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A Roadmap to Digital Transformation

This course walks you through the essentials of digital transformation and its ability to optimize existing processes in different industries. You’ll take a look at the key instruments, steps, and overall impact of digital transformation on everyda...

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Working with Spreadsheets in airSlate WorkFlow

This course takes you through the process of creating spreadsheets in airSlate WorkFlow while explaining its key capabilities and working principles. You’ll learn new skills that help you simplify data operations in spreadsheets, making processes e...

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airSlate WorkFlow 101

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No-Code Bots: the Ultimate Guide

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Salesforce Contract Negotiation with airSlate WorkFlow

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The Basics of Document Generation & Contract Negotiation

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Web Forms and Their Types

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Integrating airSlate WorkFlow with MS Dynamics 365

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Integrating airSlate WorkFlow with NetSuite

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Getting Started with airSlate WorkFlow for Salesforce

This course explains how to address the most common challenges businesses face while handling document workflows within their Salesforce organization. You’ll learn how to best apply document workflow automation to streamline the most troublesome an...

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airSlate WorkFlow Functionality for Salesforce Teams

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airSlate WorkFlow Analytics

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airSlate WorkFlow Automation for Salesforce Bulk Sends

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Automation Bots

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Automation in Action: Industry Use Cases

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BPM Essentials

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Running Salesforce Operations in airSlate WorkFlow

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Business Process Automation

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Business Process Mapping

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Citizen Development: What’s It About?

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Collecting Data for Salesforce Records

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Automating Contract Management

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Contract Negotiation

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Automating Course Enrollment

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Create Event in Google Calendar

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airSlate WorkFlow: Designing Automation

This course takes you through the key steps required for building a comprehensive, fully-automated workflow. You’ll take a closer look at how to create and customize it to fit your particular use case and reap the benefits of automated document wor...

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CRM Integrations: a Brief Outline

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Data Movement Bots

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Working with airSlate WorkFlow Documents

This course takes you through the key steps required for creating, editing, and securely sharing electronic documents from scratch, which empowers you to effortlessly collaborate and communicate in today's digital world. By the end of this course, ...

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Different Ways to Create Documents from Salesforce Records

This course takes you through the setup process of generating reports, collecting customer data, and running processes from Salesforce in a single click. You’ll learn how to enable your recipients and team to automatically open other pages inside o...

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Digital Lending: a Roadmap to ROI and Intelligent Automation

This course walks you through the transformation of digital lending. You’ll familiarize yourself with digital lending and its working processes that can be automated, along with real-life use cases. By the end of this course, you’ll be equipped...

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Digital Security at airSlate

Proceed through the key aspects of data protection and compliance for different business sectors. Take a closer look at airSlate's industry-leading security standards and their role in protecting document workflow data. By the end of this course, yo...

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Document Automation Hub: Workflow Automation APIs

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Document Generation

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Introduction to Document Process Automation

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Electronic Signature for Small Businesses

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Electronic Signatures: Past, Present, and Future

This course offers a comprehensive exploration of electronic signatures, diving deep into their historical context, legal recognition, and future perspectives. You will learn about the usage of electronic signatures and their transformative power in ...

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Email on Documents Completion

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Email on Documents Opening

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Automating Employee Onboarding

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eSignature Legality & Security Essentials

This course will help you gain essential skills for using, understanding, and securing electronic signatures. Throughout the course, you'll delve into electronic signature history, standards, and implications, gaining a comprehensive understanding of...

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eSignature: Let’s Get Started

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eSignature: Mastering Document Signing in Emails

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Workflow Versioning

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Generating Documents with Salesforce Data

This course highlights the value document generation tools add to your Salesforce organization and explains how to reduce mundane tasks, redundant actions, and daily routine. You'll learn how to refine your Salesforce workflows that are a hassle to c...

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Getting Started with airSlate WorkFlow

This course takes you through the key steps required to get started with airSlate WorkFlow. You'll obtain new skills for designing, integrating, and automating document workflows to simplify tasks, save time, and enhance your overall workflow experie...

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Getting Started with pdfFiller

This course walks you through the basics of working with documents in pdfFiller. You’ll get familiar with how to add, edit, and manage documents, and effectively navigate the platform. By the end of this course, you’ll be equipped with the neces...

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Getting started with SignNow API

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Automating Incident Reporting

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Integration Bots

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Introduction to Robotic Process Automation

This course guides you through the fundamentals of robotic process automation (RPA). You'll delve deep into the topic, gaining a comprehensive understanding of robotic automation, how it works, the key pain points it addresses, and explore diverse us...

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The Basics of SignNow Usage: Key Concepts

This course is your gateway to simplified eSignature workflows. It will introduce you to the essentials, begin with registration, and take you through the first post-account creation steps, acquainting you with the core functionalities and features t...

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Automating Invoice Processing

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Automating IT Requests and Approvals

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The Basics of SignNow Usage: Templates

This course focuses on enhancing productivity by addressing the challenge of repetitive document preparation and offering guidance on creating and managing customizable, reusable templates. You'll discover how to convert existing documents into flexi...

