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The CDI Dynamics CRM integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Dynamics. Dynamics CRM Integration Easy connectivity and interaction between Laserfiche and Dynamics Let's Get Started + The CDI Dynamics CRM integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Dynamics. By utilizing Laserfiche Web Access, the CDI Dynamics CRM integration lets users quickly and easily access documentation in Laserfiche for any account, contact, opportunity, or custom entity/field directly through the Dynamics interface. This full-access interaction gives users the time-saving ability to upload or scan documents through the Dynamics interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your organization will also have the option to upload different Laserfiche briefcases per account, contact, lead, or another record type to ensure the creation of specific subfolder structures in cases where the folder structure does not already exist in Laserfiche. In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Dynamics attributes, helping optimize future Laserfiche searches. Features Ability to view, scan, upload, edit, export, and delete documents directly from Dynamics Ability to search and access accounts, contact, and lead documentation from within the Dynamics interface Includes Laserfiche Workflow Activities: - Create Record - Find Record - Retrieve Record - Delete Record - For Each Record - Update Record Data auto-sync - updates in Dynamics can automatically be applied to Laserfiche Allows administrators to map Dynamics attributes to Laserfiche template fields for optimized searching Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

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 Vancouver go paperless since 2001 > Vancouver Let's Get Started Vancouver's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Vancouver, Canada 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-paperless 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 Vancouver 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

With over 600+ clients in a wide variety of industries, CDI offers Laserfiche software, hardware, integrations, cloud, and services to help companies and municipalities achieve their paperless and ECM goals. For nearly 20 years the CDI leadship team has helped organizations find greater efficiency. About Us We are excited to meet you > LEADING PROVIDER OF OFFICE AUTOMATION & EFFICIENCY TAKE INFORMATION FURTHER CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has been 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 most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. CDI ECM Services & Solutions Software Support Consulting Training Digital Signatures Development Hosting Backup Hardware Our Customers Are Always Top of Mind CDI is committed to providing our clients with the best Laserfiche customer service and support. With over 20 years in the business, we have established a long list of satisfied customers and we continue to grow our business. Contact us today and our team of Laserfiche experts will be waiting to answer all your questions. Contact Us Your Laserfiche Choice Join our List of Satisfied Customers

By Kyle Knebel April 2025 Consultants Corner Laserfiche Administrators will love this month’s blog post. We’re going to dive into a couple of settings that you will find very useful. Let’s take a look! Redaction Reasons Exporting documents out of a Laserfiche repository is easy.  However, sometimes, those documents contain sensitive information that you may want to obscure or hide by using redactions. Laserfiche image documents can be redacted using the built-in document editing in the Laserfiche Desktop client or Web client. Note : Document editing within the Laserfiche document viewer is not available for electronic documents like PDF’s and MS Office documents, which need to be edited or redacted using their own editing tools outside of Laserfiche. In addition, Laserfiche administrators can add redaction reasons to the system for end users to select when applying a redaction. Here’s how to setup Redaction Reasons. In the Laserfiche Management console, navigate to the “Redaction Reason” tab under the General section to create a list of reasons.  We’ve created a few examples here, but you can create your own. Once created, they will be available in the Laserfiche client application when using the redaction tool. Once the redaction is applied, a window immediately pops up with the Reason dialog box. Choose the reason, if needed. If you double click on the applied redaction in the Client, it will show the Reason value in the Metadata tab, as seen below. In the Desktop client, you can right-click and choose properties, as well as double clicking on the redaction. Password Policy Another bonus setting is the Repository Password Policy. This is found in either the Windows Administration Console or the Web Management page, depending on your preference. For repository only users, not  LFDS or Windows users, you could enable a password policy.  This allows you to enforce periodic password changes, password complexity levels or a password history rule. Work carefully here, though, since requiring a repository user to change passwords on a periodic basis will affect all of them. For example, the “Admin” user and possibly other “service” accounts you have in place, like a workflow trustee, will need to have the password changed.  And for the Workflow service trustee, it can stop workflows from running if you update the password, requiring editing of all workflows that use the account. Below is a screenshot of the dialog box in the Windows Administration console. The safest use of these settings would be to enforce Password history and complexity, but to leave the enforcement of periodic password changes off. This would be due to the possible issue, as already mentioned, of stopping your workflows because they are possibly using a repository only account. If you have a corporate policy on security, the complexity levels allow for preset options, or you can customize the password requirements as needed.  