Self-paced

Short document management course for investment management

5
Star Rating
1523 students
1 hour
airSlate Academy assures that you will obtain new knowledge and practice that will assist your team automate processes and cut out repetitive duties from the list of daily tasks. Apply the RPA course to get everything needed for enhancing business workflow.
Short document management course for investment management

About short document management course for investment management

The goal of the course is to teach the participants the basics of flow 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?

Thanks to short document management course for Investment Management, you’ll familiarize yourself with all the basic principles of robotic process automation tools that airSlate delivers for business. You will learn how to create self-running workflows with RPA and how to set them up within minutes properly.

Who can apply for the short document management course for Investment Management?

Managers and regular employees who must accomplish multiple tasks manually on a daily basis can enroll for free. They will find it quite useful for automating their workflows and enhancing their overall performance. It makes no difference what level of technical expertise the applicants have.

Why was this course made?

So that specialists may learn about the best RPA approaches and see how they can streamline their business processes quickly and easily, we developed the short document management course for Investment Management.

What does short document management course for Investment Management studying include?

This training program is broken up into several parts. The theoretical part tells you how to process data on the platform, set up Bots, and review your workflows. This is followed by a quiz and some practical tasks.

What will you learn with the short document management course for Investment Management

  • The main philosophy behind automating processes
  • The basics of business automation
  • How to keep your data and workflows secure
  • The basics of privacy and data protection
  • Where and how to monitor progress

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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There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.

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.

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.

We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.

You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now to continue learning at a productive rate at all times.

Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.

With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.

Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.

For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.

Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To find out how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.