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  • CDI | Laserfiche For Credit Unions

    Credit Unions Introduction to CDI Vision Suite > Let's Get Started Credit Union & Banking ECM Solutions ​ In today’s drive to always deliver bette r member and client services, Electronic Content Management, “ECM,” has become a necessity. Whether your needs revolve around improved l oan 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 ​ 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 strea ms. Easily index IDs by read ing barcodes when scanning. Check 21 Solution ​ 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 real-time 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). Check 21 Forward - NSF and fraud detection DocStream Manage document packages and track the collection to completion. The application is used to track percentage of completion of loan packages, new account openings and even human resource onboarding documents. Use pre-built templates with to-do lists or ad-hoc packages. A dashboard shows real-time package status. MA R S Archive & retrieve COLD data from computer-generated reports, statements and invoices. Capture, index and archive directly into Laserfiche. Apply graphical overlays to enhance the readability of green-bar re ports . Receipt Capture Sy stem The cash matrix b al ances t ellers’ cash with each transaction. It provides the option of receiving an emailed receipt, with al l account numbers automatically masked. Integration with Vision Check 21 to combine receipts and checks into a single document for research and member lookup. It offers touchless authorization by sending a text message for members to acknowledge and sign electronically during cashback requests at drive-thru or call centers. DocStream - track loan package progress Receipt Capture System - email or text receipt with biometric capture Laser Check Capture Laser print checks on blank check stock with signatures (cashi er’s checks, money orders, etc.). Allows granular control over authorization limits and remote approval of checks. You may also create core and user-generated loan coupons along with certificate renewal notices. Signature Pad Marke ting Manage and display color m arketing graphics and messages on your color s ignature pads. Member Portal​ Client or employe e document portal for quick document access of receipts, checks statements, or other documents. The portal interface is customizable and secured with enhanced security. It may be hosted locally, through a CDI hosted interface, and accessed through third-party home banking solutions. Ready to start? Request a Quote Today! Contact our team to streamline your organization. Our skilled team is ready to help! Contact Us Or call 855-714-2800, ext. 2 Government & Municipalities

  • CDI | Laserfiche Washington

    Toronto Helping Toronto go paperless since 2001 > Let's Get Started Toronto's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Toronto, 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 int ernationally. You can find CDI’s solutions on the Laserfiche Marketplace , including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche Soft ware Solutions for All ​ For more than thirty years customers have been trusting Laserfiche with the security and storage of their content. With clients in more than forty countries and more than 36,000 clients in total, Electronic Content Management and Laserfiche have become a formidable competitor in the marketplace. Laserfiche offers a complete suite of products including business process automation, workflow, records management (DOD 5015.2 Certification), document imaging, e-forms, and a robust API. Learn More Support You Can Count On CDI’s Laserfiche Support Team includes experienced, Gold and Platinum-certified Laserfiche technicians in your area. The Support Team offers the latest in industry-specific compliance knowledge, best practices, and architecture. The goal of every support request is helping to quickly and easily troubleshoot unexpected issues, provide prompt answers to software questions and treat every client with patience and understanding. Learn More Consulting G uided by Experts The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised pr ocesses. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. ​ Project Planning System Design Custom Training Project Management Procedural Design Workflow & Form Design Learn More Training Knowled ge & Confidence The efficiencies and benefits gained when going paperless are undeniable, but onboarding and adoption with existing staff can sometimes have its challenges. Trust the professional training staff at CDI to carefully and mindfully help guide your staff through their paper-to-paper transition . ​ Online Training Workshops & User Groups Free Monthly Training Webinars Introductory & Advanced Courses ​ Learn More Development Without Barriers Every document management solution is unique and may require a little to a lot of customization. Integrating and unifying systems can create even greater effici ency 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 signa ture solutions can automate and streamline the signature procurement process with the use of email notification s, 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 compatibil ity 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 Toronto organizations looking to achieve true disaster recovery-ready status, CDI offers a quick and easy way to implement online backup services for all your day-to-day files. Nightly backups of network drives, databases, Exchange, SharePoint, Lotus, and Oracle are transmitted directly in an encrypted format with a daily post-backup statistic email update. 24-hour hotline and emergency remote Laserfiche available. ​ Learn More Hardware to get the Job Done ​ CDI is proud to be a Canon Premier Partner , offering high-speed document scanning solutions. Whether you are looking for a high-speed, personal-use scanner for your desk, or a high-capacity, high-speed departmental or workgroup document scanner for your office, let the scanning hardware pros at CDI help you select the high-speed scanner that’s perfect for you. Learn More Ready to start? Request a Quote Today! Contact our team to go paperless. Our skilled team is ready to help! Contact Us Or call 855-714-2800, ext. 2

