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Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight is on CDI's Account Coordinator, David Garrett. How long has David been at CDI, and what responsibilities does he have? David Garrett has been with CDI since March as our Accounting Coordinator. His duties include all of the accounting functions for CDI, as well as office managing responsibilities. He enjoys speaking with our clients to help them with their accounting needs at CDI and answering any questions they have regarding their statements. About David Dave and his wife, Danielle, have been together for 20 years and have three college-age kids together. They enjoy being outdoors and spending their time at state parks walking around and site seeing. Dave and his wife have two dogs that they love to spoil; a beagle named Patches and a young Shih Tzu puppy. They also enjoy spending time with their friends and loved ones, having barbecues, and enjoying everyone’s company. Dave and his family also love to take spontaneous day trips and living in the moment, allowing themselves to appreciate all that they have. What are 3 items on David's desk and why are they there (what do they represent)? When it comes to his work life, Dave keeps some fun things at his desk to remind him of fond memories and travels. He has a piece of the Berlin Wall from his brother’s time in the Army and a Funco Pop! figurine of Ron Swanson from Parks and Rec, which is one of his all-time favorite TV characters. Lastly, he has a small Socrates statue from his sons’ trip to Greece from a few years back. These all provide him joy during his workday as he works hard, managing all of CDI’s accounting needs. What is the best part of David's job? Dave’s favorite part of his job is that he is always busy. He loves that he has a variety of tasks that keep him occupied without any downtime. Thanks for all that you do to keep our business operating smoothly, Dave! If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight is on CDI's Account Manager, Zachary Hanson. How long has Zach been at CDI, and what responsibilities does he have? Zach Hanson is an Account Manager here are at CDI. Zach has been with the company since January of 2018 and is excited to hit his three-year mark in a few short months. His main job is to serve his clients and assist them with any issues they may have and help them find solutions. Zach will listen to their needs and connect them with our consulting, development or support teams and may even suggest integrations that he thinks would be beneficial to them. It is rewarding for him to troubleshoot, solve issues, and be the middleman that works for them to find a solution. About Zach Zach enjoys watching Seahawks games with Foch – his four-year-old Australian shepherd. He enjoys reading about history and having off-road adventures. A surprising fact about Zach is that he is an Army Veteran. Thanks for your service, Zach! Is there a Laserfiche feature or CDI product/service available that you are surprised more clients don’t take advantage of? With working from home being a common occurrence these days, Zach thinks that more clients should take advantage of our integration with DocuSign for use of digital signatures. It is a user friendly and easy solution to our quarantine needs. Check out the Laserfiche/DocuSign integration video here. Thank you, Zachary! Zach's tireless support and dedication is what makes him an important asset to both CDI and the clients he serves. If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

Did you know that in the Laserfiche client, you can easily create shortcuts back to folders or documents? Creating shortcuts allows you to quickly access specific documents and folders from different areas within Laserfiche, without having to make redundant copies of those documents or folders. This can save your organization a sizable amount of server storage space, decrease document versioning confusion, and is a highly recommended “best practice" overall. The following article describes the steps needed to create a “shortcut” in the Laserfiche client. We’ll demonstrate this action in both the Web Client and the Windows Desktop client. Note: You can make shortcuts to folders or documents, but the method is the same. In the Web Client 1. Login to Laserfiche, then navigate to the folder or file to which you want to link with the shortcut. 2. Check the selection box next to the document or folder to which you will be making a shortcut. 3. Next, you can use the Right-Click method or use the More Actions toolbar button. a. Using the Right mouse button on the document or folder, select Move or Copy. Or b. Click on the More Actions toolbar button at the top right of the web client and choose Move or Copy from the drop-down options. 