Search Results

Credit Unions Introduction to CDI Vision Suite > Let's Get Started Credit Union Enterprise Content Management Solutions ​ In today’s drive to always deliver bette r member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your needs revolve around improved l oan workflows, teller services, or member engagement, CDI has solutions to improve your content management. CDI’s Vision Suite integrates with the ECM solution, Laserfiche, and most core data processing systems. The Vision Suite ​ The Vision Suite offers one-click lookup of primary or joint owners’ IDs, membership cards, or documentation. Scan IDs at the teller window or capture Windows or core processor print strea ms. Easily index IDs by read ing barcodes when scanning. Check 21 Solution​ Teller Scanning – Scan single checks or batches to balance with each transaction. Capture MICR, CAR & LAR amounts with automated and manual verification options. Import deposit checks from ATMs, ITMs, and RDC. Automatically store balance reports for the teller, branch, or institution prior to generating your cash letter. Automatic cash letter submission with most clearing institutions. Import received and cleared checks into Laserfiche using standard formats such as X9.37. ​ ​ Receive – Import inclearing items to your repository from the FRB, generate a summary report, and create MICR/ACH posting files for your core system. ​ ​ Return – Mark inclearing checks for return to BOFD and create a cash letter file for submission to the FRB. ​ ​ IRD Reprint – Allow printing of legal document replacements, return to the institution of first deposit once final NSF is complete. ​ ​ Advanced Fraud Early Warning – Enable real-time fraud lookup through Vision Check 21 integration (requires subscription). ​ ​ Merchant Capture – Enable business customers to scan and deposit checks from offices and submit to their financial institution with an Image Cash Letter (ICL). Check 21 Forward - NSF and fraud detection DocStream Manage document packages and track the collection to completion. The application is used to track percentage of completion of loan packages, new account openings and even human resource onboarding documents. Use pre-built templates with to-do lists or ad-hoc packages. A dashboard shows real-time package status. MA R S Archive & retrieve COLD data from computer-generated reports, statements and invoices. Capture, index and archive directly into Laserfiche. Apply graphical overlays to enhance the readability of green-bar re ports . Receipt Capture Sy stem The cash matrix b al ances t ellers’ cash with each transaction. It provides the option of receiving an emailed receipt, with al l account numbers automatically masked. Integration with Vision Check 21 to combine receipts and checks into a single document for research and member lookup. It offers touchless authorization by sending a text message for members to acknowledge and sign electronically during cashback requests at drive-thru or call centers. DocStream - track loan package progress Receipt Capture System - email or text receipt with biometric capture Laser Check Capture Laser print checks on blank check stock with signatures (cashi er’s checks, money orders, etc.). Allows granular control over authorization limits and remote approval of checks. You may also create core and user-generated loan coupons along with certificate renewal notices. Signature Pad Marke ting Manage and display color m arketing graphics and messages on your color s ignature pads. Member Portal​ Client or employe e document portal for quick document access of receipts, checks statements, or other documents. The portal interface is customizable and secured with enhanced security. It may be hosted locally, through a CDI hosted interface, and accessed through third-party home banking solutions. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Government & Municipalities

WEBINAR 3 Scary Productivity Killers How to Outrun The Zombies of Productivity Tuesday, October 22, 2024 1 PM - 2 PM CDT Register Here 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 CLOUD SERVICES MDR SERVICES RECORDS MANAGEMENT Learn More Learn More Learn More 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

Helping Washington go paperless since 2001 > Washington Let's Get Started Washington's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Washington ​ 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 y ears and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. We serve clients across Washingt on state that, include the Seattle area, Tacoma, Everett, Spokane, and Vancouver. You can find CDI’s solutions on the Laserfich e 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 ​ Washington Onsite & Online Training Washington 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 Washington 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 Washington 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 in Washington, 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 Your Laserfiche Choice Join our List of Satisfied Customers Seattle Tacoma Everett Vancouver Request Laserfiche Demo/Quote

