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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 Podcast Browse the CDI Podcast Library Welcome to Our CDI Podcast CDI Webinar Library Subscribe

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! Toronto Helping Toronto go paperless since 2001 > Let's Get Started Toronto's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Toronto, 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 int ernationally. 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-paper 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 effici ency 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 signa ture solutions can automate and streamline the signature procurement process with the use of email notification s, 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 compatibil ity 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 Toronto 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

Optimize and streamline your document processes with CDI's records management software. Automate and retain with ease. Records Management Streamline Records Management Software Solutions Let's Get Started About Records Management Discover how CDI's records management software revolutionizes the way you handle your organization's documents. With CDI, you can streamline processes, automate classification, and ensure compliance effortlessly. Our records management software ensures that your documents are securely organized and easily accessible, saving time and enhancing productivity. Experience the benefits of seamless document retention and efficient workflows. Get started with CDI today and transform your records management experience. Records Management Brochure Our Process Initial Assessment & Recommendation Project Management Metadata and Folder Structure Discovery Cutoff Instructions Definitions Record Series Definitions Access Rights Design Folder Structure Design and RM Classifications Assign RM classifications to all folders Automate Cutoffs Automate Disposition Reports Documentation & Change Management User Acceptance Testing Training You Benefits Deploy Record Retention with an Experienced Subject Matter Expert Design Departmental Indexing with a Certified Municipal Clerk Automate Records Classification & Cutoff Processes Create a Unified, Standardized Naming Convention Receive Standardized Disposition Reporting Launch Departmental Approval Processes for Destruction Spend Less Time Fulfilling Records Requests MDR Services Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

Allows for simple integration between the ArcGIS interface and Laserfiche. ArcGIS Integration Simple interaction between ArcGIS and Laserfiche > Let's Get Started + CDI’s ArcGIS® Integration allows for simple interaction between the ArcGIS interface and Laserfiche®. The integration allows users to upload documents to Laserfiche directly from the ArcGIS interface and view any related documents. The dynamic ArcGIS map will auto-populate, indicating which features on the map have documents associated with them in Laserfiche. Documents, folders, and their metadata from Laserfiche are displayed as ArcGIS feature services, allowing for full functionality provided with ArcGIS 10.8. Documents within folders are displayed as attachments within the feature layer and are viewable within Laserfiche Web Access or WebLink. Features Documents or folders in Laserfiche are immediately available on the map. Geocoordinates are pulled in real-time from ArcGIS. Attributes from ArcGIS can be retrieved and displayed on the map with the Laserfiche documentation. Feature services allow for all functionality compatible with ArcGIS Server 10.8 or higher. ArcGIS administrators are able to work with the Laserfiche layers as if they were hosted in ArcGIS. Documents or folders from Laserfiche can be made available read-only for public users or read/write for internal users. Documentation can be retrieved from Laserfiche based on Template, Field, and/ or Folder Path within Laserfiche. Laserfiche layers are created from existing ArcGIS layers, allowing metadata from Laserfiche to be mapped to fields within the ArcGIS layer. Multiple Laserfiche layers can be created to expose multiple sets of documentation. Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

