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.