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The CDI DocuSign® integration for Laserfiche® allows users to send documents within Laserfiche for signature through DocuSign easily. DocuSign Integration Easily sign documents within Laserfiche Let's Get Started + The CDI DocuSign® integration for Laserfiche® allows users to send documents within Laserfiche for signature through DocuSign easily. With this integration, users are able to open documents from Laserfiche, place recipient-specific tags (such as signature/initial boxes) in documents, and email them out. Recipients will be notified of the signature requirements via email. Once the document is signed, both sent and signed documents are automatically archived in Laserfiche, with the appropriate metadata applied. Features Open documents in the DocuSign editor from Laserfiche Send documents to an individual or multiple recipients Have signed and returned documents automatically archived Use both the Laserfiche Client or WebAccess Easily incorporate signature processes as part of an internal process/workflow Request Signatures using DocuSign Activity Workflow. Drag activities into the designer and configure properties the same way users would use other Workflow Activities Locate signed documents linked and stored in the same location as the original document DocuSign Workflow Activities for Laserfiche The CDI DocuSign Activities for Laserfiche Workflow provides organizations with an automatic process for requesting DocuSign signatures from specified recipients. With this integration, users can add DocuSign workflow activities to new or existing workflows within the Laserfiche Workflow Designer. Utilizing a DocuSign template, documents can be sent for signature via the workflow process. Recipients will be notified via DocuSign to add their signature to the document. Workflow Allows: Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other Workflow Activities. Taking default email addresses that are in the DocuSign Template and pulls them into Workflow automatically. Signature requests using the Request DocuSign Signature or Request DocuSign Signature with Attachment activities. Retrieval of information from DocuSign envelopes such as form fields and statuses using the Retrieve DocuSign Envelope XML or Retrieve DocuSign Status XML activities. Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

CDI specializes in providing, implementing, consulting, and supporting all aspects of the Laserfiche suite of software. Laserfiche Software Options Package options to fit your office > Laserfiche Software Options Laserfiche document management and records management offers a suite of tools to make your office more efficient through digital storage and digital workflow. Laserfiche Base Server & Host Options Laserfiche Avante Designed for small to medium organizations, combining content management with workflow tools that automate business processes Laserfiche Rio Designed for large organizations, combining content management functionality with business process management (BPM), security and auditing, unlimited servers and a thin-client interface Laserfiche Cloud Enterprise content management with built-in business process management tools in a secure and scalable Software-as-a-Service ( SaaS) subscription Laserfiche Hosting by CDI Online services and solutions for organizations looking to reduce the headaches, burdens, and costs of self-hosting Laserfiche Laserfiche Subscription All-in-one solution that allows organizations to access Laserfiche at a cost-effective price point Laserfiche Modules & Options Laserfiche Audit Trail Tracks and records events in Laserfiche Laserfiche Business Process Digital library of prebuilt e-form and workflow templates Laserfiche Capture & Imaging Enable content capture from document scanners, mobile devices, web forms, network drives, MFPs, electronic files and applications Laserfiche Connector Integrate other applications with Laserfiche without programming Laserfiche Document Management Allow users to access and make changes to documents in the repository from any device Laserfiche Forms Ability to digitally capture, route and approve forms enterprise-wide Laserfiche Import Agent Monitors MFP, fax servers and other folders to automatically bring new files into Laserfiche continually or at specified times Laserfiche Plus Plug-In Allows full online access to a Laserfiche repository Laserfiche Quick Fields High-volume capture software that automates document import, classification and indexing Laserfiche Records Management DoD 5015.2-certified software that transforms paper records into digital, accessible organizational assets. Laserfiche ScanConnect Automate the classification, organization, routing and archiving of documents. Laserfiche SDK Ability to create integrations and automation between Laserfiche and other line-of-business applications Laserfiche WebAccess Streamlines and automates the creation of meeting agenda Laserfiche Weblink Allows read-only online access to a Laserfiche repository Laserfiche Workflow Automate the classification, organization, routing and archiving of documents. Request Laserfiche Demo/Quote About Laserfiche Laserfiche Consulting

