Self-paced

Leading document management certification program for financial services

5
Star Rating
1523 students
1 hour
With the help of airSlate Academy, RPA certification won't seem like a difficult task. The material in this training is displayed simply and efficiently. In the end, you will get all the things you need to begin automating your business workflow.
Leading document management certification program for financial services

About leading document management certification program for financial services

This training program aims to familiarize you with workspace automation techniques and their importance in streamlining business efficiency. It provides a better understanding of RPA principles and gives a guide if their implementation through airSlate.

What does this program cover?

The leading 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 leading document management certification program for Financial services?

This course is for anyone who wants to replace time-consuming manual tasks with workflows that run themselves automatically, learn more about business process automation, and get more experience with it. Whether this is your first time using the airSlate platform or you already use it, you will find it helpful.

Why was this course made?

We designed the leading document management certification program for Financial services to help professionals study the best RPA methodologies and demonstrate the simplest way to streamline their business operations with least time and effort.

What does leading document management certification program for Financial services studying include?

The theoretical half of the training program explains how to process data within the platform, create Bots, and review your workflows, which is followed by a quiz and practical exercises.

What will you learn with the leading document management certification program for Financial services

  • The main philosophy behind automating processes
  • 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
  • How to simplify the process of transferring data to systems of record using Bots
  • Methods of securing your data and work processes without hiring expensive employees

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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Yes, you can enroll in as many courses as you want. However, we recommend you to not enroll in too many courses simultaneously since some of them require your ultimate attention. Sign up now, and you'll always be able to learn at a good rate.

Bots are pieces of software that have been programmed to do certain tasks based on rules and if/then statements. It's easy to sync data between apps and documents with airSlate Bots.

We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.

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.

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.

These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.

It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.

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.

Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a general idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.