This course is dedicated to beginner-level users and acts as a walk-through for introducing the essentials of airSlate's document management and automation. Basic terminology and concepts, along with hands-on assignments and quizzes are included in this course.
About this course
airSlate is well-known for its capabilities in automating routine processes and eliminating paper-based tasks. The platform features an array of options and tools for improving document workflows, simplifying management & reporting, and automating the routine tasks of your business.
This course takes you from knowing nothing about airSlate at all, to putting airSlate into production. You will learn how to set up a Workspace, onboard a team, automate document management and workflows, and more. By the end of this course, you will be able to create fully automated workflows that conserve your business’ time and money resources which you can then rededicate towards more important goals.
What does this course cover?
This course provides a detailed explanation of how to automate your document workflow processes with airSlate.
Why was this course made?
We made this course to give you an in-depth understanding of airSlate’s main concepts & terms and to explain how the platform works.
Who can enroll?
We recommend taking this course while trying out airSlate for yourself. You can always start a free trial and demo all the features while progressing through this course.
The materials of this starter course include:
- learning resources to help you better understand the main features and tools of airSlate’s document workflow software.
- interactive practice sessions so you can consolidate learning through practical application.
What you will learn
- The main components of airSlate
- How to navigate the airSlate dashboard
- How to configure a Workspace
- The basics of Flow design
- How to assemble a document Flow template
- The philosophy of airSlate automation
- How to put airSlate into production
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A well-oiled document management workflow is the key to your business success
Document management software lets you forget about routine monotonous processes by providing you with automation. As a result, saving you effort, time and money. Stop using tons of paper and running between offices to collect signatures from managers or executives in order to get the resources, approvals or contracts you need.
What is a document management workflow?
A document management workflow is a system for creating, tracking and storing records. When your company sets it up correctly, your flows run much more efficiently. A key factor in business success in 2020 and beyond.
Think about your internal workflow. How is it set up and how does it compare to workflows at other companies? Typically an employee requests specific actions or objects, then sends them to a manager for approval. Then the manager either approves or disapproves and sends the data to other departments. If a mistake is made during this process in a paper-based workflow, the whole process needs to restart from the beginning. When a document management workflow is set up incorrectly, documents go in circles. Solving basic things becomes a complicated task because of hierarchy and complex approval processes. With document management software, everything is different. Everything is automatic.
Integrating powerful software for managing flows saves a lot of time and headache. After integrating document management software, life gets easier. You and your team will notice the palpable difference it makes.
What are the benefits of a document management workflow and what problems does it solve?
When it comes to the benefits of document management workflow, the list of benefits could go on and on. So let’s take a look at the most significant ones, then look at each one in more detail:
- Freedom to adjust flows at any time.
- Process and improve flows regularly.
- Accelerate the entire working process.
What do these mean for you and your business?
Complete freedom to adjust the flow
There are no restrictions. No requirements. Only you decide how your process will look and work. It can have both a linear and a tree structure with different variants and branching. Thus, it’s possible to design the process as an intermediary between the employee and the manager when only one signature is required, and as a complex system for ten or a hundred recipients when much more is required. You can export data to separate databases, archive every step or simply save the changes. Using other services such as task managers or tables, you can see the current status of assignments, the workload of individual employees and their requests.
Process and flow improvements
I am sure you have dozens of ideas for making the paper process much faster and more enjoyable. You would have gladly implemented them before, but the lack of time and systematic human errors (though not critical) erode these hopes. Implement dozens of automated actions, even the little ones that keep employees informed on every «step» of their document, remind managers about new requests and offers, and pre-fill the information they need.
Accelerate the whole process
Automated systems work according to given algorithms, so they do not need to think or doubt. Further actions for each request are already incorporated into their structure. The simplest way to speed up the whole flow is to automatically send the document to the next responsible person after the previous one’s approval. Collecting entire piles of paper and transporting them are in the past. Adjusting the settings will allow you to start automatically sending files to recipients based on the information included. You can also create custom forms so that the employee does not forget to provide the required information and doesn’t have to restart later.
How to create your first document management workflow?
You don’t have to pay for business automation seminars or take monthly courses to get the required knowledge to implement document management software. All you need to know is already in an airSlate Academy course, just waiting for you to take it. It’s better to begin studying with the Fundamentals course though, you’ll learn about the basic components, methods, tools, mechanisms and settings for setting up workflows in airSlate. After taking the course get acquainted with airSlate a no-code multi-cloud automation platform and use it to improve your working processes. After completing the course, you will understand the fundamentals to automate business processes and how to turn paper-based flows into effective digital document Flows.
Why do you need a document management workflow?
A document management workflow is no longer an advantage or a bonus. It’s a must-have in today’s world of modern business. While your employees are still copying and transferring tons of paper, your competitors have already decided that automation is the future. Dedicating more of their time to generate new ideas and communicate with customers.
With a powerful document management software like airSlate, reduce staffing, save effort, time and money. It creates a possibility for your employees to breathe a sigh of relief and focus on genuinely business-relevant processes. With monotonous tasks out of the way, there is energy for new ideas and improved teamwork for developing your business.
Moreover, you can use a document management workflow not only for collaborating with teams but also for working with clients. Instead of lengthy phone calls with customers, having an automatic process will show your clients that you are a professional business and operate at a higher efficiency than your competitors.
If you ask yourself ‘what could I do to be better during the age of automation?’ Please start with the airSlate Fundamentals course and start taking your business to the next level.