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Helping Utah go paperless since 2001 > Utah Let's Get Started Utah's Leading Laserfiche Provider Meet CDI #1 Laserfiche Provider in Utah ​ 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-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 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 Utah 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

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

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. Request Laserfiche Demo/Quote < Financial

sobre nosotros estamos emocionados de conocerte > Sobre nosotros TAKE INFORMATION FURTHER 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 most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. CDI ECM Services & Solutions Software Support Consulting Training Digital Signatures Development Hosting Backup Hardware Our Customers Are Always Top of Mind CDI is committed to providing our clients with the best Laserfiche customer service and support. With over 20 years in the business, we have established a long list of satisfied customers and we continue to grow our business. Contact us today and our team of Laserfiche experts will be waiting to answer all your questions. Contact Us Your Laserfiche Choice Join our List of Satisfied Customers

FAQ Frequently Asked Questions > How can we help? Q: Who is my Account Manager? How do I reach my Consultant I’m working with? A: Please send an email to sales@cdi.support and we’ll be happy to promptly connect you with your Account Manager or Consultant. We are also happy to hear from you at +1-855-714-2800. If you have an urgent Laserfiche Support request, please visit our Laserfiche Support page for immediate access to our Laserfiche Support team. Q: What new features have been added to the newest version? A: These details are sent out regularly in our client newsletter. You may also visit the Laserfiche Support site here. Q: Does Laserfiche support SAML, ADFS or OKTA? A: Yes, Laserfiche Rio, Subscription, and Cloud support these authentication methods. You will need Directory Server installed. A link to further installation details can be found here. Q: How many Laserfiche connections can a licensed user have at one time? A: A user license supports up to four connections per named user license and up to eight connections for a named device license. Q: Can a Laserfiche named user account be shared? A: No, each user must have their own license and account. Q: What scanners are compatible with Laserfiche? A: Laserfiche publishes a list of compatible scanners. In general, if your scanner has a TWAIN or an ISIS driver (such as Canon, Fujitsu, Epson, Panasonic or Kodak) it will be compatible with Laserfiche. The certified scanner list can be viewed here. The Fujitsu "ScanSnap" scanner does not come pre-packaged with a TWAIN or ISIS scanner. You may purchase an integration for this scanner from CDI. Here is a link to more information. Additionally, if you prefer to use your network copier, it is recommend pairing that with Laserfiche’s Import Agent module. Q: What are the recommended server specifications for an on-premise Laserfiche Server? A: This will depend on a number of factors in your implementation and will change over time. Here are some factors for you to consider: How many users will use your system? Will you be running extensive Workflow or Quick Fields post-processing? Will you have external users or only internal users? How many documents or pages are you currently storing, and how many will you add annually? Are you planning for external documents or form portals? Are you planning high availability or replication? Our team will be happy to make a recommendation on server specifications, memory, CPUs, storage, and VM configuration. Please reach out to sales@cdi.support for a custom configuration recommendation. Q: What are the most recent versions and releases of Laserfiche products? A: The latest release notes are published online here. Q: Does Laserfiche archive emails too? A: Yes, Laserfiche archives email from Outlook via ribbon buttons or Exchange / 365 via use of either MagniMail or Import Agent.

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 >

ArcGIS Integration Simple interaction between ArcGIS and Laserfiche > Let's Get Started Servicios en la nube 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

