airSlate WorkFlow Fundamentals

Uncover the basics of handling documents with airSlate WorkFlow. Get the knowledge you need to start automating entire document workflows using an all-in one solution.
airSlate WorkFlow Fundamentals

About this program:

This certification program is designed specifically for beginners, guiding you through the fundamentals of our document workflow automation solution. By completing our program, you'll not only gain the confidence to embark on your no-code journey, but the expertise you'll need to work with documents and automate processes with ease.

What you will learn

    • How to begin your no-code journey, from setting up an account to ensuring efficient team collaboration
    • How to work with documents, including adding, assigning, sending, and tracking their progress
    • How to automate your document workflows step-by-step without any technical skills required

Program structure:

Getting Started with airSlate WorkFlow

Getting Started with airSlate WorkFlow

Swamped by your workload? Discover an easier way to take control of your workflows, improve transparency, and keep your team on the same page.

20 minutes
Working with airSlate WorkFlow Documents

Working with airSlate WorkFlow Documents

Gain peace of mind with process visibility. Unlock the potential of seamless document preparation and enjoy greater transparency over your business routine.

15 minutes
airSlate WorkFlow: Designing Automation

airSlate WorkFlow: Designing Automation

Get ahead of the game with quick and easy automation of complicated document tasks. Say goodbye to tedious paperwork and let automation take care of the hard work for you.

15 minutes

How does learning work?

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Create an account
Start your learning journey, study online at your own pace, and enjoy greater flexibility.
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Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
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Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.

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Tapping into the advanced document workflow automation with airSlate Academy

Remote work became the catalyst for a digital revolution in the workplace. The need to collaborate and communicate virtually has accelerated our tech-savviness. Organizations across the globe are now refining their online operations by introducing different kinds of business process improvement software. This shift also influenced traditional paper-based documents, moving away from those that created a significant administrative burden. In the past, setting up this kind of software took a lot of time and often needed coding knowledge, but that's no longer the case.

Let's identify how existing software may create significant roadblocks and explore how intelligent document management and workflow automation, like airSlate WorkFlow, can streamline work processes without relying on IT for custom development.

Embracing advanced document management and workflow automation, like airSlate WorkFlow, has numerous benefits, including enhanced efficiency and reduced reliance on IT for custom development. However, to truly understand the benefits of these new solutions, we must recognize the problems with outdated systems. This understanding is crucial for organizations looking to enhance their operations and minimize risks.

Challenges of outdated document solutions

Slow processes, lost documents, and frustrated employees—if this sounds familiar, outdated document solutions are likely hindering your business's growth. It's time to embrace automation and address these critical challenges commonly experienced with outdated document handling systems:

  • Outdated and siloed solution: These systems are complex to maintain and integrate with modern tools, hindering productivity. Siloed solutions across departments lead to fragmented workflows and inconsistencies.
  • Underutilized costly tools: Organizations often pay for features and capacity they don't need for their processes to run efficiently.
  • Compliance risks: Outdated systems may not meet current data security and privacy regulations, exposing businesses to fines and reputational damage.
  • Accessibility and user experience: Limited accessibility and clunky interfaces create bottlenecks and frustration, hindering overall productivity.
This fragmented approach to document management often leads to several systemic issues. Shadow IT emerges as employees seek out unofficial document workflow software not approved by IT departments, creating security risks. That’s especially critical given the increase in cyberattacks and ransomware threats in recent years. Essential documents are lost, leading to operational disruptions. Errors become more frequent as data is mishandled between multiple uncoordinated systems. Ultimately, these issues result in dissatisfied customers and employees who struggle with inefficient, outdated tools that hamper their day-to-day activities.

