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List of CDI Laserfiche Purchasing Contracts - NCPA, Texas Department of Information Resources (DIR), and Washington State Department of Enterprise Services. Purchasing Contracts CDI purchasing contract information & resources > CDI Purchasing Contracts Looking to purchase software and services on contract? Review the CDI purchasing contracts listed below and contact the pros at CDI for demonstrations, quotes, or purchase orders. Purchasing Contracts OMNIA/NCPA Cooperative Purchasing Contract Texas Department of Information Resources (DIR) Purchasing Contract Washington State Department of Enterprise Services Municipal Research and Services Center WSIPC Purchasing Contract Request a Demo/Quote

Welcome to Fiche Tips check out our latest articles here > All Posts Laserfiche Consultant's Corner Cybersecurity Integrations Entertainment Forms Workflow Repository Web Client Thick Client Weblink Mobile Updates Laserfiche Cloud Fiche Tips Laserfiche Bots Search CDI Aug 22 2 min Back to School - The Learning Resources from Laserfiche 34 0 comments 0 Post not marked as liked CDI Jul 26 4 min Configuring the Laserfiche API for Use - Where Do I Begin? 73 0 comments 0 Post not marked as liked CDI Jun 28 1 min How to Create and Save a Custom Quick Search (Laserfiche Cloud) 18 0 comments 0 Post not marked as liked CDI Jun 26 2 min What Are Your Red Flags? - Warnings in Laserfiche to Watch Out For 91 0 comments 0 Post not marked as liked CDI May 29 2 min May I Please Have Access? - Setting Nested Access for Users 46 0 comments 0 Post not marked as liked CDI May 16 1 min Small Code, Big Impact Vol. 3 (Laserfiche Forms) 14 0 comments 0 Post not marked as liked CDI Apr 29 4 min Hopping Around Too Much in Laserfiche? Let Shortcuts Help 38 0 comments 0 Post not marked as liked CDI Apr 9 1 min Small Code, Big Impact Vol. 2 (Laserfiche Forms) 24 0 comments 0 Post not marked as liked CDI Mar 22 2 min Add some Green to Our Orange - Taking Payments in Laserfiche Forms 41 0 comments 0 Post not marked as liked CDI Feb 27 2 min The Love Languages of Laserfiche Cloud - Home Screen Zones Explored 57 0 comments 0 Post not marked as liked CDI Jan 18 3 min Using Web Access This Year - Five Best Searches 40 0 comments 0 Post not marked as liked CDI Dec 21, 2023 3 min Start Taking Payments in Laserfiche Cloud 78 0 comments 0 Post not marked as liked CDI Nov 30, 2023 1 min Laserfiche and Hot Air Balloons 31 0 comments 0 Post not marked as liked CDI Nov 28, 2023 4 min How to Promote Forms and Workflow From Test to Production 86 0 comments 0 Post not marked as liked CDI Oct 25, 2023 1 min Increase Laserfiche Productivity in One Second 40 0 comments 0 1 like. Post not marked as liked 1 CDI Oct 16, 2023 2 min Extending Metadata Inheritance From Templates to Folders to Documents 47 0 comments 0 Post not marked as liked CDI Sep 21, 2023 1 min Small Code, Big Impact (Laserfiche Forms) 50 0 comments 0 Post not marked as liked CDI Sep 21, 2023 3 min Let Laserfiche Take Care of Your Stamps 79 0 comments 0 Post not marked as liked CDI Aug 24, 2023 1 min Help! Where Did My Scans Go? 38 0 comments 0 Post not marked as liked CDI Aug 23, 2023 3 min How to Setup Your First Bot in Laserfiche 79 0 comments 0 Post not marked as liked

Thu, Sep 12 | CDI Webinar Leaf it Alone - Controlling Your User Settings with Attributes Join CDI to learn how to control what your users see and what they can do in Laserfiche. Registration is closed See other events Time & Location Sep 12, 2024, 1:00 PM – 2:00 PM CDT CDI Webinar About the event Join CDI to learn how to control what your users see and what they can do in Laserfiche. Show More Share this event

Search Results All (258) CDI Pages (50) Events (59) Blog Posts (149) Results found for "" CDI Pages (50) CDI | MDR Services Managed Detection & Response Data protection for your organization > Let's Get Started What is Managed Detection & Response? Managed Detection and Response (MDR) is a cybersecurity service that detects threats in your network and provides rapid responses to address them. In today’s changing security landscape, access to security professionals is becoming necessary. In addition, a single data breach can shut down a company for days or longer. Therefore, you need an MDR solution tailored to your business, continually updating your security strategies and ready for you should a cyber attack occur. Secure Your Organization With CDI and Field Effect For more than 20 years, CDI has provided solutions to capture, store, search and archive some of the most important data municipalities and organizations own. Unfortunately, documents, CRM, SQL, Email, and more are targets of outside threats. Let CDI help you take the first step towards a customized security plan with our partner, Field Effect. About Field Effect Field Effect is a global cyber security company specializing in intelligence-grade threat detection, monitoring, training, and compliance solutions for small and medium-sized businesses. The Field Effect team offers the most sophisticated MDR solution with their Covalence cybersecurity platform. Covalence is a simple, easy-to-deploy, and cost-effective security solution that monitors and protects your entire threat surface – cloud apps, network services, and endpoint devices – all from a single platform. No add-ons, no modules, and no gaps in your security. RECOGNIZED BY Covalence Features and Benefits As a turnkey managed security service, Covalence provides comprehensive threat detection and response across your endpoints, networks, and cloud services – all delivered and managed through a single platform. The unique strength of Covalence is that it not only sees into every aspect of a business’ threat surface, but it aggregates the data from multiple security events into simple, actionable steps. No security expertise required No more alert fatigue Easy to deploy and manage Priced for any