By Taylor Pope & Julio Velela Have you ever stayed late at the office? The cleaning crew had finished for the night, and most of the lights turned off with just a few florescent bulbs flickering. You look out the window from your desk and see nothing but darkness. Typically, your workplace shouldn’t creep you out, but what if your building is known for its “alleged” paranormal activity? Would you stay late to finish that project? In the spirit of October and with Halloween just around the corner, the CDI team wanted to add to the boo-tastic season with a few stories of haunted workplaces around North America. Trick or treat yourselves to some candy and enjoy our list of spooky stories! Now, let’s check out these wicked workplaces. Ghost Girl in Fargo, North Dakota Screenshot of little ghost girl caught on camera, YouTube. Late at night, in the office of Flint Group in Fargo, North Dakota, staff members have been visited by a few ghostly companions who roam their halls. Employees that work after hours have spoken of seeing people drifting around the office. One of those characters is a little girl that can be seen and heard calling for her mama. Sure, their stories might be hard to believe, but the little girl has supposedly been caught on camera. Above is a screenshot of the footage claimed to be the girl who wanders the office late at night, but she is not the only one. Due to all the paranormal activity, a psychic medium was recruited. The psychic focused on investigating the three spirits commonly seen: the little girl, a tall man in a coat, and a dog. After her investigation, she believed that the girl was about seven years old and that the tall man in the coat is the dog's owner. It has been a while since Flint Group reported a ghost sighting, so who knows if the spirits are still active. However, it would be safe to say I’m sure staff members draw straws for who must stay late to finish assignments. The Lawless Spirits in New Mexico Having to get a lawyer or fighting your case in a courtroom can be a stressful situation. Can you imagine dealing with those very same lawyers and courtrooms that just so happen to also host a few ghostly busybodies? A deputy district attorney from New Mexico, Gloria McCary, says her former office was haunted. In an interview with Forbes, she retold stories of hearing voices and noises that no one could explain. Her colleagues would hear papers being shuffled around at night, the sound of forceful clicking as if someone was typing on a keyboard, and chairs shifting in other rooms. Oddly enough, Gloria was not scared of these accounts at first. Instead, she was intrigued by all the haunting encounters everyone in the office was experiencing. However, even the bravest among us have a limit. After having to deal with those creepy sounds for so long, Gloria decided to start taking her work home instead of staying late with the busy ghosts. The law firm eventually relocated to a different office which we’re sure all employees appreciated. Haunted Basement in Chicago, Illinois Photo source: Wikipedia Imagine this – you’ve just got hired as a postal worker with great benefits and great hours. You love getting to interact with people all day, but while chatting with a customer they tell you a story. A story about the very building you work in and its bloody history. Would you work inside a building where a serial killer was known to murder all their victims? What if the building was knocked down and a new structure was built over the rubble? If you look to our next haunted workplace as an example, even a demolition cannot expel ghosts who were met by a horrifying and tragic end. Located near the 1893 World's Fair in Chicago, Illinois, a man owned a mixed-use building full of hidden chambers, secret passages, and trap doors. That building would later be known as the "Murder Castle." That is the site where the owner and serial killer, H.H. Holmes, murdered approximately 27 people. Two years after Holmes was arrested in 1895, the structure caught fire, and the building stayed vacant for 40 years. The building was later demolished, and in its place, the Englewood Post Office was built. According to the postal workers that work there, the basement is full of horrors. You can hear disembodied voices and footsteps echoing from below. Workers have also said to have seen chairs move all on their own. Very few are surprised this location would be the site of many accounts of ghostly activity considering the actions of H.H Holmes. For example, his use of trapped doors to transport his victims to the basement to carry out gruesome acts was sure to leave behind the spirits of some -understandingly- very angry victims. Haunted Toy Store in Sunnyvale, California In the 1970s, the Toy R Us franchise store was expanding into California. One of the buildings that they chose to lease was located in a town called Sunnyvale. Little did they know that the land on which the building was built had a long history of unfortunate deaths. Martin and Mary Murphy, a married couple, were one of the first pioneers to California through the Sierra Nevadas. In the 1840s, they eventually settled in the bay area and built a ranch in present-day Sunnyvale. They were a very influential family, but unfortunately, many members of their family passed away at young ages. All of which was said to have been “accidental” or caused by disease. Those poor young souls are the ones that supposedly still haunt the grounds to this day. Many Toys R Us employees