Cultivating digital-first document processes with airSlate WorkFlow

Imagine a workplace where documents flow effortlessly, data syncs automatically, and compliance is built-in. airSlate WorkFlow makes this transformation a reality, providing a unified, cloud-based platform with intuitive tools to:

  • Automate document creation: Streamline your document-centric processes, reducing the manual effort required to generate, edit, and distribute documents. airSlate WorkFlow offers over 400 pre-built workflow templates that facilitate easy and efficient document management and workflow automation.
  • Eliminate data silos and defragmented solutions: With over 100 integration options through its no-code bots, airSlate WorkFlow seamlessly connects with various CRM, ERP, and other essential business applications, enhancing data connection and integrity.
  • Boost compliance and security: The platform ensures all document processes comply with current data security and privacy regulations.
  • Improve user experience and accessibility: With its intuitive design, airSlate WorkFlow provides a user-friendly interface that improves accessibility and user satisfaction, effectively addressing the bottlenecks created by legacy systems.

Jumpstart your document workflow automation journey with airSlate Academy

Implementing organizational changes or introducing new solutions can be challenging for employees. To facilitate this transition, we offer the airSlate Workflow Fundamentals Certification Program, featuring a variety of courses designed to enhance your skills and prepare you for the future of document management and workflow automation.

By participating in our airSlate Academy courses, you will gain the following competencies:

  • Understand the basics: Learn the essential components of airSlate WorkFlow, including how to set up an account and navigate the platform.
  • Master document handling: Gain hands-on experience managing documents, from creating and configuring them to sending and tracking their progress.
  • Automate without coding skills: Discover how to automate your document workflows step-by-step, leveraging airSlate WorkFlow's intuitive, no-code interface for seamless automation.

After completing the training, you will receive a certificate confirming your expertise and readiness to implement advanced workflow automation strategies.

Enroll for free and unlock the potential of your business processes through efficient and secure document management solutions!

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Document workflow automation is the process of using digital tools to automatically manage and coordinate the various tasks involved in creating, editing, approving, and storing documents. It aims to streamline routine document handling, reduce errors, and increase efficiency by minimizing manual inputs and ensuring that every step in a document handling system is handled consistently and automatically.

airSlate stands is a go-to automation platform for many organizations because it offers a unified, no-code solution that allows users to integrate document management and workflow automation across different touchpoints of the business-essential processes. It offers powerful form generation, built-in eSignature, payment and data collection tools, and hundreds of integration options and automation bots, making it flexible and easy to use for various business needs without the need to build business process improvement software from scratch.

At airSlate Workflow adhering to legal and compliance standards. It is a fundamental aspect of our platform, alongside innovation and a focus on customer needs. We ensure compliance with a broad spectrum of laws, from eSignature mandates such as the UETA, eIDAS, and the eSIGN Act, to regulations governing payment information and highly sensitive data, including SOC 2 Type II, PCI DSS, FERPA, CCPA, HIPAA, and GDPR.

The airSlate Workflow Fundamentals certification program is designed to teach participants the basics of document workflow automation using airSlate’s suite of tools. This training covers everything from setting up workflows, integrating various applications, using bots for task automation, and understanding best workflow management practices.

The airSlate Fundamentals certification program offers free enrollment, making it an accessible option for anyone interested in learning about automated document handling systems. These self-paced, on-demand courses accommodate your schedule, allowing you to take the courses at your convenience.

Yes, after successfully completing the airSlate Workflow Fundamentals certification training, participants are awarded a certification. This certificate acknowledges your proficiency in using airSlate to automate document creation and management, which can enhance your professional qualifications.

A computer and a stable internet connection are all it takes to enroll in the airSlate Academy courses. There is no need to install any specific software or programs. Additionally, to boost your learning experience, you can sign up for a free account with airSlate Workflow. This allows you to test and apply what you learn in a hands-on environment, helping you better understand the automation tools and features discussed in the course.

No prior knowledge or technical skills are required to enroll in the airSlate program. The courses are well-suited for complete beginners and those who already have some working knowledge and familiarity with automation tools. The material is organized into digestible bits (units), making it easy for learners of all backgrounds to understand and engage with the content.

Yes, you can sign up for multiple courses simultaneously in airSlate Academy. This lets you customize your learning path to fit your own schedule and preferences, allowing you to deepen and broaden your understanding as needed.

The airSlate Workflow Fundamentals courses can open up different job and career advancement opportunities, especially in roles focused on business process management, document management, and workflow automation. Proficiency in airSlate WorkFlow can be valuable in sectors like human resources, legal, finance, and healthcare, where document handling is frequent and critical.