  • CDI | Laserfiche Webinars

    Webinars Learn directly from our experts > Welcome to Our Webinar Library Each month our sales and consulting team hosts webinars and Q&A sessions covering several Laserfiche topics. These sessions are completely free for all our customers and anyone interested in our services. Please browse through our current webinars and register for as many as you like. You can also find our past webinars recorded and available on our CDI YouTube Channel . ​ You can stay up to date on our webinars by subscribing to our monthly newsletter. To subscribe contact events@cdi.support or visit our newsletter page HERE . Upcoming Webinars mar 28 de may The Growth of Digital Signature & Records Management Challenges / Webinar RSVP 28 may 2024, 1:00 p.m. – 2:00 p.m. GMT-5 Join CDI and see how your contracts automatically populate, route and signed digitally. See how this important document becomes a record in Laserfiche automatically with retention & metadata. Compartir jue 13 de jun Graduating from User to Developer - A Tour of the Laserfiche API & SDK / CDI Webinar RSVP 13 jun 2024, 1:00 p.m. – 2:00 p.m. GMT-5 Join CDI to learn how to decide between the API and the SDK when building an integration. There are significant differences and benefits with each route. Let us help you decide which way to go. Compartir mar 25 de jun Graduating to a Mobile Platform - Mobile Document Management / CDI Webinar RSVP 25 jun 2024, 1:00 p.m. – 2:00 p.m. GMT-5 Details will soon be available. Compartir jue 11 de jul Declaration of a Record - Can you do this Independently? / CDI Webinar RSVP 11 jul 2024, 1:00 p.m. – 2:00 p.m. GMT-5 Join CDI to learn how declaring something a record and changing office practices/procedures may be harder than you think. Compartir jue 08 de ago Don’t Get Grilled - Know Who Did What & Where in Laserfiche / CDI Webinar RSVP 08 ago 2024, 1:00 p.m. – 2:00 p.m. GMT-5 Join CDI to learn what and where you can be prepared with in the event of an inquisition! Compartir jue 12 de sep Leaf it Alone - Controlling Your User Settings with Attributes / CDI Webinar RSVP 12 sep 2024, 1:00 p.m. – 2:00 p.m. GMT-5 Join CDI to learn how to control what your users see and what they can do in Laserfiche. Compartir Past Webinars Title Date & Time Mayday Mayday, We Have an Emergency - What to do in Laserfiche THU, May 9, 2024 1:00 PM - 2:00 PM CDT Watch Now The Rebirth of Workflow - Using Business Processes to Automate Your Team TUE, April 30, 2024 1:00 PM - 2:00 PM CDT Watch Now Brighten Somebody’s Day, Use Color in Laserfiche THU, April 11, 2024 1:00 PM - 2:00 PM CDT Watch Now Going Green - Ways to Eliminate Waste in Your Office TUE, MARCH 26, 2024 1:00 PM - 2:00 PM CDT Watch Now It’s Time to Go Green - Tips to Help Reduce Paper for THAT user THU, MARCH 14, 2024 1:00 PM - 2:00 PM CDT Watch Now Looking for Love & Connection? Look no further than the API & SDK TUE, FEBRUARY 27, 2024 1:00 PM - 2:00 PM CDT Watch Now CDI Webinar Library View More

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