Here you will find frequently asked questions regarding the Laserfiche products and services we provide to our customers. FAQ Frequently Asked Questions > How can we help? Q: Who is my Account Manager? How do I reach my Consultant I’m working with? A: Please send an email to sales@cdi.support (mailto:sales@cdi.support)and we’ll be happy to promptly connect you with your Account Manager or Consultant. We are also happy to hear from you at +1-855-714-2800. If you have an urgent Laserfiche Support request, please visit our Laserfiche Support page (https://www.cdi.support/laserfiche-suppport-requests)for immediate access to our Laserfiche Support team. Q: What are the latest features in the newest Laserfiche version? We regularly update our clients on the latest features in the newest Laserfiche version through our newsletter. You can also visit the Laserfiche Support site for detailed information. Q: Can Laserfiche integrate with SAML, ADFS, or OKTA? Yes, Laserfiche Rio, Subscription, and Cloud support SAML, ADFS, and OKTA for authentication. You'll need Directory Server installed. Find more installation details here. Q: How many Laserfiche connections can a licensed user have at one time? A: A user license supports up to four connections per named user license and up to eight connections for a named device license. Q: Can a Laserfiche named user account be shared? A: No, each user must have their own license and account. Q: Which scanners work with Laserfiche? Laserfiche works with a variety of scanners. If your scanner has a TWAIN or ISIS driver (like Canon, Fujitsu, Epson, Panasonic, or Kodak), it will be compatible. Check out the certified scanner list here. For Fujitsu "ScanSnap" users, we offer an integration solution. If you use a network copier, we recommend pairing it with Laserfiche’s Import Agent module for seamless operation. Q: What server specs do you recommend for an on-premise Laserfiche Server? The recommended server specs for an on-premise Laserfiche Server depend on various factors, such as the number of users, the extent of Workflow or Quick Fields post-processing, and whether you have external or internal users. Consider how many documents or pages you currently store and plan to add annually, and if you need external document or form portals. High availability or replication plans also matter. Our team can provide a custom configuration recommendation. Please contact us at sales@cdi.support for personalized advice. Q: What are the most recent versions and releases of Laserfiche products? A: The latest release notes are published online here.(https://support.laserfiche.com/kb/1012113/current-release-versions-of-laserfiche-products-and-associated-service-pack-or-hotfix-releases) Q: Can Laserfiche archive my emails? Yes, we can help you archive your emails with Laserfiche. Whether you're using Outlook with ribbon buttons or Exchange/365, we utilize tools like MagniMail or Import Agent to get the job done efficiently.

CDI provides Laserfiche online backup and hosting solutions. Fast, easy, and affordable. Cloud Services Move your office to the cloud > Let's Get Started ONLINE BACKUPS Learn More PRIVATE CLOUD HOSTING Learn More LASERFICHE CLOUD Learn More Cloud Solutions Overview Hardware Professional Services Managed Detection Response

CDI provides out-of-the-box and custom software integrations to help offices achieve greater efficiency by reducing or eliminating data redundancy and repetitive manual processes and tasks. Your connection to efficiency > Integrations Start Your Integration Laserfiche Integrations CDI provides out-of-the-box and custom software integrations to help offices achieve greater efficiency by reducing or eliminating data redundancy and repetitive manual processes and tasks. Categories Nav Bar Accounting | CRM | E-Sign | Financial | Government | Laserfiche Utilities | Scanning Accounting Back to Top Accounting Caselle/Lase rfiche Allows users to look up invoice balances, purchase orders, GL numbers or vendors. The Caselle Workflow Activities from CDI allow users to build powerful automation into Laserfiche Workflow and Forms. Intacct/Laserfiche Allows users quickly and easily access documentation in Laserfiche for any account, vendor, client, contact, POs, receipts, or custom entity/field, directly through the Intacct accounting interface. CRM Back to Top CRM ACT!/Laserfiche Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation. Advisors Assistant/Laserfiche Allows access to documentation stored in Laserfiche without leaving the Advisors Assistant interface. CRM Activities/Laserfiche Workflow CDI’s CRM Workflow Activities connect your Laserfiche system in real-time with Dynamics®, Salesforce®, Tamarac®, and Salentica®. MS Dynamics CRM/Laserfiche Allows for easy interaction between Microsoft Dynamics CRM and Laserfiche. Junxure Cloud/Laserfiche Allows users to manage client-specific content stored in Laserfiche from within the Junxure Cloud interface. Redtail/Las erfiche Allows for easy interaction between Redtail CRM and Laserfiche. Salesforce/Laserfiche Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity. ShareFile/Laserfiche Connectivity between your Laserfiche document repository & ShareFile. SmartOffice/Laserfi che Allows users to view documentation pertaining to contacts from the SmartOffice CRM interface. Tamarac/Laserfiche Allows full interaction with Laserfiche Documentation per Account, Contact, and Lead Entities from the Tamarac CRM interface. E-Sign Back to Top e-sign DocuSign/Laser fiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the DocuSign editor. Signix/Laserfiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor. Topaz Signature Pads/Laserfiche Allows users to open any imaged document in Laserfiche and sign with either an Interlink ePad or Topaz signature pad. Financial Back to Top financial Schwab PortfolioCenter/Laserfiche Ability to automate the processing of client reports between PortfolioCenter and Laserfiche. LaserApp/Laserfiche Allows for simple interaction between the LaserApp and Laserfiche. Orion/Laserfiche CDI’s integration with Orion is a portfolio accounting system and report manager, allowing users to create customizable reports along with powerful billing tools and other portfolio management pieces advisors need to have total control over their data. Salentica/Laserfiche The CDI Salentica integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Salentica. Government Back to Top Government ArcGIS/Laserfiche Allows for simple interaction between the ArcGIS interface and Laserfiche. Cityworks/Lase rfiche CDI’s Cityworks integration for Laserfiche allows users to conveniently retrieve case study details and attachments from Cityworks. The software is backed by the power of Esri® ArcGIS®, which allows users to take advantage of the CDI ArcGIS integration for additional functionality within the two software applications. GovQA/Laserfiche Allows for simple interaction between Laserfiche and GovQA. New World Syste ms/Laserfiche Offers the ability to access Laserfiche Documents from the New World Systems interface. Springbrook/Laserfi che Allows for easy interaction between vendor or client records within Springbrook and Laserfiche folders. Laserfiche Utilities Back to Top LF Utilities Forms Virus Scan/Laserfiche Allows organizations to scan files for viruses attempted to be uploaded to a Laserfiche Form. AutoOCR/Laserfiche It offers the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents. Advanced Workflow Activities CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow. The ability to “Run PowerShell Scripts” is included. Advanced Workflow Activities for PDF CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow. T he ability to “Run PowerShell Scripts” is included. Dynamics Business Central Integration with Laserfiche This integration enables users to query, update, and create Dynamics Business Central records directly from Laserfiche, streamlining operations and reducing manual effort. Scanning Back to Top Scanning ABBYY Flexicapture for Invoices Turnkey capture solution that replaces costly manual data entry with efficient automated invoice processing. Canon ScanFront 400/Laserfiche Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche. Fujitsu ScanSnap/Laserfiche Allows users to automatically import scans from a Fujitsu ScanSnap scanner directly into folders within Laserfiche. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Laserfiche Support