4. Next, you’ll need to navigate to where this shortcut will be placed. a. First, set the option to Copy shortcut. b. Second, click on the blue folder links to browse to the folder where you want this shortcut to be placed. c. Third, press the Paste button at the bottom right. 5. Confirm the copy 6. Notice in the folder that the shortcut has the document name and the icon has the arrow inside, indicating it is a shortcut. In the Windows Client 1. Login to Laserfiche, then navigate to the folder or file to which you want to link with the shortcut. 2. Right-Click on the document or folder and choose Copy. 3. Next, you’ll need to navigate to where this shortcut will be placed a. You can right-click in the folder contents pane to Paste Shortcut. b. Or, you can select the folder and while highlighting the folder name select Edit>Paste Shortcut from the File menu. 4. Notice in the folder that the shortcut has the document name and the icon has the arrow inside, indicating it is a shortcut. You’ve just created a shortcut in Laserfiche. Congratulations! If you have any questions regarding Laserfiche Shortcuts or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Laserfiche Forms is a great tool to help make your outdated paper-forms disappear and instead, provide users with simple and easy to use online electronic forms. With that, many clients reach out to us asking for ways to customize the fields on their forms. The most popular requests are how to format the phone number as (xxx) xxx-xxxx, and how to format the Social Security Number (SSN) as 000-00-0000. This formatting is known as masking. The following article includes step-by-step instructions on how to set up phone number or SSN masking on your forms. The Form 1. Login to Laserfiche Forms, then navigate to the Manage tab. Here you will select the process that contains the phone number field. 2. Double-click the process name or click Edit next to the process name to open the Process. In our example, we have a process called _Field Formatting Process that contains our form. 3. With the Process open in Design mode, select the form that contains the phone number field. In our example, we have a form called Field Formatting Form where we will edit the field and the JavaScript. 4. At the top of the Designer click on the CSS and JavaScript tab 5. In the JavaScript section in the bottom window of the split-windows view, paste the code into the empty box. 6. Press Save at the top-right corner. The Phone Mask Code /* Mask single line input to autoformat for phone number (_)_-__ */ $(document).ready(function () { //Download the script and apply the masks $.getScript("https://forms.citiesdigital.com/Forms/js/libs/jqueryextra/jquery.mask.js", function () { ApplyMask(); }); //Re-apply masks when the "Add" link is clicked * ONLY IF IN A COLLECTION* $("").click(ApplyMask); }); function ApplyMask() { //Loop through each input element with a parent containing the "phone" css class $(".phone input").each(function () { //Get the element and apply the mask var el = $(this); el.mask("(000) 000-0000", { placeholder: "(_) _-__" }); //Get the parent and remove the class //This prevents the same elements from being found in future calls to this method var parent = el.parent('.phone'); parent.removeClass("phone"); }); } Note: If you already have pre-existing code in the JavaScript box, you'll want to copy the phone masking code but remove the first line of code, the "$(document).ready(function () { “ line. Or you can put // at the beginning of the line to comment it out so that it doesn't run that line of code. You may also need a second } at the bottom of the code. The SSN Mask Code /* Mask single line input to autoformat for Social Security Number --__ */ $(document).ready(function () { //Download the script and apply the masks $.getScript("https://web.citiesdigital.com/Forms/js/libs/jqueryextra/jquery.mask.js", function () { ApplySSNMask(); }); //Re-apply masks when the "Add" link is clicked * ONLY IF IN A COLLECTION* $("").click(ApplySSNMask); }); function ApplySSNMask() { //Loop through each input element with a parent containing the "SSN" css class $(".SSN input").each(function () { //Get the element and apply the mask var el = $(this); el.mask("000-00-0000", { placeholder: "_-_-___" }); //Get the parent and remove the class //This prevents the same elements from being found in future calls to this method var parent = el.parent('.SSN'); parent.removeClass("SSN"); }); } 8. Look in the code to find the CSS Class identifier. In our example, it is found just below the commented line that reads //Loop through each input element with a parent containing the "className" css class. a. For the Phone number class, it will just be phone b. For the SSN class, it will just be SSN The CSS Class 9. Once the code is pasted into the Java Script, go back to the Layout mode. 10. Navigate to and edit the phone number field. 11. Click on the Advanced tab. 12. Scroll down to the CSS class box and type in the appropriate class name, either phone or SSN, as in this example. 13. Click Done to finish editing the field. 14. Click on the preview icon on the Forms toolbar to see how it looks. That's it! You've just formatted the phone number field and/or Social Security field in your Laserfiche Form. If you have any questions regarding Laserfiche Connector or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight has CDI's Account Manager, Jenn LeMere, shining bright on center stage. How long has Jenn been at CDI, and what responsibilities does she have? Jenn has been with CDI for two-plus years as an Account Manager, or as she calls it a “Client Relationship Manager.” Her role is to ensure that clients are happy with the services provided by CDI, and ensure clients are up to date with Laserfiche and CDI’s offerings. She also helps them leverage Laserfiche to make sure they are receiving the maximum outcome from the product. About Jenn Jenn used to live in California but ended up moving back to the Midwest to be near family. She loves having all four seasons, but still isn’t a huge fan of winter. Jenn loves nature and being outdoors. She even has a cabin where she spends some of her time. It is tucked away in the woods by two rivers that meet up, which brings all sorts of wildlife. She loves watching the deer, turkey, and pheasants. Sometimes bear wander through the cabin land but she is very grateful they stay away. Included in her passion for nature, is a love of birds. She keeps feeders outside to attract them and loves watching them all come in. It’s a special day when a new breed of bird makes an appearance at her feeders. Jenn also has a pollinator garden at her house (see photo). She loves how much work these pollinators put in to keep flowers blooming and crops growing, so she plants native perennial flowers for them. She sees a lot of hummingbirds, butterflies, and bees and is always making additions to keep them coming back. Is there anything clients wouldn’t believe or would be surprised to know about Jenn? A fun fact about Jenn is that she is super handy! She built her first house, though she let the professionals handle the main structure, plumbing, and electricity. She did everything else including the ceilings, walls, and building the cabinetwork by hand. Though she no longer lives there, she utilizes her handiness by doing renovations on her cabin and helping others. What are 3 items on Jenn's desk and why are they there? On her work desk, Jenn keeps a red stapler as a memento from the movie Office Space. She loves the humor in it, and always goes to it when she needs a laugh. She keeps a candle by her desk, it smells good and brings a sense of calmness to her busy days. Jenn’s favorite desktop item is her sand art, as a pretty reminder that things can always be shaken up and changed when they need to be. What is the best part of Jenn's job? Jenn's favorite part of her job is her clients. Over the last two years, she has built great relationships with them. Jenn is always looking out for their best interest and helping them improve business processes and planning. Part of that is making sure they are using the products they need and elevating them to other products when she thinks they would benefit from them. Jenn loves how close she’s become with her clients; she has a true passion for working for people and making their lives easier. Thank you, Jenn! Jenn does an amazing job and is a precious asset for both CDI and CDI's clientele. If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

This month's Consultant’s Corner article, by CDI’s Software Trainer, Kyle Knebel, takes us through the process of creating an organizational document/forms dashboard. Having a document and/or forms dashboard gives your end-users a quick and easy way to find and access your organizational documents, applications, or forms, in a single and convenient location. At our organization, CDI, a dashboard was created to fill the need for a single location to store a growing list of form links, in addition to other resources. The dashboard quickly fulfilled the need to provide the links our teams needed to complete their jobs more efficiently. Let's get started. To begin, CDI recommends three key considerations when planning and maintaining a Forms dashboard: 1. Dashboard Maintenance – The dashboard is made up of mostly HTML, so it requires updating semi-frequently, so ensuring time for maintenance is an integral part of planning. 2. Ease of Use – Ensuring dashboard ease of use for the end-users. Consider what would be their ideal view as a homepage is essential when organizing the page. 3. On-boarding – For someone new to the organization, the dashboard can be a fantastic resource. It can be overwhelming keeping track of sites and URLs for a new employee. Using a dashboard provides an excellent way to organize and consolidate links to applications and webpages based on processes used by departments, people, or even categories. A Forms dashboard does not have any monitoring or reporting, since it is not an actual form, but simply a way of providing links to other Forms, other applications, or other websites. Make sure to have someone skilled in the use of HTML for website design available to maintain this dashboard. Building the Dashboard 1. Create a new Business Process in the Laserfiche Forms system. a. Open Forms at the URL: http://{servername}/forms, where {servername} equals your Laserfiche Forms server. b. Login with a user account with Business Process Admin rights so that you can create a new business process which contains the single dashboard form. c. Once logged in, navigate to the Manage tab in Laserfiche Forms d. Press the New Process green button and choose Blank Process. e. Name the new Process Dashboard (or anything you feel is appropriate). 2. Creating the new dashboard Form As soon as you press Create to create the new process, the Designer page appears. a. On the left side, click on Create New Form. b. Name the Form and click Create. c. Click on the Form Title bar and then click Edit. Give the form a title, or you can choose not to show a title at all by unchecking the Show form title checkbox. d. Next, add a Custom HTML field, either by double-clicking or dragging the field to the canvas. Pro Tip: A quick and easy way to create a set of links is to use Microsoft (MS) Word. You can build a list of hyperlinks in your Word document first and then copy/paste from MS Word into the Form’s field. e. In MS Word, create your hyperlinks: i. Type in the link(s) as you want it to appear on screen. ii. Highlight the text, then right-click and choose Link>Insert Link… f. Edit the link and enter the actual URL Address at the bottom of the Hyperlink properties box. g. Have fun and add more URL’s as hyperlinks within a table if you are feeling adventurous! h. Copy the entire list or table in your MS Word document. i. Paste the copied links into the Custom HTML edit box’s Visual tab. Note: Make sure to replace or remove any pre-existing text from the box. You will end up seeing something like this: j. If you have multiple departments, you could use Forms Page Break field configured as tabs to have specialized links for your staff. Here’s an example of what we use here at CDI. k. Make sure to disable the Submit button using CSS. No one will be submitting anything on a dashboard form like this, so we want to hide it. Click into the CSS and JavaScript tab on the Form Designer and add the text in the CSS box, as shown below. Here’s the code: .Submit {display:none;} Thank you again, Kyle! As organizations continue to convert more of their paper-based forms to online digital forms, the need to have a manageable, accessible, and central location for these links increases. The instructions and guidance included above is definitely a great start to helping more organizations become more productive and efficient in their daily processes. If you have any questions or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight is focused on CDI's Software Support Engineer, Bryan Rose. How long has Bryan been at CDI, and what responsibilities does he have? Bryan Rose started at CDI in August of 2019 as a Software Support Engineer and is excited to hit his upcoming year mark with the company. His role is to assist our clients when they have any problems with their products or Laserfiche and to help them find a solution in an efficient manner. Bryan is assigned cases as they come in, and then reaches out to clients one by one to make sure their needs are taken care of. About Bryan He has lived in Minnesota his entire life, traveling the state to go to school at Winona State University, and then again to Twin Cities to work at CDI. Bryan has a beagle named Bella that he enjoys hanging out with. He also enjoys watching sports and is a die-hard Minnesota Vikings fan. One of his passions is technology, seeing new developments and how they change and shape the world around us. He has picked up a new quarantine hobby by learning chess. He said it’s tricky, but fun to learn. What are 3 items on Bryan's desk and why are they there? Bryan’s work life hasn’t changed too much since COVID has us all working from home, he said that he was originally working in the office five days a week but has quickly adjusted to working from home and he enjoys it. He keeps his usual items by his desk: a water bottle to stay hydrated and keep his energy levels high, a stress ball to stay focused, and a blanket to stay warm and comfortable. What is the best part of Bryan's job? He loves learning all the new features and integrations that our software provides us and challenges himself to learn each one as they come out, along with the more complex ones that aren’t used as often. Bryan enjoys his colleagues and how everyone works as a team. There is a lot of comradery across departments which makes it easy to reach out for any internal assistance. He said one of the more challenging aspects of his job is coming across issues he hasn’t seen before, such as new error messages. He will sometimes have to learn with the client and reach out to Laserfiche for guidance on fixing the problem. He enjoys the opportunity to learn new things to be more knowledgeable for the future. We hope you've enjoyed learning more about another one of our wonderful support staff. With over 700+ organization trusting and depending on CDI for service and support, investing deeply in smart, knowledgeable, and personable employees is what makes CDI stand out from the competition. If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

This month's CDI Consultant’s Corner article, provided by Software Trainer, Kyle Knebel, walks us through the advantages of using Laserfiche Connect. Laserfiche Connector is a great add-on that can read information from an application or web page and then use those values to complete an activity, like pre-filling in some fields on a Laserfiche form or searching the Laserfiche repository. Automatically filling in fields on a Laserfiche Form can save time and help avoid typing errors (typos). The following article describes the steps needed to make this process work. Identify your source of information and your target Laserfiche Form 1. First, you want to identify the application and the specific screen that displays the information you are interested in using. This is your source of information. a. Open the application and navigate to the page where you will normally find the information you want to copy. 2. Open Laserfiche Forms and start the "Business Process" (in other words, the Form) that you want to fill out. This is your target Laserfiche Form application. In our article today, we are going to use a "Profile" page as our example source web page, since it has a few simple fields that contain data. We will then push this information to the Forms web site. Configure Laserfiche Connector to capture the source data This requires that the installation of Laserfiche Connector is customized to include the Profile Wizard. If Connector is installed in Runtime mode, you won't be able to build a new Profile. If you see that there is no Add Profile… option when you right-click on the Connector icon; this will indicate that Connector was installed in Runtime mode. This just means that Connector can run any pre-built profiles, but it won't be able to create any new ones at this workstation. For this article, we will assume that the Profile Wizard has been installed. 1. On the Taskbar, click and expand the hidden icon area on the right side of the Windows taskbar, then right-click on the Connector icon. 2. Click on Add Profile… 3. The Profile Creation Wizard pops-up and you will give the profile a name and define an action. The Profile name can be anything you like, and the action will be Launch a website. Press Next to continue. 4. You'll need to select the application that will act as the source of data. Click the Add Application button. 5. Click and drag the target cursor onto the website page that contains the source data. In this case, we will drag the icon onto the Laserfiche Support Profile page that has already be loaded prior to this step. 6. Once the source application has been registered on the screen, press the Save button. Note: you can use the whole website or just that particular page. A best practice is to use the page only, which is the default setting. 7. Use one or more tokens to capture the information from the web page fields. Each token will match a field on the web page. In our example, we're going to capture three tokens: Last Name, First Name, and Email address. Click-and-drag the target reticle icon onto the source field. Make sure it returns the value that is in the field itself. For example, if you drop the cursor onto the Last name field, it should show my last name of "Knebel" in the token content box. Make sure to label each of your Token Names, don't leave it as INPUT. When done adding all the tokens you want, click Next. Configure Laserfiche connector to load the Laserfiche From and pre-fill the fields At this point, you are ready to specify the Laserfiche Forms website and pass the values that you previously captured into the Form. This is accomplished by building a URL that includes some parameters, as they are called. The URL is constructed of the Base URL plus the parameters. The Base URL is obtained from your published Form. The parameters will be added using the token we just defined in step 7. 8. In Laserfiche Forms, go to the Manage page and click on Options beside the process containing your Form. The form URL will be displayed under Link. Click Share next to the form URL to copy the form URL to your clipboard. 9. This URL will be what we refer to as the baseURL on this page. For example, if we want to prepopulate three fields, the URL construction will look like this: baseURL?variable1=value1&variable2=value2&variable3=value3 10. In Laserfiche Forms, go to the Manage page and click on the process to open the process. Then click on the Form name to open the Form page designer. Here you can edit each field in order to identify the variable name. The variable name(s) will be used in the URL string we are going to construct. Do this for each field and write down the variable names. Note: A field's variable name is often not the same as the field label. Make sure to use the variable name in the URL, not the field label. 11. Back in the Profile Creation Wizard, we can now specify the "Website" to open. Paste in the baseURL 12. Type in the "?" after the baseURL followed by the first variable and an "=" sign. 13. With the cursor at the end of the URL string, right after the "=" symbol, click on the token picker and select the LastNameTkn token. The Wizard will display what the encoded URL will look like in the box below. 14. Continue adding your parameters, this time using an "&" (ampersand) to add more field parameters. Press the next button in the bottom right corner to proceed. 15. Use the default settings (or customize to suit) then press the next button. 16. With the "source" webpage open and active, test the Connector profile by pressing TEST the button. You should see the Form page load, and the three fields should be filled in with the appropriate values, as you see below. Notice the URL has the parameter string, and the fields on the Contact Form are filled in with the values. 17. Press the Finish button to complete the Profile Creation Wizard steps. Congrats! You've just built yourself a Laserfiche Connector profile to automatically fill out a Laserfiche Form! Thanks, Kyle! If you have any questions regarding Laserfiche Connector or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight shines bright on CDI's Senior Software Support Engineer, Jeff Curtis. Jeff, how long have you been at CDI, and what responsibilities do you have? "I started at CDI in January of 2018. My coming onboard with CDI was a very unique story, as I was previously an Application Support Specialist at the City of Everett, WA. It was at the City of Everett where I was tasked to oversee this software called Laserfiche. In my studying of the application, I became connected with Jessica, as she was my mentor and taught me a great deal about Laserfiche. I was fortunate to have her as my contact because, in 2017, my wife and I moved to Arizona, and I left working for the city of Everett. I reached out to Jessica afterward and told her I did not see much Laserfiche in the desert. We kept in touch, and just before Christmas of 2017, I was asked if I would like to join the CDI Support Engineering Team. Nearly two and a half years later and here I am today, working with the rest of the Support Engineering Team, helping customers through issues, and providing guidance on the best usage of the Laserfiche product." Tell us about yourself "I’m originally from Seattle, WA, and as I mentioned above, I moved to Arizona in 2017. Still, our adventure continues as we are selling our home in Arizona and moving outside of Astoria, OR. I have an amazing wife, Sherry, and a know-it-all soon to be 5th grader, named Nevaeh, and a two-year-old Golden Retriever, Eesa, which makes up our family unit. I am hiker, biker, and runner, and on weekends I am either out for a road ride, run, or hiking South Mountain." Is there anything about you that your clients wouldn’t believe/would be surprised to know about? "7 Years as a Special Olympic Basketball coach in Snohomish County, WA. I am so proud to have been a part of those great athletes/families’ lives." Is there a Laserfiche feature or CDI product/service available that you are surprised more clients don’t take advantage of? "The use of the Laserfiche Web Client; it’s a great product and getting better. Using Web-based products helps keep you on the edge of the latest technology." What are 3 items on your desk and why are they there? 1) A sign my wife gave me - “Don’t Look back, You’re not going that way” 2) A mini Fengshui garden (also a gift from my wife), helps to keep me in my Zen 😊 3) an art project my daughter made me in 3rd Grade, “My Dad Rocks…” What is the best part of your job? “The commute 😊, working with people each day, and always a new challenge with each case.” Thank you for sharing, Jeff! I'm sure the folks at the City of Everett miss you dearly but are lucky to still have you as a valuable resource here at CDI.

In the last few months, the rise of COVID-19 has disrupted our everyday life in an unprecedented way. Businesses have had to close their doors, and have employees work from home. We have slowly evolved to fewer restrictions leading to businesses starting to open their doors and attempt to resume normal operations. This leads to a question that hangs heavily in the air: How to keep your employees safe in your office space as things start to open again? Luckily, CDI has compiled a list of safe practices from the CDC so you can take measures to protect yourself from COVID-19 while resuming work in your office space. Maintain a distance of at least 6 feet from other people. Wash hands regularly with soap for at least 20 seconds. Use hand sanitizer (at least 60% alcohol) when hand washing is unavailable. Avoid touching face with hands. Stay home when sick. Routine cleaning of surfaces to decrease how much the virus is on common surfaces -this includes tables, doorknobs, coffee pots, keyboards, light switches, etc. Clean surfaces and objects using soap and water prior to disinfection. Always wear gloves appropriate for the chemicals being used, and follow the directions on the label to ensure safe usage. Wear face covering, ensuring both mouth and nose are covered. If your workplace, school, or business has been unoccupied for 7 days or more, it will only need your normal routine cleaning to reopen the area. The virus that causes COVID-19 has not been shown to survive on surfaces longer than this time. Please see https://www.epa.gov/pesticide-registration/list-n-disinfectants-use-against-sars-cov-2 for approved cleaning products to use against COVID-19, this will help determine the appropriate disinfectant for the surface or object. Post signage around the office reminding staff of cleaning and distancing guidelines. Stagger arrival times, lunchtimes, and departure times. Limit the amount of in-person meetings. While cleaning and maintaining distance is crucial, it is just as important to communicate with your colleagues or staff. Each individual will have different needs both emotional and personal, and some may need different accommodations to ensure their safety. While some will be able to resume work in the office, others may be risking their health due to underlying conditions and will be unable to come in. Be open and communicative, keep them informed on the latest policies, and let them know their safety is a high priority. Can CDI help your office take information further? Contact us at sales@cdi.support.

Building workflows in Laserfiche Cloud is very similar to building them in the on-premise Windows Workflow Designer. However, Laserfiche Cloud does not have all the same activities that are found in the on-premise version. In this month's Consultant's Corner article, CDI's Software Trainer, Kyle Knebel walks us through the process of creating a workflow in Laserfiche Cloud. Although the Activities list is not as extensive in Laserfiche Cloud, more functionality is being added at every quarterly software update. Also, the nomenclature for certain functions are different in the Cloud, for example, Start Rules are called Starting Events in the Cloud version. To begin, Sign-in to Laserfiche Cloud with your administrative account, then click on the Grid icon: Select Process Automation from the pop-up window. Select or mouse-click on the Workflows option. To begin building your Workflow, click the green New button. In the pop-up, give your workflow a name. The description is optional. The connection profile will automatically display your repository value. Then press Next. Begin designing your workflow in the Design module. Here you can drag workflow activities from the toolbox onto the workflow canvas, which tells the workflow what steps to do. These steps, called activities, run in sequence from top to bottom, from Green to Red. If you want to have workflow retrieve field values from a document and rename it, drag the two activities needed from the left-hand toolbox, in this case, the Retrieve Field Values activity and the Rename activity, to the canvas. You’ll need the Retrieve Field Values activity to come before all other activities. Note that each activity needs to be configured for its particular purpose. The right-hand pane will show you the activity properties, which will need to be modified for your needs. Here, we see an example of the Retrieve Field Values activity being added to the canvas and the fields being selected. Press the Select field to retrieve… link to bring up the Choose fields selector. You can narrow the list of fields by choosing a template from the drop-down list. It just makes it easier to see what fields you have in a template, as opposed to listing all the fields. For the Rename Entry activity, you’ll want to define the name of the document. This can be a static name or a dynamic name based on retrieved field values from the previous step, or both. For example, you can start the name with some static text, then use field values from the previous Retrieve Field Values activity to finish naming the document. For example, a document might be named Tax document – 05-15-2020, using the Category and Date field values obtained in the Retrieve Field Values activity. If you want to move the document after it is renamed, you can add the Move Entry activity after the 2nd step. All activity names can be renamed, just click on the name and it will allow you to change the name. Prior to saving and publishing the workflow, you should Validate the configuration by pressing the check icon. It will tell you if any errors exist, as shown in the example below. If there are no validation issues, press the Save button, then press Publish. You’ll see the spinning gears as it publishes the saved workflow to become an active workflow in the system. Now that you’ve built the workflow, you need to tell it when it should start. The Starting Events tab on the left side is where you create new start rules. While in the Workflow Design tab, click on the Starting Events icon on the left side. Here you can edit Starting Events or create new ones. Press the New button to begin creating a Start Event. Give the Starting Event a name, although the Description is optional. Next, you’ll want to set the conditions by which the workflow will start. Select the Event Type. Add the Conditions that will need to be true for the workflow to begin. Each colored item allows you to select 3 pieces of information that is needed to make the condition true: 1. Entry: information (in Green) 2. the logical match (in Red) 3. the value (in Blue) In the example below, the start conditions can be translated to mean: If a Document is created in the \1. Incoming Scans folder with the Client Documents template assigned, then start the workflow. Next, select the workflow that will start when these conditions are met. The last step is to confirm that the Start Event should be created, and you should press the Create button to save the Starting Event. Congratulations, you’ve just built a Workflow in Laserfiche Cloud! Thank you, Kyle! With your help, clients now have a better idea of how easy it can be to build a Workflow in Laserfiche Cloud. If you have any questions or wish to speak with a CDI professional team member, contact us at support@cdi.support.

This year has given us unexpected challenges when it comes to the workplace. Many offices have had to shut their doors and begin working remotely. While some spaces are slowly opening back up, many are opting to continue working remotely. This presents the challenge of working efficiently and maintaining open communication in the workplace. Weekly or monthly meetings can no longer happen in person, which means that a substitute will have to take their place. There are the options of FaceTime, Skype, Zoom, Google Hangout, and GoToMeeting which all allow companies to communicate with large groups and have regular meetings. These offer the ease of access that working remotely requires, for both formal meetings and more casual workplace virtual happy hours. Connecting with your colleagues is more important than ever with employees having to isolate due to the virus, and it’s important to maintain a personal touch with both colleagues and clients. Another important piece of working remotely is instant communication. Email may not always be the fastest way to elicit a response from a colleague when the task or question is urgent. There are online resources for instant chat such as 8x8 Virtual Office, Slack, Telegram, Mattermost, and Quip which all allow for group or one-on-one communication with your team. You can create specific groups for your sales team, HR team, support staff, and more. This way you won’t clog up email inboxes and can send out personalized messages to specific teams or individuals. While these won’t replace the ease of communicating in person, they are a good substitute. Another worry that managers have is time management and ensuring that projects stay on track with their deadlines. Without being able to have meetings in person to discuss progress, it can feel like projects are falling to the sidelines. While you can hold virtual meetings on the aforementioned platforms to discuss progress, you can also utilize other project management platforms to limit these meetings. Make sure that your workplace is all consolidated onto one task management platform and lay out a clear and concise plan for the project or projects early on to make checking in easy. Your office could use Asana, Trello, Basecamp, Monday, or Teamwork. Each of these different apps offers different features, allowing your company to find the perfect fit for your requirements. These offer options to manage tasks, message and collaborate, share files, report, and easily search the apps easily. This helps to reduce the number of meetings and allow managers to easily check in on the status of a project. Working remotely means that staff won’t always be working from home, which could potentially compromise the security of vital information. It is pertinent that passwords be updated often, and that they are created to be strong. IT support needs to make sure their company knows not to use public Wi-Fi, even if their devices and apps are password protected and encrypted when possible. Businesses need to make sure that devices are set up with up-to-date anti-virus, encryption, and strong firewalls. Email is often a common way for attempts to access company information, and staff should be on the lookout for suspicious-looking emails and the company policy on how to handle these emails. There are many different malware and anti-virus technologies, and it’s important your company finds the right option to stay secure. In summary, there is a plethora of technology available to ease the stress of working remotely but communicating with your staff and colleagues doesn’t need to be sacrificed. Video meetings and calls can help communicate important information, while instant chat can help with rapid responses. There’s no need to worry about projects getting off track with a variety of software options that offer a range of task management options. Security is also an important matter with everyone working from different locations, and IT teams need to be ready to discuss the best practices to keep their company secure. Times are changing, but we have the software and technology to keep up and resume business as usual. We will make it through these uncertain times, together. Do you want help in making your office more remote-friendly? Email the professionals at CDI today at sales@cdi.support.