These same settings are available on the Web Management page. Navigate to the Users section, then click on the “key” icon for Password Policy settings at the top right of the page. Bonus> Bonus: Did you know that a repository only user can manually change their own password? They can open the Options  dialog box under Tools>Options  from the file menu, then navigate to the “Password” section to change their current password. In the Web client, choose the Options selection under your login name at the top right corner. And there are this month’s Bonus settings you may have missed in Laserfiche repository administration. Have a great month! 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 February 2025 Consultants Corner For Laserfiche users that download, email, or print documents to send outside their organization, watermarks or embedded annotations on those documents can help provide a bit more “security.” Watermarks can be added when downloading or printing a document from the Laserfiche Web Client, Laserfiche Cloud, or Laserfiche Windows Client. If printing with Laserfiche Snapshot, embedded annotations on image files can accomplish the same idea as watermarking, but in a more permanent fashion. This month we’ll look at the customizable settings available for watermarking or embedding annotations. Watermark Watermarks can be assigned using three methods in Laserfiche “Optional watermarks”, “Group watermarks” or “Tag watermarks.” Optional Watermarks: Optional watermarks are configured individually by each user and apply only to that user. You can create and store multiple optional watermark configurations to be used at any time; however, Laserfiche will include only the currently selected watermark during export. You cannot place more than one optional watermark on an image. Optional watermarks can be configured for export, printing, or both. (In the Laserfiche web client, since printing is handled by first exporting the document and then printing the exported files, both types of watermarks are configured for exporting.) Windows Client: In the Windows Client you can set the optional watermark text that will be applied to all the downloaded pages. These are per-user settings and don’t impact other users. You can pre-set the value from the Tools>Options  choice on the Laserfiche file menu. Or you can set it from the “Options” button on the image download dialog box. Scenario 1: From the File>Options menu. Use this method to preset all future watermark options Scenario 2: Downloading an image file using the File>Download>Images In either case, the Watermark properties can be set for this and future downloads, if so desired. Watermarks are only applied to exported or printed image pages, not electronic documents like MS Word files or text files. The created watermarks are saved for the user that created them, so they remain personal watermarks, not visible to any other user. In the example below, we’ve added the word Confidential along with the token for the name of the person logged into the client.  Even though the token is not selectable onscreen, you can enter it manually. The “%(username)” token will be replaced by the name of the user. Text, as well as standard Laserfiche tokens, can be used in the Watermark text box. Here are a few example tokens: %(username) %(Date) %(Time) %(DateTime) To set this same watermark to all future image file downloads, check the “Apply when downloading (and no other watermarks are present)” box. Below is an example of the watermark that results from the settings. Laserfiche Cloud or Web Client: In the Web Client (for On-Premise systems or Laserfiche Cloud) you can set up the watermark text that could be applied to all the downloaded pages. You can pre-set the values from the Options  choice on the User’s Account properties. To create any watermarks in the web client, click on “Download” in the Options menu. Scroll down to “Optional Watermarks” and click the “Add” link.  The created watermarks are saved for the user that created them, so they remain personal watermarks, not visible to any other user. Below is a list of some sample watermarks available to this example user. In the example below, we’ve added the word Confidential along with the token for the name of the person logged into the client.  Even though the tokens are not selectable onscreen, you can enter it manually. The “%(username)” token will be replaced by the name of the user. Text, as well as standard Laserfiche tokens, can be used in the Watermark text box. Here are a few example tokens: %(username) – This is the logged in user’s name. %(Date) %(Time) %(DateTime) %(id) – this is the Laserfiche EntryID of the file When downloading a document, you can choose to apply an existing watermark from the Download dialog box. Choose any existing watermark from the “Optional Watermarks” list. Group Watermarks: For those Laserfiche systems licensed with Laserfiche Audit Trail ,” Group Watermarks” are available. Here’s the rule regarding Group Watermarks: If watermarks have been assigned to a group to which a user belongs, the watermarks will be present on the image when that user prints or exports a document. No exceptions. A Watermark is applied automatically. Here’s how to set up the watermark definitions. We’ll show you how to do this on both the Windows Administration console and the Web Management console. You’ll need to have the “Manage Repository Configuration” privilege, at minimum, to accomplish this. Windows Administration Console Navigate to the Group in which you want to assign watermarks. Click the Watermarks tab, then enter the watermark text, including any tokens, and then press Add. To configure the defaults that Laserfiche uses to apply the watermarks to any exported documents by a group member, navigate to the “Repository Options” node and select “Group Watermark”, as shown in the image below. Double click on any of the properties seen on the right side of the screen, which will then pop open to display the options seen below.  