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Self-paced
Understanding Document Management
302 students
1 hour
Tired of piles of paperwork, unorganized data, typos, and other error-prone document processes? Discover a better way to handle document workflows and get things done faster with greater accuracy.
About this course
This course goes through the key concepts of document management and its role in improving day-to-day processes. You’ll learn how to simplify every step of processing paper-based workflows by managing, editing, routing, and storing documents online.
By the end of this course, you will receive valuable insights into building seamless document workflows, managing them, and reaping the benefits of optimized processes.
What’s included?
lessons to explain the basics of document management
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills
What will you learn?
The key concepts and benefits of document management
What a document management system is and how it works
The role of document management in digital transformation
How to streamline paper-based workflows and reap the benefits
Who is this course for?
Anyone looking to further their knowledge in document management
Anyone looking for key insights into improving their document processes
Those who want to advance their career with new skills
Start learning today
Sign now for free
Convert obsolete paper document management into a smooth digital experience
The days of paper contracts and wet ink signatures are all but obsolete in document management for many companies, regardless of their size and industry. The evidence shows that digital transformation is a much more eco-conscious and easily deployable solution for your business. Undoubtedly, the world is going digital, and creating a solid operational foundation will reward you with an advantage over your competitors.
Some people think of digital security pitfalls and tech training as the other side of the coin. Yet, with a perfectly tailored document management software (DMS) online course by airSlate Academy, you’ll quickly get acquainted with all the core information about the perks of the airSlate WorkFlow electronic document management system, the significant trends, and how it securely stores your business information.
Perks of document management solutions for your enterprise
- Secure and safe storage of your documents in one place. The most common concern regarding your business's well-being is your data security and confidentiality. Most document management software solutions like airSlate WorkFlow provide you with all the necessary security tools to safeguard your processes and data. Moreover, you will gain the upper hand in disaster and backup recovery.
- Get all your document across different devices. Access the relevant documents you need at any time, from anywhere.
- Eliminate manual errors. Your daily routines involve repetitive tasks and transferring data from and to other applications. It is a tiresome and error-prone process that can end up costing you a ton with a single mistake when entering data. Therefore, online document management workflows simplify and improve your operations.
- Reduce time spent on document retrieval. In addition to saving you from errors, document management solutions cut time spent on irrelevant and tiresome document searches and classification.
- Increased productivity and collaboration across departments. Document management solutions give you a platform to focus on priority tasks and eradicate miscommunications in the early planning stages.
Benefits of airSlate Academy’s document management course
- Learn more about what DMS is and how it can improve your daily operations.
- Learn more about document workflow automation.
- Choose the best solution for your business.
Every airSlate Academy course is free and self-paced, providing you with the flexibility you need to absorb information. Start learning more about document management solutions today.
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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Document management encompasses tracking, approving, sharing, distributing, and storing documentation files according to whatever best suits your business plan. airSlate WorkFlow is an excellent example of a comprehensive document management system that streamlines all these processes in a simple user interface.
The best way to manage documents is to find an optimal electronic document management system that fits your existing processes and organizational tools. Electronic document management naturally offers more accessibility and consumes less time than handling papers. With electronic solutions like airSlate WorkFlow, you get smart automation tools that automate your routine document workflow and mitigate chances of human-generated errors in your processed data.
Document management solutions keep order in your documentation and route documents into the processes you want them to undergo. Quality document management ensures that your workflow suffers no bottlenecks and that you complete all your tasks in minimal time.
The efficiency of a team or even an entire business may depend on the structure of its document management system. If the system is transparent and comprehensive for all staff members, it can optimize time spent on tasks and take over routine processes from employees. It follows that the better your DMS is, the more efficient your business will be.
The go-to qualities of a good document management system are accessibility, functionality, and connectivity. Accessibility ensures that employees can wrap their minds around it and be productive immediately. Functionality provides all essential features for the business to run effectively. Finally, connectivity allows your cross-platform to work online. Your DMS should check all three boxes.
If you are looking for document management software best suited for you, be sure that it fits your business needs, objectives, and workflows. Learn about opportunities that come with the airSlate WorkFlow document management solutions and how to use them in your business. Learn all you need to know about it in a brief interactive training course that will teach you to build a system that will serve you best.
Understanding Document Management
The Understanding Document Management course from airSlate Academy is an exciting journey to a comprehensive exploration of digital document management designed to enhance productivity across various industries. This course covers essential concepts, strategic insights, and functionalities to seamlessly integrate and streamline document workflows, helping businesses transition from traditional paper-based systems to efficient digital solutions.
What you will learn:
- Key concepts and benefits of document management
- Impact of document management systems on businesses
- The role of document management in digital transformation
- Benefits of document management across diverse industries
- Steps to streamline paper-based workflows using document management
Course modules include:
- Introduction to document management: Learn the foundational concepts and benefits of document management, such as cost savings, enhanced collaboration, security, and environmental benefits.
- Document management systems’ impact on businesses: Explore how automated document management systems streamline workflows, enhance security, and integrate with essential business applications.
- Document management as part of digital transformation: Understand the difference between digitization and digitalization and their roles in transforming business processes.
- Document management across industries: Discover how various industries like HR, sales, finance, and healthcare benefit from digital workflows.
- Streamlining paper-based workflows: Explore the practical steps to transition from paper processes to efficient digital solutions, including a real-life use case in the real estate industry.
Who should enroll:
This course is ideal for business professionals, IT managers, and anyone interested in enhancing business productivity through digital transformation. Whether you are in HR, sales, finance, healthcare, or any document-heavy industry, our training will provide actionable insights to streamline your workflows.
By the end of the course, you will acquire the essential knowledge to implement document management solutions tailored to your specific business needs. Enroll today to embrace the future of digital transformation and revolutionize your document workflows with confidence!