Self-paced

Professional document management process flow distance learning for financial services

5
Star Rating
2020 students
1 hour
The training course is created for people who are searching for business process automation accreditation. With the help of airSlate Academy, receive practical awareness and certification to verify it. An robotic process automation certificate from airSlate can be demonstrated to anybody and attached to LinkedIn, confirming that the required understanding of process automation has been learned.
Professional document management process flow distance learning for financial services

About professional document management process flow distance learning for financial services

Our training program presents document process automation, including all of its approaches and procedures, and demonstrates its positive influence on the company's performance. The course will introduce you to airSlate capabilities, such as templates, flows, and Bots, and how to configure them to boost company performance.

What does this program cover?

You'll become acquainted with all of the fundamental principles of robotic process automation technologies that airSlate provides for company thanks to professional document management process flow distance learning for Financial services. You will learn how to use RPA to develop self-running routines and how to correctly set them up in minutes.

Who can apply for the professional document management process flow distance learning for Financial services?

Our course is created for everyone who wants to save their working time and switch from manually-performed tasks to business processes that run independently based on particular rules and conditions. We’ve focused on those who start their path in workspace automation, but experienced users will also find it beneficial.

Why was this course made?

The main goal of the professional document management process flow distance learning for Financial services is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.

What does professional document management process flow distance learning for Financial services studying include?

It has information on the theoretical basics of BPA, how data is processed and sent between digital templates and applications, and a visual guide for setting up automated processes based on a real use case.

What will you learn with the professional document management process flow distance learning for Financial services

  • How to improve workflows and start implementing automation
  • How to define the workflows you need to automate
  • What a Bot condition is and how it works
  • How to track your progress
  • How to protect the information in your workflows

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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Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. 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 collected, and more.

Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.

According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.

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 idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.

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.

A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.

You can find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a particular training course, please contact us.

RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.

All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.

You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now, and you'll always be able to learn at a good rate.