Self-paced

Professional document management automation academy course for financial services

5
Star Rating
302 students
1 hour
The course is probably the best decision for people who want to apply workflow automation into their businesses. This RPA course given you by airSlate Academy is a quick and practical process to meet with and get practical expertise.
Professional document management automation academy course for financial services

About professional document management automation academy course for financial services

The training program intends to get students aware of the basics of workflow automation and its role in boosting productivity. It’s your opportunity to learn what tools you need to use and how to implement them to expand ongoing business processes in the right way.

What does this program cover?

Thanks to professional document management automation academy course for Financial services, you’ll familiarize yourself with all the basic principles of robotic process automation tools that airSlate delivers for business. You will learn how to create self-running workflows with RPA and how to set them up within minutes properly.

Who can apply for the professional document management automation academy course for Financial services?

This course is for anyone who wants to automate tedious and time-consuming tasks, develop their knowledge of business process automation, and receive more hands-on experience in it. If you're new to the airSlate platform or a seasoned pro, this guide will be helpful to you.

Why was this course made?

Using the following professional document management automation academy course for Financial services, your staff will learn more about business process automation, its usefulness in enhancing productivity, and how to configure it for your specific use case.

What does professional document management automation academy course for Financial services studying include?

The program explains the basics of how RPA works to reduce the amount of manual data entry across different platforms and shows a real-world example of how automation can be set up for a certain business scenario.

What will you learn with the professional document management automation academy course for Financial services

  • Why understanding existing яworkflows is important for any company
  • Rules for working with data and an introduction to compliance laws in the US and Europe
  • The main rules for automating workflows
  • How to utilize workflow analysis to understand and improve workflows
  • 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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Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. 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.

You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.

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 keep learning at a productive rate every time.

Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.

Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.

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.

In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.

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.

Get the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a particular topic contact us.