Self-paced

Premium document workflow management training course for investment management

5
Star Rating
1316 students
1 hour
Find out how to create and use rpa to receive extra benefits for your business or organization and speed up the time it will require to reach key goals. Develop new workflows to understand the distinction between finishing tedious duties with individuals vs airSlate Bots.
Premium document workflow management training course for investment management

About premium document workflow management training course for investment management

This learning program is a great chance to learn more about business process automation and how important it is for the growth of a company. It explains the basics of RPA technology, how it works in airSlate, and what you need to do to use it.

What does this program cover?

You'll learn all about airSlate's robotic process automation solutions thanks to premium document workflow management training course for Investment Management. You'll learn how to build up RPA processes in just a few minutes, and how to do it correctly.

Who can apply for the premium document workflow management training course for Investment Management?

Managers and regular employees who have to do a lot of manual work every day can sign up for free. It will be very helpful for them to automate their work processes and improve their overall performance. It doesn't matter how tech-savvy the applicants are.

Why was this course made?

The main goal of the premium document workflow management training course for Investment Management is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.

What does premium document workflow management training course for Investment Management 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 premium document workflow management training course for Investment Management

  • The differences between automated and manual processes
  • The best RPA tools on the market and their advantages
  • What kinds of software there is and how you should start using it to improve your business
  • How to make all the processes in an organization faster
  • Where and how to monitor progress

What our students say

capterra-icon

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.

youtube-icon

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.

g2-icon

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.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Sign up now, and you'll always be able to learn at a good rate.

Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.

According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.

It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.

Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.

No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.

Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.

Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.

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.

By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.