By Kyle Knebel September 2024 Consultants Corner In this month’s article we will examine the way to add Holidays to the Work Schedules used by Workflows. When you build a workflow in Cloud, you may have a need to put a Delay, Escalation or Deadline in the flow of the process. When doing so, it’s easy to skip weekends and holidays.  But what Holidays does it skip? Let’s take a look at how you can define your organization’s Holidays. Before you build your workflows, you’ll want to navigate to the “Process Automation” area of Laserfiche Cloud, and then click on the “Settings” button at the bottom right of the screen. This is where you’ll configure the Holidays. Select “Holidays” from the list.  If any have already been added, you’ll see them listed on the right.  If no Holidays are listed, click the “Import” button.  Check all the Holidays that you want to import, or click the check box next to Name to select all at once. Press the Import button at the bottom. To add a new Holiday that is not in the Import list, press the green “New” button and then enter the properties for the Holiday you are adding. Some holidays have weekend exceptions where the holiday is observed on the Friday before or the Monday after if the hoiday occurs on a weekend. If that is the case, use the “Exceptions” option at the bottom of the dialog box. Once you have created and imported your Holidays, the list will be shown on screen. Now, once you begin building your Workflows, the following three activities can now use the holiday schedule: Delay , Escalation  and Deadline .  Just check the “Exclude weekends and holidays” check box on the activity. This will cause the activity to not count that day in its calculations. Delay: Escalation: Deadline: This concludes our review of the holiday schedule available in Laserfiche Cloud. We hope you found this post 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 August 2024 Consultants Corner In this month’s article we will examine the great learning and training resources available to Laserfiche users. We’ll take a tour of the Aspire training center and show you how to register and sign up for classes, or even get certified as a Laserfiche expert. Let’s take a look! If you navigate to https://support.laserfiche.com/  you can access Laserfiche Aspire content. Aspire is Laserfiche’s education, training and certification portal.   If you don’t have a Support Site account, you can sign up for free. Click the “register New Account” link at the bottom of the Sign In page. You’ll just need your Laserfiche serial number and Company Name as assigned with the serial number.  Then just enter your work email address and other required information. Once verified, you’ll have immediate access to the Laserfiche Support Site and Aspire training links. The main Aspire Welcome page provides links and navigation options.  Click on the “Learning” tab, then choose “Learning Search”.  This area provides some great options, like a search feature and filters. For example, if you were interested in getting a Laserfiche Gold Cloud certification, type the word “gold” or “certification” in the Learning Search box and you’ll get a list of curricula, classes or videos related to the keyword. Searching by Filters is super simple and an easy way to find content. I use the Type and Subject filters, since these provide more effective results. You can even combine the checked items to get a custom results list. For example, if you were looking for Free Online Classes, you could select “Online Class” in the type section, and “Free” in the Subject section. Here’s the results list of online classes using the filter.  Selecting one opens the details about that item. The details about the selected topic are displayed and you can then press the “Launch” button to view the content. Another example, as shown in the next image, is the list of certification tests. If you use the “Cost-Associated” Subject filter, you’ll see all the certifications currently available. Take these classes to become a recognized and Certified expert in Laserfiche software! Finally, here’s an example of Empower 2024 content currently available online, for those who couldn’t attend in person this year.  As you can see, Laserfiche has Empower content from previous years, as well. This concludes our review of the learning resources available from Laserfiche. We hope you found this post 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 July 2024 Consultants Corner The Laserfiche API is a set of “RESTful Web APIs” that allow for interaction with the Laserfiche repository and can even interact with LF Cloud Lookup tables. It works in both Cloud and Self-hosted environments. For Self-hosted environments, the API is part of the Server licensing, and for Laserfiche Cloud the API is part of your subscription. With custom integrations using the API, you can extend the Laserfiche platform into other areas of your business with ease. The Laserfiche API lends itself to building “Image Enablement” solutions like viewing or adding documents to the repository or viewing or modifying metadata on entries. In this month’s article we will examine how to download, license and start using the API.  We won’t be teaching coding skills, just getting you to the point to begin your coding adventure. Let’s take a look! For Self-Hosted environments, download and install the Laserfiche API server. Note : If you only have a Cloud subscription this step is not necessary.   On Laserfiche’s Developer website you’ll find links and instructions to download, install and configure the API server. The links are here: https://developer.laserfiche.com/docs/api/server/     After extracting the installer files, run “Autorun.exe” to find the Documentation and installation menu. The current version of the API is 1.1 (July 2024). The locally installed Laserfiche API Server includes a Swagger Playground site for testing the various API calls available. To begin, you’ll need to obtain an access token. Expand the Token section, and then press” the “Try it out" button on the right side. Enter the parameters, which include a repository ID (name of your repository), login name and password. Finally, press the blue “Execute” button, which (if successful) will return the access token in the response body. A successful response looks like this: Copy this token, scroll to the top of the page, click the Authorize button, and paste into the Bearer field: You can now test API calls, authenticated to your self-hosted repository. For LF Cloud solutions, there is no installation needed. However, you will need an application to be registered in the Cloud Developer console. There are three options: Service App: runs as a service principal Web App: prompts for user credentials Single page app: a web application that runs entirely in a web browser Please review the documentation carefully ( https://developer.laserfiche.com/docs/api/authentication/ ) and consider the best approach for your intended use and capabilities.   Your own LF Cloud account needs the Developer Privilege to build apps in the Developer console. Log in with your Cloud account and navigate to the Laserfiche Developer Console in LF Cloud. On the top left, select Applications, then press the green New button at the top right side of the screen. Select the type of application you are going to build. Service apps need a “Service Principal Account”, which takes the place of user credentials. The other two app types will collect the user’s credentials when they run.   To create a Service Principal, if building a service-based app, navigate to the Accounts section of the Admin section. Select “Add Service Principal”, give it a Username, then under Access rights Allow Access to the Repository. Next, go to the Developer Console, and in the Applications area, press the green New button at the top right to begin creating your new application. Select the app type. In this example we would choose “Service”, and then down in the Name box we would enter the name of the new application. Finally, press the green “Create application” button. The next screen is App Configuration page where you will define the App’s name and set the Service Account you just created in the previous steps and set the Authentication properties. In the Authentication tab, you’ll set two properties. The Access Key and the OAuth 2.0 properties.   A single key should be necessary. Create the key here. For a Service-based app that doesn’t prompt for end-user credentials, it’s typical to select the first Access Key option. Make sure the OAuth 2.0 Scopes are set appropriately for the application you will be coding and update the scopes with the green “Update scopes” button at the bottom of the screen. Since the Authorization approach will vary depending on which application type you’ve chosen in Laserfiche Cloud, we recommend reviewing the documentation ( https://developer.laserfiche.com/docs/api/authentication/ ) to familiarize yourself with the procedure for acquiring an access token. So now, whether you are using a local API Server or using the LF Cloud API, you will be ready to build custom integrations with Laserfiche. We recommend using the Swagger site to explore and test the various API calls available, and consider using client libraries (which can be found here: https://developer.laserfiche.com/docs/api/libraries/ ) to aid in development. More information can be found on the Laserfiche Developer website here: https://developer.laserfiche.com/   Also, CDI recently posted an excellent tutorial video and tour of the Laserfiche API on our YouTube channel here: https://www.youtube.com/watch?v=3z9fFr0iUNs\ This concludes this month’s review of where to begin configuring the Laserfiche AI for use when building custom integrations.  We hope you found this post 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