Learn why more than 36,000 organizations have chosen Laserfiche for business process automation, workflow, records management (DOD 5015.2 Certification), document imaging, e-forms & a robust API and more. Introducing Laserfiche > About What is Laserfiche? 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. Content Services + Document Management Capture Process Automation + + Task Management Forms Reports & Analytics Platform Services + + Records Management Security Cloud + ECM Integration Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Laserfiche Package Options

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 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 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. 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 download and link center for Spanish Laserfiche Software, Services, Integrations, Hardware, Guides, & Industry Specific Documentation. Spanish Documents Software, Services, Integrations, Hardware, Guides, & Industry Specific Documentation > Spanish Nav PDF Documents WordDoc Documents PowerPoint Documents PDF Laserfiche Documents PDF Documents Back to Top 3 Steps Optimizing Business Processes Guide (Spanish) DOWNLOAD 3 Top Records Management Challenges (Spanish) DOWNLOAD Administracion de Registros DOWNLOAD AP_Automation_Brochure_F_Spanish DOWNLOAD Automatizacion de procesos basados en Forms DOWNLOAD Digital Solution Provider Welcome Guide - ES DOWNLOAD Digital Transformation Model Datasheet - Spanish DOWNLOAD eBook Guide to Laserfiche Forms - Spanish DOWNLOAD Gestion Documental DOWNLOAD Guia practica para la Continuidad de Negocio DOWNLOAD HigherEd Datasheet Spanish DOWNLOAD Hola Soluciones DOWNLOAD Laserfiche Forms Packaging Summary Spanish DOWNLOAD Laserfiche App Guide - ES DOWNLOAD Laserfiche Subscription Licensing Spanish_F DOWNLOAD LaserficheBrochure Automatización - ES DOWNLOAD Libro de planeacion para la continuidad de negocio DOWNLOAD Modelo de Transformacion Digital DOWNLOAD Servicios DOWNLOAD The Beginners Guide Document Management (Spanish) DOWNLOAD Workflow DOWNLOAD WordDoc Laserfiche Documents WordDoc Documents Back to Top Laserfiche Audit Trail Editions Chart - Spanish DOWNLOAD Laserfiche Deployment Options Chart Spanish DOWNLOAD Laserfiche Software Assurance Plan Chart - Spanish DOWNLOAD Laserfiche User License Types Chart - Spanish DOWNLOAD Microsoft Office 365 Integration FAQ Guide - Spanish DOWNLOAD Robotic Process Automation and Laserfiche Bots Features - FAQ Guide - Spanish DOWNLOAD PowerPoint Laserfiche Documents PowerPoint Document Back to Top Cloud_Demo_F_Spanish DOWNLOAD English Brochure

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

With Power BI your users can take advantage of the powerful tool to create interactive and visually compelling dashboards and reports. It connects seamlessly to a wide variety of data sources and supports real-time data updates for live monitoring of key metrics. With robust data modeling your organization can transform your data into something everyone can understand and effectively use. Power BI Services Unveil powerful data insights with PowerBI Let's Get Started Bring Your Data to Life with CDI CDI offers an extensive set of resources for your dashboard, data and business intelligence (BI) initiatives. CDI is your premier partner in delivering cutting-edge data warehousing, Power BI, data integration, and workflow solutions. CDI has extensive expertise in providing both the software and hardware necessary to support your organization’s most ambitious digital initiatives. CDI’s comprehensive data visualization, data mapping, modeling and business intelligence services are designed to help you leverage your information for better decision-making and operational efficiency. CDI couples advanced technology solutions with a team of highly knowledgeable professionals. Additional Resources: CDI Power BI Services Brochure Powered By Power BI AI & Predictive Analytics Services Specialized & Advanced Services Implementation & Development Strategy & Advisory Services Training & Enablement Services The CDI team starts at the beginning, ensuring your Power BI journey is built on a solid foundation. CDI experts work to align your analytics strategy with your business goals, guaranteeing a solution that delivers real value. BI Strategy & Roadmap Development: The CDI Team will assess your current data landscape and create a tailored, phased plan for integrating and scaling Power BI across your organization. This includes data discovery to identify and understand your existing data sources. Data Governance & Security Planning: CDI specializes in protecting your data with a robust framework for managing user access and content distribution, deploying data catalogues, and ensuring compliance. AI Strategy & Consultative Services: CDI works with you to identify high-impact use cases for AI within your organization and develop a strategic roadmap for adopting and scaling these solutions. CDI’s hands-on services focus on building and delivering powerful, user-friendly Power BI solutions that answer your most critical business questions. Advanced Query Development: CDI experts create custom calculations and KPIs to provide precise, meaningful business metrics. Data Gateway Setup & Configuration: CDI infrastructure experts will install and manage data gateways to enable scheduled data refreshes between cloud and on-premise resources. Migration Services: CDI conversion experts will migrate your existing reports and data models from other platforms to Power BI, preserving your investment and enhancing functionality seamlessly. Report & Dashboard Development: CDI specializes in visually compelling and interactive reports that bring your data to life, making it easy to see trends and uncover insights. Data Modeling & Cleaning: Data stewards at CDI will discover and connect your data sources and databases, clean the data, and build highly efficient, scalable data models. This service covers the full ETL/ELT process—extracting, transforming, and loading your data. Report & Dashboard Development Unleash the power of artificial intelligence to forecast trends, automate decisions, and gain a competitive advantage. Our AI services integrate seamlessly with your Power BI environment. AI Training & User Enablement: CDI offers specialized AI and machine learning training, empowering your team to effectively interpret and use AI-powered insights within their daily workflows. Data Preparation for AI: The CDI Data Solutions Team can clean, structure, and enrich your data to create the high-quality datasets essential for training accurate machine learning models. Predictive Model Development & Integration: CDI data scientists will build and train custom AI models to address your specific business needs, such as sales forecasting or customer churn prediction, and integrate the results directly into your Power BI dashboards. Empower your team to become data-driven. CDI training programs are designed to upskill your staff, from beginners to advanced analysts, so they can confidently use Power BI to its full potential. Customized Training: CDI creates tailored training programs using your own data and reports, focusing on the specific skills your team needs to succeed. End-User Training: This training is designed for business users, teaching them how to interact with, filter, and extract insights from existing reports. Dashboard in a Day (DIAD): CDI provides hands-on workshops to empower your team to deploy reports and dashboards quickly. Go beyond the basics with our specialized offerings. We leverage the most advanced features of Power BI to solve unique challenges and provide a competitive edge. Advanced Analytics Integration: Incorporate R and Python scripts into your reports for sophisticated statistical analysis and machine learning predictions. Deployment Pipeline & CI/CD Implementation: CDI will set up development, test, and production workspaces and automate the deployment process for enterprise-grade lifecycle management. Dataflow & Datamart Implementation: The CDI Team specializes in building data warehouses, data transformation logic (dataflows), and curated user-friendly analytics databases (datamarts). These services simplify data discovery and cataloging by centralizing and organizing your data assets. Ready to start? Request a Quote Today! First name* Last name* Phone Email* Position* Organization* Write a message Submit Or call +1 (855) 284-0404

