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  • CDI | Laserfiche Consulting Services

    CDI's Laserfiche Consulting Services range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new/revised processes. Through improved capture, management & dissemination of your information, your organization will see faster ROI working w/CDI. Laserfiche Consulting Laserfiche experts ready to help > Get Laserfiche Consulting Today Laserfiche Consulting The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised processes. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. Consulting Services Existing Processes & Procedures Analysis Documentation & Governance Modeling Training & Implementation Project Management Process Management Evaluation & Redesign Installation & Testing System Audits Technical Review - Upgrades & Improvements Indexing, Search, & Metadata Management Development & Programming Solutions Reserved Laserfiche Expert About Our Reserved Laserfiche Expert Are you looking to accelerate your projects with a Laserfiche® expert on staff? How about a CDI expert working with you on your projects, a full day per week? Whether you’re streamlining processes, implementing advanced features, or looking for governance strategies for your systems, our seasoned experts will augment your existing staff, providing tailored solutions without the need for a full-time commitment. How Reserved Laserfiche Expert Works Reserved Laserfiche Expert is great for clients seeking a time-based engagement rather than a project-based commitment. Subscribe annually to our Reserved Laserfiche Expert program and be paired with an expert for a specified weekly timeframe. The matched resource is at your disposal for tasks such as user training, system management, process analysis, and Laserfiche solution development Benefits More cost effective than hiring an FTE. More efficient than hiring and training an FTE. World-class expertise & certification in Laserfiche solutions = get more done faster. Dedicated availability to build, consult and train without a scheduling hassle. Development & Programming Every document management solution is unique and may require a little to a lot of customization. Integrating and unifying systems can create even greater efficiency and make your overall solution that much more powerful. At CDI, our team of in-house developers are available to make your document management system friendly to all users and powerful to all administrators. Today's integrations can be handled through the use of API's or tool-kits, but it is increasingly handled through GUI integrations. This makes for fast, efficient and manageable integrations. Are you looking to change imaging systems? CDI has you covered. CDI has converted files from Ax5 (Legato, Documentum), FileNet, DocuWare, Watermark, IMS21, QuikTag, Stellent, Hummingbird, RVI, Oracle, Liberty, Worldox, Trumpet, & Docstar. Laserfiche Software Options Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Laserfiche Support

  • CDI | DocuSign Integration

    The CDI DocuSign® integration for Laserfiche® allows users to send documents within Laserfiche for signature through DocuSign easily. 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

  • CDI | Fiche Tips

    Welcome to Fiche Tips check out our latest articles here > All Posts Buscar Aún no hay ninguna entrada publicada en este idioma Una vez que se publiquen entradas, las verás aquí.

  • Leaf it Alone - Controlling Your User Settings with Attributes | Cities Digital, Inc

    jue 12 de sep | CDI Webinar Leaf it Alone - Controlling Your User Settings with Attributes Join CDI to learn how to control what your users see and what they can do in Laserfiche. Registration is closed See other events Horario y ubicación 12 sep 2024, 1:00 p.m. – 2:00 p.m. GMT-5 CDI Webinar Acerca del evento Join CDI to learn how to control what your users see and what they can do in Laserfiche. Mostrar más Compartir este evento

  • CDI | Search Results

    Search Results Todos (112) CDI Pages (53) Eventos (59) Se encontraron resultados para "" CDI Pages (53) CDI | About Us 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 CDI | Online Backup Services 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 | Laserfiche Support - Certified Laserfiche Experts Ready to Help Support Requests We are ready to assist you > Online Support Request Do you have a question or need technical assistance? Complete the form below to connect with one of CDI's many certified expert technicians. Would you prefer to email or speak with us? support@cdi. support 855-714-28 00, ext. 1 Are you not currently a CDI Laserfiche support plan member? Contact Us Ver todas Eventos (59) The 5 Hottest Uses of Automation in Laserfiche August 27, 2024 | 6:00 PM Leaf it Alone - Controlling Your User Settings with Attributes September 12, 2024 | 6:00 PM CDI Laserfiche User Group: Seattle, WA September 17, 2024 | 5:00 PM 800 Occidental Ave S, Seattle, WA 98134, USA Ver todas

  • CDI | Online Backup Services

    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

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