Self-paced

Leading document management automation program for financial services

5
Star Rating
1316 students
1 hour
With the help of airSlate Academy, RPA certification won't seem like a complex task. The information in this course is shown simply and efficiently. In this course you have the possibility to discover new information, complete assessments and get your certificate to justify your knowledge about basic and advanced automation processes and tools.
Leading document management automation program for financial services

About leading document management automation program for financial services

This program is made to introduce you to the principles of flow automation. It’s a chance for you to learn what tools you need to use and how to apply them to improve your ongoing business processes appropriately.

What does this program cover?

The leading document management automation program for Financial services describes general principles of robotic process automation and demonstrates how you can use it for different business scenarios. It contains detailed guides for quick and easy workflow creation and Bots setup based on a particular use case example.

Who can apply for the leading document management automation program for Financial services?

Our training is designed for anyone who wishes to save time at work by transitioning from manual chores to business processes that run autonomously based on certain rules and conditions. We've concentrated on individuals who are just getting started with workspace automation, but experienced users will benefit as well.

Why was this course made?

The accompanying leading document management automation program for Financial services seeks to give your staff with a set of broad materials regarding business process automation, its usefulness in increasing productivity, and instructions for customizing it for your use case.

What does leading document management automation program for Financial services studying include?

The theoretical half of the training program explains how to process data within the platform, create Bots, and review your workflows, which is followed by a quiz and practical exercises.

What will you learn with the leading document management automation program for Financial services

  • The importance of workflow automation
  • Ways how to streamline document workflows
  • Tools for analytics and monitoring of all actions
  • How to track your progress
  • How to protect the information in your workflows

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.

Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.

RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.

Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.

Discover the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a specific training you might be interested in, please contact us.

Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.

No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.

In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.

All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.

Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.