to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Document automation investment management course
449 students
1 hour
The training, with its explanations and attached resources, is the basis of what is necessary to obtain all the things you need out of an RPA academy. Right here you will get the opportunity to master your knowledge, complete tests and receive the certificate to confirm your competency about basic and advanced automation processes and instruments.
About document automation investment management
The goal of the course is to teach the participants the basics of workspace automation and how it can help them be more productive. It's a good chance to find out what tools you need and how to use them to improve your business processes that you do over and over again.
What does this program cover?
The robotic process automation tutorial explains the fundamentals of robotic process automation and demonstrates how it may be applied to various business settings. It provides step-by-step instructions for creating a workflow and setting up a bot based on a specific use case.
Who can apply for the perfect automation tutorial?
Managers and regular staff who have to daily complete numerous tasks manually can enroll for free. They will find it considerably valuable for automating their workflows and improving their general performance. The tech-skills level of the applicants does not matter.
Why was this course made?
We built the rpa automation tutorial to help professionals learn about the best RPA methodologies and show them how to simplify their business operations with the least amount of time and effort.
What does levelup tutorial 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 document automation investment management
- How to start automating processes
- Ways how to streamline document workflows
- What kinds of software there is and how you should start using it to improve your business
- How to simplify the process of transferring data to systems of record using Bots
- How to protect the information in your workflows
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
Get the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a particular training you might be interested in, please contact us.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Sign up now to maintain a productive learning pace at all times.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
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.
Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
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.