Terms and Conditions 1. CDI and data privacy Cities Digital, Inc. and its subsidiaries ("CDI") is committed to protecting personal data and respecting your privacy. This privacy statement describes how we collect, use, share, protect, and otherwise process personal information about you. This statement applies to personal information that you provide to us: as a visitor to our websites or as a user of our client portals; when you send us personal information in connection with an inquiry about CDI providing products and services directly to you; as a visitor to our premises; and as a contact at one of our customers or their customers, potential customers, suppliers or other business partners. Notice to Customers of CDI Clients Where we collect personal information on behalf of our clients, CDI acts as a “data processor” (as defined in the European General Data Protection Regulation (GDPR)) on behalf of its clients and this privacy policy does not apply. Customers of our clients (e.g. Fund investors or any person providing information in connection with obtaining a product or service from a client of CDI) should consult directly with the applicable client to obtain a copy of the privacy policy issued by the client as “controllers” (as described in GDPR) which will apply in such instance. 2. What information do we collect from you? We may collect and process the following information (personal data) about you: Information that you give us: This includes information about you that you give to us by filling in forms on our website (or other forms that we ask you to complete), giving us a business card (or similar), or corresponding with us by telephone, post, email or other means. It may include, for example, your name, address, email address, work telephone number, mobile telephone number, information about your business relationship with us, information about you necessary to complete anti-money laundering checks in order to comply with requirements relating to anti-money laundering and other legislation applicable to us; and information about your professional role, background and interests. Information that our website and other systems collect about you: If you visit our website it will automatically collect certain information about you and your visit, including the Internet protocol (IP) address used to connect your device to the Internet and other information such as your browser type and version. We may also collect information about the pages on our site that you visit. Our website may also download "cookies" to your device – this is described in our separate cookie statement. If you email, telephone, write, or exchange other electronic communications with our employees and other staff members, our information technology systems will record details of those conversations and exchanges, sometimes including their content. Some of our premises have closed circuit TV systems which may record you if you visit our premises, for security and safety purposes. Other information: We may also collect some information from other sources. For example: If we have a business relationship with the organization that you represent, your colleagues or other business contacts may give us information about you, such as your contact details or details of your role in the organization that you represent. We sometimes collect information from other third parties, which can include third party data providers, or from publicly available sources for anti-money-laundering, background checking and similar purposes, to protect our business and to comply with our legal and regulatory obligations. 3. How will we use your information? We may use your information for the following purposes: To personalize and customize your experience with us; conduct research and analysis; and fulfil orders and requests for products, services, or information from you or the organization that you represent; to send you marketing communications regarding our products and services; for ordinary business purposes, including to operate and administer the products and services provided by CDI in accordance with the terms of any agreements that we may have with our clients. to operate, administer and improve our website and premises and other aspects of the way in which we conduct our operations. To protect our business from fraud, money-laundering, breach of confidence, theft of proprietary materials and other financial or business crimes. To comply with our legal and regulatory obligations, and to bring and defend legal claims where the information is pertinent (including to allow us to pursue available remedies or limit the damages that we may sustain). To comply with our internal policies and maintain our records or as otherwise required by applicable data protection laws. To respond to requests from our clients that are not already addressed above. We may from time to time be required to review information about you held in our systems – including the contents of and other information related to your email and other communications with us – for compliance and business-protection purposes as described above. This may include reviews for the purposes of disclosure of information relevant to litigation and/or reviews of records relevant to internal or external regulatory or criminal investigations. ​ To the extent permitted by applicable law, these reviews will be conducted in a reasonable and proportionate way and approved at an appropriate level of management. They may ultimately involve disclosure of your information to governmental agencies and litigation counterparties as set out below. Your emails and other communications may also be accessed occasionally by persons other than the member of staff with whom they are exchanged for ordinary business management purposes (for example, where necessary when a staff member is out of the office or has left our organization). We will only process your personal information as necessary to pursue the purposes described above. In exceptional circumstances, we may also be required by law to disclose or otherwise process your personal information. We will tell you, when we ask you to provide information about yourself, if: Provision of the requested information is necessary for compliance with a legal obligation, or it is purely voluntary and there will be no implications if you decline to provide the information. If you are uncertain as to CDI's need for information that we request from you, please contact the CDI representative asking for the information, or Contact us, with your query. 4. Disclosure and international transfer of your information We may disclose personal information about you, where reasonably necessary and appropriate for the various legitimate purposes set out above: To the other legal entities within CDI. If we receive the personal information from you as a representative of one of our business partners or clients, to your colleagues within the organization that you represent. Business partners, suppliers and sub-contractors for the performance of any contract we enter into with them or you. In connection with a proposed or actual sale, merger, transfer, or exchange of all or a portion of a business or operating unit; in accordance with our legal obligations, including to competent regulatory, prosecuting and other governmental agencies, or litigation counterparties, in any country or territory or where we are otherwise required by law to disclose. These disclosures may involve transferring your personal information overseas. If you are dealing with us within the European Economic Area (or the UK, after it has left the European Economic Area), you should be aware that this may include transfers to countries outside the European Economic Area / UK, which do not have similarly strict data privacy laws and which may therefore afford a lower standard of personal data protection. In those cases, where we transfer personal data to other legal entities within CDI or our service providers, we will ensure that our arrangements with them are governed by data transfer agreements, designed to ensure that your personal information is protected, on terms approved for this purpose by the European Commission. 5. How we keep your personal information safe? ​ We are committed to protecting your personal information submitted to us. We maintain an information security program including internal policies addressing the acceptable use and access to confidential business information and personal information which may be contained within CDI’s information systems. We maintain physical, electronic and procedural safeguards reasonably designed to guard personal information from loss, misuse or unauthorized access, disclosure, alteration or destruction of the information that has been provided to us through our on-line services. 6. How long do we keep your personal information? We will retain your data in accordance with our Personal Data Retention Policy, which provide for a period of at least 7 years or longer as required by applicable law or our internal data protection policies. We will delete the information that we hold about you when we no longer need it. Note that we may retain some limited information about you even when we know that you have left the organization that you represent, so that we can maintain a continuous relationship with you if and when we are in contact with you again, representing a different organization. 7. What are your rights? Rights of access, correction, restriction and deletion You have a right of access to the personal information that we hold about you under European data protection legislation, and to some related information. You can also require any inaccurate personal information to be corrected or deleted as well as that any further data processing is restricted. Right to object You can object to our use of your personal information for direct marketing purposes at any time and you have the right to object to our processing of some or all of your personal information (and require them to be deleted) in some other circumstances. If you wish to exercise any of these rights, please contact us as set out below. Complaints You can also lodge a complaint about our processing of your personal information with the body regulating data protection in your country. 8. Your California Privacy Rights Under the California Consumer Privacy Act and its implementing regulations (CCPA), you (if you are a California resident) may have certain privacy rights in connection with your Personal Information (as such term is described in the CCPA). Some of those rights and disclosure requirements are already outlined in the various Sections above. In addition, we collect the personal information categories outlined below, which we may disclose to other legal entities within CDI, third party service providers who host our website or other information technology systems or otherwise hold or process your information on our behalf, under substantially similar conditions of confidentiality and security, and business partners, suppliers and sub-contractors for our operational business purposes: Identifiers, such as name, contact information, and online identifiers. Personal information, as defined in the California customer records law. Internet or network activity information, such as browsing history and interactions with our website. Professional or employment-related information, such as company name. Inferences drawn from any of the personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. Performance of any contract we enter into with business partners, suppliers and sub-contractors or you. In connection with a proposed or actual sale, merger, transfer, or exchange of all or a portion of a business or operating unit; in accordance with our legal obligations, including to competent regulatory, prosecuting and other governmental agencies, or litigation counterparties, in any country or territory or where we are otherwise required by law to disclose. We do not share or sell your personal information with third parties for such third parties’ direct marketing practices; nor do we sell personal information (as contemplated by the CCPA) about you that you have provided to us or that we may have collected. If you are a California resident, you have the following rights as set forth in the CCPA: a) Right to Know. You have the right to request that we disclose to you the following information covering the 12 months preceding your request. The categories of Personal Information we collected about you and the categories of sources from which we collected such Personal Information. The specific pieces of Personal Information we collected about you. The business or commercial purpose for collecting Personal Information about you. The categories of Personal Information about you that we otherwise shared or disclosed, and the categories of third parties with whom we shared or to whom we disclosed such Personal Information. b) Right to Request Deletion. You have the right to request that we delete Personal Information we collected from you. c) Right to Be Free from Discrimination. You have the right to be free from unlawful discrimination for exercising your rights under the CCPA. 9. Contact us We welcome questions, comments and requests regarding this privacy policy and our processing of personal information. Please send them events@cdi.support. ​ To make a request for the disclosures or deletion described under Section 8, please contact us by phone toll free at +1-855-714-2800 or by email events@cdi.support . We will respond to your request consistent with applicable data protection laws. Depending upon the type of business relationship that you have with us, we may need to notify you that additional information is necessary to authenticate your identity for your data security or that we will refer your inquiry to the financial services entity that holds the primary relationship with you. For requests to delete your personal information as permitted under applicable data protection laws, we will work with you to accomplish your requests unless otherwise exempted under applicable data protection laws, such as compliance with applicable law or regulatory inquiry. 10. Changes to this policy Any changes we make to this privacy policy in the future are available if you contact us. Last updated: February 2021

Your connection to efficiency > Integrations Start Your Integration Laserfiche Integrations CDI provides out-of-the-box and custom software integrations to help offices achieve greater efficiency by reducing or eliminating data redundancy and repetitive manual processes and tasks. Categories Nav Bar Accounting | CRM | E-Sign | Financial | Government | Laserfiche Utilities | Scanning Accounting Back to Top Accounting Caselle/Lase rfiche Allows users to look up invoice balances, purchase orders, GL numbers or vendors. The Caselle Workflow Activities from CDI allow users to build powerful automation into Laserfiche Workflow and Forms. Intacct/Laserfiche Allows users quickly and easily access documentation in Laserfiche for any account, vendor, client, contact, POs, receipts, or custom entity/field, directly through the Intacct accounting interface. CRM Back to Top CRM ACT!/Laserfiche Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation. Advisors Assistant/Laserfiche Allows access to documentation stored in Laserfiche without leaving the Advisors Assistant interface. MS Dynamics CRM/Laserfiche Allows for easy interaction between Microsoft Dynamics CRM and Laserfiche. Junxure Cloud/Laserfiche Allows users to manage client-specific content stored in Laserfiche from within the Junxure Cloud interface. Redtail/Las erfiche Allows for easy interaction between Redtail CRM and Laserfiche. Salesforce/Laserfiche Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity. ShareFile/Laserfiche Connectivity between your Laserfiche document repository & ShareFile. SmartOffice/Laserfi che Allows users to view documentation pertaining to contacts from the SmartOffice CRM interface. Tamarac/Laserfiche Allows full interaction with Laserfiche Documentation per Account, Contact, and Lead Entities from the Tamarac CRM interface. E-Sign Back to Top e-sign DocuSign/Laser fiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the DocuSign editor. Signix/Laserfiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor. Topaz Signature Pads/Laserfiche Allows users to open any imaged document in Laserfiche and sign with either an Interlink ePad or Topaz signature pad. Financial Back to Top financial Schwab PortfolioCenter/Laserfiche Ability to automate the processing of client reports between PortfolioCenter and Laserfiche. LaserApp/Laserfiche Allows for simple interaction between the LaserApp and Laserfiche. Government Back to Top Government ArcGIS/Laserfiche Allows for simple interaction between the ArcGIS interface and Laserfiche. Cityworks/Lase rfiche CDI’s Cityworks integration for Laserfiche allows users to conveniently retrieve case study details and attachments from Cityworks. The software is backed by the power of Esri® ArcGIS®, which allows users to take advantage of the CDI ArcGIS integration for additional functionality within the two software applications. GovQA/Laserfiche Allows for simple interaction between Laserfiche and GovQA. New World Syste ms/Laserfiche Offers the ability to access Laserfiche Documents from the New World Systems interface. Springbrook/Laserfi che Allows for easy interaction between vendor or client records within Springbrook and Laserfiche folders. Laserfiche Utilities Back to Top LF Utilities Forms Virus Scan/Laserfiche Allows organizations to scan files for viruses attempted to be uploaded to a Laserfiche Form. AutoOCR/Laserfiche It offers the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents. Advanced Workflow Activities CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow. Advanced Workflow Activities for PDF CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow. Scanning Back to Top Scanning ABBYY Flexicapture for Invoices Turnkey capture solution that replaces costly manual data entry with efficient automated invoice processing. Canon ScanFront 400/Laserfiche Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche. Fujitsu ScanSnap/Laserfiche Allows users to automatically import scans from a Fujitsu ScanSnap scanner directly into folders within Laserfiche. Laserfiche Support Request Integration Demo/Quote

Cloud Services Move your office to the cloud > Let's Get Started ONLINE BACKUPS Learn More PRIVATE CLOUD HOSTING Learn More LASERFICHE CLOUD Learn More Cloud Solutions Overview Hardware Professional Services Managed Detection Response

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 Us Or call 855-714-2800, ext. 2 Government & Municipalities

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!