Self-paced

Business process documentation certification for investment banking

5
Star Rating
5482 students
30 minutes
During this workflow automation program, you will get the understanding and techniques that are needed for automating processes in both small companies and big enterprises. This course is created for people who are looking for business process automation qualification. With the airSlate Academy, you can get valuable understanding and credential to verify it.
Business process documentation certification for investment banking

About business process documentation certification for investment banking

Our learning program introduces digital document workspace automation with all its techniques and methods and points out its beneficial impact on the company’s results. The course will familiarize you with airSlate functionality, including digital documents, flows, and Bots, and how to set them up to improve business performance.

What does this program cover?

The business process documentation certification for Investment Banking explains how workflow automation works and how it can improve the performance of your staff. It goes over the basics of these tools, like flows, digital templates, and Bots, and gives a step-by-step guide to setting them up using airSlate, the best BPA platform on the market.

Who can apply for the business process documentation certification for Investment Banking?

Managers and ordinary employees who must perform multiple activities manually on a daily basis are welcome to sign up for free. They'll be able to use it to streamline their processes and boost their overall efficiency. It makes no difference how well-versed the applicants are in technology.

Why was this course made?

The business process documentation certification for Investment Banking is designed to introduce you to the most innovative and simple way of running day-to-day business tasks and provide you with step-by-step guides in configuring automated workflows without coding.

What does business process documentation certification for Investment Banking studying include?

It has information about the theory behind BPA, how data is processed and sent between files and applications, and a visual guide for setting up automated processes based on a real-world use case.

What will you learn with the business process documentation certification for Investment Banking

  • Why understanding existing яworkflows is important for any company
  • How to define the workflows you need to automate
  • The main rules for automating workflows
  • How to simplify the process of transferring data to systems of record using Bots
  • Important security components

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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There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate 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. Consider the amount of time you'll need to spend to homework completion.

You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a specific tutorial, please contact us.

Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. 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.

By 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, bill and ask for payments, and route data within your company's CRMs and apps.

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.

You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.

All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.

Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To understand how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.

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.