Search Results

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

The CDI Dynamics CRM integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Dynamics. Dynamics CRM Integration Easy connectivity and interaction between Laserfiche and Dynamics Let's Get Started Servicios en la nube The CDI Dynamics CRM integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Dynamics. By utilizing Laserfiche Web Access, the CDI Dynamics CRM integration lets users quickly and easily access documentation in Laserfiche for any account, contact, opportunity, or custom entity/field directly through the Dynamics interface. This full-access interaction gives users the time-saving ability to upload or scan documents through the Dynamics 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 another 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 Dynamics attributes, helping optimize future Laserfiche searches. Features Ability to view, scan, upload, edit, export, and delete documents directly from Dynamics Ability to search and access accounts, contact, and lead documentation from within the Dynamics interface Includes Laserfiche Workflow Activities: - Create Record - Find Record - Retrieve Record - Delete Record - For Each Record - Update Record Data auto-sync - updates in Dynamics can automatically be applied to Laserfiche Allows administrators to map Dynamics attributes to Laserfiche template fields for optimized searching Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

List of CDI Laserfiche Purchasing Contracts - NCPA, Texas Department of Information Resources (DIR), and Washington State Department of Enterprise Services. Purchasing Contracts CDI purchasing contract information & resources > CDI Purchasing Contracts Looking to purchase software and services on contract? Review the CDI purchasing contracts listed below and contact the pros at CDI for demonstrations, quotes, or purchase orders. Purchasing Contracts OMNIA/NCPA Cooperative Purchasing Contract Texas Department of Information Resources (DIR) Purchasing Contract Washington State Department of Enterprise Services Municipal Research and Services Center WSIPC Purchasing Contract Request a Demo/Quote

CDI is the #1 Laserfiche provider for organizations in Wisconsin. CDI proudly serves a wide variety of clients in Milwaukee, Madison, Green Bay, and all throughout the state. CDI provides Workflow, automation, digital forms & signatures, integrations, auto-filing, & much more! Wisconsin Helping Wisconsin go paperless since 2001 Let's Get Started Wisconsin's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provide r in Wisconsin 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 years 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 mos t popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Laserfiche Software 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 p ractices, 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 Knowledge & Confid ence 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 staf f through their paper-to-paperless transition . Wisconsin Onsite & Online Training Wisconsin 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 Wisconsin 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 necessary 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 Unexp ected For Wisconsin 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 Wisconsin 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 Request Laserfiche Demo/Quote

CDI provides one of the largest online libraries of free Laserfiche video help and training content available. Choose between a variety of recorded webinars, feature-specific trainings, and new product overviews with step-by-step guidance and how-tos. YouTube Video Library Access to CDI webinars, presentations, and demonstration videos > YouTube Video Library Check out CDI's extensive video library of webinars, presentations, demonstrations, and more. Request a Demo/Quote

