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CDI is an authorized Texas DIR vendor approved to provide Laserfiche software, services, and solutions under the Texas DIR contract. Quotes available. Previous Page Texas Department of Information Resources (DIR) Purchasing Contract Texas DIR Purchasing Contract CDI DIR contract number: DIR-CPO-5833 PLEASE NOTE: NAVIGATION FROM THIS PAGE DOES NOT REPRESENT TEXAS DIR CONTRACT OFFERINGS CDI is an authorized Texas DIR vendor approved to provide software, services, and solutions under the Texas DIR contract. To learn more about the CDI software, services, and solutions available, visit our website at www.cdi.support . Available Brands Laserfiche is a world leader in Enterprise Content Management (ECM), document management (DMS), and BPM solutions. Click, here . CDI has been providing premier Laserfiche Support to customers for more than 20 years. We understand that each Laserfiche Solution is unique allowing customers to receive tailored solution services. Additionally, having dedicated specialists for each of the service offerings makes CDI a top choice when it comes to the Laserfiche support experience. Click, here . Available Products & Services Laserfiche-Centered Document Management Solutions Implementation, Workflow, E-forms, & Records Management Project Management and Training Services Technical Support Back-up Services Quotes & Purchase Orders To receive a quote or place a purchase order: Click the 'Request Quote/Place Purchase Order' button found below send an email to sales@cdi.support call 855.714.2800, ext. 2 Texas DIR Contract Documents & Links For additional information on the DIR Co-op Contract Program, click here . To review the CDI Texas DIR contract details, click here . To review the CDI Texas DIR 10% off MSRP contract pricing, click here . To review the Texas DIR Cooperative Contracts page, click here . Tx-Ramp Certified Cloud Products, click here . Service Level Agreement for Laserfiche Cloud, click here . MSRP Price List, click here . Warranty & Return Policies All sales are final, Cities Digital does not accept returns of software and all sales are final. If your product is damaged, we will replace it within 30 days of purchase at no charge. Prices are subject to change. Request Quote/Place Purchase Order

CDI is a leading provider of Laserfiche - Sales, Support, Consulting, Integrations, Hosting, EDMS, Records Management, Scanning Services, Scanning Hardware, and more. GIS Services Map your state, city, and local community initiatives with GIS Let's Get Started 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

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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

By Kyle Knebel Consultant Corner – January 2026 Customizing your Laserfiche Records Management Setup using a Microsoft Excel spreadsheet For Laserfiche On-Premise (not Laserfiche Cloud) systems that have Records Management (RM) edition, Laserfiche administrators can bulk import several different components of their Records Management configuration like Record Series, Cutoff Instructions, Retention Schedules, Events, Location, and Cycles. Laserfiche has long provided a “Record Series Setup Utility”. You can download the latest version 8.3 from this Laserfiche support site link, but it does require that you have an account with download access on the Laserfiche Support site. If you find any earlier versions of this utility, we don’t recommend using it, especially in Windows 10 or Windows 11 operating systems. The utility link is here: https://support.laserfiche.com/download/2514/record-series-setup-utility-8-3 This utility will connect with Version 8.2 repositories and later, including the latest Version 12. Note: You will also need MS Excel installed on the same machine where the Utility is installed. You can run this on a workstation or server, as long as it can connect to the Laserfiche repository. Documentation on how to set up the Excel file and use the Utility is found here on the Laserfiche Support Site. https://support.laserfiche.com/resources/2507/record-series-setup-utility-version-8-3 Let’s look at how this utility can be used, then we’ll print out a “File Plan” from the Laserfiche client (Windows or Web) that shows your RM structure. Using the Record Series Setup Utility Once the utility is installed, you’ll find a sample MS Excel file in its install directory, which is by default in the “\Program Files (x86)\Laserfiche\Record Series Setup 8” path. In this file there will be five worksheet samples. The worksheet names and the columns, except for “Name” and “Description”, are unique to each worksheet and should not be used amongst other worksheets. The utility can import any options you choose. If you need to import just a new Record Series, you can do that. If you need to import all properties and a complete record Series design into a brand-new system, you can do that, too. Example 1: Below is an example of a “Location” definition import with before and after snapshots. 1 - Before Import Using the sample Excel file and selecting just the Location check box on the Utility, press the Import button. (Note: make sure the Excel file is saved and closed before importing.) The Repository selection dialog will appear if you haven’t already configured a login. Once imported, a completion message will appear. 2 - After Import Notice that the utility only added locations and retained the already existing “Current file area” location. Example 2: Here’s another example of importing just Cutoff Instructions. You can modify values but follow the guidelines in the documentation. The first row of every worksheet needs to be defined, as found in the sample file and in the documentation. Do not rename the columns to anything other than found in the documentation, as the import will fail. 3 - Cutoff Instructions in Excel file Prior to import, there is only one Cutoff instruction listed in the repository image shown below. 4 - Before Import Below is the list of newly imported Cutoff Instructions in the repository. 5 - After Import A note about TRM compared to FRM: If you are using Laserfiche’s legacy Transparent Records Management model (TRM) with a Record Series structure, this utility has the option to import new Record Series. If one is not in place at all, the utility will build it for you, as long as the other associated options (Locations, Retention Schedules, etc.) are in the same Excel file or already exist in the repository. If you are going to use the Flexible Records Management model (no Record Series structure) the utility will still assist greatly, however it’s not necessary to import Record Series values from the spreadsheet. Example 3: Using the utility, you could go from having no Record Series structure in your repository to a custom Record Series structure that you designed in just minutes. File Plans: A printout or download of a “File Plan” will generate a list of the structure and rules that govern your records. You can export or print this information at any level of the records management file structure, whether it be at the Record Series level or just a Records folder. Performing the action on the root folder will give you information for the whole repository whereas doing so on a record series or record folder will give you information about the contents of that object and its children. It’s a record of how you have designed your Record Series and Records Folders so that you can reference it later. It is a point in time report of all records (selected) in their lifecycle within the repository. Below is an example of the Laserfiche 12 Windows client option to Print a File Plan at a selected level. It shows each item and its records properties. This concludes this month’s review of how to import a records retention schedule into your Laserfiche repository and generate a file plan report. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok