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In today’s drive to always deliver better member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your credit union needs to revolve around improved loan workflows, teller services, or member engagement, CDI has solutions to improve your content management. CDI’s Vision Suite integrates with the ECM solution, Laserfiche, and most core data processing systems. Credit Unions Introduction to CDI Vision Suite > Let's Get Started Check 21 Workflow & Records E-Sign Credit Union Enterprise Content Management Solutions In today’s drive to always deliver better member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your needs revolve around improved loan workflows, teller services, or member engagement, CDI has solutions to improve your content management. CDI’s Vision Suite integrates with the ECM solution, Laserfiche, and most core data processing systems. The Vision Suite CDI Vision Suite is a deeply integrated platform for Check 21 processing, records management, workflow automation, and eSign - one auditable pipeline, purpose-built for credit union operations since 1996. The Vision Suite offers one-click lookup of primary or joint owners’ IDs, membership cards, or documentation. Scan IDs at the teller window or capture Windows or core processor print streams. Easily index IDs by reading barcodes when scanning. Check 21 Check 21 Clear Check 21 Processing Scan checks at the time of transaction with teller Check 21 or batch scan at end-of-day with Branch Capture, where you have the opportunity to re-key correct information and ensure proper processing for submission to the clearinghouse. Create images of checks that can be stored in your imaging system along with index files and MICR and check amount information. $ Generate teller reports to compare checks received against teller drawer totals. Automatic creation and transmission of the Image Cash Letter (ICL) file to the Federal Reserve or designated clearinghouse for processing. Check 21 Features Teller Scanning Scan single checks or batches to balance with each transaction. Capture MICR, CAR & LAR amounts with automated and manual verification options. Import deposit checks from ATMs, ITMs, and RDC. Automatically store balance reports for the teller, branch, or institution prior to generating your cash letter. Automatic cash letter submission with most clearing institutions. Import received and cleared checks into Laserfiche using standard formats such as X9.37. Receive Import inclearing items to your repository from the FRB, generate a summary report, and create MICR/ACH posting files for your core system. Return Mark inclearing checks for return to BOFD and create return a cash letter file for submission to the FRB. IRD Reprint Allow printing of legal document replacements, return to the institution of first deposit once final NSF is complete. Advanced Fraud Early Warning Enable realtime fraud lookup through Vision Check 21 integration (requires subscription). Merchant Capture Enable business customers to scan and deposit checks from offices and submit to their financial institution with an Image Cash Letter (ICL). The Right View for Every Role For CU Managers: See the whole picture Every receipt, statement, signed form and check flows automatically into one repository - the panoramic view of operations that leadership has been waiting for. For Operations: Focus on what matters Auto-import services, Report View Server, and SymXchange Workflow activities sharpen every process - eliminating manual middle steps between core, capture and archive. For IT Managers: Crystal-clear stack Centralized Install Engine, .NET 4.8 baseline, IIS-based services, MS SQL backend - one console to deploy, patch, and oversee every module in your line of sight. Workflow & Forms Workflow & Forms The Engine Room Behind Your Paperless Credit Union Every CDI application runs on a shared infrastructure and pushes content into your Laserfiche repository with consistent templates, retention schedules, and Records Management cutoff instructions. One install. One support contract. One source of truth. Server Engine & Client Engine The heartbeat of the Vision Suite. Centralized configuration, licensing, email-lookup, PCL conversion, and signature-request services for every CDI module - for Laserfiche and Vision Vault deployments alike. Report View Server + File Manager Indexes and archives thousands of PDFs, text reports and statements per hour. Bursts single files into many, applies retention schedules and cutoff events, and routes via File Manager rules - the records management workhorse. SymXchange Integration for Laserfiche Workflow Drop-in Workflow activities that retrieve or update Symitar account-record fields directly from Laserfiche Workflow - close the loop between your ECM and Symitar core without custom code. Data Import · TFS · SQL Engine Bulk migration from legacy systems with full template mapping. Template Field Sync keeps Laserfiche metadata aligned across repositories. SQL Engine enables lookups, signups and integrations across the platform. Teller Receipts Capture every core receipt at the teller line. Digitally sign on Topaz or Wacom pads, attach scanned IDs and check items, and forward straight to Laserfiche - with optional encrypted-PDF email to the member. Marketing Suite + Teller View Hotkey Run on-brand campaigns across every signature pad in every branch. Hotkey-based scan-to-Laserfiche puts indexed archival a single keystroke away from the teller's core window. eView + Secure Account Module Members access statements, checks and receipts from inside your online banking via SSO. Secure Account Module encrypts account tokens end-to-end for Laserfiche Forms integration. CDI Workflow Activities Intelligent Laserfiche Workflow activities purpose-built for credit unions - automate document classification, route exceptions, trigger approvals, and update member records. Works with both Symitar SymXchange and Corelation Keystone. eSign eSign Sign Here or Anywhere From the branch lobby to the member's phone - three signature modalities, one Laserfiche repository, zero paper. Branch eSign Capture in-branch signatures on Topaz, Wacom, or Wacom multi-pads. PCL print-capture from any core. Combine signed pages, append history, archive directly to Laserfiche - with fingerprint biometrics via DigitalPersona U.are.U 4500. Member eSign Send remote signature requests directly to members. Access-code login, bounced-email tracking, expiration management, optional password-protected PDFs, signed-document email delivery - all archived back to Laserfiche with full history. DocuSign Retrieval + Wacom Forms Plugin Already invested in DocuSign? CDI retrieves completed envelopes and indexes them into Laserfiche automatically. The Wacom Signature Forms Plugin captures signatures directly inside Laserfiche Forms. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Government & Municipalities

