Understanding Document Management


Understanding Document Management

Processing piles of paperwork, organizing data, and ensuring safe storage are the most error-prone parts of a document workflow. Learn how document management solves these and many other challenges which SMBs face every day by making document workflows digital and customized.

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About this course:

This course goes through the key concepts of document management, from its value and benefits to its implementation. It shows how document management systems simplify every step of paper-based workflows by managing, editing, routing, and storing documents online.

By the end of this course, you will know how to run an effective document management workflow and how document management changes the way companies handle documents.

What does this course cover?

The course highlights the role document management plays in digital transformation. It explains why companies across many industries choose to move from paper-based processes to digital workflows.

Why was this course made?

We created this course to demonstrate how document management is a vital component of digital transformation and that the transition from manual paper-based processes to an automated document workflow is quick and easy.

Who can enroll?

Anyone can enroll in this course to become familiar with document management as a part of digital transformation and learn how to streamline their paper-based workflows to collaborate on documents online.

The materials for this course include:

  • learning resources to teach you how document management works in practice.
  • quiz for self-assessment.

What you will learn

What document management is and its impact on businesses
Why companies choose to work with digital documents and how it affects paper workflows
The role document management plays in digital transformation
What a document management system is along with its features and benefits
What a real-life use case of implementing document management looks like
Duration 1 hour
Certificate A sharable achievement is included
Subject Understanding Document Management
Level Advanced
Language English
Price FREE



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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.

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.
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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

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