Please browse through all the great opportunities we have available to work with our team of Laserfiche experts. Careers Find your next great opportunity > Take Your Career Further

CDI download and link center for Laserfiche Software, Services, Integrations, Hardware, Guides, & Industry Specific Documentation. Brochures Informational downloads & links > Brochures Navigation Software, Services, Integrations, Hardware, Guides, & Industry Specific Documentation > Brochure Navigation Categories Advanced Workflow Activities Business Processes Credit Unions Financial Government Guides Integrations Laserfiche Modules & Options Laserfiche Server, Host, & Backup Options Scanning Hardware Spanish Documents Advanced Workflow Activities Back to Top Workflow Activities Advanced Workflow Activities View Advanced Workflow Activities for PDF View Records Management Workflow Activities View AI Services Back to Top Laserfiche AI Workflow Activities View Business Processes Back to Top Business Processes Contract Management View Human Resou rces View Procurement Pr ocess View Records Mana gement View Credit Unions Back to Top Credit Unions Vision Suite View I.D. Verify View Financial Back to Top Financial Getting Started w/Pa perless View ECM for Independent Broke r Dealers View Laserfiche for Wealth Management View ROI for RIAs View Technology Guide for RIAs View Vision Suite View Government Back to Top Government Laserfiche for Cities & Countie s View Laserfiche for Courts View Laserfiche for Law Enforc ement View Skagit County Case Study View Guides Back to Top Guides Intro to CDI View Buyers Handbook View DoD 5015.2 Certificat ion View Laserfic he Product Suite View Gartner Re port View New User Guide View Laserfiche Security View Integrations Back to Top Integration ABBYY Flexicapture for Invoic es View Act! Laserfiche View ArcGIS Laserfiche View AutoOCR L aserfiche View Canon ScanFront 400 Laserfic he View CRM Workflow Activities Laser fiche View Dynamics Business Central View DocuSign Lase rfiche View Forms Virus Scan Laserfich e View GovQA Laserf iche View Intacct Lase rfiche View Junxure Cloud Las erfiche View Microsoft Dynamics CRM/ Laserfiche View Orion Lase rfiche View Redtail Lase rfiche View Salentica L aserfiche View Salesforc e Laserfiche View Sharefile Laserfi che View Signix Laserfich e View SmartOffice Las erfiche View Springbrook Laserfiche View Tamarac Laserfi che View Topaz Signature L aserfiche View Laserfiche Modules & Options Laserfiche Modules & Options Back to Top Laserfiche Audit Trail View Laserfiche Business Process View Laserfiche Capture & Imaging View Laserfiche Con nector View Laserfiche Document Management View Laserfiche For ms View Laserfiche Import Ag ent View Laserfiche Software D evelopment Kit View Laserfiche Quick Fi elds View Laserfiche Records Manag ement View Laserfiche Web link View Laserfiche Workflo w View Laserfiche Server, Host, & Backup Options Laserfiche Server, Host, & Backup Options Back to Top Laserf iche View Laserfic he Avante View Laserfic he Cloud View Laserfich e Rio View Laserfiche Subscriptions View Laserfiche Overview View CDI Cloud Back up View CDI Laserfiche Cloud Ho sting View Scanning Hardware Scanning Hardware Back to Top Canon DR- C230 View Canon DR-C 240 View Canon DR- M140 View Canon ScanF ront 400 View Canon DR-M16 0II View Canon DR-M2 60 View Canon D R-6010C View Canon DR- 6030C View Canon DR-G 2110 View Canon imageFORMULA DR-G2110 USB View Canon DR-G 2140 View Canon imageFORMULA CR-L View Canon imageFORMULA CR-120 View Canon imageFORMULA CR-150 View Canon’s imageFORMULA CR-190i II View Canon image FORMULA DR-S150 View Canon imageFORMULA DR-S250N View Canon imageFORMULA® DR-C225 II View Canon imageFORMULA DR-G2090 USB View Canon imageFORMULA DR-M1060I View Spanish Documents Spanish Documents >

