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Self-paced
Short-term document workflow management learning program for investment management
1523 students
1 hour
airSlate Academy has developed a piece of useful information not only for automating your business processes, but the course also consists of lots of valuable pieces of information for workflow automation in general. Go through this RPA training to begin creating a fresh page of rich company history.
About short-term document workflow management learning program for investment management
The purpose of this course is to introduce you to workflow automation techniques and their usefulness in improving organizational effectiveness. Using this tutorial, you may learn more about RPA and how to put its principles to use using airSlate.
What does this program cover?
The short-term document workflow management learning program for Investment Management shows you everything you need to know about document workspace automation, its strategies and technologies, and its necessity for a firm to run more effectively. How to easily configure Bots for popular use case examples is demonstrated.
Who can apply for the short-term document workflow management learning program for Investment Management?
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 main goal of short-term document workflow management learning program for Investment Management is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.
What does short-term document workflow management learning program for Investment Management studying include?
The program explains the need-to-know essentials of how RPA works to minimize manual data entry across different platforms and shows a real example of configuring automation for a particular business scenario.
What will you learn with the short-term document workflow management learning program for Investment Management
- The main philosophy behind automating processes
- How to define the workflows you need to automate
- The main rules for automating workflows
- Advice for using airSlate effectively
- About use cases where RPA improved workflows
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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.
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.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
By 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, bill and ask for payments, and route data within your company's CRMs and apps.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a better idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.