The CDI integration between Laserfiche and Redtail CRM allows for users to access client documentation stored in Laserfiche from the Redtail CRM interface.

Clicking the Laserfiche button located in Redtail CRM provides full Laserfiche access to corresponding documentation. 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.

The Administration Configuration Page allows for mapping between Laserfiche Template Fields and CRM Entity Attributes to optimize searching within Laserfiche. Upload a Laserfiche briefcase to create specific subfolder structures, in the event that a client folder structure does not already exist in Laserfiche. This feature ensures that users will find or create the appropriate contact within Laserfiche when using the Integration.