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. 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

Have a question or need technical assistance? Complete the form below to connect with one of CDI's many certified expert technicians. Prefer to speak with us? Give us a call instead at 855-714-2800. Support Requests We are ready to assist you > Online Support Request Do you have a question or need technical assistance? Complete the form below to connect with one of CDI's many certified expert technicians. Would you prefer to email or speak with us? support@cdi. support 855-714-28 00, ext. 1 Are you not currently a CDI Laserfiche support plan member? Contact Us

Seamlessly integrate docusign and salesforce integration for efficient document management and optimized business workflows. Salesforce Integration Easy connectivity between Salesforce and Laserfiche > Let's Get Started + The CDI Salesforce integration for Laserfiche® allows for easy connectivity and interaction between Laserfiche and Salesforce. By utilizing Laserfiche Web Access, the CDI Salesforce integration lets users quickly and easily access documentation in Laserfiche for any account, contact, opportunity, or custom entity/field, directly through the Salesforce interface. This full-access interaction gives users the time-saving ability to upload or scan documents through the Salesforce interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your organization will also have the option to upload different Laserfiche briefcases per account, contact, lead, or other record type, to ensure the creation of specific subfolder structures, in cases where the folder structure does not already exist in Laserfiche. In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Salesforce attributes, helping to optimize future searches in Laserfiche. Features Ability to view, scan, upload, edit, export, and delete documents directly from Salesforce Helps ensure the creation of standardized subfolder structures in Laserfiche for new contact s Ability to search and access account, contact, and lead documentation from within the Salesforce interfac e Data auto-sync - updates in Salesforce can automatically be applied to Laserfiche Includes Laserfiche Workflow Activities : Create Record For Each Record Delete Record Retrieve Record Find Record Update Record Allows administrators to map Salesforce attributes to Laserfiche template fields for optimized searchin g Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

