Setting up the integration:
If you are a subscriber to both Redtail CRM and a web-based version of Laserfiche, an integration exists between the two. The setup on the Redtail side is very straightforward. Just go to Manage Integrations and enable the integration. Then, click the Settings option under the Actions menu for CitiesDigital on that page:
You'll then see the below:
If you do not know what to enter here for the Install Path, you would need to contact Laserfiche or your account manager at Cities Digital to obtain the URL.
They have also provided a video demo of how the integration works, accessible here: http://screencast-o-matic.com/watch/cle2IABQm
Cities Digital (Laserfiche) Website
Finally, 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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