Self-paced

Short-term document management certificate for investment banking

5
Star Rating
1523 students
1 hour
airSlate Academy guarantees that you will get new expertise and practice that will help your colleagues automate workflows and decrease repetitive duties from the agenda of daily tasks. Go through this RPA course to commence a fresh page of rich enterprise history.
Short-term document management certificate for investment banking

About short-term document management certificate for investment banking

Our training program highlights the many ways in which automated document workflow may improve business operations. The training will introduce you to airSlate's features and help you learn how to optimize their use to boost your company's efficiency.

What does this program cover?

Your staff's productivity will improve as a result of flow automation as explained in the short-term document management certificate for Investment Banking. Flows, documents, and Bots are covered, as well as their step-by-step configuration through airSlate, the best BPA platform available.

Who can apply for the short-term document management certificate for Investment Banking?

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?

The short-term document management certificate for Investment Banking is intended to introduce you to the most innovative and straightforward manner of executing day-to-day company operations, as well as providing step-by-step instructions for setting automated workflows without scripting.

What does short-term document management certificate for Investment Banking studying include?

This course not only provides a full explanation of RPA ideas and methodologies, but also a detailed visualized guidance on how to integrate them in your daily job.

What will you learn with the short-term document management certificate for Investment Banking

  • How to improve workflows and start implementing automation
  • The basics of business automation
  • What kinds of software there is and how you should start using it to improve your business
  • How to track your progress
  • How to automate workflows without coding or an IT department

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

While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.

Each lesson focuses on a different feature of airSlate. There are more in-depth certification courses available that can last up to four hours. There is also the question of how much time you will need to do the work.

By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.

You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.

Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.

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.

It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.

We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.

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.

Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.