Self-paced

Professional document workflow automation training course for investment management

5
Star Rating
732 students
1 hour
The robotic process automation certificate from airSlate can be shown to everyone and attached to LinkedIn profile, confirming that the vital understanding of workflow automation has been learned. This airSlate Academy course is the fundamental thing to a new expertise of how routine operations could be finished in 2020 and further.
Professional document workflow automation training course for investment management

About professional document workflow automation training course for investment management

The course's goal is to introduce you to the basics of process automation . 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 professional document workflow automation training course for Investment Management covers the basics of workspace automation and how it might improve employee performance. It covers the fundamental features of such tools, such as flows, files, and Bots, as well as their step-by-step configuration guidance using airSlate, the market's best BPA platform.

Who can apply for the professional document workflow automation training course for Investment Management?

Our training is designed for anyone who wishes to save time at work by transitioning from manually performed tasks to business processes that operate autonomously based on certain rules and conditions. We've concentrated on individuals just starting out in process automation, but experienced users will benefit as well.

Why was this course made?

The following professional document workflow automation training course for Investment Management is meant to give your employees a set of general materials about business process automation, its importance for increasing productivity, and how to set it up for your use case.

What does professional document workflow automation training course for Investment Management studying include?

This course not only teaches you everything you need to know about RPA's principles and techniques, but it also shows you how to use them in your everyday work.

What will you learn with the professional document workflow automation training course for Investment Management

  • Why understanding existing яworkflows is important for any company
  • How to define the workflows you need to automate
  • How to track the efficiency of your work by implementing analytics
  • How to track your progress
  • Fundamental analytics tools

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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With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.

Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.

You will find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a specific training, please contact us.

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.

All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.

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 find out how airSlate works, 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.

We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.

Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.

Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.