The Digital Transformation Roadmap
This course will introduce you to the fundamentals of digital transformation and the value it can bring to a variety of businesses. It will delve deeply into the central concepts, processes, and outcomes of digital transformation, and by the end of it, you will be able to...
Using airSlate Spreadsheets: A Guide for Beginners
All aspects of working with airSlate spreadsheets are covered in this course, from making and editing spreadsheets to adding formulas and configuring automation.
Learn the ins and outs of airSlate in this introductory course, which focuses on the software's fundamentals, including its terminology, core concepts, and the ways in which it can simplify everyday tasks.
The Complete Reference to airSlate Bots
This course will introduce you to airSlate's no-code Bots, covering their fundamentals such as key features, types, settings, and benefits so that you can streamline and automate your work processes with confidence.
SaleForce.com's airSlate Contract Discussion
Starting with scratching out a brand new contract and ending with collaborative effort from key stakeholders, this course walks you through the entire process of automating contract negotiation with airSlate....
How to Use airSlate for Contract Creation and Discussion
This course will introduce you to the fundamentals of airSlate document generation and contract management and equip you with the knowledge and skills necessary to distinguish between the two.
How airSlate Classifies Different Varieties of Dynamic Web Forms
This course will introduce you to airSlate dynamic web forms, their various types, and show you how to use them to streamline your document workflows and collect data efficiently and accurately.
The airSlate for Microsoft Dynamics 365
This course will show you how to integrate airSlate with Microsoft Dynamics 365 in order to automate document exchanges and streamline data processing and transfers.
This course will guide you through the essential integration steps necessary to configure the no-code integration with airSlate and begin simplifying and streamlining data processing within your NetSuite organization.
The Fundamentals of Using airSlate with Salesforce
Document workflow automation for your data-intensive Salesforce workflows is covered in detail in this course, as is the value airSlate delivers to regular Salesforce users and how to get started with it.
For Salesforce Groups, airSlate Support
This course serves as an introduction for those who wish to streamline time-consuming tasks associated with team management in Salesforce, and it walks students through the steps required to enable teams to use airSlate within their own organization without the need for any external l...
With airSlate's Workflow Analytics
This course will teach you the fundamentals of airSlate analytics and how to use them to monitor organizational shifts and address issues as they arise with the help of the airSlate platform.
Sending Multiple Emails at Once with airSlate for Salesforce
In this lesson, you'll learn how to send a document to multiple recipients without having to copy and paste the same information multiple times.
This course will walk you through the ins and outs of airSlate's Automation Bots, covering everything from their intended use to their underlying principles and configuration options.
Implementing Automation: Real-World Examples from Multiple Industries
If you're familiar with airSlate and want to learn more about how workflow automation can improve your business, this course is for you. You'll see how other companies have used airSlate to streamline some of their most common workflows for different departments.
The goal of this course is to acquaint you with the new BPM, its value, and to explain the difference between low and high-level business process management solutions for the most popular industries.
Constructing Salesforce Processes with airSlate
This course will show you how to optimize even the most complex document workflows in Salesforce, complete with multi-role assignments and individualized document permissions....
Automatically Streamlining Organizational Tasks
Learn the key benefits of business process automation (BPA) and how workflow automation solutions help streamline even the most complex business processes in this course designed for those with some familiarity with the topic as well as those who are completely new to it.
This course will teach you the ins and outs of business process mapping by introducing you to the techniques, methods, and tools you'll need to streamline repetitive tasks, detect and head off potential problems in the workplace, and more.
How Does It Affect the Average Person?
Understanding the benefits and guiding principles of citizen development in modern business environments is the focus of this course. Topics covered include: who can be a citizen developer, what no-code and low-code tools are, and how to use them, as well as the advantages and disadvantages of each.
Information Collection for Salesforce Files
Sounds great, right? In this course, we'll dive deeper into the mechanics of collecting and routing data from your customers in Salesforce to document workflows of any complexity, with no manual input or extra interactions required.
Management of Contracts is Being Automated
By the end of the course, you will be able to construct a fully automated system for managing contracts, one that eliminates time-consuming and perplexing negotiation processes, as well as problems with document routing and inaccurate data.
This course will show you how to use airSlate to automate and streamline the tedious process of negotiating contracts, so that you can create a contract from scratch, negotiate any suggestion, and get it signed in no time at all.
