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Self-paced
Advanced document management process program for financial services
1175 students
1 hour
With the airSlate Academy, RPA certification won't look like a difficult task. The information in this course is provided easily and effectively. In the program you receive the opportunity to master your skills, complete assessments and get your certificate to show your knowledge about basic and advanced automation processes and tools.
About advanced document management process program for financial services
This course's goal is to educate students to the essentials of process automation and its role in increasing productivity. It's an excellent opportunity to learn about the tools you'll need and how to utilize them effectively to optimize your regular business operations.
What does this program cover?
The advanced document management process program for Financial services demonstrates everything you need to know about document flow automation, its strategies and technologies, and its usefulness in helping a firm run more efficiently. It demonstrates how to rapidly configure Bots to automate repeating operations using standard use case examples.
Who can apply for the advanced document management process program for Financial services?
Our course is made for anyone who wants to save time at work and switch from tasks that have to be done 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 workflow automation, but even people who have used it before will find it useful.
Why was this course made?
The main goal of advanced document management process program for Financial services is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.
What does advanced document management process program for Financial services studying include?
Learn how RPA may reduce the amount of time spent manually entering data across several platforms and how to configure automation for a specific business scenario.
What will you learn with the advanced document management process program for Financial services
- What the first steps to automating a business process are
- How to improve workflows of any complexity
- How to keep your data and workflows secure
- How to track your progress
- How to protect the information in your workflows
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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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Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
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.
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.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
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.