CDI is proud to be an imageFORMULA Premier Partner of Canon's high-speed document scanners. High-speed, departmental, and workgroup document scanners. Scanning Hardware Welcome to highspeed scanning > CDI is proud to be an imageFORMULA Premier Partner of Canon's high-speed document scanners. Canon imageFORMULA DR-S150 Built-in Wi-Fi®, wired Ethernet and USB connections for networked and local operation allow the scanner to be used with desktop computers, compatible smartphones, or tablets, and shared among multiple users. Document size: 8.5 in x 14 in max Feeder capacity: 60 sheets Scanning speed: 45 ppm | 90 ipm View Brochure Canon imageFORMULA DR-S250N A highly reliable, versatile document scanner that can handle typical office workloads with ease, as well as scan a variety of different media. View Brochure Canon imageFORMULA® DR-C225 II Document Scanners An innovative, upright, space-saving design frees up desk space. Its flexibility and high image quality are only surpassed by its ease of use, making it ideal for converting paper-based documents to digital files. Document size: 8.5 in x 14 in max Feeder capacity: 30 sheets Scanning speed: 25 ppm | 50 ipm View Brochure Canon imageFORMULA DR-G2090 USB This scanner uses USB-only connectivity and provides a high-performance, reliable, and flexible scanning solution recommended for non-networked environments where Ethernet connectivity is not required. Document size: 12 in x 17 in max Feeder capacity: 300 sheets Scanning speed: 90 ppm | 180 ipm View Brochure Canon imageFORMULA DR-M1060II A compact and versatile scanner, designed to enhance productivity in any office setting. With diverse document size feeding and two reliable feeding paths, the DR-M1060II is capable of fast letter-size / A4 scanning, U-turn path ledger-size / A3 scanning capabilities, long documents, and more. Document size: 11.8 in x 17 in max Feeder capacity: 80 sheets Scanning speed: 60 ppm | 120 ipm View Brochure Canon imageFORMULA ScanFront 400 Ideal for capturing document information in distributed environments. It helps improve collaboration by allowing users in central and field locations to capture and share information seamlessly and securely. Document size: 8.5 in x 14 in max Feeder capacity: 85 sheets Scanning speed: 45 ppm | 90 ipm View Brochure Canon imageFORMULA CR-L1 An easy-to-use solution for high-volume batch Remote Deposit Capture and remote lockbox check processing. With high-quality image scanning, precise MICR accuracy, and reliable item handling, the CR-L1 check transport can help with distributed check processing. Document size: 4.3 in x 9 in max Feeder capacity: 50 sheets Scanning speed: Up to 45 cpm View Brochure Canon imageFORMULA DR-G2110 USB A production document scanner, with both USB and ethernet connectivity, provides businesses with a high-performance, reliable, and flexible scanning solution as part of a robust document management system. Document size: 12 in x 17 in max Feeder capacity: 500 sheets Scanning speed: 110 ppm | 220 ipm View Brochure Canon imageFORMULA DR-G2140 A production document scanner, with both USB and ethernet connectivity, provides businesses with a high-performance, reliable, and flexible scanning solution as part of a robust document management system. Document size: 12 in x 17 in max Feeder capacity: 500 sheets Scanning speed: 110 ppm | 220 ipm View Brochure Canon imageFORMULA DR-6030C A departmental scanner that blends high speeds and reliable document handling with versatility and convenience. The DR-6030C scanner provides comprehensive functionality in a desktop design that effectively delivers document capture benefits in any business application. Document size: 11.8 in x 17 in max Feeder capacity: 100 sheets Scanning speed: 80 ppm | 160 ipm View Brochure Canon imageFORMULA DR-C230 A scanner with powerful document capture capabilities and dynamic ability to scan various document types like passports, this scanner can easily convert paper-based documents into high-quality digital files for almost any office environment. Document size: 8.5 in x 14 in max Feeder capacity: 60 sheets Scanning speed: 3 0 ppm | 60 ipm View Brochure Canon imageFORMULA DR-C240 A powerful document scanner with capture capabilities and dynamic ability to scan various document types, like passports. This scanner can easily convert paper-based documents into high-quality, digital files for any office environment. Document size: 8.5 in x 14 in max Feeder capacity: 60 sheets Scanning speed: 45 ppm | 90 ipm View Brochure Canon imageFORMULA DR-M260 A scanner with a user-friendly design, high-quality image processing, reliable item handling, and robust software offers end-to-end options for capturing business information and improving workplace productivity. Document size: 8.5 in x 14.02 in max Feeder capacity: 90 sheets Scanning speed: 60 ppm | 120 ipm View Brochure Canon imageFORMULA CR-120 A scanner with a user-friendly design, high-quality image processing, reliable item handling, and robust software offers end-to-end options for capturing business information and improving workplace productivity. Document size: 4.3 in x 9.6 in max Feeder capacity: 150 sheets Scanning speed: Up to 120 cpm View Brochure Canon imageFORMULA CR-150 A check scanner with high-speed, high-quality, precise processing capabilities, plus reliable item handling and other useful features. The CR-150 check transport can help promote adaptability and productivity for financial applications. Document size: 4.3 in x 9.6 in max Feeder capacity: 150 sheets Scanning speed: Up to 150 cpm View Brochure Canon’s imageFORMULA CR-190i II With a convenient countertop design and versatile document handling, the CR-190i II check transport can help meet even the toughest challenges. Document size: 4.3 in x 9.6 in max Feeder capacity: 2 50 sheets Scanning speed: Up to 190 cpm View Brochure Canon DR-M140 A document scanner helps reduce paperwork and improve workflows. With an out-of-the-box design, reliable handling, and advanced image quality functions, the DR-M140 is a performance-driven device that provides the basis for an intelligent document capture system.. Document size: 8.5 in x 14 in max Feeder capacity: 50 sheets Scanning speed: 40 ppm | 80 ipm View Brochure Canon DR-M160II This scanner is a compact document imaging solution for office environments. Its user-friendly design, high-quality image processing, reliable item handling, and intelligent software offer end-to-end options for capturing, converting, and communicating business information.. Document size: 8.5 in x 14 in max Feeder capacity: 6 0 sheets Scanning speed: 6 0 ppm | 120 ipm View Brochure Canon DR-M260 This scanner is a compact document imaging solution for office environments. Its user-friendly design, high-quality image processing, reliable item handling, and intelligent software offer end-to-end options for capturing, converting, and communicating business information.. Document size: 8.5 in x 14 in max Feeder capacity: 8 0 sheets Scanning speed: 6 0 ppm | 120 ipm View Brochure Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

