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airSlate Fundamentals

Streamline your day-to-day processes by applying automation. Familiarize yourself with airSlate basics and get the required knowledge to design and visualize automated workflows without the need to code.

About this program:

This program is aimed at those interested in enhancing business processes with automation. You’ll receive the necessary knowledge to get started with airSlate, especially for setting up a Workspace, onboarding a team, creating a Flow, and setting up Bots. The program guides you through the entire process, from learning airSlate basics to building a fully automated workflow for your business.

The certification program consists of 5 courses:

Understanding airSlate provides you with a brief overview of airSlate’s key components and benefits.

Configuring the Workspace shows you how to get started with airSlate by taking you through the Dashboard and its elements, roles, and access permissions.

Designing the Flow reveals all the ins and outs of creating a Flow, from adding documents to editing them.

Building Automation with airSlate guides you through the process of automating a workflow with airSlate no-code Bots.

Slate: the Ins and Outs covers the final step of workflow automation and teaches you how to transform a Flow into a Slate that can be shared with others.

What you will learn

  • The airSlate basics to help you build fully automated processes with ease
  • The ins and outs of team collaboration in airSlate, from configuring a Workspace to onboarding your team
  • How to create, store, and transfer documents within a single business process known as a Flow
  • How to automate and streamline your business processes in just a few minutes using no-code Bots
  • How to create, manage, and send out a Slate while keeping track of every change made to it
Duration 2 hours 20 minutes
Certificate A sharable achievement is included
Level Beginner
Language English
Price FREE

Pursue a Verified Certificate to show off 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
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.


Will I earn a separate certification for each course or just one for the entire airSlate Fundamentals program?

You will receive a verified certificate for the entire airSlate Fundamentals program, and 5 badges for each course you pass.

Can I take the courses in the airSlate Fundamentals program in any order?

Yes, you can take courses in any order you wish. Thus, we recommend passing these courses in the order they are listed in the airSlate Fundamentals program.

Become an airSlate Partner

Students who complete the airSlate Academy 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

become partner

An optimized document management workflow is the first step to business automation

Refined and streamlined processes are the backbone of any company. You're in charge of improving and renovating them. However, if you don't know where to start, document management automation is a fundamental part of any process. Using tons of paper and running between offices to collect signatures from managers or executives to get resources, approvals, or contracts are things of the past and bring nothing but problems. The airSlate Academy Fundamentals Certification Program provides you with a new way to get workflow automation. Introduce document management to help you eliminate routine monotonous processes, thus, saving you time, money, and a whole lot of energy.

Why is having an outdated document management workflow a problem?

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 an all-in-one automation solution, everything is different. An automated document management workflow becomes an easy-to-use system for creating, tracking, and storing records. The more processes you can optimize and automate, the faster and smoother Flow you get. Automation is a key factor in business success in 2020 and beyond. Integrating powerful no-code automation software for managing flows saves a lot of time and eliminates headaches. Let Bots take care of documents and troublesome routines while focusing on goals and enhancing customer experience. You and your team will notice the palpable difference automation makes. Enroll in the airSlate Academy Fundamentals Certification Program to learn the ropes of automation and set up a Bot and airSlate Flow correctly.

What are the benefits of document management workflow automation?

When it comes to the benefits of no-code automation, the list could go on and on. So let’s take a look at the most significant ones:

  • Freedom to adjust Flows at any time.
  • Process and improve Flows regularly.
  • Accelerate entire working processes.

Complete freedom to adjust the Flow
There are no restrictions. No requirements. Only you decide how your automated 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 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 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
The airSlate Academy makes processes much faster and more enjoyable. 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. Your workflow is protected from human errors and time-consuming tasks.

Accelerate entire working processes
Automated systems work according to algorithms, so they don’t need to think or doubt. Further actions for each request are already incorporated into their structure. The simplest way to speed up the entire Flow is to automatically send the document to the next responsible person after the previous one’s approval. The need to collect physical paper and ship it UPS or USPS is a thing of the past. Adjusting the settings will allow you to automatically send files to recipients based on the information you include. You can also create custom forms so that employees don’t forget to provide the required information and don't have to restart later.

Complete the airSlate Fundamentals Certification Program to automate your first document management workflow

You don’t have to pay for business automation seminars or take monthly courses to get the knowledge needed to implement automation and document management software. All you need to know is already in the airSlate Academy’s courses, just waiting for you to take it. Begin studying with the Fundamentals Certification Program; you’ll learn about the essential components, methods, tools, mechanisms, and settings for setting up workflows in airSlate. Complete the program and grasp all the ins and outs of Bots and Flows for automating business processes. Seize the opportunity to turn paper-based workflows into effective digital document Flows.

As you gain more and more knowledge, move on to additional practical lessons that help you create processes from scratch. With 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’s energy for new ideas and improved teamwork.

Benefit even more by using airSlate for communicating with clients. Instead of lengthy phone calls with customers, having an automated process will show your clients that you’re a professional business and operate at a higher efficiency than your competitors. By introducing airSlate into each department of your company, including HR, Sales, IT, and Legal, you create a unified system where each process, regardless of its purpose, meets general and specific requirements.

Automation 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 automated document management is the future. If you ask yourself, “what could I do to be better during the age of automation?”, please start with the airSlate Fundamentals certification program and take your business to the next level.

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