Configure the layout as you desire. There are two tabs, one for the Location and the other for Headers/Footers . Watermark Headers and Footers can be used to show different text than the watermark text. This text will display when the user opens an image document in the Laserfiche document viewer. Web Management screen: In your web browser, navigate from the top-right corner under your user account that has Administrator privileges and choose “Management” (“Administration” if using version 12 web client).  As mentioned earlier, you’ll need to have the “Manage Repository Configuration” privilege, at minimum, to accomplish this. Then select “General” on the left side, then click on the “Group Watermarks” tab as shown below. Next, you’ll want to configure any Groups with the Watermark text you would like to appear on exported or printed documents. Tag Watermarks: Web Management screen Tag watermarks in Laserfiche are watermarks that are automatically associated with specific tags configured by an administrator. When a tag with a configured watermark is applied to a document, the watermark will automatically be included as a document is exported. If a document has multiple tag watermarks all of them will be included during export. As an Administrator, navigate to the Tags  tab under the Metadata  node. Open or add a tag, then use the “Watermark” tab to apply the text of the watermark. Below is an example of watermark text being added to the “Info Tag” properties. Windows Administration Console screen Here’s an example of the Tag Watermark properties in the Windows Administration console shown below. Navigate to the tag, then select the Watermark tab to set the text to be used. Embedded Annotations: Embedded Annotations can be generated on Imaged documents as they are being stored to Laserfiche. This will typically only be accomplished using the Laserfiche Snapshot printer, which is only available when the Laserfiche Windows Client is installed.  The Snapshot printer creates TIFF image file documents in a Laserfiche repository. Laserfiche Snaptshot Configuration Each user can configure the Snapshot printer to embed annotations.  In Windows, launch the Snapshot Configuration (Current User) application. Then click on the “Preferences” button to open the Printing Preferences dialog box. Finally, click the Embed Annotation tab. Annotation settings can be easily customized for each page. There is a preview box to show the image and text that will result from your settings. Click OK to save the settings. Note : You can also set watermarks in your Snapshot printing preferences, however, these can only be images, not text. The image would become an overlay on the page. You can only use .JPG, .TIFF or .BMP formatted images. This concludes this month’s review of Watermarks and Embedded Annotations available in Laserfiche. 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 March 2025 Consultants Corner What's the reason to use Laserfiche Users, Windows Accounts and LDAP Accounts? When it comes to signing into a Laserfiche repository, a user can be authenticated using three methods. For this article, “Authentication” is the process of verifying your login credentials when connecting to a Laserfiche repository or Laserfiche Web Application like Laserfiche Forms. Our user account is configured to use a particular method of authentication. The three types of authentication we typically see are: Laserfiche User (password) authentication Windows authentication LDAP authentication  And out of those, we rarely see LDAP authentication, which supports other “Lightweight Directory Access Protocol” systems that implement the X.500 telecommunications standard. Because LDAP protocols have not been widely adopted by the industry, one rarely sees LDAP implementations outside the network “firewall.” This just means that we mainly see Windows Active Directory (AD) authentication (along with Single Sign-On) or Laserfiche Password authentication in most scenarios. If your organization uses Microsoft Active Directory, then Laserfiche Windows Users are preferred, as it enhances security and makes administration easier. Many years ago, prior to the existence of Laserfiche Directory Server (LFDS), formerly known as “License Manager”, users were created for each unique repository. And these users would authenticate directly to the repository.  You could create Laserfiche Repository Users or map a Windows account to have access to and authenticate to the repository. These users were also connected to Forms, for authentication purposes, but had to exist as users in the specified repository. Laserfiche Forms then was configured to authenticate users in a specified repository. With the advent of several new products and newer licensing models, it became clear that a single, over-arching authentication system was needed. LFDS now provides user authentication across many Laserfiche applications. Here is a summary of the key differences between the two common user types, “Laserfiche only user” and “Windows Active Directory user”. For user authentication to a Laserfiche repository, you could accomplish this in two places.  