Salentica© Integration with Workflow Activities by CDI

The CDI Salentica integration with Workflow Activities for Laserfiche allows for easy connectivity and interaction between Laserfiche and Salentica. With this integration, users can easily access documentation corresponding with any account, contact,lead, or any specific record type, directly through the Salentica interface via a Laserfiche Tab.

This full-access interaction utilizes Laserfiche Web Access, giving users the ability to upload or scan documents through the Salentica interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your organization will also have the ability to upload different Laserfiche briefcases per account,contact, lead, or other 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 mapping between Laserfiche template fields and Salentica attributes, helping to optimize future searches in Laserfiche.

Features

• Ability to access account, contact, and lead documentation from within the Salentica interface
• Ability to directly view, scan, upload, edit, export, and delete documents
• Data auto-sync-updates in Salentica can automatically be applied to Laserfiche
• Available for either Salentica versions-Salesforce & Dynamics 365
• Includes Laserfiche Workflow Activities:
  • Create Record
  • Find Record
  • Retrieve Record
  • Delete Record
  • For Each Record
  • Update Record
• Allows administrators to map Salentica attributes to Laserfiche template fields for optimized searching
• Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts

Resources

Brochure

Specifications

Product Edition: V 3.3.5

Languages Supported: English

Required Laserfiche Products:

• Laserfiche Server version 9.0 or higher
• A full Laserfiche® Named User 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

Pricing

Salentica/Laserfiche Integration by CDI: $2,000

Salentica/Laserfiche Integration by CDI- Annual Support: $400

Publisher

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.