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

CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Seattle, Spokane, Tacoma, Vancouver, and all throughout the state. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! Helping Washington go paperless since 2001 > Washington Let's Get Started Washington's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Washington CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has been a Laserfiche VAR for over 20 y ears and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. We serve clients across Washingt on state that, include the Seattle area, Tacoma, Everett, Spokane, and Vancouver. You can find CDI’s solutions on the Laserfich e Marketplace , including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche 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-paperless transition Washington Onsite & Online Training Washington 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 Washington 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 Washington 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 in Washington, 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 Your Laserfiche Choice Join our List of Satisfied Customers Seattle Tacoma Everett Vancouver Request Laserfiche Demo/Quote

Allows for simple integration between the ArcGIS interface and Laserfiche. ArcGIS Integration Simple interaction between ArcGIS and Laserfiche > Let's Get Started + CDI’s ArcGIS® Integration allows for simple interaction between the ArcGIS interface and Laserfiche®. The integration allows users to upload documents to Laserfiche directly from the ArcGIS interface and view any related documents. The dynamic ArcGIS map will auto-populate, indicating which features on the map have documents associated with them in Laserfiche. Documents, folders, and their metadata from Laserfiche are displayed as ArcGIS feature services, allowing for full functionality provided with ArcGIS 10.8. Documents within folders are displayed as attachments within the feature layer and are viewable within Laserfiche Web Access or WebLink. Features Documents or folders in Laserfiche are immediately available on the map. Geocoordinates are pulled in real-time from ArcGIS. Attributes from ArcGIS can be retrieved and displayed on the map with the Laserfiche documentation. Feature services allow for all functionality compatible with ArcGIS Server 10.8 or higher. ArcGIS administrators are able to work with the Laserfiche layers as if they were hosted in ArcGIS. Documents or folders from Laserfiche can be made available read-only for public users or read/write for internal users. Documentation can be retrieved from Laserfiche based on Template, Field, and/ or Folder Path within Laserfiche. Laserfiche layers are created from existing ArcGIS layers, allowing metadata from Laserfiche to be mapped to fields within the ArcGIS layer. Multiple Laserfiche layers can be created to expose multiple sets of documentation. Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

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

Optimize and streamline your document processes with CDI's records management software. Automate and retain with ease. Records Management Streamline Records Management Software Solutions Let's Get Started About Records Management Discover how CDI's records management software revolutionizes the way you handle your organization's documents. With CDI, you can streamline processes, automate classification, and ensure compliance effortlessly. Our records management software ensures that your documents are securely organized and easily accessible, saving time and enhancing productivity. Experience the benefits of seamless document retention and efficient workflows. Get started with CDI today and transform your records management experience. 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