Self-paced

Premium document workflow management learning program for financial services

5
Star Rating
1523 students
1 hour
airSlate Academy assures that you will new knowledge and experience that will assist your team automate processes and get rid of monotonous duties from the agenda of regular tasks. Use this RPA course to get everything essential for upgrading your workflow.
Premium document workflow management learning program for financial services

About premium document workflow management learning program for financial services

The goal of the course is to teach the participants the basics of workflow automation and how it can help them be more productive. It's a good chance to find out what tools you need and how to use them to improve your business processes that you do over and over again.

What does this program cover?

The premium document workflow management learning program for Financial services explains the fundamentals of robotic process automation and demonstrates how it may be applied to various business settings. It provides step-by-step instructions for creating a workflow and setting up a bot based on a specific use case.

Who can apply for the premium document workflow management learning program for Financial services?

Managers and ordinary staff members who are required to manually accomplish a large number of tasks on a daily basis are eligible for free enrollment. They will discover that it is of tremendous benefit to them in terms of automating their workflows and enhancing their overall performance. It is irrelevant how proficient the applicants are in technological skills.

Why was this course made?

The premium document workflow management learning program for Financial services is intended to introduce you to the most innovative and straightforward manner of operating day-to-day company chores and to give you with step-by-step guidance for setting automated workflows without scripting.

What does premium document workflow management learning program for Financial services studying include?

This training program is divided into many sections: the theoretical component discusses how to process data within the platform, configure Bots, and conduct workspace evaluations, followed by an exam and practical assignments.

What will you learn with the premium document workflow management learning program for Financial services

  • The differences between automated and manual processes
  • Triggers for integration Bots
  • How workflows benefit from automation
  • How to save time spent on the routine tasks
  • About use cases where RPA improved 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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Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.

Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.

We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.

RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.

You will find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a specific topic contact us.

You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now, and you'll always be able to learn at a good rate.

airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.

By 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, bill and ask for payments, and route data within your company's CRMs and apps.

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.

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.