to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Trusted document system training course for investment management
732 students
1 hour
Use the course if you want to understand more about how to use workflow automation within your business process. The RPA tutorial given you by airSlate Academy is a quick and productive way to get acquainted with and get beneficial techniques.
About trusted document system training course for investment management
This training will provide students with an introduction to workflow automation and its role in increasing efficiency. It's a good chance to find out exactly what resources you need and the best way to put them to use in order to enhance your standard company procedures.
What does this program cover?
You'll become acquainted with all of the fundamental principles of robotic process automation technologies that airSlate provides for company thanks to trusted document system training course for Investment Management. You will learn how to use RPA to develop self-running routines and how to correctly set them up in minutes.
Who can apply for the trusted document system training course for Investment Management?
Managers and ordinary employees who are required to perform various activities manually on a daily basis might register at no cost. Automating their processes and enhancing their overall efficiency will be a major benefit. The applicants' level of technical expertise is irrelevant.
Why was this course made?
The trusted document system training course for Investment Management is designed to introduce you to the most innovative and simple way of running day-to-day business tasks and provide you with step-by-step guides in configuring automated workflows without coding.
What does trusted document system training course for Investment Management studying include?
This training program is broken up into several parts. The theoretical part tells you how to process data on the platform, set up Bots, and review your workflows. This is followed by a quiz and some practical tasks.
What will you learn with the trusted document system training course for Investment Management
- The differences between automated and manual processes
- How to define the workflows you need to automate
- What a Bot condition is and how it works
- How to track your progress
- Where and how to monitor progress
Start learning today
Sign now for free
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
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.
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.
You will find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a particular tutorial, please contact us.
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.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
A new airSlate feature is covered in each class. Longer, more in-depth certification programs are also offered. There is also the question of how much time you will need to do the work.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
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.