The APX® Integration by CDI allows for easy interaction between the APX® CRM and Laserfiche®. Users are able to easily access documentation for the corresponding Users, Activities and Contacts in APX using Laserfiche® Web Access or WebLink from within the CRM.

The APX® Integration by CDI allows for easy interaction with Laserfiche® documentation from the CRM interface. The Laserfiche® tab is located within the entity view which can be integrated with Users, Activities, and Contacts. For these entity types, the iFrame is inserted into the APX® dashboard for access within the APX® CRM.

This Integration utilizes Laserfiche® Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit template data. Alternatively, Laserfiche® WebLink can be used for viewing documents in read-only.

The Administration Configuration Page allows for mapping between Laserfiche® template fields and CRM entity attributes to optimize searching within Laserfiche®. In the case where a folder structure does not yet exist in the repository, there is the option to upload Laserfiche® briefcases for each entity type per the Users, Activities, and Contacts.



The Features of the APX® Integration by CDI include:

  •  A configuration page for administrators to map CRM attributes to Laserfiche® Template Fields to optimize searching.
  • Full access interaction with respective User, Activities and Contacts documentation.
  • Laserfiche® Web Access functionality for document interaction or Laserfiche® WebLink compatibility for read-only viewing.


Product Edition: V 3.3.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server version 9.0 or higher
    • A full Laserfiche® License is required.
  • Laserfiche Web Access or WebLink, version 9.0 or higher
    • If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address. Note: WebLink will provide a read-only view of the documentation.


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APX® Integration by CDI

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CDI is a document management solutions provider specializing in creative solutions using Laserfiche.  Proud to be partnered with Laserfiche since 2002, our trusted solutions, built by CDI, have benefited hundreds of Laserfiche users internationally. The CDI suite of products are designed around expanding the functionality of ECM through smarter integration.

CDI’s headquarters is based in Hudson, Wisconsin, and operates satellite offices in Eugene, Austin, Los Angeles, and Seattle.

The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche’s opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.

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