Self-paced

Short-term document management process training program for investment banking

5
Star Rating
732 students
1 hour
Finish this RPA course to begin writing a new page of rich organization history. airSlate Academy has created beneficial data not only for automating your processes, but the training also contains many beneficial pieces of information for business processes in general.
Short-term document management process training program for investment banking

About short-term document management process training program for investment banking

This training will teach you about workspace automation techniques and how important they are for making businesses run more smoothly. It helps you understand RPA principles better and shows you how to use airSlate to put them into practice.

What does this program cover?

With short-term document management process training program for Investment Banking, 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 short-term document management process training program for Investment Banking?

This course is for anyone who wants to automate time-consuming manual processes, increase their knowledge of business process automation, and gain more expertise in it. You'll find it useful whether you're a first-time user or an experienced one of the airSlate platform.

Why was this course made?

We’ve created the short-term document management process training program for Investment Banking to enable specialists to explore the best RPA techniques and show them the easiest way to streamline their business processes with minimal time and effort.

What does short-term document management process training program for Investment Banking studying include?

This training program consists of several blocks: the theoretical part describes how to process data within the platform, configure Bots, and make reviews of your workflows, which is followed by a quiz and practical tasks.

What will you learn with the short-term document management process training program for Investment Banking

  • The main rules of business automation and analytics
  • Ways how to streamline document workflows
  • How to automate processes without costly software
  • How to simplify the process of transferring data to systems of record using Bots
  • 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 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.

Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.

You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.

You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.

Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.

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.

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.

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.

You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.

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.