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Helping Vancouver go paperless since 2001 > Vancouver Let's Get Started Vancouver's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Vancouver, Canada ​ CDI is your leading Laserfiche services provider specializing in Records Man agement deployment, Project Management, and third-party integration. CDI has been a Laserfiche VAR for over 20 y ears and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. You can find CDI’s solutions on the Laserfiche Marketplace , including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche Soft ware Solutions for All ​ For more than thirty years customers have been trusting Laserfiche with the security and storage of their content. With clients in more than forty countries and more than 36,000 clients in total, Electronic Content Management and Laserfiche have become a formidable competitor in the marketplace. Laserfiche offers a complete suite of products including business process automation, workflow, records management (DOD 5015.2 Certification), document imaging, e-forms, and a robust API. Learn More Support You Can Count On CDI’s Laserfiche Support Team includes experienced, Gold and Platinum-certified Laserfiche technicians in your area. The Support Team offers the latest in industry-specific compliance knowledge, best practices, and architecture. The goal of every support request is helping to quickly and easily troubleshoot unexpected issues, provide prompt answers to software questions and treat every client with patience and understanding. Learn More Consulting G uided by Experts The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised pr ocesses. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. ​ Project Planning System Design Custom Training Project Management Procedural Design Workflow & Form Design Learn More Training Knowled ge & Confidence The efficiencies and benefits gained when going paperless are undeniable, but onboarding and adoption with existing staff can sometimes have its challenges. Trust the professional training staff at CDI to carefully and mindfully help guide your staff through their paper-to-paperless transition ​ Online Training Workshops & User Groups Free Monthly Training Webinars Introductory & Advanced Courses ​ Learn More Development Without Barriers Every document management solution is unique and may require a little to a lot of customization. Integrating and unifying systems can create even greater efficiency and make your overall solution that much more powerful. At CDI, our team of in-house developers are available to make your document management system friendly to all users and powerful to all administrators. ​ Integrations Custom Development Scripting Conversion ​ ​ Learn More Digital Signatures Made Easy What good is having a paperless office if you are still gathering physical signatures? CDI provides organizations with the freedom to quickly and efficiently gather digital signatures. With a combination of Laserfiche software, CDI integrations, and DocuSign, our digital signature solutions can automate and streamline the signature procurement process with the use of email notifications, automated workflow activities, and automatic document archiving. Learn More Hosting in the Cloud CDI’s cloud hosting services allow organizations to lower operating costs, achieve infinite scalability, and improve integration compatibility by moving their server to the cloud. CDI will manage necessa ry updates as they become available and will ensure your server achieves maximum uptime. Best of all, your organization will have a single point of contact for both your hosting and general Laserfiche needs. As with all services provided by CDI, the hosting service is competitive and secure. CDI has the experience and know-how to ensure your server is being managed optimally. ​ Learn More Backup for the Unex pected ​ For Vancouver organizations looking to achieve true disaster recovery-ready status, CDI offers a quick and easy way to implement online backup services for all your day-to-day files. Nightly backups of network drives, databases, Exchange, SharePoint, Lotus, and Oracle are transmitted directly in an encrypted format with a daily post-backup statistic email update. 24-hour hotline and emergency remote Laserfiche available. ​ Learn More Hardware to get the Job Done ​ CDI is proud to be a Canon Premier Partner , offering high-speed document scanning solutions. Whether you are looking for a high-speed, personal-use scanner for your desk, or a high-capacity, high-speed departmental or workgroup document scanner for your office, let the scanning hardware pros at CDI help you select the high-speed scanner that’s perfect for you. Learn More Ready to start? Request a Quote Today! Contact our team to go paperless. Our skilled team is ready to help! Contact Us Or call 855-714-2800, ext. 2

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

Laserfiche End User License Agreements Available EULA Downloads > Laserfiche (General) EULA Version First Applicable Software Installation Version Date Effective for New Orders 11 11 Updated Sept. 2023 10.4 10.4 10/1/2018 2017.12 v. 10.3 10.3 11/8/2017 2017.0106 v. 10.2 10.2 1/11/2017 2016.0405 v. 10 10.1 4/18/2016 2016.0405 v. 10 9.2.1 3/2/2015 SDK EULA Version First Applicable Software Installation Version Date Effective for New Orders 10.2 10.2 4/10/2017 2015.1229 v. 10 10 2/15/2016 Laserfiche Cloud Document Name Laserfiche Cloud Subscription Agreement Download Laserfiche Public Cloud computing service level agreement Download Data Processing Addendum (DPA) Document Name Effective Date Data Processing Addendum 9/01/2023 Download DocuSign Document Name Effective Date Terms and Conditions 12/27/2022 Link Laserfiche Privacy Notices Document Name Effective Date Privacy Notice 1/23/2023 Link Service Level Agreement (SLA) Document Name Effective Date Service Level Agreement August 2023 Link

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

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Brochures Informational downloads & links > Brochures Navigation Software, Services, Integrations, Hardware, Guides, & Industry Specific Documentation > Brochure Navigation Categories Advanced Workflow Activities Business Processes 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 Business Processes Back to Top Business Processes Contract Management View Human Resou rces View Procurement Pr ocess View Records Mana gement 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 ABBY 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 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 DR-G 2140 View Spanish Documents Spanish Documents >