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

CDI is the #1 Laserfiche provider for organizations in Wisconsin. CDI proudly serves a wide variety of clients in Milwaukee, Madison, Green Bay, and all throughout the state. CDI provides Workflow, automation, digital forms & signatures, integrations, auto-filing, & much more! Wisconsin Helping Wisconsin go paperless since 2001 Let's Get Started Wisconsin's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provide r in Wisconsin 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 mos t 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 in your area. The Support Team offers the latest in industry-specific compliance knowledge, best p ractices, 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 Knowledge & Confid ence 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 staf f through their paper-to-paperless transition . Wisconsin Onsite & Online Training Wisconsin 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 Wisconsin 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 Unexp ected For Wisconsin 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 Wisconsin 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 Request Laserfiche Demo/Quote

CDI's encrypted online backup services for your Laserfiche, Exchange, Sharepoint, and Virtual Server backups. Online Backup Backup services you can trust > Backup Today CDI Online Backup (CDOB) Improve IT resiliency with CDI's cloud backup services. CDI offers encrypted online backup serv ices for Laserfiche needs and e verything else. Exchange, SharePoint, SQL, and virtual server backups are all supported. Ideal for organizations that w ant to: Develop or enhance a disaster recovery plan Enhance AND simplify their IT footprint Archive to WORM/immutable format Create redundancy in backup plan CDOB – Server/ File Level Backup CDI’s File Level Backup is our most popular backup option. This solution is ideal for organizations looking to backup their Laserfiche Server, MS SQL Server database and Volumes. CDOB is fast to setup, conservative on bandwidth and easy to manage. CDOB WORM Backup Users looking to meet the needs of Write Once Read Many, “WORM” storage can look to CDI for their online archive needs. CDOB writes to immutable, WORM formats. Like File Level Backup, setting up WORM is fast and easy to manage. CDOB Backup Target (BT) Organizations looking to backup many servers, VMWare, HyperV, SQL Server, Sharepoint or even Microsoft Office 365 can utilize the CDOB Backup Target to capture and store online backups of VM Servers and more. Backup locations can even include Azure, Amazon S3, OneDrive, Google Drive and Wasabi. VEEAM Backup Target (BT) VEEAM Backup Targets are ideal for customers already using VEEAM. A Backup Target allows users to extend your local backups to the cloud seamlessly. CDI is a certified VEEAM Backup Target for your VEEAM repositories. Let CDI assist you in configuring your VEEAM Backup Enterprise Manager to use a Backup Target in the cloud. Features Daily backup reporting Incremental nightly backups of critical data 256-bit en cryption Save to S3, Az ure or Wasabi Cloud Restore files for up to 30 days Managed Detection Response You can strengthen your cloud security with CDI’s cybersecurity monitoring solution (MDR) that detects threats and provides rapid response 24/7. Ideal for organizations that want to: Monitor their IT environment for threats and security notices Prepare for and respond to inevitable cyber security attacks on their network Implement a tailored solution that dynamically evolves to combat cyber threats Learn More Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Online Hosting

CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Portland, Eugene, Salem, Hillsboro, and all throughout the state. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! Helping oregon go paperless since 2001 Oregon Let's Get Started Oregon's Leading Laserfiche Provider Meet CDI #1 Provider of Laserfi che in Oregon CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has bee n 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 mos t popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Learn More 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 Laserfic he 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. 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 i ndustry-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 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 to carefully and mindfully help guide your staff through their paper-to-paperless transition . Oregon Onsite & Online Training Oregon 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 Laserfic he 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 Oregon 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 Oregon 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 an Oregon 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 Request Laserfiche Demo/Quote

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 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 Events 2026 CDI Laserfiche User Group: Glendale, Arizona May 06, 2026, 10:00 AM – 2:00 PM MST City of Glendale Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Salt Lake City, Utah May 07, 2026, 10:00 AM – 2:00 PM MST Canyon View Credit Union Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Bloomington, Minnesota May 13, 2026, 10:00 AM – 2:00 PM CDT City of Bloomington Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Wilsonville, Oregon May 20, 2026, 10:00 AM – 2:00 PM PDT Wilsonville City Hall, 29799 Town Center Loop E, Wilsonville, OR 97070, USA Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Marysville, Washington May 21, 2026, 10:00 AM – 2:00 PM PDT Marysville City Hall, 501 Delta Ave, Marysville, WA 98270, USA Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Seattle, Washington Sep 15, 2026, 10:00 AM – 2:00 PM PDT Seattle Lumen Field Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details >

For nearly fifteen years CDI has been helping customers move to the cloud. Planning for cloud migrations and managing security takes a sophisticated set of tools, Fortinet's Next-gen firewalls being one of them. Let CDI help you implement Fortinet to help expediate and manage your local network or your move to the cloud. Our team of professionals are certified and support hundreds of clients every day. A global leader in Cybersecurity > Start Securing Today Fortify Your Networks with Fortinet How can CDI Help? For nearly fifteen years CDI has been helping customers move to the cloud. Planning for cloud migrations and managing security takes a sophisticated set of tools, Fortinet's Next-gen firewalls being one of them. Let CDI help you implement Fortinet to help expediate and manage your local network or your move to the cloud. Our team of professionals are certified and support hundreds of clients every day. New to Network Security? What is a firewall? A firewall is a network security device that monitors and controls incoming and outgoing network traffic based on predetermined security rules. It is a barrier between a trusted internal network and untrusted external networks (like the Internet). Why Fortinet? Cloud Security Fortinet helps organizations secure their cloud environments, whether using public, private, or hybrid clouds. Enterprise Security Fortinet provides firewalls, intrusion prevention systems (IPS), and secure access solutions to protect large organizations from cyber threats. Secure SD-WAN Fortinet’s Secure SD-WAN combines networking and security, allowing organizations to optimize connectivity while safeguarding against threats. Endpoint Detection and Response (EDR) Fortinet’s EDR solutions detect and respond to threats on endpoints, enhancing overall security posture. Network Infrastructure Optimization Fortinet’s solutions improve network performance, reliability, and quality of service for users and customers. Branch Transformation Fortinet enables secure branch connectivity, ensuring reliable and protected communication between remote offices and headquarters. Here are some of the latest features and enhancements in the Fortinet Suite. FortiOS 7.6 Enhancements: Secure SD-WAN: Improved performance and flexibility for secure connectivity across hybrid environments. SASE (Secure Access Service Edge): Enhancements in SASE capabilities. ZTNA (Zero Trust Network Access): Strengthened zero-trust security. Automation and Provisioning: Streamlined management and deployment. Remote Browser Isolation: Enhanced protection against web-based threats. Digital Experience Monitoring (DEM): Better visibility into user experience. General Features in FortiOS 7.4: Warnings for Hardware EOS Date: Alerts for devices reaching end-of-support dates. FQDN Refresh Timer Control: Set upper limits for FQDN refresh intervals. File Hash Computation Command: Compute file hashes. Daily Firmware Update Checks: Auto-check for firmware updates. Protect Against Unauthorized Access Monitor and Controls Network Traffic Prevent the Spread of Malware Ensure Data Privacy and Confidentiality Online Backup Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

In today’s drive to always deliver better member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your credit union needs to revolve around improved loan 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. 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). 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. 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