Self-paced

Remote document management process certification program for financial services

5
Star Rating
1523 students
1 hour
This course, with its information and linked materials, is the basis of what is necessary to get all the information you need out of an RPA academy. By the end, you will receive all the things you need to begin automating your business workflow.
Remote document management process certification program for financial services

About remote document management process certification program for financial services

Our learning program explains document workflow automation and all of its methods and techniques. It also shows how it helps the company's results. The course will teach you how to use the features of airSlate, such as digital templates, flows, and Bots, to improve business performance.

What does this program cover?

With remote document management process certification program for Financial services, you'll learn about all the basic ideas behind the robotic process automation tools that airSlate offers for business. You will learn how to use RPA to make workflows that run themselves and how to set them up correctly in minutes.

Who can apply for the remote document management process certification program for Financial services?

This course is for everyone who aims to replace time-consuming manual tasks with automatically-run workflows, expand their knowledge in business process automation, and gain more experience in it. Whether you’re a first-starter or a current user of the airSlate platform, you’ll find it beneficial.

Why was this course made?

If you've ever wanted to learn how to automate your business processes without writing a single line of code, the remote document management process certification program for Financial services is the best place to start.

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

This training program is divided into many sections: the theoretical component discusses how to process data within the platform, configure Bots, and conduct flow evaluations, followed by an exam and practical assignments.

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

  • The main rules of business automation and analytics
  • Ways how to streamline document workflows
  • Tools for analytics and monitoring of all actions
  • What the benefits of automation are
  • 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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We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.

Automated systems, or "bots," are computer programs that are programmed to carry out specified tasks based on predetermined rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.

In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.

Each course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.

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.

The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.

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.

Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write 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.

Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.