Self-paced

Top document management system educational program for investment management

5
Star Rating
1175 students
1 hour
Use this course if you want to learn about how to use workflow automation within your business process. This RPA tutorial brought to you by airSlate Academy is a quick and practical way to get acquainted with and get beneficial expertise.
Top document management system educational program for investment management

About top document management system educational program for investment management

Our training program presents document process automation, including all of its approaches and procedures, and demonstrates its positive influence on the company's performance. The course will introduce you to airSlate capabilities, such as documents, flows, and Bots, and how to configure them to boost company performance.

What does this program cover?

The top document management system educational program for Investment Management discusses broad principles of robotic process automation and demonstrates how to apply them to various business settings. It includes extensive instructions for quickly and easily creating flows and configuring Bots based on a specific use case scenario.

Who can apply for the top document management system educational program for Investment Management?

This course is for anyone who wants to automate tedious and time-consuming tasks, increase their knowledge of business process automation, and acquire more hands-on experience in the process. You'll benefit from it whether you're new to airSlate or an experienced user.

Why was this course made?

The accompanying top document management system educational program for Investment Management seeks to give your staff with a set of broad materials regarding business process automation, its usefulness in increasing productivity, and instructions for customizing it for your use case.

What does top document management system educational program for Investment Management studying include?

It has information about the theory behind BPA, how data is processed and sent between files and applications, and a visual guide for setting up automated processes based on a real-world use case.

What will you learn with the top document management system educational program for Investment Management

  • Trending software solutions for optimizing workflows
  • How to define the workflows you need to automate
  • The main rules for automating workflows
  • How to simplify the process of transferring data to systems of record using Bots
  • How to automate workflows without coding or an IT department

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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To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.

Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.

Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.

You can find the complete list of 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 tutorial, please contact us.

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.

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.

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.

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.

Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.

In addition to the airSlate Academy, you can use other learning tools to help 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.