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Cities Digital (Laserfiche)

If you are a subscriber to both Redtail CRM and a web-based version of Laserfiche, an integration now exists between the two.  The setup on the Redtail side is very straightforward.  Just go to Manage Your Account —> Change Site Preferences, scroll to the Integrations section, enter your Install Path for the integration and click Save:

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If you do not know what to enter here, you would need to contact Laserfiche or your account manager at Cities Digital to obtain the URL.

The below video offers a quick look at the integration:

Cities Digital has provided a video outlining the process for installing the Redtail integration on the Laserfiche side, accessible here: http://screencast-o-matic.com/watch/cle2qtBXH

Also, they have provided a Users Guide with a lot of information on this integration, which is attached in pdf format below.

If you have any questions about installation or other items referenced in the two videos or the pdf, please contact Laserfiche Support.

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