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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 Tue 28 Mar 28 Tue Mar Records Management Except Automated! Register Now Mar 28, 1:00 PM – 2:00 PM CDT CDI Online Webinar Join CDI to learn more about the latest Workflow Activities to automate and streamline the use of Records Management Edition in Laserfiche. Thu 13 Apr 13 Thu Apr Spring Cleaning – Take Those Old Templates to the Dump Register Now Apr 13, 1:00 PM – 2:00 PM CDT CDI Online Webinar Have you noticed that your Laserfiche system has accumulated too many templates and fields, and none are in use? Tue 25 Apr 25 Tue Apr Harnessing ArcGIS and the Power of Laserfiche With Permitting Applications Register Now Apr 25, 1:00 PM – 2:00 PM CDT CDI Online Webinar Join CDI and learn how CDI’s ArcGIS integration helps customers make important decisions by integrating documents and geocoordinates. Past Webinars Title Date & Time Did You Know Laserfiche Has a New API? THU, MARCH 9, 2023 1:00 PM - 2:00 PM CST Watch Now Use CRM to Populate Laserfiche Contracts TUE, FEBRUARY 21, 2023 1:00 PM - 2:00 PM CST Watch Now Explore the Laserfiche Deployment Toolkit THU, FEBRUARY 9, 2023 1:00 PM - 2:00 PM CST Watch Now Taking DocuSign Even Further with Laserfiche TUE, JANUARY 24, 2023 1:00 PM - 2:00 PM CST Watch Now Simplify Your Scanning Process by Automating THU, JANUARY 12, 2023 1:00 PM - 2:00 PM CST Watch Now A Year to Remember – Let Laserfiche Tell You What’s Left to do Using Document Inventory and Checklists TUE, DECEMBER 20, 2022 1:00 PM - 2:00 PM CST Watch Now Saved Searches Your Users Need Now! – Create, Save and Share Quick Searches in Laserfiche THU, DECEMBER 8, 2022 1:00 PM - 2:00 PM CST Watch Now I Can’t Believe it’s Not Better! TUE, NOVEMBER 22, 2022 1:00 PM - 2:00 PM CDT Watch Now From famine to feast - Laserfiche Dashboards! THU, NOVEMBER 10, 2022 1:00 PM - 2:00 PM CDT Watch Now Your Room With a View – Gain a better understanding of your users and the content they need TUE, OCTOBER 25, 2022 1:00 PM - 2:00 PM CDT Watch Now Records Retention from scratch - now add workflows! THU, OCTOBER 13, 2022 1:00 PM - 2:00 PM CDT Watch Now The Department with All the Resources – The Modern HR Department uses ECM for Onboarding, Offboarding, Reviews, Warnings & more TUE, SEPTEMBER 27, 2022 1:00 PM - 2:00 PM CDT Watch Now Quick Fields can do WHAT? – Examples of the power of users’ favorite Laserfiche program. THU, SEPTEMBER 8, 2022 1:00 PM - 2:00 PM CDT Watch Now CDI Webinar Library View More

CONGRATULATIONS Top Homepage Nav Never miss the latest CDI news or webinars. Join our Newsletter today. Subscribe LEADING PROVIDER OF OFFICE AUTOMATION & EFFICIENCY TAKE INFORMATION FURTHER Expertise knowledge & resources for success > EXPERTISE LASERFICHE SOLUTIONS LEARN MORE CLOUD SERVICES LEARN MORE MDR SERVICES LEARN MORE RECORDS MANAGEMENT LEARN MORE Awards + Certifications moving forward with confidence > Industries knowledge & experience to excel > FINANCIAL LEARN MORE GOVERNMENT LEARN MORE INDUSTRIES Working with the Best learn how great companies & municipalities are already using CDI > Workshops & Webinars check out our upcoming in-person and online events > Did You Know Laserfiche Has a New API? Thursday, March 9 | 1 PM - 2 PM CDT Let CDI show you how to integrate Laserfiche using the new Application Programming Interface (API). In this webinar, you will see how to use a RESTful API to search the repository and import and export documents. Watch Now Workshops & Webinars Send Now Thank you for contacting us! We look forward to connecting with you. Contact Form new to cdi? we are here to help > have a support request? click here

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 User Groups Arlington, WA Laserfiche User Group & Training Feb 28, 10:00 AM – 2:00 PM PST Arlington Public Works Office, 154 W Cox St, Arlington, WA 98223, USA Please join us for the CDI 2023 Laserfiche User Group series. We will be presenting from the Arlington Public Works building in Washington state. Don’t miss the opportunity to increase your Laserfiche knowledge and connect with other Laserfiche users in your area. Share Register Now

