Self-paced

Leading document workflow management educational program for investment management

5
Star Rating
592 students
1 hour
airSlate Academy guarantees that you will get new skills and practice that will help your colleagues automate workflows and get rid of repetitive assignments from the list of everyday tasks. Go through this RPA training to start writing a fresh page of profitable company history.
Leading document workflow management educational program for investment management

About leading document workflow management educational program for investment management

This course's goal is to introduce you to the essentials of process automation and how it can impact productivity. It's an excellent opportunity to learn about the tools you'll need and how to utilize them effectively to optimize your regular business operations.

What does this program cover?

The leading document workflow management educational program for Investment Management describes the principles of workflow automation and its positive impact on your staff performance. It covers the basic elements of such tools, like flows, files, and Bots, and their step-by-step configuration guide through airSlate, the top-notch BPA platform on the market.

Who can apply for the leading document workflow management educational program for Investment Management?

Our course is made for anyone who wants to save time at work and switch from tasks that have to be done by hand to business processes that run on their own based on rules and conditions. We've focused on people who are just starting out with workspace automation, but even people who have used it before will find it useful.

Why was this course made?

Simplifying and simplifying corporate processes through the use of robotic process automation (RPA) is the major goal of the leading document workflow management educational program for Investment Management.

What does leading document workflow management educational program for Investment Management studying include?

Apart from giving a comprehensive understanding of the principles and techniques of RPA, this course also provides a detailed visualized guide on how to implement them into your everyday work.

What will you learn with the leading document workflow management educational program for Investment Management

  • Trending software solutions for optimizing workflows
  • The tools you need for improving existing business processes
  • What a Bot condition is and how it works
  • The basics of privacy and data protection
  • Important security components

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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Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.

For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.

There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.

We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.

You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.

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.

Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.

Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.

Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a general understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.