Self-paced

Short document management process program for investment management

5
Star Rating
732 students
1 hour
This training, with its information and connected materials, is the key of what is necessary to obtain all the things you need out of an RPA academy. By the end, you will get all the things you need to start automating your business’s core processes.
Short document management process program for investment management

About short document management process program for investment management

This program aims to introduce the participants to the basic principles of workflow automation. It’s your chance to learn what tools you need to use and how to apply them to advance your ongoing business processes.

What does this program cover?

The short document management process program for Investment Management shows you everything you need to know about document workspace automation, its strategies and technologies, and its necessity for a company to run more efficiently. It demonstrates how to utilize Bots to automate repetitive tasks in common use cases.

Who can apply for the short document management process program for Investment Management?

Managers and ordinary staff members who are required to manually accomplish a large number of tasks on a daily basis are eligible for free enrollment. They will discover that it is of tremendous benefit to them in terms of automating their workflows and enhancing their overall performance. It is irrelevant how proficient the applicants are in technological skills.

Why was this course made?

The following short document management process program for Investment Management is meant to give your employees some general information about business process automation, why it's important for increasing productivity, and how to set it up for your use case.

What does short document management process program for Investment Management studying include?

The program shows a real-world example of how to set up automation for a certain business scenario and explains the most important parts of how RPA works to reduce the amount of manual data entry across different platforms.

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

  • Why understanding existing яworkflows is important for any company
  • How to improve workflows of any complexity
  • How to keep your data and workflows secure
  • How to save time spent on the routine tasks
  • How to use workflow analytics

What our students say

capterra-icon

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.

youtube-icon

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.

g2-icon

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.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.

You'll find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a certain course contact us.

With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.

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

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.

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.

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.

There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. Early registration gives you extra time to prepare for the exam.

Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.

There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.