By Kyle Knebel March 2023 Consultants Corner Are You Missing Files? Are Your documents missing images, orphaned, or missing text indexes? – Use the Consistency Checker. A Laserfiche repository is a database and file content in its most basic structure. The file content is stored in “Volumes.” The database is constantly tracking the files that are in the Repository. Theoretically, all documents, either imaged or electronic, listed in the Repository and viewable through the Laserfiche Client will be correctly stored and never be missing from those Volumes. This is because these two components are usually in synch. However, for various reasons, some documents may become “inconsistent.” For Laserfiche administrators, the Repository Consistency Checker application is a small but powerful Laserfiche software tool that can help identify where a Laserfiche repository’s SQL database might not be synchronized with the file system. Why could these inconsistencies happen? It could be somebody manually making file deletions on the storage server where the Volume files are located. Or it could come from Backups that are missing files after having used a backup to restore a system. Again, using the Consistency Checker is an excellent way to validate an existing backup. The utility has no install files; you just run the executable. There is a 23-bit version and a 64-bit version, depending on your Laserfiche server’s operating system. Run the “RepositoryConsistencyChecker.exe” file from the appropriate folder, and it would be best if you ran it on the Laserfiche Server. Upon request, you can obtain the application from the Laserfiche Support site or our CDI support desk. The introduction page will give you some notes and instructions. Please follow them exactly, including a complete backup of BOTH the database and volumes to be repaired. Please note that the best and quickest way to perform a consistency check will be with the Laserfiche Server Service stopped. Running a check when the server is running drastically reduces end-user performance. Next, you’ll choose the desired Repository to run the utility against. Then, you’ll choose one or more Volumes to scan. The Mode should be selected next, and even if you run the “Check Only” option, you can run a repair after seeing the results. Since Thumbnails are typically found on image pages (TIFF files), this can be a significant number of files. Of course, thumbnails can always be regenerated, but if you let the utility scan for thumbnail inconsistencies, your report could be quite large. Therefore, the default setting is to “Ignore Thumbnail.” Clicking the “View Report” button will give you a list of scan results and a summary table of information for all selected and scanned Volumes. If you find errors, you can check the box to “Start repair when Next is clicked.” If you run the repair step, you’ll get a results screen to view a recovery information report. Then click Next to finish the process. That concludes this month’s article about the Laserfiche Consistency Checker. As a Laserfiche Administrator, running this utility every month or so will help you keep your data Consistent! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Danika Olson February 2023 Consultants Corner 1.) Checking the status of a running workflow, determining the cause of workflow failure, etc. If your organization has several workflows and you are notified of a failure – you will want to dig into what happened. Enable search: You can be as specific as you want here, maybe you only know the workflow name and that your workflow has been working fine up until the last few days. Select the workflow you know the issue is stemming from and check the start date to whatever time range is needed. Once you hit search you will see all instances of the workflow, you can check the status column to see which instances have been completed successfully, which are waiting, or which may have failed. I can see that the bottom two are stuck in waiting, to find out more information – double-click on the instance. Here you can explore where and why the instance status isn’t completed. In my example, my instance is stuck in waiting due to a conditional decision at the end of my workflow. On the condition’s status tab, I can see exactly which condition and determine the root of the problem. I can also see this information on the Workflow tab, highlighted in blue is the portion of my workflow that has a conditional branch that has not been fulfilled or is still running. Each workflow is different, but you can utilize the tools here to figure out what is causing errors or terminating your workflow. 2.) Organizing workflows by department, project, etc. Another simple feature of workflow designer that helps me when getting started, is organizing my workflows. Typically, I organize by project name or department. It’s a simple and small feature, but as you continue your work in Workflow Designer, you may start to struggle – what did I name that workflow? Where is it? Starting off on the right foot with organized folders that fit your organization's needs is a great way to avoid confusion. 