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- Private Cloud Hosting Solutions | CDI Laserfiche Services
Discover CDI's private cloud hosting services for Laserfiche and critical apps. Secure, scalable, and reliable hosting solutions. Online Hosting Take your office to the cloud > Start Hosting Today Discover Reliable Private Cloud Hosting Services CDI's private cloud hosting services provide businesses with a secure, scalable, and efficient way to manage their infrastructure. Transitioning to the cloud with our expert solutions ensures reduced overhead, improved integration, and peace of mind. Our private cloud hosting is designed to meet your unique needs, offering unparalleled reliability and support. Experience the advantages of cloud hosting today with CDI, your trusted partner in innovative hosting solutions. Private Cloud Hosting Is your organization currently hosting your Laserfiche server at your office? Do you wish you could outsource the hosting to reduce time and resources spent managing the server? If so, you should consider taking advantage of CDI cloud hosting services. Not only will you have the benefit of outsourcing server management to industry experts, but will have the peace of mind knowing that your server is being looked after by professionals who understand Laserfiche and ECM best practices. CDI will manage necessary updates as they become available and will ensure your server achieves maximum up-time all times. 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. There are many reasons to move your server to the cloud; from lowering operating costs and having infinite scalability, to improving integration compatibility. Let CDI help you evaluate your Private Cloud options today. Online Backup Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2
- CDI | Careers
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 | Laserfiche Texas
CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Texas including Houston, San Antonio, Dallas, Austin, and all throughout the state. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! Helping Texas go paperless since 2001 Texas Let's Get Started Texas's Leading Laserfiche Provider Meet CDI Leading Laserfiche provider in Texas CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has been a Laserfiche VAR for over 20 y ears and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. You can find CDI’s solutions on the Laserfich e Marketplace , including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche Software Solutions f or 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 Purchasing Contract CDI on Texas DIR CDI is an authorized Texas DIR vendor approved to provide software, services, an d solutions under the Texas DIR contract. Learn More Support Yo u 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 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 Guided 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 processes. 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. Texas Onsite & 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 Mad e 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 Texas 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 Unexpecte d For Texas 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 Texas 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 | Laserfiche Webinars
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. Webinars Learn directly from our experts > Welcome to Our Webinar Library Each month our sales and consulting team hosts webinars and Q&A sessions covering several Laserfiche topics. These sessions are completely free for all our customers and anyone interested in our services. Please browse through our current webinars and register for as many as you like. You can also find our past webinars recorded and available on our CDI YouTube Channel . You can stay up to date on our webinars by subscribing to our monthly newsletter. To subscribe contact events@cdi.support or visit our newsletter page HERE . Upcoming Webinars KeyStone Integration with CDI/Laserfiche in-process - Automate, Improve and Enhance Member Service Apr 22, 2026, 1:00 PM – 2:00 PM CDT Join CDI and learn the ways that CDI's Corelation-Certified integration will allow members to submit contact preferences and use member data to populate various other CU forms. Share Register Now Battle of the Agents: Winning the Competition with Automated Intelligence May 13, 2026, 1:00 PM – 2:00 PM CDT The Future is Spatial: Accelerate Discovery with ArcGIS GeoAI Share Register Now CDI Webinar Library Subscribe
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- CDI | DocuSign Integration
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 | Laserfiche Software Features & Options
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
- CDI | Frequently Asked Questions
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 | Laserfiche Cloud Services
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 | 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. 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 | Laserfiche Utah
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 | Laserfiche Wisconsin
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