Managed Detection and Response (MDR) is a cybersecurity service that detects threats in your network and provides rapid responses to address them. In today’s changing security landscape, access to security professionals is becoming necessary. In addition, a single data breach can shut down a company for days or longer. Therefore, you need an MDR solution tailored to your business, continually updating your security strategies and ready for you should a cyber attack occur. Managed Detection & Response Data protection for your organization > Let's Get Started What is Managed Detection & Response? Managed Detection and Response (MDR) is a cybersecurity service that detects threats in your network and provides rapid responses to address them. In today’s changing security landscape, access to security professionals is becoming necessary. In addition, a single data breach can shut down a company for days or longer. Therefore, you need an MDR solution tailored to your business, continually updating your security strategies and ready for you should a cyber attack occur. Secure Your Organization With CDI and Field Effect For more than 20 years, CDI has provided solutions to capture, store, search and archive some of the most important data municipalities and organizations own. Unfortunately, documents, CRM, SQL, Email, and more are targets of outside threats. Let CDI help you take the first step towards a customized security plan with our partner, Field Effect. About Field Effect Field Effect is a global cyber security company specializing in intelligence-grade threat detection, monitoring, training, and compliance solutions for small and medium-sized businesses. The Field Effect team offers the most sophisticated MDR solution with their Covalence cybersecurity platform. Covalence is a simple, easy-to-deploy, and cost-effective security solution that monitors and protects your entire threat surface – cloud apps, network services, and endpoint devices – all from a single platform. No add-ons, no modules, and no gaps in your security. RECOGNIZED BY Covalence Features and Benefits As a turnkey managed security service, Covalence provides comprehensive threat detection and response across your endpoints, networks, and cloud services – all delivered and managed through a single platform. The unique strength of Covalence is that it not only sees into every aspect of a business’ threat surface, but it aggregates the data from multiple security events into simple, actionable steps. No security expertise required No more alert fatigue Easy to deploy and manage Priced for any size organization Covalence is available in flexible packages, so you can choose the one that fits your infrastructure and security needs while still delivering the highest level of protection. Covalence Cloud Protect the cloud services businesses rely on to scale their business. Covalence Complete Safeguard the entire threat surface with complete protection across networks, endpoints, cloud services, and applications. Who's Protecting Your Laserfiche? Watch our webinar to learn more about advanced security monitoring from CDI. We will walk through the following subjects: How to protect your most valuable information in Laserfiche How to setup 24 monitoring and active threat monitoring Plan, Prepare, and Prevent Ransomware Attacks Martial, Monitor, and Maintain Security Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Record Management

CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Sacramento, Los Angelos, San Diego, and all throughout the state. CDI provides Workflow, automation, digital forms & signatures, integrations, auto-filing, & many more! California Helping California go paperless since 2001 Let's Get Started California's Leading Laserfiche Provider Meet CDI Leading California Laserfiche Provider 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. Laserfiche Software 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 for your area. The Support Team offers the latest in industry-specific compliance knowledge, best practices, and architecture. The goal of every support reque st 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 Knowledge & 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 t o carefully and mindfully help guide your staff through their paper-to-paperless transitio n. California Onsite & Online Training California 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 t o 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 C loud CDI’s California 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 necessary 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 Unexpected For California 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 California 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-s peed 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 Request Laserfiche Demo/Quote

CDI is the most experienced and trusted Laserfiche provider for financial services nationwide. We provide workflow, automation, digital forms, digital signatures, and integrations to help automate new account forms, auto-filing of client documentation, and overall reduce compliance headaches. Financial Profits up, paper down > Let's Get Started Your Office Solution If you work in the financial industry you are probably used to the mountain of filings, paperwork, and signatures that are required. The compliance headaches that are designed to enforce these requirements aren’t any fun either. It doesn’t have to be that way anymore. The Laserfiche solution for financial services includes features like full-text search, workflow of new account forms and auto-filing of client documentation. In addition, the Laserfiche system reduces compliance headaches. An audit trail, WORM media archive, and blotter generator make for a full suite of tools to ensure your SEC & FINRA compliance. Back office The back office benefits from a document management system by digitizing and centralizing documents for processing. Forms entering the office via paper, fax or scan all enter the same processing engine to extract account numbers, SSN or any other data for further processing. Extracted data can be pushed to a back office system or CRM. New account forms are checked for accuracy and signature then sent for compliance review and suitability. Inbound fund company statements make an orderly migration from a stack of paper to their digital client file automatically. Even statements downloaded from websites for DVD can be auto-filed. Client Services Customer service representatives using financial services document management software have immediate access to client data, electronic and imaged as well as the latest contracts and statements. In an industry focused on client service document management should be a priority. Faster access to information makes for master resolution of client concerns and creates improved customer service. Client services teams are able to process new account requests, locate disparate client data and reduce errors by accessing information within the document management system. Data stored in Laserfiche is linked directly to the client profile stored in the CRM or ERP. This tight integration of data allows all privileged users access to information via applications they are already comfortable with. Compliance In an industry nested in compliance and paperwork, most compliance officers are in desperate need of business process management. In a Laserfiche financial services document management software solution users submit paperwork for review by compliance and it is logged and placed in a queue for approval. Compliance departments can use digital signature to review and sign new account paperwork, marketing or correspondence. Email management and social media has generated a lot of solutions to meet compliance but the typical financial organization has too many solutions already. Typically email is stored in one place while documents are in another and social media in yet another system. Laserfiche offers all these content management and tracking systems in one solution. Sales Advisors and reps don’t have time to dig through files and dispersed paperwork. Their time is best spent in front of the client after all. Laserfiche financial services document management software solutions enable advisors to instantly locate documents tied to their client’s record in the CRM. It also allows advisors access to client records wherever they are, on vacation or at a client site. The full-text search available in the system also allows advisors the luxury of searching any client’s record for a key phrase anywhere in the file. This is particularly useful when it comes to searching tax records, trusts or legacy paperwork. CDI has integrated with most of the leading CRM products including Salesforce, Tamarac, Junxure, Salentica, Orion, Redtail, SmartOffice, ACT and Advisor's Assistant. Additionally integrations like Orion, Advent APX, DocuSign, Laserapp. Signix and Portfolio Center round out the complete integration suite for advisors. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