A Robotized System for Signing Up for Classes
No more deciphering student handwriting, searching through stacks of forms, or misplacing documents; this course teaches you how to streamline data collection and automate transfers of information to the databases and systems of record you're using.
Google Calendar Event Creation
By the end of the course, you will be able to automatically create events in Google Calendar for your document workflows and modify them to your liking using data taken from your documents....
My First Attempt at a Template
This introductory course will show you how to make a Template out of an airSlate Flow, allowing you to save a fully-automated workflow as a Template, then modify it and use it again and again.
An Overview of Customer Relationship Management Systems
This course will walk you through the fundamentals of customer relationship management systems and the value they add to any business process that involves dealing with customers. It will also show you how integrations can be used to maximize the effectiveness of any CRM solution.
This course will walk you through the steps required to configure a Data Movement Bot to carry out a variety of automated data transfers. Upon completion, you will be able to determine which Data Movement Bot is best suited to a given task and implement it successfully.
By the end of this introductory course, you will be familiar with the basic concepts of a Flow and its key features, as well as the steps involved in creating, managing, and sending out a Flow while keeping track of every change.
Methods for Generating Documents Based on Salesforce Data
Learn how to use custom buttons to launch processes and document workflows mechanically within Salesforce....
A Strategy for Digital Lending's Return on Investment and Intelligent Automation
This course, developed in collaboration with Turnkey Lender, will introduce you to the world of digital lending, its many forms, and the many benefits it offers.
Internet Safety with airSlate
To those who care about keeping their own and their team's digital data safe, this course will introduce the most common data security concerns and the methods airSlate uses to overcome them.
Course Objectives By the end of this course, you will be able to create and configure documents using airSlate's streamlined document workflows, including the automatic creation of documents pre-filled with data from external apps.
Automation of Documentary Tasks: An Overview
Learn about document process automation solutions, business process management (BPM), and the connection between the two in this introductory course.
Indicative of Document Completion: Email
By the end of this course, you'll be able to add the Email on Documents Completion action to your document sharing workflows, allowing you to receive instantaneous email notifications whenever a recipient completes a document you've shared with them.
Alert Me Via Email When I Open a File
This course shows you how to automate email notifications so that you always know when people you've sent documents to have opened them. Upon completion, you'll be able to choose recipients, personalize a notification message, and receive alerts whenever people you've sent documents to open them.
Robotizing the Hiring Process
With the knowledge you gain from this course, you'll be able to automate the entire employee onboarding process, from application to offer letter, in a fraction of the time, saving your company time and money.
Start Your eSignature Process Now
This course will introduce you to electronic signatures, explain how they work, and show you how to use them to their full potential.
This course will teach you how to create a new Flow version, manage it, test it, export data from it, and publish it.
Making Use of Salesforce Information to Create Documents
This course will show you how to get started with airSlate document generation to streamline your most time-consuming document workflows, such as contract management, price quoting, invoicing, and reporting....
AirSlate: How to Get Started
This introductory course will introduce you to the concept of an airSlate Workspace, covering topics such as configuration, team management, and the advantages of team collaboration.
Reporting Incidents Automatically
Learn the best practices for responding to incidents at work with fully automated paperless workflows that on... with this in-depth training course on the advantages of integrating automated incident reporting workflows into your company's operations.
This course will give you a thorough introduction to the airSlate Integration Bots, their underlying configuration principles, and quick and easy guidelines for setting up a Bot.
Invoice Processing Robots
With the knowledge gained in this course, you will be able to create, customize, and automate an invoicing workflow to delegate manual, time-consuming tasks and speed up the process of issuing payments.
The Automation of IT Approval Requests
In this course, you will learn how to run automated document workflows and integrate them with the applications you use, giving you a new and improved method for handling IT requests.
Modifying the Partnership Agreement through Automation
This course will show you how to set up a fully automated end-to-end partnership agreement workflow, tailor it to your needs, and run it to make sure all parties agree to the terms and sign the agreement on time.
Patient Registration Forms Automation
By the end of this course, you will be able to create your own patient intake form using airSlate, which will automate the workflow, eliminate document loss and misplacement, and free up time for real-time communication with patients.
This course provides an introduction to the airSlate Permissions Bots and the value they add to document workflows in a variety of configurations. Upon completion of the course, you will be well-versed in the features and best practices of the airSlate Permissions Bots and have the tools you need to implement them successfully in your own work.