size organization Covalence is available in flexible packages, so you can choose the one that fits your infrastructure and security needs while still delivering the highest level of protection. Covalence Cloud Protect the cloud services businesses rely on to scale their business. Covalence Complete Safeguard the entire threat surface with complete protection across networks, endpoints, cloud services, and applications. Who's Protecting Your Laserfiche? Watch our webinar to learn more about advanced security monitoring from CDI. We will walk through the following subjects: ​ How to protect your most valuable information in Laserfiche How to setup 24 monitoring and active threat monitoring Plan, Prepare, and Prevent Ransomware Attacks Martial, Monitor, and Maintain Security Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Record Management CDI | Laserfiche Utah 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 | Records Management Records Management Robotics Records Process Let's Get Started About Launch your Laserfiche Records Management deployment with the help of CDI. Let our experienced team lead you through the process of organizing, classifying, and automating your records. With our plan, your users will be able to effortlessly tag records and watch them automatically enter retention. Laserfiche will perform cutoffs & keep you informed of upcoming dispositions. It’s time to get organized and keep it that way! Records Management Brochure Our Process Initial Assessment & Recommendation Project Management Metadata and Folder Structure Discovery Cutoff Instructions Definitions Record Series Definitions Access Rights Design Folder Structure Design and RM Classifications Assign RM classifications to all folders Automate Cutoffs Automate Disposition Reports Documentation & Change Management User Acceptance Testing Training You Benefits Deploy Record Retention with an Experienced Subject Matter Expert Design Departmental Indexing with a Certified Municipal Clerk Automate Records Classification & Cutoff Processes Create a Unified, Standardized Naming Convention Receive Standardized Disposition Reporting Launch Departmental Approval Processes for Destruction Spend Less Time Fulfilling Records Requests MDR Services Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 View All Events (59) The 5 Hottest Uses of Automation in Laserfiche August 27, 2024 | 6:00 PM Leaf it Alone - Controlling Your User Settings with Attributes September 12, 2024 | 6:00 PM CDI Laserfiche User Group: Seattle, WA September 17, 2024 | 5:00 PM 800 Occidental Ave S, Seattle, WA 98134, USA View All Blog Posts (149) Back to School - The Learning Resources from Laserfiche By Kyle Knebel August 2024 Consultants Corner In this month’s article we will examine the great learning and training resources available to Laserfiche users. We’ll take a tour of the Aspire training center and show you how to register and sign up for classes, or even get certified as a Laserfiche expert. Let’s take a look! If you navigate to https://support.laserfiche.com/ you can access Laserfiche Aspire content. Aspire is Laserfiche’s education, training and certification portal. If you don’t have a Support Site account, you can sign up for free. Click the “register New Account” link at the bottom of the Sign In page. You’ll just need your Laserfiche serial number and Company Name as assigned with the serial number. Then just enter your work email address and other required information. Once verified, you’ll have immediate access to the Laserfiche Support Site and Aspire training links. The main Aspire Welcome page provides links and navigation options. Click on the “Learning” tab, then choose “Learning Search”. This area provides some great options, like a search feature and filters. For example, if you were interested in getting a Laserfiche Gold Cloud certification, type the word “gold” or “certification” in the Learning Search box and you’ll get a list of curricula, classes or videos related to the keyword. Searching by Filters is super simple and an easy way to find content. I use the Type and Subject filters, since these provide more effective results. You can even combine the checked items to get a custom results list. For example, if you were looking for Free Online Classes, you could select “Online Class” in the type section, and “Free” in the Subject section. Here’s the results list of online classes using the filter. Selecting one opens the details about that item. The details about the selected topic are displayed and you can then press the “Launch” button to view the content. Another example, as shown in the next image, is the list of certification tests. If you use the “Cost-Associated” Subject filter, you’ll see all the certifications currently available. Take these classes to become a recognized and Certified expert in Laserfiche software! Finally, here’s an example of Empower 2024 content currently available online, for those who couldn’t attend in person this year. As you can see, Laserfiche has Empower content from previous years, as well. This concludes our review of the learning resources available from Laserfiche. We hope you found this post informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok Configuring the Laserfiche API for Use - Where Do I Begin? By Kyle Knebel July 2024 Consultants Corner The Laserfiche API is a set of “RESTful Web APIs” that allow for interaction with the Laserfiche repository and can even interact with LF Cloud Lookup tables. It works in both Cloud and Self-hosted environments. For Self-hosted environments, the API is part of the Server licensing, and for Laserfiche Cloud the API is part of your subscription. With custom integrations using the API, you can extend the Laserfiche platform into other areas of your business with ease. The Laserfiche API lends itself to building “Image Enablement” solutions like viewing or adding documents to the repository or