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Self-paced
Professional document management automation training program for financial services
2135 students
1 hour
Work with the RPA knowledge to obtain everything needed for optimizing business workflow. airSlate Academy has made helpful information not only for automating your business processes, but the course also includes lots of beneficial pieces of information for workflow automation in general.
About professional document management automation training program for financial services
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 files, flows, and Bots, and how to set them up to improve business performance.
What does this program cover?
The professional document management automation training program for Financial services illustrates everything you need to know about document flow automation, its techniques and tools, and its importance for a business to run more productively. It shows how you can quickly configure Bots to automate recurring processes on typical use case examples.
Who can apply for the professional document management automation training program for Financial services?
This training is for anyone who wants to automate company processes and replace time-consuming manual procedures. You'll find it useful whether you're new to the airSlate platform or an experienced user.
Why was this course made?
The professional document management automation training program for Financial services 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 professional document management automation training program for Financial services studying include?
It has information about the theory behind BPA, how data is processed and sent between templates and applications, and a visual guide for setting up automated processes based on a real-world use case.
What will you learn with the professional document management automation training program for Financial services
- How to improve workflows and start implementing automation
- The tools you need for improving existing business processes
- The main rules for automating workflows
- How to utilize workflow analysis to understand and improve workflows
- About use cases where RPA improved 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 solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the question of how much time you'll need to dedicate to completing the homework.
There are a number of different types of bots, each of which has its own unique set of rules and logic. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
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, send invoices and payment requests, and route data within your company's CRMs and apps.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
You'll find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a specific tutorial contact us.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.