3.) Custom emails in workflow and other Laserfiche products Depending on your workflow, you may need to send out emails for one reason or another. In all the Laserfiche suite products, you have a lot of customization options. In workflow, add the email activity. You will be presented with a few simple options, but you can select “Email editor” and/or “advanced settings” to customize your email settings and format. Depending on your workflow, you may be able to use a token for the “To:” “CC:” “Subject” and more if the information is previously determined or exists, but if you want the information to be static, you can simply enter the email address(s) or subject. In this screenshot, I typed out an email but show the token options in the CC field. You can attach entries from the workflow, use custom HTML, utilize previous tokens for email content, and more. You can click Advanced Email Settings to customize these options: **Attaching a shortcut option should only be used if the recipient has access to your repository or weblink if applicable. 4.) Multiple connection profiles Another feature I find extremely useful is setting up multiple connection profiles. I always start my workflows out in a test environment – but when I am ready, I want to be able to easily switch the workflow over to live. I may also have certain activities that need to be ran using a separate connection due to access rights and privileges etc. ** Try to avoid using connection profiles with accounts that will have password change requirements, if the password is changed the workflow may run incorrectly or fail. ** One of the easiest steps is to switch the connection profile. When you have your workflow open, before clicking on any activities on the properties pane on the right side, you will see the name, description and next you will see connection profiles. Select Manage Workflow connection profiles. Here you will be able to add an additional profile to connect with or switch over to. You will select your server, and then the additional repository if wanted. You can set the username here as well if you need to utilize a different account for parts or all your workflow activities. Just select Add and you will now have your connection profiles saved and can easily switch between them as needed for creation, testing, and production. 5.) Business process library / Workflow Templates– don’t reinvent the wheel You may be able to find an existing process that already contains most of what you are needing to do, with minor customizations or updates. You can start in either the Workflow Templates (available on the Laserfiche support site https://support.laserfiche.com/resources/3037/workflow-templates) or if your process is utilizing both Forms and Workflow, you can search the forms Business Process Library. This option will be available upon signing into forms and selecting Design (NOTE: You will need the Process Creator or Systems Administrator security role!) To open a template, or another form of an exported workflow (.wfi) Open Laserfiche Workflow Designer > File > Open and navigate to where the template(s) is stored. You may need to change the file format from .wfx to .wfi depending on which type of template or workflow you are trying to open. The Workflow Import Wizard will pop up, here you will set your connection profile, set how you want to open (Publish, rename and publish, don’t publish, open without publishing). You will also choose the public action for any starting rules applied to the template. Select Finish and open your imported template. Laserfiche provided templates will have clear descriptions to help you set the workflow up to work for your organization's needs. 6.) Need to update an existing workflow with static set information (i.e. email address for a user who left the organization) If you are needing to make a small adjustment, let’s say you need to update a static set email address due to a user leaving your organization, and you want to make sure you have updated all activities containing or using that information. An easy way to find this information is to either use CTRL+F or Edit > Find from within the workflow(s) you want to search. For this example, I want to make a change to all activities that contain a specific email address. I can either type “email” in the Activity Type search Or I can type the email address in the properties search and select Find All. The results pane will show, and I can see that one activity was found containing the information I specified. I can now double-click on the activity shown, and it will take me directly to the email activity that contains this information. I can make my changes and publish the workflow. If your search exists in multiple workflows, the results will be separated by workflow name. You can use the same double-click method to automatically navigate to that workflow and activity to make your changes. CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel January 2023 Consultants Corner As a Laserfiche Cloud Administrator or Process Designer, you have a new tool in your arsenal. Handwriting recognition is now built into the Capture Profile suite of Process Automation tools. Capture