airSlate Academy Courses

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A Roadmap to Digital Transformation
A Roadmap to Digital Transformation
Every day, SMBs struggle to overcome problems responsible for disrupting their growth. These problems range from a lack of proper planning, flexibilit...
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30 minutes
A Step-by-Step to airSlate Spreadsheets
A Step-by-Step to airSlate Spreadsheets
Handle your document workflows with spreadsheets in airSlate. Learn how to reduce data input errors, simplify calculations, and remove the need to cop...
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1 hour
airSlate 101
airSlate 101
Familiarize yourself with the basics of airSlate that are required for creating and managing automated workflows for your business....
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30 minutes
Workflow Analytics with airSlate
Workflow Analytics with airSlate
This course dives into the tools airSlate provides to ensure a deep and comprehensive analysis of your workflows. You’ll learn how to track any acti...
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30 minutes
Automation in Action: Industry Use Cases
Automation in Action: Industry Use Cases
Discover the value of business process automation in any industry for the most common use cases. Get familiar with the benefits of workflow automation...
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30 minutes
Mastering Bots
Mastering Bots
This course is aimed at explaining everything a user needs to know about airSlate Bots — a powerful automation tool. It covers basic terminology, co...
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1 hour
BPM Essentials
BPM Essentials
Business process management has been around for several decades and the traditional approach has already outlived its utility. The new era of BPM has ...
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20 minutes
Business Process Automation with airSlate
Business Process Automation with airSlate
This course explains how business automation works in airSlate. It describes the purpose behind automation, the key pain points airSlate solves, and i...
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30 minutes
Business Process Mapping
Business Process Mapping
The business landscape is constantly evolving — forcing businesses to achieve a higher level of control and management over their processes. Learn h...
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1 hour
Citizen Development: What’s It All About?
Citizen Development: What’s It All About?
Citizen development is one of the most popular trends in automation for streamlining business workflows. Learn how to release new products and service...
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30 minutes
Configuring the Workspace
Configuring the Workspace
Discover the easy way to improve productivity, enhance transparency, and get things done smoothly by creating a single place for team collaboration....
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20 minutes
Automating Contract Management
Automating Contract Management
Contract management is a complex procedure by definition. Why not simplify it with workflow automation? This course will transform your perception of...
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30 minutes
Contract Negotiation
Contract Negotiation
Conclude contracts within minutes from anywhere. Does this sound likely? With this airSlate Academy course, you’ll learn how to create, negotiate, f...
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1 hour
Designing a Flow
Designing a Flow
Discover a faster and more convenient way to create, store, and transfer documents within a single business process known as a Flow....
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15 minutes
Digital Lending: A Roadmap to ROI and Intelligent Automation
Digital Lending: A Roadmap to ROI and Intelligent Automation
Advancements in tech have had a major impact on the entire financial industry. As one of the most influential parts of the financial sector, lending h...
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1 hour 30 minutes
Document Generation
Document Generation
Document generation can be a complicated and time-consuming process. Learn how to simplify and speed up the procedure for creating new agreements,...
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1 hour
Introduction to Document Process Automation
Introduction to Document Process Automation
This brief introductory course is dedicated to those who are interested in optimizing their document processes. It covers basics such as the key marke...
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50 minutes
bot
Email upon Slate Opening
Staying in the know when your recipient opens a document sent to them is always a good idea. Find out how to enhance document workflows with the Email...
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25 minutes
Automating Employee Onboarding
Automating Employee Onboarding
Onboarding a new employee usually means hours of exhaustive paperwork and lost time. What if there was a way to get all that time back? In this HR cer...
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30 minutes
eSignature: Let’s Get Started
eSignature: Let’s Get Started
Dive into the world of digital documents and start creating secure, legally-binding signatures in seconds. Discover useful tips for selecting an eSign...
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30 minutes
Automating Incident Reporting
Automating Incident Reporting
‘Safety first’ should be the motto of every employer. Learn how to enhance the safety and security level of your organization, analyze recent inci...
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30 minutes
Automating Invoice Processing
Automating Invoice Processing
Time is money, who would argue? The faster an invoice is processed, the sooner money exchanges hands. But urgency can result in errors. So how to stre...
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30 minutes
Automating IT Requests and Approvals
Automating IT Requests and Approvals
Handling one IT request can take a few minutes, which isn’t much. But multiply this by dozens or hundreds and this amounts to hours or even days of ...
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30 minutes
Automating Partnership Agreements
Automating Partnership Agreements
Are you about to start a business with a new partner? Try delegating all of the manual work to a workflow automation solution and experience how simpl...
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30 minutes
Automating Patient Intake
Automating Patient Intake
The hospital registration process usually means piles of paperwork and time lost. Learn how to improve the patient registration process by replacing p...
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30 minutes
bot
Pre-fill from Doc to Doc
No more manual data transfers resulting in typos, missed information, and time lost. Learn how to automate and speed up the movement of data from one ...
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15 minutes
bot
Pre-fill from Excel Spreadsheet
The Pre-fill from Excel Spreadsheet Bot automatically pre-fills a Slate with data from an Excel spreadsheet. In this course, we will explain how to i...
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25 minutes
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Pre-fill from Google Sheets
The Pre-fill from Google Sheets Bot automatically moves data from a Google sheet to selected fields in the document you are working on. In this cours...
