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Workflows We Are Thankful For CDI Fiche Tips | Consultant’s Corner Aprende Más Top Homepage Nav Never miss the latest CDI news or webinars. Join our Newsletter today. Subscribe PROVEEDOR LÍDER DE AUTOMATIZACIÓN Y EFICIENCIA DE OFICINAS LLEVAR INFORMACIÓN MÁS LEJOS Pericia conocimiento y recursos para el éxito > EXPERTISE LASERFICHE SOLUTIONS Learn More CLOUD SERVICES Learn More MDR SERVICES Learn More RECORDS MANAGEMENT Learn More Premios + Certificaciones avanzando con confianza > Industrias conocimiento y experiencia para sobresalir > FINANCIERO APRENDE MÁS GOBIERNO APRENDE MÁS COOPERATIVAS DE CREDITOS APRENDE MÁS INDUSTRIES Trabajando con los mejores conozca cómo las grandes empresas y municipios ya están utilizando CDI > Testimonios Escuche lo que nuestros clientes tienen que decir sobre CDI > Sean Rappleyea Solutions Engineer Article "...CDI developers have helped us figure out how to take our ideas and push them into reality. So that we can fulfill what our customers are wanting from us..." Enviar ahora Formulario de contacto nuevo a cdi? estamos aquí para ayudar > ¿Tiene una solicitud de soporte? haga clic aquí

Government Municipalities working smarter, not harder > Government Built-in Automation From A Record Management Leader Every family in every city relies on critical municipal services. These services keep citizens safe, keep neighborhoods clean, keep places livable and build communities, not just cities. With initiatives this important, why not empower city employees with the very best tools? So much of the information that is managed within a city hall is paper-based. From permits to council minutes, from checks to water bills, it’s usually all paper. By providing employees with efficient tools and access to information we all benefit. Most information that is created or used within a city has implications in more than one department. This creates a bottleneck for information flow in many cases, or it duplicates it. Information important to one department is stored in one way, while it’s stored in another in the department next door. Why not store it once and let everyone have access? Enter Laserfiche government electronic document management! Building applications can be data entered by citizens online through an electronic form. Fees are automatically calculated and captured through payment processing. Copies of the application are captured in digital format and approved with a digital signature. The permitting database is automatically updated, permits are linked to a centralized property file and accessible through GIS. That same building permit is placed on the city’s paperless planning commission agenda which is emailed out to commission and council members. Because this permit has a fiscal impact on the city for new road construction a notification is also sent to public works, engineering and the finance department. All employees have immediate access to the information they need to put municipal muscle into action. Most council members understand the need and want for transparency between the city hall and citizens. That’s why Laserfiche has Weblink, the public portal for self-serve document access. City council minutes, agendas and packets along with all other public information is fully text searchable even back to the date of city incorporation. Not all records at a city are important or should be kept forever. An established Laserfiche government electronic records management plan is made easier through the use of Laserfiche’s DoD 5015.2-certified Records Management Edition (RME). RME allows records managers to assign record series retention values for consistent disposition and destruction of records no longer having retention value. In addition, the system allows for freeze functionality in the event of a lawsuit. But more importantly, once a document is destroyed it cannot be recovered. This is part of a process to eliminate recovery and eliminate liability. Records Management can even be automated into something called Transparent Records Management wherein documents find their appropriate retention period and auto-file themselves. Contact CDI to learn more about Laserfiche integrations for government. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

DocuSign Integration Easily sign documents within Laserfiche Let's Get Started Servicios en la nube The CDI DocuSign® integration for Laserfiche® allows users to send documents within Laserfiche for signature through DocuSign easily. With this integration, users are able to open documents from Laserfiche, place recipient-specific tags (such as signature/initial boxes) in documents, and email them out. Recipients will be notified of the signature requirements via email. Once the document is signed, both sent and signed documents are automatically archived in Laserfiche, with the appropriate metadata applied. Features Open documents in the DocuSign editor from Laserfiche Send documents to an individual or multiple recipients Have signed and returned documents automatically archived Use both the Laserfiche Client or WebAccess Easily incorporate signature processes as part of an internal process/workflow Request Signatures using DocuSign Activity Workflow. Drag activities into the designer and configure properties the same way users would use other Workflow Activities Locate signed documents linked and stored in the same location as the original document DocuSign Workflow Activities for Laserfiche The CDI DocuSign Activities for Laserfiche Workflow provides organizations with an automatic process for requesting DocuSign signatures from specified recipients. With this integration, users can add DocuSign workflow activities to new or existing workflows within the Laserfiche Workflow Designer. Utilizing a DocuSign template, documents can be sent for signature via the workflow process. Recipients will be notified via DocuSign to add their signature to the document. Workflow Allows: Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other Workflow Activities. Taking default email addresses that are in the DocuSign Template and pulls them into Workflow automatically. Signature requests using the Request DocuSign Signature or Request DocuSign Signature with Attachment activities. Retrieval of information from DocuSign envelopes such as form fields and statuses using the Retrieve DocuSign Envelope XML or Retrieve DocuSign Status XML activities. Subscribe Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2