Introduction to Document Process Automation


Introduction to Document Process Automation

This brief introductory course is dedicated to those who are interested in effectively digitizing their document processes. The course covers basics such as the key players in the DPA market and outlines the core categories of process automation.

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About this course

The purpose of DPA is to automate routine document processes so that employees can refocus their efforts on more important tasks such as decision making, problem-solving, and team collaboration.

This course will keep you in the know on document process automation solutions, business process management (BPM), and the correlation between the two. By the end of this course, you will be able to distinguish between different software tools designed for automating business processes and recognize options for task optimization so that your business can refocus its time and money on important goals.

What does this course cover?

This course provides a detailed explanation of how to automate 1) populating documents with data, 2) document data extraction, and 3) how document workflow routing contributes to your business.

Why was this course made?

We made this course to give you an in-depth understanding of the key benefits that document automation has to offer.

Who can enroll?

We expect those seeking automation-related careers to be interested in this course.

The materials of this course include:

  • software overview to give you a more in-depth understanding of what the DPA market is and how its solutions are implemented.
  • learning resources to help you better understand the main peculiarities of DPA, BPM, no-code automation, and simplified data entry.

What you will learn

What DPA and BPM are
How to automate your business processes without coding
How to save time and money by minimizing routine tasks
Basics of automation history
How to simplify data entry
Duration 3 hours
Certificate A verified certificate is included
Subject Document Process Automation
Level Intermediate
Language English
Price Free

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
See the certificate sample

Become an airSlate Partner

Students who complete the airSlate Academy’s courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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Document process automation and how to benefit from it

Businesses have to deal with huge volumes of information in both paper and digital formats on a daily basis. The thing is, when this process is carried out manually, it takes too much time and effort. On the other hand, there are tasks where human involvement is crucial; teamwork issues, decision-making processes, etc. A reasonable question here is ‘How to get everything done with as little amount of time and human interaction as possible?’ That’s when document process automation, or DPA, comes to the rescue.

What is document process flow automation?

The notion can be defined as the process of automatic document drafting. In other words, documents are transformed into intelligent templates that are then applied to create valid documentation. DPA plays a key role in improving the performance of insurance companies, legal firms, financial institutions, the sphere of logistics, e-commerce and other sectors with a focus on efficient paper flow.

Advantages of process automation

DPA is becoming more and more popular in modern business environments and there’s a good reason for it. Below you’ll find the key benefits of documents automation:

  1. Simplicity
    Modern software for documentation automation does not require any special technical knowledge. Therefore, there won’t be any difficulties in figuring out how it works. The majority of such programs have instructions, file storage, a dashboard and tools for collaboration.
  2. Cost-efficiency
    Firstly, there is no need to hire extra workers. Secondly, a lot of money is saved on supplies like paper, ink and other expenses connected with printing.
  3. Reduction in errors
    Making errors is in human nature. Too much work, stress, lack of time, all of this raises the risk of making mistakes that can cost a company huge amounts of money. Document automation eliminates this risk and increases productivity.
  4. Collaboration improvement
    The majority of cloud-based document software has one common feature, embedded collaboration tools. The process of editing files online and communicating on related issues enhances collaboration between teams.
  5. Increased profits
    Employees get more time to devote to marketing and sales. Besides, business process solutions aimed at automation will simplify the onboarding process which makes it more attractive to new team members and clients.

How to automate a business process

The process itself may vary depending on the industry in question. However, all of them have a common characteristic, human interference is not crucial anymore. In many cases, specialized document process automation software requires particular knowledge. Certainly, all the necessary information can be found on the Internet. However, you’ll need to browse through dozens of websites, compare and verify the information you get, which is rather time-consuming. Being a universal document management tool airSlate took care of everything and created its Academy with online courses. One of them, Introduction to Digital Document Automation, provides the basic information your need about BPA (business process management), DPA and their interaction. It’s been designed for those who want to understand the key advantages of  workflow automation or plan to build an automation-related career. The course duration is two weeks after which you will receive a certificate.

The course is absolutely free, however, upon its completion, you’ll know how to:
  • automate your business workflow without coding;
  • simplify data entry;
  • save resources.

Document automation software: what to choose?

The modern business process automation software market has plenty of options to choose from. Therefore, it’s easy to get lost in dozens of digital tools offering more or less similar solutions. Different websites provide different rankings for such programs. Among the most popular are PandaDoc, Formstack, Conga, Nintex, airSlate and others. With the example of the latter let’s examine the strong and weak points of document automation software. The two main aspects people pay attention to when choosing this or that program are price and usability. airSlate provides a 30-day period during which the access to each Slate will be unlimited. Even after the free period is over, the solution’s price is much lower than its closest competitors. No-code configuration eliminates the need for additional expenses. Some process automation solutions require certain skills to work with them. In order to use airSlate no  additional training is needed. The solution provides free Academy courses in terms of DPA for those who want to deepen their knowledge in the sphere. However, it’s not obligatory. The program has two more large advantages: an online PDF editor and e-Signature. The second is security. The data airSlate Bots transfer is compliant, verifiable and accurate. The tool has been created specifically for those seeking an all-in-one solution for automated document management. Choose airSlate Academy and enhance your career prospects with the knowledge you gain.

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