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25 minutes
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Pre-fill from MySQL
The Pre-fill from MySQL Bot automatically populates documents with data from a MySQL database. In this course, you will learn how to install and set u...
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25 minutes
bot
Pre-fill from Salesforce Record
The Pre-fill from Salesforce Record Bot automatically pre-fills documents with data taken from one or multiple related Salesforce records. In this co...
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25 minutes
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Pre-fill Slate from MS Dynamics 365 Records
The Pre-fill Slate from MS Dynamics 365 Records Bot automatically populates a Slate with data taken from an MS Dynamics 365 record. In this course, yo...
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25 minutes
Automating Price Quoting
Automating Price Quoting
Sales and procurement departments are easily burdened with piles of documents and can often spend most of a working day processing them. Discover a si...
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30 minutes
Digital Security at airSlate
Digital Security at airSlate
This course walks you through the most common data privacy and security regulations, their key principles, and how airSlate complies with them in prac...
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1 hour
Slate: the Ins and Outs
Slate: the Ins and Outs
Familiarize yourself with the concept of a Slate, its key features, and understand how to monitor and track them....
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15 minutes
Automating Course Enrollment
Automating Course Enrollment
Academic institutions shouldn’t have to focus on documents instead of students. Unfortunately, there are piles of separate forms that have to be pro...
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30 minutes
Team Management in airSlate
Team Management in airSlate
Discover a simple way to streamline the management of team members working together on a specific workflow. Learn how to ensure proper access permissi...
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30 minutes
bot
Create Salesforce Record
The Create Salesforce Record Bot automatically generates new Salesforce records by transferring data from a completed Slate. In this course, you will ...
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30 minutes
bot
Save to Dropbox
The Save to Dropbox Bot automatically transfers completed Slates (collections of documents) to Dropbox. In this course, you will learn how to install ...
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30 minutes
bot
Email upon Slate Completion
Receiving a notification when someone completes a Slate is a great way to maintain transparency in the workplace. Find out how to improve routine proc...
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15 minutes
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Export to Google Sheet
The Export to Google Sheet Bot automatically transfers data from a document to a Google sheet. In this course, you will learn how to quickly implement...
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25 minutes
bot
Export to NetSuite Record
Finalizing deals with customers usually means filling out and submitting paperwork. Doing so by hand can result in lost time, incorrect data, and miss...
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20 minutes
bot
Export to Salesforce
The Export to Salesforce Bot automatically uploads a Slate (collection of documents) to a specific Salesforce record. In this course, you will learn h...
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25 minutes
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Create Event in Google Calendar
The Create Event in Google Calendar Bot automatically creates events in Google Calendar with data from a completed Slate. In this course, you will lea...
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15 minutes
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Save to Google Drive
The Save to Google Drive Bot automatically moves completed Slates to a Google Drive folder. In this course, you will learn how to install and set it u...
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25 minutes
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Hide Signatures
Ensure a safe and seamless signing experience for your partners and teammates. Learn how to protect your electronic records and remove signatures and ...
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15 minutes
bot
Pre-fill from NetSuite Records
The Pre-fill from NetSuite Records Bot automatically pre-populates a Slate with data from a NetSuite record. In this course, you will learn how to ins...
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25 minutes
bot
Pre-fill from Office 365 Excel
Working with mountains of data in spreadsheets can be a nightmare due to the likelihood of errors, delays, and hassle. Learn how to automatically tran...
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20 minutes
bot
Pre-fill with Custom Data
Filling in documents with large amounts of data often leaves the door open for missing information and errors. Learn how to make data entry fast and a...
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20 minutes
bot
Rename Slate
The Rename Slate Bot automatically assigns new names to your Slates (collections of documents). In this course, you will learn how to install the Bot ...
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15 minutes
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Rename Slate Document
Piles of paperwork can create stress and confusion, especially when trying to keep everything organized. Find out how to use the Rename Slate Document...
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20 minutes
bot
Remind Step to Complete Slate
Get your documents completed, signed, and submitted by their respective recipients on time. Sounds good? With this airSlate Academy course, it’s a p...
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15 minutes
bot
Update Salesforce Record
The Update Salesforce Record Bot automatically updates Salesforce records with data from a completed Slate. In this course, you will learn how to inst...
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25 minutes
Automating Travel Reimbursement
Automating Travel Reimbursement
From conferences and meetings to exhibitions and corporate events — the list of reasons for making business travel preparations is endless. However,...
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30 minutes
Understanding Bots
Understanding Bots
Familiarize yourself with the concept of a Bot and discover how to automate and streamline your business processes in just a few minutes....
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15 minutes
Understanding Document Management
Understanding Document Management
Processing piles of paperwork, organizing data, and ensuring safe storage are the most error-prone parts of a document workflow. Learn how document ma...
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1 hour
Automating Vendor Contract Approvals
Automating Vendor Contract Approvals
Selecting new suppliers, scheduling payments, and organizing the delivery of goods — it doesn’t have to be complex and time-consuming, does it? No...
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30 minutes
Web Forms
Web Forms
Online forms possess a number of advantages in comparison to other types of business documents: they are much easier to track, organize, and more conv...
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1 hour
Workflow Diagram: Simplifying Document Processes
Workflow Diagram: Simplifying Document Processes
Design and visualize document workflows using a single, all-in-one solution. Streamline mundane paperwork and simplify collaboration between colleague...
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1 hour
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