CDI’s comprehensive Geographic Information System (GIS) services provide the tools and expertise you need to transform your data into actionable intelligence. We offer a full spectrum of GIS solutions designed to meet your needs, including data conversion, advanced mapping, integration, and cutting-edge GeoAI.  GIS Services Map your state, city and local community initiatives with GIS Let's Get Started GIS Backed by CDI CDI’s comprehensive Geographic Information System (GIS) services provide the tools and expertise you need to transform your data into actionable intelligence. We offer a full spectrum of GIS solutions designed to meet your needs, including data conversion, advanced mapping, integration, and cutting-edge GeoAI. We can help you clear your backlog of work, implement high-value projects, and artfully display your data in powerful platforms like ArcGIS, SharePoint, and Power BI. Our team is dedicated to helping you harness the full potential of your geospatial data, enabling smarter decisions, greater efficiency, and a competitive edge. Additional Resources: GIS Services Brochure GIS Webinars ESRI Partner Directory Listing Laserfiche Integration GIS Services Powered by Getting Your Data Ready Analyzing & Visualizing Your “Spatial Data” Laserfiche Integration GIS System Support GeoAI Automation: Geospatial Artificial Intelligence (GeoAI) combines artificial intelligence with geospatial data to enhance real-world insights into business opportunities, environmental effects, and operational risks. Organizations are increasingly adopting scalable, modern operations by leveraging automated data generation, auto-detection and machine learning algorithms. GIS Data Capture & Digitization: Convert analog maps, aerial photographs, or other geographic information into digital data through digitization, scanning, and georeferencing. GIS Database Design & Management: Develop robust spatial databases, organizing geographic information, ensuring data quality, and implementing efficient data management practices for optimal performance and accessibility. GIS Training & Staff Augmentation: Provide specialized training to existing staff on GIS software and methodologies or offer temporary/long-term staff augmentation to fill skill gaps and support ongoing GIS projects. GIS Data Conversion & Migration: Transform data from various formats (e.g., paper maps, CAD files, flat files, legacy databases, and more) into a standardized GIS format and migrate existing GIS data to new platforms and systems. Extract, clean, transform and load data from various sources into geodatabases, shape files and more. Advanced Map Layer Development: Integrating R and Python scripts within Power BI for advanced statistical analysis, machine learning predictions, and complex data manipulation. Aerial Mapping & Processing: Utilize Light Detection and Ranging (LiDAR) data to create highly accurate 3D models of terrain and surface features, for applications like forestry, flood modeling, infrastructure planning and more. Planimetric & Topographic Mapping: Generate detailed 2D (planimetric) and 3D (topographic) maps that depict man-made features, natural features, and elevation contours, that are crucial for urban planning, land development, and plans for engineering projects Remote Sensing & Image Analysis: Process and interpret satellite or aerial imagery to extract meaningful information, such as land cover classification, environmental monitoring, change detection, and agricultural analysis. Geospatial Analysis, Reporting & Printing: Perform complex spatial analysis tasks, such as site suitability analysis, network analysis, demographic studies, and market analysis, to generate comprehensive reports and visualizations. Geo-referencing/Orthophoto Production Services: Create geometrically corrected aerial or satellite images that have the same scale throughout. Troubleshoot application errors, spatial errors, shape file/coordinates mismatch. Integration of GIS with other business systems (e.g., ERP, CRM, Laserfiche) for seamless data flow. Installation, configuration, and upgrades of GIS software and hardware. System maintenance and planning to ensure optimal system performance and resolve issues. Architecture planning, backup, and recovery strategies for robust and resilient GIS systems. Laserfiche Integration CDI’s ArcGIS® Integration enables seamless interaction between the ArcGIS interface and Laserfiche®. With this integration, users can easily upload documents to Laserfiche directly from ArcGIS and view all related records. The dynamic ArcGIS map automatically updates to highlight features that have associated documents stored in Laserfiche. Learn More Additional Resources: Esri: Land Records Search Simplified Laserfiche: ArcGIS® Integration by CDI Upcoming GIS Webinars GIS Webinars No events at the moment Ready to start? Request a Quote Today! First name* Last name* Phone Email* Position* Organization* Write a message Submit Or call +1 (855) 284-0404

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

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