Self-paced

Short document workflow management educational program for investment management

5
Star Rating
1399 students
1 hour
The course, with its information and added materials, is the main of what is needed to get all the things you need out of an RPA academy. By the end, you will have everything you need to start automating your business workflow.
Short document workflow management educational program for investment management

About short document workflow management educational program for investment management

The purpose of this course is to introduce you to workspace automation techniques and their usefulness in improving organizational effectiveness. Using this tutorial, you may learn more about RPA and how to put its principles to use using airSlate.

What does this program cover?

The short document workflow management educational program for Investment Management shows you everything you need to know about document flow automation, its strategies and technologies, and its necessity for a firm to run more effectively. How to easily configure Bots for popular use case examples is demonstrated.

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

Our course is made for anyone who wants to save time at work and switch from doing things 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 been doing it for a while will find it useful.

Why was this course made?

We’ve created the short document workflow management educational program for Investment Management to enable specialists to explore the best RPA techniques and show them the easiest way to streamline their business processes with minimal time and effort.

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

This course not only provides a full grasp of RPA principles and methodologies, but it also provides a detailed visualized guidance on how to utilize them in your daily job.

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

  • The importance of workflow automation
  • Ways how to streamline document workflows
  • The main rules for automating workflows
  • How to simplify the process of transferring data to systems of record using Bots
  • How to automate processes and reduce expenses

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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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.

Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There is also the question of how much time you will need to do the work.

It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.

You will find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you can't find a specific training contact us.

In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using 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.

To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.

With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.

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.

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.

In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.