reported seeing faucets in the bathroom turn themselves on, toys move down the aisles, and a ghostly fog appeared in the store. The paranormal activity grabbed the attention of a TV program to run a special covering the history of the store location and the terrifying experiences that the staff endured. You might be glad to hear the toy store, which gained much fame for the ghosts that roamed their aisles, is no longer in business. Another company has now found the courage to call the building their new home. REI has announced that they are relocating their Mountain View, California store to Sunnyvale in the same building as the haunted Toy R Us. Time will tell if the REI employees are met by those same ghostly spirits. We hope you liked hearing about these haunted workplaces, and feel free to share this list with your team and friends. From your CDI team here, we’ll be witch-ing you a Happy Halloween! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel This month’s Consulting Corner article will cover using Records Management edition features to manage physical boxes and documents. This article will address a simple need to handle paper-based content that can't be scanned into your Laserfiche system, maybe already housed in a warehouse, is only occasionally retrieved, and will eventually be destroyed. If you are already a seasoned Laserfiche administrator or Records Manager, this will be very straightforward. The steps will include an example template to be applied to “0-page” documents, then placed under Records Management and managed using the Laserfiche Records Management module features. Here’s how we can accomplish our management of “Physical Records.” 1.) Configure a Template for use with your physical records Using your Laserfiche Administration/Management Console, create a new template, for example, “Physical Records,” as shown below. 2.) Add physical boxes as document entries in the Repository As of Laserfiche version 10.4.1, you have been able to apply Records Management (RM) properties to content without being constrained by a Records Series structure so that the following steps can be applied to entries regardless of their location in the repository. However, if you already have a formal Records Series structure, one should keep using it since the inheritance of RM properties makes life easier. In the appropriate location, whether it be a Records Folder under a Records Series or standard folder, create a 0-page document. You could use Laserfiche Workflow to deal with many copies, but we’ll create one manually for now. If the document is made in a Record Series or a Records Folder, the RM properties will be inherited. Apply the template that you created, like the “Physical Records” template example in Step 1. If this document doesn’t live in a Record Series, ensure that the appropriate Records properties are assigned to the document to manage its RM life cycle. Manage the documents as you would for any other “Records,” but remember you will have to go out and physically destroy the box when you do the same in Laserfiche. You can then run searches (reports) for these documents using a custom search using the template and records management properties, like ready for cutoff or ready for destruction. If all your records are managed using Records Folders, you can use that search instead of a search by Records. If possible, a best practice is to maintain records in a Records Folder, thereby reducing the need to manage individual records documents. Top Tip: Laserfiche Workflow can be used to send emails with a list of records ready for records management activities, like being Cutoff or Destroyed. Many users already have an index of record inventory attached to each box. If this inventory is contained within Excel or another database, it can be imported into Laserfiche using Workflow to create the physical records in Laserfiche automatically. If using the Laserfiche Mobile App, you may also use barcode scanning from your mobile phone if the box or record contains a barcode. This allows users to search for records associated with the box index when standing in front of the physical records. CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Julio Velela The Laserfiche Integration with Adobe Sign is a game-changer for all self-hosted customers. Adobe Sign will allow developers across your organization to build robust processes that collect e-signatures with complete ease. In addition, you will be able to upload documents for signing, request, and track signatures using different role assignments and store signed documents in the Laserfiche repository. Using this excellent integration requires customers to have the following: Laserfiche Forms 10 and above Laserfiche Workflow Laserfiche repository Forms server Adobe Sign enterprise licensing For more information on licensing, go to Adobe Sign for enterprise and business at https://acrobat.adobe.com/us/en/sign/business.html. Adobe Sign can fulfill your digital signature needs with more than 8 billion transactions processed from millions of signers worldwide. You can also expect greater efficiency and security since to help protect sensitive information, Adobe Sign follows industry-standard security practices and encrypts all documents. On top of that, Adobe e-signatures are legally valid and enforceable in nearly every industrialized country worldwide. Where to Find the Form Process The Adobe Sign integration can be found in Laserfiche Business Process Library under Adobe Sign – Send for Signature Forms. Users will be able to upload a single file to Adobe Sign and send it out for signature. Workflow uploads the document to the Laserfiche repository and sends it to Adobe Sign over HTTPS upon submission. Signers will then receive an email requesting a signature and a link to the document in Adobe Sign. This process uses the following forms: Upload Documents for Signature Adobe Sign User Interface This process calls the following workflows: [AdobeSign] – Forms Signature Invoke [AdobeSign] – Forms Wait for AdobeSign UI As with all Laserfiche Business Process Library processes, you can adjust this workflow to fit your needs. The workflow can be applied to different processes to send documents for signature using Adobe Sign. How to Get Started Step One: Select the Adobe Sign – Send for Signature Forms process and upload Documents for Signature Form To upload a file for signature, select the Upload button. You will then need to browse your computer for the file you want to use. Note: Only a single file can be sent to Adobe Sign. If multiple files are attached, an error similar to the following appears: Step two: Select how signatures are added to the document Using the Adobe Sign UI: To use the Adobe Sign UI, select Adobe Sign UI. When the form is submitted, the Adobe Sign user interface will appear. Using an Adobe Sign Template: To use an Adobe Sign template, select Adobe Sign Template. In the Adobe Sign Template box, enter the name of the template. Note: The name of the template needs to match exactly as it appears in Adobe Sign. If the workflow cannot find the template, it will follow the path for the Default option. Select the option for the email sender you want to use. For example, if you select Adobe Sign, the email will come from Adobe Sign. If you select Laserfiche, the Workflow server will send the document for signature. Using Default Signature Fields: To use the signature fields already in the document or to have Adobe Sign add a signature field on the bottom of the last page, select Default. Step three: Select the option for the email sender you want to use If you select Laserfiche, the Workflow server will send the emails using its default setting. Step four: Select the Parameters you want to change Enter the full path in the Save To Laserfiche Path box to change the repository location where the uploaded file is stored. Otherwise, leave the box blank to use the default path. To change the Adobe Sign API user, enter an email address in the Adobe Sign API User Email box. Otherwise, leave the box blank to use the default API user. Adobe Sign User Interface Form If you select Adobe Sign Template or Default on the submission form, the document will be sent to Adobe Sign for signature. If you select Adobe Sign UI on the submission form, a second form appears. The second form uses an iframe to display the Adobe Sign user interface. From a user perspective, the form appears similar to the following: From a recipient perspective, the form appears similar to the following: Why use Adobe Sign? Adobe Sign can take your internal approvals further by automating e-signature requests from external parties. Feel secure with your sensitive data with Adobe Sign’s industry-standard security practices. Launch the process and apply it to workflows without requiring coding effort. It is exciting that Laserfiche and Adobe have teamed up to create this incredible integration. If you are a self-hosted customer of Laserfiche products, don't wait to utilize this tool for your e-signature requests. Streamline your processes and make it easier for people to sign internal and external documents from your organization. This is still a new integration, and there is little content out there covering the full potential of this feature. CDI will keep tabs on any updates and changes that Laserfiche releases on the Adobe Sign integration. Meanwhile, don't hesitate to contact our support team at support@cdi.support if you have questions or want to learn more. CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

By Kyle Knebel August 2021 Consulting's Corner This month's article will cover the basics of how to add a Windows account into Laserfiche Directory Server, from now on referred to as “LFDS.” Then we’ll add them to a repository. When Laserfiche RIO licensing came out (for organizations with 50+ users), the license model allowed multiple repositories to be created, with various users logging into each one. Laserfiche designed an authentication system called LFDS, such that users were given a license in LFDS, then added to any repositories to which they needed access. Implied in that previous sentence are the two steps it takes to configure a user with repository access. Here’s how we can accomplish our “LFDS Two-Step”: STEP ONE: Configure a Windows Active Directory User in the Laserfiche Directory Server This process will describe the creation of a Windows Active Directory user in LFDS. The concept here is that you can add this account to any repositories (via LF Admin Console) in your RIO or Avante Laserfiche environment, such that this account can log in to one or more repositories. Windows Active Directory named users are not Laserfiche Server or repository specific. If a windows Active Directory (AD) user has been granted a named license in LFDS, they can use that license to sign in to any Laserfiche Web application or repository on the system, provided they have been added to that repository or application. This account will still only take up one user license. Here are the required steps: To navigate to the LFDS Administration page, either login to the Laserfiche Directory Server machine and launch the application shortcut, or use a web browser and use the URL of HTTP://{server name}/LFDS, where {server name} is the name of the server on which LFDS resides. In LFDS, navigate to the Accounts tab. Click the “+ Users” button to add the Windows Active Directory User account. This could also be an AD Group if you desire. Next, leave the Organization drop-down choice set to (Root), then click on the Register directory user(s)button on the right side. Search for Users or Groups in your Active Directory domain. For example, if you search for an AD Group, you can add all those members, then selectively remove some of the members (if not all will be using Laserfiche) before finishing the process. Select one or more users listed in the “Search Results” list in the search results section and press Add All. This will add that user or set of users to the Added Users list. Press OK at the bottom when ready to add them to LFDS. Next, we need to allocate a license to this new account, so find the new user in the list of Accounts, and select it. With the General tab of the user-selected, select the appropriate License type for the user. Your system may have more (or fewer) choices than shown here. Once you’ve set the License type, this user will have that type of access in other Laserfiche applications (like Forms) or other accessible repositories. STEP TWO: Add the User to the Repository Since registering a user in Directory Server does not automatically add that account to your Laserfiche repository, one needs to grant them access to the repository. Otherwise, they will not be able to sign in to even one repository. Open the LF Admin Console of the appropriate repository(s) in the proper server, navigate the Users & Groups node, and add the account as a New Windows Account… entry. Set their Authentication as “Trust: allow access.” Also, make sure to assign Feature rights or Privileges as normal. Finally, press the “...” button to add the user’s windows account to this repository. In the “Select User or Group” pop-up, type in the user’s name in the white box, then press “Check Names.” At this point, you can select the name and press OK. Then you finally press OK to finish. Have a Great Paperless Day! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

By Kyle Knebel July 2021 Consulting's Corner Laserfiche’s release of Version 11 in March 2021 revamped the Audit Trail engine and reporting interface. The same three editions (Starter, Standard, and Advanced) still exist. However, Audit Trail has changed the way it is configured and how reports are generated. When it comes to Audit Trail 11 Configuration, most of it stays the same, but now, instead of a SQL database, there is a ‘Search Engine.’ This is a significant change to the architecture, and it will increase the performance of the reporting system. Additionally, the installation will convert your pre-existing reports from the SQL database into the new format if you upgrade from a previous version. Laserfiche Audit Trail 11 looks more like the Web Client’s search pane than ever before for the Report filter. In addition, a simple but expandable list of filters is available on the ‘Report Filters’ pane. Selectable report columns are now grouped to make them easier to find. There are also many more columns, allowing you to view even more granular information about your repository activity. These include a set of Changes columns that pinpoint what changed during the audited operation. For example, you can display the value before the change and after the change. Event Types are even easier to select in the new interface. Just click ‘Add,’ and the new, easy-to-use selector pops up to give you the same familiar event types to choose from. As you select event types, the number of available items is decremented at the top of the screen. And the report columns now have filters for even more flexibility. Laserfiche’s Audit Trail 11 offers a new set of easy-to-use functions and faster reporting. If you are already licensed for an Audit Trail, the upgrade is free with your current LSAP plan. If you are interested in learning more, please reach out to our sales team or your CDI account representative. Have a Great Paperless Day! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

By Kyle Knebel Laserfiche 11 - Hybrid Direct-Share By now, many of you have heard about Laserfiche’s new Direct Share for on-premises installations in Version 11. This powerful feature is already part of the Laserfiche Cloud environment. When the need to share a document with a person outside the company arises, Cloud users can choose to either email that content or ‘Share’ the content with a unique, anonymous, password-protected link to the files. Now, that same functionality has been expanded to include on-premises installations, too. The new feature has some requirements to make this work, and not all environments are ready. At this time, RIO platforms and Subscription licensing platforms will add the “Hybrid Direct-Share” option. Please talk to your CDI Account Representative for further details and pricing. However, once you have licensed your system to include the “Hybrid Direct-Share” option, you are ready to: Send documents in your repository to recipients using a unique anonymous link. Send documents in your repository for a limited time, with