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Self-paced
Learn document management automation course for investment management
1523 students
1 hour
This airSlate Academy training course is the crucial thing to a new skills of how usual operations could be taken care of in 2020 and further. During the business process automation training, you will get the expertise and skills that are required for automating processes in both small companies and large enterprises.
About learn document management automation course for investment management
The goal of the course is to teach the participants the basics of workflow automation and how it can help them be more productive. It's a good chance to find out what tools you need and how to use them to improve your business processes that you do over and over again.
What does this program cover?
The learn document management automation course for Investment Management presents general principles of robotic process automation and shows how to apply them to various business settings. It includes extensive instructions for quickly and easily creating flows and setting up Bots based on a specific use case scenario.
Who can apply for the learn document management automation course for Investment Management?
This course is ideal for both beginners and experienced workflow automation users, regardless of their present technical or coding skills. Tips for increasing job productivity are shared with business owners, managers, and regular employees.
Why was this course made?
The learn document management automation course for Investment Management is meant to show you the easiest and most innovative way to handle day-to-day business tasks and give you step-by-step instructions for setting up automated workflows without having to write any code.
What does learn document management automation course for Investment Management 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 learn document management automation course for Investment Management
- What the first steps to automating a business process are
- 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
- 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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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.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots.
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.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a common understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a particular training course you might be interested in, please contact 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.
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 last up to four hours. You should also consider how much time you have to complete the assignment.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.