By the end of this course, you will be able to automatically route data between documents to satisfy the needs of the most complex recipients, saving them time and effort in the process.
Instantaneous data entry from an Excel sheet
In this course, you will learn how to configure no-code automation and tailor it to your document workflow needs in order to automate the process of populating documents with data taken from an Excel spreadsheet of your choice....
Input data in advance using Google Sheets
This course will teach you how to configure no-code automation and apply it to various document workflows, allowing you to automatically populate documents with data from Google spreadsheets without the need for manual input or errors.
Import data from Microsoft Dynamics 365 for Customer Service
This course will teach you how to use no-code automation in your document workflows that contain data from one or more MS Dynamics 365 records, saving you time and ensuring accuracy.
Find out how to avoid errors and save time by having your document workflows automatically populated with data pulled from a MySQL database....
Auto-populate Fields Using Data From Salesforce
To save time and avoid errors caused by manual data entry, you can learn how to automatically populate your document workflows with information from Salesforce records....
Reduce the time spent on manual processes, the number of data errors, and the lack of teamwork that plagues the quoting process by enrolling in this course and applying its lessons!
Do not forget to remind the recipients to finish the paperwork.
This course will teach you how to set up automatic notifications to remind your recipients to complete or sign documents, making better use of your time at work.
Planning Processes with airSlate
In this course, you'll learn how to schedule the beginning of document workflows and collect and update data based on a variety of factors, including the passage of time, the results of other workflows, and the presence or absence of certain files.
Integrating Salesforce with Other Platforms
Optimizing document workflows through simultaneous connections to multiple external systems and the subsequent routing of data between them is the subject of this course....
AirSlate's Team Management
At the end of this course, you'll know how to effectively manage your team members by granting them access to the appropriate airSlate workspaces and using the other features of airSlate to improve team collaboration.
Establish New Salesforce Records
Find out how to have new Salesforce records created mechanically when recipients complete the required fields in the shared documents....
By the end of this course, you will be able to secure and streamline your document workflows by saving finished documents automatically to specific Dropbox folders....
Find out how to quickly and accurately import data from documents into Google spreadsheets....
As part of this training, you will discover how to automate document workflows so that information from finalized documents is automatically added to the appropriate Netsuite records....
Gain insight into how attaching finalized documents to selected Salesforce records can improve the accuracy and visibility of your document workflows.
By the end of this course, you'll be able to increase the safety of your document workflows by saving finished documents automatically to specific folders in your Google Drive.
Find out how to train your computer to scrub documents of recipients' signatures and initials as they fill them out....
Import from NetSuite's Customer Database
Find out how to save time and energy by having your document workflows automatically populated with data taken from NetSuite records....
Automatic data filling from Office 365 Excel
Through the techniques taught in this course, you'll be able to expedite your document workflows by importing data from Microsoft 365 Excel sheets into prepopulated document fields.
Initialize with User-Specified Information
This course will teach you how to enhance processes in document work by automatically populating document fields with any information you need, allowing your recipients to fill out documents quickly and accurately.
After completing this course, you will be able to automatically rename documents in your document workflows whenever a predetermined condition is met....
This course will teach you how to apply no-code automation to renaming the documents you choose, using the Rename Slate Bot, and integrate it into any document workflow you like.
Correct Your Salesforce Profile
Here's how to update Salesforce records mechanically whenever document recipients make edits....
Reimbursing Business Trips With Automation
Learn how to expedite the document approval workflow and the payment reimbursement process to save time and effort when processing travel reimbursement requests with the help of automation in this informative course.
Making Sense of Document Management
In this course, you'll learn the fundamentals of document management, from its value and benefits to its implementation, and how document management systems can streamline your paper-based workflows from start to finish through the streamlined management, editing, routing, and storage of your documents.
Facilitating Vendor Agreements Through Automation
This course is designed for anyone who is responsible for establishing and maintaining relationships with new suppliers and who wants to do so in the most streamlined and effective way possible.
By the end of this course, you will be able to create and customize web forms for each specific use case, either from scratch or by modifying pre-built form samples and sending them out for completion and signing.
The Use of a Workflow Diagram to Streamline Document-Related Tasks
By the end of the course, you'll know how to streamline document workflows and ensure appropriate access permissions, as well as how to keep track of the routing and status of documents within your workflow.