The SmartOffice® Integration by CDI allows users to easily interact with client documentation. From the SmartOffice® CRM, users can access Laserfiche documentation pertaining to a client by using the SmartOffice® Integration menu option. By clicking on the Laserfiche link, users will open that client’s folder in Laserfiche using either WebLink or Web Access.The administrative configuration page allows users to set up a dynamic folder structure using token information from the SmartOffice® metadata to create their client folders. The WebLink or Web Access URL is also configured on this page, along with default Laserfiche template information.Features Access to relevant documents in Laserfiche from the SmartOffice® CRM interface Dynamic creation of client folders within Laserfiche Additional administration configuration for Laserfiche template application The ability to create dynamic Laserfiche folder paths by selecting token values The option to choose between Web Access and WebLink for document viewingSpecificationsProduct Edition: V.1.0Languages Supported: EnglishRequired Laserfiche Products: Laserfiche Server version 8.0 or higher A full Laserfiche License is required. Laserfiche Web Access or WebLink, version 8.0 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. PricingNameIDTypeList PriceSmartOffice® Integration with Laserfiche by CDISmartOffice® Integration with Laserfiche by CDI Annual MaintenanceCD2340CD2340SSoftwareAnnual Maintenance$1,000.00$200.00 PublisherThe 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.Web:https://www.cdi.support/laserfiche-integrationsPhone:(855) 714-2800, ext. 2Email:sales@cdi.support Related Posts Scanfront 400 Integration for Laserfiche by CDIShareFile Integration with Workflow Activities by CDIJD Edwards-Laserfiche IntegrationCategories: Integrations MarketplaceCRM Integrations