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Self-paced
Top document management certification program for financial services
732 students
1 hour
With the help of airSlate Academy, the RPA tutorial won't waste a second of your time but use it efficiently and provide you useful skills. Use this course if you want to discover about how to use workflow automation within your business processes.
About top document management certification program for financial services
This learning program is an excellent opportunity to dive deeper into business process automation and its importance for company growth. It leads through the basics of the RPA technology, how it works in airSlate, and what you need to do to implement it.
What does this program cover?
The top document management certification 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 top document management certification program for Financial services?
Our training is designed for anyone who wishes to save time at work by transitioning from manual chores to business processes that run autonomously based on certain rules and conditions. We've concentrated on individuals who are just getting started with workflow automation, but experienced users will benefit as well.
Why was this course made?
The main goal of the top document management certification program for Financial services is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.
What does top document management certification program for Financial services studying include?
This training program consists of several blocks: the theoretical part describes how to process data within the platform, configure Bots, and make reviews of your workflows, which is followed by a quiz and practical tasks.
What will you learn with the top document management certification program 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
- What a Bot condition is and how it works
- The basics of privacy and data protection
- Where and how to monitor progress
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Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a certain course you are interested in, please contact us.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
Each course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
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.
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.
There are a number of different types of bots, each of which has its own unique set of rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.