfiche documents will be easily searchable in the repository once the text has been generated by the OmniPage OCR step. This concludes this month’s review of how to configure Laserfiche Scanning to enhance color images to be ready for OCR Text generation to make them searchable in Laserfiche.   We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – February 2026 Search for emails and learn about customizing your Laserfiche email imports In both Laserfiche Cloud and Laserfiche On-Premise (Avante/RIO) systems, you can configure Laserfiche to grab the email properties from an imported email and automatically assign the information to template fields. This makes it very easy to search for emails by username, email domain (like yahoo.com ), and other email properties. Laserfiche even has a solution to automate email imports from your email server into a Laserfiche repository. Let’s take a look! For Laserfiche Cloud: Configuring default email import settings in the Web Client: If using Laserfiche Cloud, select your Username at the top-right corner and choose “Options” from the drop-down menu. On the left side panel, select “New Document” on the left, then use the “Email” template as the default for imported email.  The “Email” template comes pre-built in your LF Cloud repository. Here you can configure the mapping of email properties to fields. As you can see in the image below, the email properties are populated in the fields when an email is manually imported. For Laserfiche on-premise systems installed on your local server(s): To configure Email Import properties for on-premise servers, you’ll want to configure two items.  One is the email template and email-related fields. The second is the Outlook Import options. If you go to the Laserfiche Administration Console, a Laserfiche system administrator can edit your repository’s Metadata and add a new Template for tracking emails. I usually create one called “Email”, but you can name it something so that your users will understand its purpose by its name. In the example screenshot below, the “Outlook Emails” template was created. The fields are created and named to match the types of email properties available for automatic recognition. Once you’ve created the template, navigate to the Repository Options>Settings  section. Open the Outlook Import  properties.  Here, you can select the template to be applied along with the field mappings. You can even configure what Laserfiche will do with attachments on imported emails. Laserfiche Email Archiver (part of Laserfiche Import Agent) If you don’t want to manually import emails through the Client, you can use the Email Archive utility, which is part of the Laserfiche Import Agent software. Note : Import Agent may be an additional purchase in some cases. It can be configured to connect to your MS Office 365 email server or older MS Exchange email server (Custom) or Gmail accounts in order to import copies of emails to your repository. Below is a screenshot from the Profile Wizard in the Email Archiver showing the email Server type  choices. As long as you have the proper credentials to authenticate into the defined email server, the software will be able to import the emails you want.  You can even set filters or target a specific mailbox or email address from which to retrieve messages. Below is an image of the Email Archive Profile Wizard where the tempate and fields are being configured to use the Sent Time (included Date) as well as the Recipient’s email address. Searching for emails: Using the default Email import settings as mentioned above, I manually imported 6 emails at once via the Laserfiche Client. In the image below, you can see that Laserfiche applied the template and automatically obtained the properties of the email and inserted them into the fields. Note : When importing multiple emails at once (called a batch), you can check the “Apply these properties to all entries imported in this batch.” This will dynamically capture the unique values from each different email and apply them to the fields. Below is an example of some emails imported to a folder in the repository. Below is an example of a search for all emails where the Sender’s email domain ends in “@ laserfiche.com ”. Note: I’ve added an asterisk (*) before the email domain so that the search finds any senders from that domain. To search in the client, we recommend using the Advanced search, where we can then use the template to find emails. In the example image below, the search is configured to find any emails where the sender email address ends with “@ laserfiche.com ”. The search has returned one email message that matched. You can also use Laserfiche’s Advanced Search Syntax to exclude certain results. In the example image below, I’ve created a custom search syntax that excludes a sender email address that has “samantha” in any part of the address. To do this Advanced Search in the Windows Client, you’ll use the Customize Search drop-down, then: De-select all search options Select “Search Syntax” only Check the box for “Include search syntax in query”. This will enable edit mode in the syntax box. More information on performing advanced search syntax searches can be found here: https://doc.laserfiche.com/laserfiche/en-us/content/search-syntax.htm   Enter the advanced query in the box and test the search. It is helpful to build a search first using the other search options and copy the syntax that is generated (only available in the Windows Client).  Then disable the options except for Search Syntax. This usually leaves a syntax that you can then modify. Check the “Include search syntax in query” box, which enables edit mode. Modify the syntax as needed. Here are the results of a search that finds emails from a sender with “@cities” in the address, but the hyphen  tells the search engine to exclude values that have “samantha” in that same field. Without the exclusion, there would have been three emails listed instead of the two emails listed. This is but one of many variations to searching with search syntax. Note : I’ve used the asterisk, which acts as a “wildcard” in two places. See if you can figure out how Laserfiche uses them. This concludes this month’s review of how to search for emails and customize Laserfiche email imports. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok