The CDI ShareFile/Laserfiche Integration with Workflow Activities for Laserfiche offer connectivity between your Laserfiche document repository & ShareFile.

Using the Workflow activities enables Laserfiche to create folders, upload or download files, create links to ShareFile and even send secure emails from Laserfiche Workflow.

The integration links directly to Laserfiche Workflow and allows administrative users to configure rules for starting Laserfiche Workflows from actions taken within ShareFile.

Features

  • Create a ShareFile Folder: Automate folder creation in ShareFile and gather information about the item to use in other activities.
  • Upload File to ShareFile: Share documents from Laserfiche® and automatically send links to clients via ShareFile.
  • Download a ShareFile File: Import from ShareFile for secure document storage in Laserfiche® or use in workflows.
  • Get ShareFile Request Link: Generate a request link from ShareFile for the specified folder.
  • Get ShareFile Share Link: Share a file or link to distribute via Laserfiche Forms® or Laserfiche Workflow® email.
  • Get ShareFile Item Info: Query ShareFile to locate an existing item and retrieve the item details like item ID, creation date, etc.
  • Send ShareFile Secure Email: Send a secure email via Laserfiche® Workflow with the necessary ShareFile information included when the User has a ShareFile Business Plan.

Resources

Specifications

Product Version Number: 1.0.0

Languages Supported: English

Required Laserfiche Products: Laserfiche Workflow 10.0 or higher

 

Pricing

ShareFile/Laserfiche Integration with Workflow Activities by CDI: $1,000

ShareFile/Laserfiche Integration with Workflow Activities by CDI—Annual Support: $100

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.

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.

Related Posts