They could be set up in the Laserfiche Administration Console, or they could be set up in LFDS. The advantage of using LFDS is that the user now could be given access to more than one repository and even access to other Laserfiche applications like Laserfiche Forms. For example, in LFDS we can create a Laserfiche User or a Windows Active Directory user.  For Windows users, LFDS can even synchronize with Active Directory to obtain new users when they are added to monitored AD Groups, although we will not cover this in this post. Note : LFDS also supports Single-Sign-on (SSO) with SAML authentication, which is not covered in this blog post. Let’s look at a few different methods to set up user authentication in Laserfiche. Adding a Windows User in LFDS Navigate to the Accounts tab, then add a user. A) Here we’ll begin by adding a Windows account, having chosen the “Windows Active Directory User” option as pictured above. B) Search for Users or Groups in your Active Directory domain. If you search for an AD Group, you can add all those members, then selectively remove some of the members, if you won’t need all of them accessing Laserfiche, prior to finishing the process. C) For Users or Groups, click on a single entry in the Search results pane to add it to the list of added users. Or search for all the required users and groups, and then press Add All. This will add that user or set of users to the Added Users list. D) Press OK at the bottom when ready to add them to LFDS. E) Note : Registering a user in Directory Server does not automatically add that account to your Laserfiche repository. If a Windows Active Directory user has been registered in a Directory Server licensing site (LFDS), but has not been granted access to the repository, they will not be able to sign in. You will also need to grant the user access to your Laserfiche repository(s) in each LF Admin Console to which the user will have access. Adding a Windows User in the Laserfiche Administration Console or Web Management Console A Windows User can be added to a single repository, regardless of whether they were added in LFDS, or not. However, if they WERE added in LFDS, and you DO want them to be able to authenticate in a repository, add them as a Windows Account using either the Windows Admin Console or Web Management Console. In the Laserfiche Windows Administration Console , navigate to the “Users and Groups” node, then right-click on the “Windows Accounts” node to create a new Windows Account  user. Set the username, password and license type, then assign Feature Rights to the account in the “Rights” tab. End users will not need any “Assigned Privileges”, since these are advanced management capabilities best reserved for Laserfiche administrators. Or, in the Web Management Console  navigate to the Users tab and on the top-right corner press the “Add user” icon (plus symbol) to create a new Windows user. In the pop-up dialog box, press the search magnifying glass icon to bring up the Windows Trustee search dialog box. Here you can scroll or search for the Windows Active Directory account you are looking to find. Once added, now select the User from the list. Then, on the right-side panel, set the General and Rights properties as desired. Configuring a Laserfiche User in LFDS In LFDS, a Laserfiche user can be created and assigned a username, password and license type. This user is a global Laserfiche user, meaning they can be set up to authenticate in multiple repositories and other Laserfiche applications like Forms. Once you’ve created the Laserfiche user in LFDS, set their License type and add them to any LFDS groups needed for application access and security. For example, if you need to add this new Laserfiche LFDS user to a repository, you can add them as a “Laserfiche Directory Account” using the Laserfiche Windows Administration Console or Web Management Console. Configuring a Laserfiche LFDS User in the Laserfiche Administration Console or Web Management Console In the Windows Admin Console, you can add the LFDS Laserfiche User   in the following manner In the first box, click the ellipsis button then query for the username you are adding. Set their Authentication to “Trust”, then assign Rights as desired in the Rights tab. In the Web Management Console, use the + symbol at the top-right corner and choose to add a “Laserfiche” user. Press the magnifying glass icon to search for the LFDS account you want to add. You should find a list of one or more LFDS Laserfiche users available to choose from. Once added, select the User from the list. Then, on the right-side panel, set the General and Rights properties as desired. Configuring a non- LFDS Laserfiche User in the Laserfiche Administration Console or Web Management Console If you’re not using Laserfiche Directory Server (LFDS), but need to add non-windows users to a repository, follow the instructions below. In the Laserfiche Windows Administration Console, navigate to the “Users and Groups” node, then right-click on the “Repository Users” node to create a New User… Set the username, password and license type, then assign Feature Rights to the account in the “Rights” tab. End users will not need any “Assigned Privileges” since these are advanced management capabilities best reserved for Laserfiche administrators. Or, in the Web Management Console navigate to the Users tab and on the top-right corner press the “Add user” icon to create a new Repository  user. Assign the username and all relevant properties, including Password settings.  Do not assign a user without  a password (unless the “User must change password at next sign-in” option is checked). Once you have entered the basic user information, click OK, then select the new account to view its properties and modify the General and Rights settings in their respective tabs. As we have seen, there are several methods available to set up User Authentication in Laserfiche. 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