Seamlessly integrate docusign and salesforce integration for efficient document management and optimized business workflows. Salesforce Integration Easy connectivity between Salesforce and Laserfiche > Let's Get Started + The CDI Salesforce integration for Laserfiche® allows for easy connectivity and interaction between Laserfiche and Salesforce. By utilizing Laserfiche Web Access, the CDI Salesforce integration lets users quickly and easily access documentation in Laserfiche for any account, contact, opportunity, or custom entity/field, directly through the Salesforce interface. This full-access interaction gives users the time-saving ability to upload or scan documents through the Salesforce 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 other 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 Salesforce attributes, helping to optimize future searches in Laserfiche. Features Ability to view, scan, upload, edit, export, and delete documents directly from Salesforce Helps ensure the creation of standardized subfolder structures in Laserfiche for new contact s Ability to search and access account, contact, and lead documentation from within the Salesforce interfac e Data auto-sync - updates in Salesforce can automatically be applied to Laserfiche Includes Laserfiche Workflow Activities : Create Record For Each Record Delete Record Retrieve Record Find Record Update Record Allows administrators to map Salesforce attributes to Laserfiche template fields for optimized searchin g Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

Have a question or need technical assistance? Complete the form below to connect with one of CDI's many certified expert technicians. Prefer to speak with us? Give us a call instead at 855-714-2800. Support Requests We are ready to assist you > Online Support Request Do you have a question or need technical assistance? Complete the form below to connect with one of CDI's many certified expert technicians. Would you prefer to email or speak with us? support@cdi. support 855-714-28 00, ext. 1 Are you not currently a CDI Laserfiche support plan member? Contact Us

Don’t miss out on all the latest Laserfiche and CDI news! Subscribe to our newsletter to receive our monthly newsletter to stay updated on everything Laserfiche, CDI, and other industry-related topics. Subscribe today! CDI Newsletter Take Your Laserfiche Knowledge Further With The CDI Newsletter Subscription Benefits Each month CDI carefully crafts its monthly newsletters to make sure our customers are well informed. Subscribe to our newsletter for all the latest Laserfiche, CDI, and industry news. What To Expect: Latest Laserfiche News CDI Webinars Blog posts and industry articles Special CDI announcements Important technical updates and much more! Subscribe to Our Newsletter Submit Thank you for Subscribing!

CDI provides one of the largest online libraries of free Laserfiche video help and training content available. Choose between a variety of recorded webinars, feature-specific trainings, and new product overviews with step-by-step guidance and how-tos. YouTube Video Library Access to CDI webinars, presentations, and demonstration videos > YouTube Video Library Check out CDI's extensive video library of webinars, presentations, demonstrations, and more. Request a Demo/Quote

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