profiles and extract data from documents to be used in a business process. These profiles can extract both typed and handwritten data. This month’s article will focus on building and using a capture profile to capture data from a U.S. Federal W-4 form. Below is an example of a document with the template fields filled with the handwritten information from the scanned W-4. So how do we build this so that a form, such as this W-4 Federal Employee Tax Withholding Certificate, can be scanned to the repository and the information captured from it? We’ll need to do two things, build a Capture Profile and then use it in a Workflow. Both of these steps are done in the Process Automation area of Laserfiche Cloud. Step 1: Build the Capture Profile Navigate to “Process Automation” by selecting it from the Application Selector at the top-right of the Cloud interface. Select the “Capture Profiles” tool on the Process Automation screen to build a capture profile. Next, select New > Capture Profile and name it. You’ll then want to upload a sample document. Click add a sample document to add one or more images (.png, .jpg, .gif, .bmp, and .tiff) or .pdf files that are samples of the pages you want to capture data from. Having selected your sample document, preview your sample document, then press Save. The sample file will upload, and then you can add Zones around the areas where the text will be captured. In the Profile Editor, you will move your cursor to the top-left corner of the area you want to “box” and then drag while holding down on the mouse button. The cursor will look like a “cross-hairs” icon, as highlighted below. Drag down to the bottom-right corner of the area to be “boxed” and release the mouse button. Best Practice: The green zone box will grab nearby text, so it’s better to make the box a bit smaller and tighter to the area in which text will typically be found. It will then pop up with a Zone dialog box. Choose “Text” unless you are reading a Barcode. Give the Zone a name, like “First Name” or “SSN,” etc. Best Practice: Use the “Relative” Zone position to improve the accuracy of captured data by automatically adjusting the zone position to account for the shifting of the page's text. Press the blue “Select anchor text” link in order to mark the anchor text. In the example below, I’ve used the word First as the anchor point. Once you’ve marked the anchor point, press OK to save the Zone settings, and continue this process until you have all your zones configured. Just remember that the information in these zones will be used later in your workflow as tokens. Make sure that the Zones are capturing the correct values and no more. Finally, press the Publish button at the top-left to make this Capture Profile ready for use in a Workflow. Step 2: Build the Workflow The workflow you will build can be started by many different conditions or schedules, so I won’t go into those options now, but the workflow design itself is fairly straightforward. Navigate to the Workflow Designer, Select New, Name your new workflow appropriately, maybe “Handwritten W-4 Processing”, and begin editing the workflow. The workflow will use the “Run Capture Profile” activity, which can be targeted to the workflow’s starting entry or a different entry. Of course, the affected entry should be a handwritten W-4; otherwise, the capture profile will not grab the expected values. Configure the properties of the “Run Capture Profile” activity so that it uses the profile you just built in Step 1. I’ve decided to run my workflow against the “Starting Entry,” and It will use my Capture profile, and it’s the latest version. Best Practice: If you have gone back to edit your capture profile, you will need to refresh the profile version being used, as indicated below by the green checkmark. Use the Refresh button next to the “Manage capture profiles” to update the workflow with a list of the latest versions of your capture profile. Then select the most recent Major version. At this point, you could add a Rename activity or other activities that would use the values captured from the W-4. I renamed my document using static text and the capture profile values. I selected the Capture profile tokens from the previous activity. Then I added a third activity to apply the Field Values to a template, which will be assigned to the Starting W-4 document. With these three activities running on the W-4 document, it will get renamed and the metadata assigned by the workflow. At this point, you can expand and enhance your workflow as appropriate to your needs, but this simple example should get you well on the way to using Laserfiche Cloud’s new Handwriting recognition capabilities. I think you’ll find it incredibly useful. Happy New Year from all of us at Cities Digital! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!