an expiration that you define. Send documents in your repository and receive a notification when they are viewed. Send documents in your repository and view the status of who shared the file, with whom it was shared, and when it was accessed. Allow Laserfiche Administrators to view the status of who shared the file, with whom it was shared, and when it was accessed. Setting up your Hybrid Direct-Share system is straightforward. There are just a few steps. Step one: Log in to the Cloud account that you have been provided. Next, you will be able to generate one or more API keys. These are found under the Account Administration > Settings area. At this point, you will need to generate the API key, which is a one-time token. The good news is that you can download the unique key as a text file or copy it to the computer clipboard. Copy the key to the clipboard or download the text file. Once created, you can Delete or Disable the Key, as well. Step two: The next step is to configure your Web Server to use the API Key you just created. Copy your API Key to a file or computer clipboard to be ready for the next step. Navigate to the Web Client Configuration utility on the Laserfiche Web Server. If you are on the server itself, you can access it via the Start menu. If you are using a web browser from your workstation, enter the URL for the configuration utility. Typically, this is HTTP://{servername}/Laserfiche/Configuration/ and requires elevated administrative rights. Next, click on the “Services” node on the left pane. Scroll down to the “Direct Share” option and enable it. Enter the Direct Share API key (the Service Principal Key) Choose your region. Laserfiche.com for the US, Laserfiche.ca for Canada Then click Verify. Once completed, your Web Clients will be able to share documents. If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

By Julio Velela Lately, you probably have heard buzzwords like cyberattacks, ransomware, and hackers all over news media platforms. That is not surprising since many companies have fallen victim to significant cyberattacks, most noticeably the attack at The Colonial Pipeline and the world's largest meat processor, JBS. Of course, these threats are not new, but they are becoming more sophisticated in their methods. We have had attempted cyberattacks at CDI, and we are constantly training our staff and adopting new methods to prevent damaging breaches of our data. It is a company effort to make sure that hackers are blocked and identified. One step towards data security is to recognize the common methods hackers use to attack organizations. Phishing Emails Across all industries, the most common method hackers use to breach an organization’s cybersecurity is through phishing emails. These emails are carefully crafted to trick the recipient into opening an attachment or clicking a link that contains a virus. Unfortunately, this method depends on the lack of knowledge or training of an employee towards identifying suspicious emails. As a result, due to their deceitful appearance, many employees can accidently download malicious files. Phishing emails can have attached PDF, ZIP files, Word Documents, and many other formats routinely shared within an organization’s network. Hackers use these attachments to trick recipients into “Enabling Macros” upon opening the document. The hacker can then run a script that downloads and executes a malicious executable file (EXE) from an external web server. The EXE would include the functions necessary to encrypt the data on the victim’s machine. At that point, one device is compromised with malware or ransomware in the organization. This situation alone can cause significant risk to sensitive data. However, depending on how advanced the ransomware or malware is, it can spread across all devices if not caught in time. Remote Desktop Protocol Many companies utilize remote desktop protocols (RDP) for various reasons, most commonly for IT support. With RDP, administrators can securely access a user’s machine remotely to assist with any issues. RDP typically runs over port 3389. Why is port 3389 important? In 2017, it was determined that over 10 million machines had port 3389 open and advertising this on the public internet. Hackers can search for those machines to find devices that are vulnerable to viruses. Once a target is identified, hackers can access open-source password-cracking tools to log in as an administrator remotely. Once they’re in as an administrator, hackers fully control the machine and initiate a ransomware encryption operation. With this level of control, a hacker can also delete or steal data and disable backup protocols from anywhere in the world. This gives an organization more reasons to pay ransom. Drive-By Downloads from a Compromised Website Another well-known method for hackers to attack organizations is through drive-by downloads. This is a tricky method since it uses compromised websites to deliver malicious downloads without the user’s knowledge. Hackers use kits allowing the ability to scan the visiting device for its specific weaknesses silently. Once a flaw is found, the attacker can input code in the background without clicking anything. By that point, the visiting device is compromised. You might think that this only occurs in sketchy sites, but that is not the case. Hackers often initiate drive-by downloads by taking advantage of known vulnerabilities in the software of legitimate websites. Then, they will either embed malicious code on a