CDI is the most experienced and trusted Laserfiche provider for financial services nationwide. We provide workflow, automation, digital forms, digital signatures, and integrations to help automate new account forms, auto-filing of client documentation, and overall reduce compliance headaches. Financial Profits up, paper down > Let's Get Started Your Office Solution If you work in the financial industry you are probably used to the mountain of filings, paperwork, and signatures that are required. The compliance headaches that are designed to enforce these requirements aren’t any fun either. It doesn’t have to be that way anymore. The Laserfiche solution for financial services includes features like full-text search, workflow of new account forms and auto-filing of client documentation. In addition, the Laserfiche system reduces compliance headaches. An audit trail, WORM media archive, and blotter generator make for a full suite of tools to ensure your SEC & FINRA compliance. Back office The back office benefits from a document management system by digitizing and centralizing documents for processing. Forms entering the office via paper, fax or scan all enter the same processing engine to extract account numbers, SSN or any other data for further processing. Extracted data can be pushed to a back office system or CRM. New account forms are checked for accuracy and signature then sent for compliance review and suitability. Inbound fund company statements make an orderly migration from a stack of paper to their digital client file automatically. Even statements downloaded from websites for DVD can be auto-filed. Client Services Customer service representatives using financial services document management software have immediate access to client data, electronic and imaged as well as the latest contracts and statements. In an industry focused on client service document management should be a priority. Faster access to information makes for master resolution of client concerns and creates improved customer service. Client services teams are able to process new account requests, locate disparate client data and reduce errors by accessing information within the document management system. Data stored in Laserfiche is linked directly to the client profile stored in the CRM or ERP. This tight integration of data allows all privileged users access to information via applications they are already comfortable with. Compliance In an industry nested in compliance and paperwork, most compliance officers are in desperate need of business process management. In a Laserfiche financial services document management software solution users submit paperwork for review by compliance and it is logged and placed in a queue for approval. Compliance departments can use digital signature to review and sign new account paperwork, marketing or correspondence. Email management and social media has generated a lot of solutions to meet compliance but the typical financial organization has too many solutions already. Typically email is stored in one place while documents are in another and social media in yet another system. Laserfiche offers all these content management and tracking systems in one solution. Sales Advisors and reps don’t have time to dig through files and dispersed paperwork. Their time is best spent in front of the client after all. Laserfiche financial services document management software solutions enable advisors to instantly locate documents tied to their client’s record in the CRM. It also allows advisors access to client records wherever they are, on vacation or at a client site. The full-text search available in the system also allows advisors the luxury of searching any client’s record for a key phrase anywhere in the file. This is particularly useful when it comes to searching tax records, trusts or legacy paperwork. CDI has integrated with most of the leading CRM products including Salesforce, Tamarac, Junxure, Salentica, Orion, Redtail, SmartOffice, ACT and Advisor's Assistant. Additionally integrations like Orion, Advent APX, DocuSign, Laserapp. Signix and Portfolio Center round out the complete integration suite for advisors. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

CDI is the #1 Laserfiche provider for organizations in the midwest. CDI proudly serves a wide variety of clients in Minneapolis, St. Paul, across the twin cities, and all throughout the state. CDI provides Workflow, automation, digital forms & signatures, integrations, auto-filing, & many more! Helping Minnesota go paperless since 2001 Minnesota Let's Get Started Minnesota's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in the Midwest 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 proudly serving Minnesota clients . We've completed the most challenging ECM projects throughout the USA, Canada, and internationally. 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 Software 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 Knowledge & Con fidence The efficiencies and benefits gained when going paperless are undeniable, but onboarding and adoption with existing staff can sometimes have its challenges. T rust the professional training staff at CDI to carefully and mindfully help guide your staff through their paper-to-paperless transition. Minnesota Onsite & Online Training Minnesota 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 L aserfiche 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 Twin Cities 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 necessary updates as they become available and will ensure your server achieves maximu m 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 Unexpected For Minnesota 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 th e Job Done CDI is proud to be a Canon Premier Partner, offering high-speed document scannin g 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 Request Laserfiche Demo/Quote

CDI's encrypted online backup services for your Laserfiche, Exchange, Sharepoint, and Virtual Server backups. 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 CDOB – Server/ File Level Backup CDI’s File Level Backup is our most popular backup option. This solution is ideal for organizations looking to backup their Laserfiche Server, MS SQL Server database and Volumes. CDOB is fast to setup, conservative on bandwidth and easy to manage. CDOB WORM Backup Users looking to meet the needs of Write Once Read Many, “WORM” storage can look to CDI for their online archive needs. CDOB writes to immutable, WORM formats. Like File Level Backup, setting up WORM is fast and easy to manage. CDOB Backup Target (BT) Organizations looking to backup many servers, VMWare, HyperV, SQL Server, Sharepoint or even Microsoft Office 365 can utilize the CDOB Backup Target to capture and store online backups of VM Servers and more. Backup locations can even include Azure, Amazon S3, OneDrive, Google Drive and Wasabi. VEEAM Backup Target (BT) VEEAM Backup Targets are ideal for customers already using VEEAM. A Backup Target allows users to extend your local backups to the cloud seamlessly. CDI is a certified VEEAM Backup Target for your VEEAM repositories. Let CDI assist you in configuring your VEEAM Backup Enterprise Manager to use a Backup Target in the cloud. 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 Us Or call 855-714-2800, ext. 2 Online Hosting

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 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

Don’t miss out on all the latest Laserfiche and CDI news! Subscribe to our newsletter to receive our monthly newsletter to stay updated on everything Laserfiche, CDI, and other industry-related topics. Subscribe today! 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!