Introduction to Document Process Automation
About this course
This course walks you through different document process automation solutions, business process management (BPM), and the correlation between the two. You’ll learn how to automate monotonous document process workflows in different industries to focus on higher-priority goals, such as data-driven decision-making, problem-solving, and team collaboration.
By the end of this course, you will derive insights that help you understand the basics of document process automation, the benefits it delivers to businesses, and tips for selecting the most suitable solution for your needs.
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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:
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SimplicityModern 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.
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Cost-efficiencyFirstly, 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.
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Reduction in errorsMaking 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.
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Collaboration improvementThe 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.
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Increased profitsEmployees 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 Document Process Automation, provides the basic information you 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 50 minutes 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 document 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 esignature. 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.
Questions & answers
What is document automation?
It’s commonly understood as documents’ automation; a set of processes connected to the processing of electronic documents without human assistance. Usually, it's built with logic-based systems that can complete different types of work on predefined conditions. According to these rules, the system automatically creates, prefills/fills documents, transfers information between multiple recipients, and does many other helpful things. To get more information, consider enrolling in digital automation courses by the airSlate Academy.
How can I launch documentation automation?
First, you need to analyze your existing workflows to identify the most critical ones. Then, choose document automation software according to your requirements and, if possible, complete an automation training session. This way, you'll learn how to eliminate routine from your and your employees’ jobs much faster.
Where can I find free automation courses?
Among various vendors who offer automation training courses and use them as tutorials and step-by-step guides for their products, the airSlate Academy pays much attention to practical knowledge. It combines theory with real-life practice.
Can I automate training courses?
You can automate training sessions and many other document management tasks when using the right service like airSlate. This platform assists you in building a comprehensive training program and helps move customers and/or employees through each of the learning stages. Just create a Flow with all the required steps and track learners' progress.
How does documents automation work?
High-level services like airSlate don't require coding. They ask you to upload or generate documents that must be processed, assign roles for different workflow participants, add software robots that complete tasks, and set up conditions to 'wake up' these robots. The complex of mentioned tools allows you to get started with documentation automation minutes or hours instead of days and weeks.
Why do I need to automate training courses?
Digital automation courses simplify the onboarding of new employees and enhance refresher programs. By using specialized services, you don't have to hire advisors or trainers anymore. Automated courses are great for streamlining the education process and keeping students on track.
How do I begin documents automation for lawyers?
Lawyers need to generate a lot of paperwork to keep their practice up and running. What happens is by having so much paper, lawyers waste time with slow filling-out steps and unorganized files. With airSlate, implement documents automation into your workflows on your own. All you need is a web browser. However, to make getting started easier, check out the airSlate Academy.
What courses do I take for automation engineering?
First, try automation training courses by the airSlate Academy. Here you'll learn how to start improving your workflows without a single line of code. All the tools are available right in your browser. Consider completing an automated document management training course. To begin your digital automation training session, see the Document Process Automation topics to understand the basics, continue with the Fundamentals automation course, and then learn anything you want. Create your most efficient workflows and implement the latest innovations in your organization.
What documents automation tools do I need?
No code solutions like airSlate operate online, meaning all you need is a stable internet connection and a web browser to get started. To complete your digital transformation more efficiently, consider completing short airSlate Academy automation courses to avoid common mistakes by beginners and work more efficiently from your very first Flow!
Do I need to complete any automation course to start using airSlate?
airSlate is a comprehensive solution with a user-friendly interface that assists you in building your first automated Flow without any tutorials. However, we recommend enrolling in some airSlate Academy courses. They help you understand the logic of documents automation and give valuable knowledge and skills to implementing Flows without delays.