site or redirect the user to another site that the hacker controls. For example, popular sites such as New York Times, the BBC, and the NFL have been targeted in a ransomware campaign through hijacked advertisements. USB and Removable Media Sometimes a cyberattack isn’t implemented by a distant shady character; it can be done in person using a USB device. It is straightforward; all the hacker needs to do is download all the malicious files they need in the USB drive, insert them into a company device, and transfer the files over. No tricks or disguises are required, but it does require direct access to a company device. If an in-person infiltration is not possible, you can still execute an attack through this method. For example, hackers can send out USB drives containing hidden viruses to companies as promotional give-aways. The victim thinks it’s an innocent branded USB drive, but it is a trojan horse for ransomware. An organization must have up-to-date virus protection, protocols, and company training to recognize cyber-attack threats. Cyber-attacks will continue to become more sophisticated with their methods as time goes on. Identifying how a hacker can implement an attack is an excellent start to prevent ransomware, malware, or a data breach. If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

By Kyle Knebel Laserfiche Web Client: What’s New in version 11 Laserfiche Web Client 11 provides new functionality as of March 30th, 2021. I want to highlight three main new features found in the new Version 11 Web Client: on-premise users and Laserfiche Cloud. First off, Laserfiche has updated the Quick Search bar found at the top of the screen in the folder browser. In addition to the quick search functions, you can customize the folder options, date options, and even search by template and/or individual fields. As you usually would enter your search word or phrase in the box. The “Custom Quick Search” option at the bottom is populated when you have created such a search from the main Search Filters page. I will take a moment to describe how to create custom searches, which will be available in the drop-down list. Until you have made and saved at least one Custom Quick Search, there will be nothing listed. To create a new Custom Quick Search, take the following steps: 1. Click on “Search Filters” in the green bar. 2. Create and run your search, which will then generate the search syntax you will copy. 3. Click on the More Actions icon and then click “View Search Syntax.” 4. Click on the “Create Custom Quick Search” link on the top right, then edit the Query. 5. Name and edit the Query (e.g. ‘My 1st Custom Quick Search’), inserting the token into the syntax, as well. Then Save. As you can see, now the drop-down will show any custom Quick Searches that you have configured. Second, The Laserfiche Web Client folder browser can display icons. The browser can display images stored in the repository, such as jpg, bitmap, and png images as thumbnails, and will also display the first page of TIFF imaged documents directly in the folder browser. This makes it quicker and easier (sometimes) to find the document you want. And finally, third, the web client now includes the ability to perform a batch print. The print option will be available when you have selected multiple documents from a folder or set of search results. When you print, the documents are then combined into a single PDF file, which you can then print as you would any other document. Note: The files will open as a single PDF, which then can be printed. If you would like assistance or training on these new features or would like to upgrade your version of Laserfiche, please reach out to the CDI to schedule a meeting. Have a great, Paperless Day! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Laserfiche Forms: Using the new Edit In-Progress Process Variable Values functionality in Forms 11 By Kyle Knebel Many Laserfiche Forms Administrators and Process admins have found that a submitted form is missing data or has incorrect values in one or more fields. This can sometimes require that the current submission instance be terminated, and a new form be submitted. What if that form is 6 pages long, or more? It can be quite inconvenient to be asked to fill out and submit that long form again! Laserfiche Forms 11 provides new functionality for Administrators and Process admins in which a suspended form can be edited to update missing or incomplete data in the form fields, also called variables. There are six easy steps to edit an in-progress process variable. Select the suspended instance in the Monitor tab by clicking on the instance hyperlink (the blue text). Click on the Variables tab. Click the Edit button. Search or scroll for the variable(s) that needs a new value. Modify the value, add Comments if desired and press Save. Retry the suspended instance. 1. Select the suspended instance in the Monitor tab by clicking on the instance hyperlink. 2. Click on the Variables tab 3. Click the Edit button 4. Search or scroll for the variable(s) that needs a new value 5. Modify the value, add Comments if desired and press Save 6. Retry the suspended instance. Click on the History tab Right click on the Suspended step Select Retry If you would like assistance or training on this new feature, or would like to upgrade your version of Forms, please reach out to the CDI to schedule a meeting. Have a Great Paperless Day! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us atsupport@cdi.support.

