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Self-paced
Professional document management educational program for financial services
302 students
1 hour
The course is created for people who are searching for robotic process automation qualification. With the help of airSlate Academy, obtain useful knowledge and a certificate to verify it. An robotic process automation certificate from airSlate can be shown to everybody and added to your LinkedIn profile, showing that the vital comprehension of automating processes has been received.
About professional document management educational program for financial services
This training session provides a fantastic opportunity to learn more about business process automation and its significance for corporate success. It walks you through the fundamentals of RPA technology, how it works in airSlate, and what you need to do to get started.
What does this program cover?
With professional document management educational program for Financial services, you'll learn about all the basic ideas behind the robotic process automation tools that airSlate offers for business. You will learn how to use RPA to make workflows that run themselves and how to set them up correctly in minutes.
Who can apply for the professional document management educational program for Financial services?
Managers and regular staff who have to daily complete numerous tasks manually can enroll for free. They will find it considerably valuable for automating their workflows and improving their general performance. The tech-skills level of the applicants does not matter.
Why was this course made?
The professional document management educational 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 professional document management educational program for Financial services studying include?
This training program is broken up into several parts. The theoretical part explains how to process data on the platform, set up Bots, and review your workflows. This is followed by a quiz and some practical tasks.
What will you learn with the professional document management educational program for Financial services
- The main rules of business automation and analytics
- Triggers for integration Bots
- How workflows benefit from automation
- What the benefits of automation are
- How to automate workflows without coding or an IT department
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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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The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
You will find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a particular training 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.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
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.
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.
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.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.