Laserfiche Consulting Laserfiche experts ready to help > Get Laserfiche Consulting Today Laserfiche Consulting The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised processes. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. Consulting Services Existing Processes & Procedures Analysis Documentation & Governance Modeling Training & Implementation Project Management Process Management Evaluation & Redesign Installation & Testing System Audits Technical Review - Upgrades & Improvements Indexing, Search, & Metadata Management Development & Programming Solutions Documentation & Governance Modeling Installation & Testing Indexing, Search, & Metadata Management Development & Programming 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. Today's integrations can be handled through the use of API's or tool-kits, but it is increasingly handled through GUI integrations. This makes for fast, efficient and manageable integrations. Are you looking to change imaging systems? CDI has you covered. CDI has converted files from Ax5 (Legato, Documentum), FileNet, DocuWare, Watermark, IMS21, QuikTag, Stellent, Hummingbird, RVI, Oracle, Liberty, Worldox, Trumpet, & Docstar. Request Consulting Services/Quote Laserfiche Software Options Laserfiche Support

CDI Newsletter Take Your Laserfiche Knowledge Further With The CDI Newsletter Subscription Benefits Each month CDI carefully crafts its monthly newsletters to make sure our customers are well informed. Subscribe to our newsletter for all the latest Laserfiche, CDI, and industry news. ​ What To Expect: ​ Latest Laserfiche News CDI Webinars Blog posts and industry articles Special CDI announcements Important technical updates and much more! Subscribe to Our Newsletter Submit Thank you for Subscribing!

Online Backup Backup services you can trust > Backup Today CDI Online Backup (CDOB) ​ Improve IT resiliency with CDI's cloud backup services. CDI offers encrypted online backup serv ices for Laserfiche needs and e verything else. Exchange, SharePoint, SQL, and virtual server backups are all supported. Ideal for organizations that w ant to: Develop or enhance a disaster recovery plan Enhance AND simplify their IT footprint Archive to WORM/immutable format Create redundancy in backup plan Features Daily backup reporting Incremental nightly backups of critical data 256-bit en cryption Save to S3, Az ure or Wasabi Cloud Restore files for up to 30 days Managed Detection Response You can strengthen your cloud security with CDI’s cybersecurity monitoring solution (MDR) that detects threats and provides rapid response 24/7. Ideal for organizations that want to: ​ Monitor their IT environment for threats and security notices Prepare for and respond to inevitable cyber security attacks on their network Implement a tailored solution that dynamically evolves to combat cyber threats Learn More Ready to start? Request a Quote Today! Contact our team to take your organization to the cloud. Our skilled team is ready to help! Contact Us Or call 855-714-2800, ext. 2 Online Hosting

Laserfiche Software Options Package options to fit your office > Laserfiche Software Options Laserfiche document management and records management offers a suite of tools to make your office more efficient through digital storage and digital workflow. Laserfiche Base Server & Host Options Laserfiche Avante Designed for small to medium organizations, combining content management with workflow tools that automate business processes Laserfiche Rio Designed for large organizations, combining content management functionality with business process management (BPM), security and auditing, unlimited servers and a thin-client interface Laserfiche Cloud Enterprise content management with built-in business process management tools in a secure and scalable Software-as-a-Service ( SaaS) subscription Laserfiche Hosting by CDI Online services and solutions for organizations looking to reduce the headaches, burdens, and costs of self-hosting Laserfiche Laserfiche Subscription All-in-one solution that allows organizations to access Laserfiche at a cost-effective price point Laserfiche Modules & Options Laserfiche Audit Trail Tracks and records events in Laserfiche Laserfiche Business Process Digital library of prebuilt e-form and workflow templates Laserfiche Capture & Imaging Enable content capture from document scanners, mobile devices, web forms, network drives, MFPs, electronic files and applications Laserfiche Connector Integrate other applications with Laserfiche without programming Laserfiche Document Management Allow users to access and make changes to documents in the repository from any device Laserfiche Forms Ability to digitally capture, route and approve forms enterprise-wide Laserfiche Import Agent Monitors MFP, fax servers and other folders to automatically bring new files into Laserfiche continually or at specified times Laserfiche Plus Plug-In Allows full online access to a Laserfiche repository Laserfiche Quick Fields High-volume capture software that automates document import, classification and indexing Laserfiche Records Management DoD 5015.2-certified software that transforms paper records into digital, accessible organizational assets. Laserfiche ScanConnect Automate the classification, organization, routing and archiving of documents. Laserfiche SDK Ability to create integrations and automation between Laserfiche and other line-of-business applications Laserfiche WebAccess Streamlines and automates the creation of meeting agenda Laserfiche Weblink Allows read-only online access to a Laserfiche repository Laserfiche Workflow Automate the classification, organization, routing and archiving of documents. Request Laserfiche Demo/Quote About Laserfiche Laserfiche Consulting

Online Hosting Take your office to the cloud > Start Hosting Today Private Cloud Hosting CDI offers trusted online services and solutions to organizations looking to reduce the headaches, burdens, and costs of self-hosting infrastructure. Is your organization ready to discover the advantage, freedom, and benefits of moving to The Cloud? ​ Private Cloud Hosting ​ Is your organization currently hosting your Laserfiche server at your office? Do you wish you could outsource the hosting to reduce time and resources spent managing the server? If so, you should consider taking advantage of CDI cloud hosting services. Not only will you have the benefit of outsourcing server management to industry experts, but will have the peace of mind knowing that your server is being looked after by professionals who understand Laserfiche and ECM best practices. ​ CDI will manage necessary updates as they become available and will ensure your server achieves maximum up-time all times. Best of all, your organization will have a single point of contact for both your hosting and general Laserfiche needs.​ As with all services provided by CDI, the hosting service is competitive and secure. CDI has the experience and know-how to ensure your server is being managed optimally. There are many reasons to move your server to the cloud; from lowering operating costs and having infinite scalability, to improving integration compatibility. Let CDI help you evaluate your Private Cloud options today. Request Hosting Quote Online Backup

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 launch your integration? Let's Get Started EXPLORE MORE SOLUTIONS Laserfiche Solutions Cloud Services Laserfiche Integrations