viewing or modifying metadata on entries. In this month’s article we will examine how to download, license and start using the API. We won’t be teaching coding skills, just getting you to the point to begin your coding adventure. Let’s take a look! For Self-Hosted environments, download and install the Laserfiche API server. Note : If you only have a Cloud subscription this step is not necessary. On Laserfiche’s Developer website you’ll find links and instructions to download, install and configure the API server. The links are here: https://developer.laserfiche.com/docs/api/server/ After extracting the installer files, run “Autorun.exe” to find the Documentation and installation menu. The current version of the API is 1.1 (July 2024). The locally installed Laserfiche API Server includes a Swagger Playground site for testing the various API calls available. To begin, you’ll need to obtain an access token. Expand the Token section, and then press” the “Try it out" button on the right side. Enter the parameters, which include a repository ID (name of your repository), login name and password. Finally, press the blue “Execute” button, which (if successful) will return the access token in the response body. A successful response looks like this: Copy this token, scroll to the top of the page, click the Authorize button, and paste into the Bearer field: You can now test API calls, authenticated to your self-hosted repository. For LF Cloud solutions, there is no installation needed. However, you will need an application to be registered in the Cloud Developer console. There are three options: Service App: runs as a service principal Web App: prompts for user credentials Single page app: a web application that runs entirely in a web browser Please review the documentation carefully ( https://developer.laserfiche.com/docs/api/authentication/ ) and consider the best approach for your intended use and capabilities. Your own LF Cloud account needs the Developer Privilege to build apps in the Developer console. Log in with your Cloud account and navigate to the Laserfiche Developer Console in LF Cloud. On the top left, select Applications, then press the green New button at the top right side of the screen. Select the type of application you are going to build. Service apps need a “Service Principal Account”, which takes the place of user credentials. The other two app types will collect the user’s credentials when they run. To create a Service Principal, if building a service-based app, navigate to the Accounts section of the Admin section. Select “Add Service Principal”, give it a Username, then under Access rights Allow Access to the Repository. Next, go to the Developer Console, and in the Applications area, press the green New button at the top right to begin creating your new application. Select the app type. In this example we would choose “Service”, and then down in the Name box we would enter the name of the new application. Finally, press the green “Create application” button. The next screen is App Configuration page where you will define the App’s name and set the Service Account you just created in the previous steps and set the Authentication properties. In the Authentication tab, you’ll set two properties. The Access Key and the OAuth 2.0 properties. A single key should be necessary. Create the key here. For a Service-based app that doesn’t prompt for end-user credentials, it’s typical to select the first Access Key option. Make sure the OAuth 2.0 Scopes are set appropriately for the application you will be coding and update the scopes with the green “Update scopes” button at the bottom of the screen. Since the Authorization approach will vary depending on which application type you’ve chosen in Laserfiche Cloud, we recommend reviewing the documentation ( https://developer.laserfiche.com/docs/api/authentication/ ) to familiarize yourself with the procedure for acquiring an access token. So now, whether you are using a local API Server or using the LF Cloud API, you will be ready to build custom integrations with Laserfiche. We recommend using the Swagger site to explore and test the various API calls available, and consider using client libraries (which can be found here: https://developer.laserfiche.com/docs/api/libraries/ ) to aid in development. More information can be found on the Laserfiche Developer website here: https://developer.laserfiche.com/ Also, CDI recently posted an excellent tutorial video and tour of the Laserfiche API on our YouTube channel here: https://www.youtube.com/watch?v=3z9fFr0iUNs\ This concludes this month’s review of where to begin configuring the Laserfiche AI for use when building custom integrations. We hope you found this post informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok How to Create and Save a Custom Quick Search (Laserfiche Cloud) Fiche Tips: How to Create and Save a Custom Quick Search (Laserfiche Cloud) In this Fiche Tip you will learn how to create and save a custom quick search in Laserfiche Cloud. Let's take a look! First, navigate to your repository if you haven't done so already and in the quick search area go ahead and type in a search and run that quick search. In order to create the custom quick search you can either click the ad filter link or in the more actions button click on the view search syntax. You will see there is a search syntax and there is a link in the search syntax popup that allows users to navigate to the creation area for custom quick search. You want to use something in the future, and to do that, you will need to use the search term token below: %(SearchTerm) The token will replace what's inside the double quotes. Apply the token and hit save. Now, if you go back to the folder view, you will then have a custom quick search. You will notice the new search is now listed under "Custom Quick Search." CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok View All