Laserfiche 11 Highlights & Updates The anticipation is over, Laserfiche 11 is finally here. The major self-hosted release brings several new features and enhancements including: Authentication and Security: The entire Laserfiche product suite now includes support for Single Sign On and multifactor identification to provide for streamlined and secure sign ins. We have also deprecated support for older operating systems and browsers for security purposes. Direct Share: Share content securely with people outside the organization with password-protected links that can be tracked and audited centrally in Laserfiche. When you send documents through direct share, the recipient will receive a unique and anonymized URL that they can use to access the files for a limited period. You can add a password and specify the number of days until the URL expires. The sender will receive notifications when the content was viewed, and they or a repository administrator can see the status of who shared it, with whom, and when it was accessed. Web Client: The search bar at the top of the folder browser you can now select a search you have recently run to run again and choose to filter search results by folder location and date created or modified without needing to open the search pane. You can also search by template and field value from quick search. Laserfiche 11 has also made it easier to preview images when browsing the repository. You can choose to view the contents of a folder or set of search results as icons. This will display images stored in the repository, such as jpg, bitmap, and png images as thumbnails, and will also display the first page of TIFF imaged documents directly in the folder browser, making it easier to quickly locate the document you want. Folder views are set on a per-folder basis. Finally, the web client now includes the ability to perform a batch print. The print option will be available when you have selected multiple documents from a folder or set of search results. When you print, the documents will be combined into a single PDF file, which you can then print as you would any other document. Audit Trail: Laserfiche 11 introduces a new audit reporting experience to make it easier to create and view audit reports. When adding columns to a report, available columns are now grouped together to make them easier to find. There are also many more columns, allowing you to view even more granular information about your repository activity. These include a set of changed columns that pinpoint what changed during the audited operation. We have also updated the Audit Trail architecture to provide significantly improved performance. Distributed Computing Cluster: Distributed Computing Cluster adds support for a new Workflow 11 activity that allows you to schedule PDF generation and OCR processing of repository entries. More User-Friendly Form Designer: Design custom forms more easily than ever with a simplified drag-and-drop experience to put fields side-by-side, adjust field widths and more. Edit In-Progress Process Variable Values: Keep processes running smoothly with the ability for an administrator to edit form variables during runtime, such as mistyped or missing field inputs. Expanded SSO Support: Improved log-in experience for Laserfiche desktop-based applications, such as Quick Fields (coming soon), Scanning, Snapshot and Connector with support for SAML, AD FS and MFA authentication. Repository User Experience Enhancements: More conveniently work across the web client with the ability to save searches, view recent searches and set custom filters in an updated search bar, print documents in a batch, and view thumbnail images of documents in the folder browser. More Efficient PDF Page Generation: Generate image pages for PDFs using the distributed computing cluster (DCC) via Workflow to streamline high-volume capture workflows at scale. The following minor changes and fixes were also added to Laserfiche 11: The installation for the Laserfiche administration console has been moved from the Laserfiche Windows client install package to the Laserfiche Server install package. In addition, the Laserfiche Full-Text Indexing and Search Service now has its own installation package, and can also be installed from the Laserfiche Server installation package and the Audit Trail installation package. Improved performance when importing briefcases and pages, viewing entry listings, and performing searches. Improved event logging. Webtools agent now correctly locates Office Plugin installations to folders other than the default folder. (250604) Image previews now display correctly for documents selected from a set of search results. (201151) Metadata reports now only contain the selected entries. (202510) In some cases, a "Date/time out of range. [9170]" error message would be displayed when performing a date field search using the Spanish date format. This issue has been resolved. (245993) Resolved an issue in which buttons for adding or deleting transfer locations in retention schedule properties did not work properly when the browser language was set to Spanish. (215185) In some cases, list field definitions with a large number of list items could not be edited. This issue has been resolved. (294773) Importing repository objects as XML on the web client management page now functions correctly. (280927) Resolved an issue that could result in the web client not loading in iFrames. (214753) Including an optional attachment on a document in Docusign no longer causes imports to fail. (51267) Scanning now launches in the correct language. (265212) Resolved an issue that caused some PDFs to display incorrectly. (257400, 250829) Dynamic fields are now correctly sorted. (250395) Resolved an issue that could cause forms to display incorrectly when embedded in the web client details pane. (245496) Business processes with requirements are no longer disabled in the frequently used and favorite business processes lists. (169935) Printing from the web client no longer includes an extra blank page in the print job. (255926) Dynamic fields can now be modified when creating a new document from pages in an existing document. (242393) Some JPEG issues could cause issues in the import dialog box when importing. This issue has been resolved. (245994) In some cases, pages generated from PDFs would convert PDF annotations to Laserfiche annotations even if that option was not enabled. This issue has been resolved. (260352) Resolved an issue that could cause custom page ranges to be ignored when emailing multiple documents from the repository as a single ZIP file. (190848) Resolved an issue that could cause text box annotations to be displayed in the wrong place when the document is downloaded. (295852) If you have any additional questions or if you would like to schedule an update to Laserfiche 11 please email support@cdi.support or contact your Account Manager.