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Automating Partnership Agreement

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Automating Patient Intake

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Permissions Bots

This course walks you through the key aspects and nuances of setting up and controlling document access permissions for your recipients. You’ll develop a familiarity with the different bot categories responsible for these types of tasks, how to con...

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Pre-fill from Doc to Doc

This course walks you through the entire process of boosting document workflows by copying information in minutes without manual input or errors. You’ll learn how to save you and your recipients' time by eliminating the need to duplicate data withi...

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Pre-fill from Excel Spreadsheet

This course walks you through the entire process of making smooth transitions between large amounts of data in spreadsheets and your documents. You’ll learn how to reduce errors and the amount of time spent on copying information from spreadsheets ...

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Pre-fill from Google Sheets

This course explains how to increase accuracy and automate data routing when working with large amounts of data in spreadsheets. You’ll learn how to pull the information you’re working with to one place without excessive hassle. By the end of th...

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Pre-fill from MS Dynamics 365 Records

This course explains how to eliminate errors, delays, and hassle when working with customer data in an MS Dynamics 365 organization. You’ll gain knowledge on how to save time and improve accuracy by establishing fast and seamless data routing betwe...

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Pre-fill from MySQL

This course explains how to reinforce accuracy and accountability for your organization when working with large amounts of data taken from a MySQL database. You’ll learn how to automate data routing between MySQL and your documents, making the proc...

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Pre-fill from Salesforce Records

This course explains how to completely eliminate having to manually enter customer data in documents for your sales teams in Salesforce. You’ll learn how to accelerate and simplify the process of routing customer data between your document workflow...

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Automating Price Quoting

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Remind Recipients to Complete Documents

This course walks you through the entire process of accelerating document completion and signing processes with automatic reminders. Completely eliminate the hassles of expired documents, unsigned contracts, or missed deadlines on document completion...

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Scheduled Autostart for Document Workflows

This course walks you through the key steps required for optimizing your document processes with airSlate WorkFlow. You'll learn how to run a workflow on a schedule or when any data in your system records change, such as in CRM or ERP systems, spread...

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Signing Documents with SignNow

This course walks you through the essentials of working with SignNow documents, from receiving a signature request to signing and saving these documents. Discover how to easily navigate through documents you receive, fill in different types of fillab...

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SignNow 101 for Subscription Administrators

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The Basics of SignNow Usage: Documents

Step by step, the course will take you from importing and editing a document to streamlining a comprehensive eSignature workflow. Throughout this course, you will thoroughly understand how to customize an eSignature process that fits the unique aspec...

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SignNow eSignature: Beginner's Guide

In this course, you will delve into the fundamental characteristics of SignNow's eSignature solution, exploring its purpose, functionality, and key benefits. You'll recognize the unique aspects that differentiate it in the market and understand the b...

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SignNow Power User

In this course, you will master the process of crafting a cohesive document group designed for a specific function and converting it into a template for repeated application. You will further your expertise by learning how to establish a team, add me...

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Syncing Salesforce Data between Multiple Systems

This course explains how to get everything you need in one place by managing and connecting your document workflows in Salesforce to the external services you’re already using. You'll learn how to automatically generate documents and transfer diffe...

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Team Management in airSlate WorkFlow

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Create Salesforce Records

This course explains how to automate your operations with customer data while eliminating manual input and unnecessary paperwork. You’ll learn how to advance your data-heavy workflows in Salesforce so you can devote more time to closing deals and r...

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Save to Dropbox

This course takes you through the process of setting up automatic document archiving to a specified folder in your Dropbox account. You’ll learn how to ensure your documents are saved to Dropbox once recipients complete the necessary information. ...

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Export to Google Sheets

This course explains how to make your operations with data in spreadsheets fast, accurate, and seamless. You’ll gain knowledge on how to take data routing to a new level by making it automated, smooth, and error-free. By the end of this course, yo...

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Export to NetSuite

This course explains how to keep your NetSuite organization’s completed documents and customer data safe. You’ll learn how to keep essential documents on hand while working with customers or running operations in Netsuite. By the end of this cou...

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Export to Salesforce

This course takes you through the process of automatically transferring completed documents to Salesforce records. You’ll learn how to configure fast and smooth document attachment transfers to Salesforce records to ensure the process is completed...

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Save to Google Drive

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Hide Signatures New

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Pre-fill from NetSuite Records

This course takes you through the process of setting up smooth and instant data movement from your NetSuite records to other documents. You’ll learn how to ensure the NetSuite data you need is transferred exactly where you need it in other document...

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Pre-fill from Microsoft 365 Excel

This course takes you through the entire process of transforming operations that involve loads of data from Microsoft 365 Excel spreadsheets into automated document workflows. You’ll learn how to make your document workflows fast and seamless by el...

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Pre-fill with Custom Data

This course takes you through the entire process of enhancing document workflows by removing errors, accelerating document completion, and reducing manual data entry. You’ll learn how to fill documents quickly and correctly without hassle. By the ...

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Rename Document

This course explains how to build a dynamic path for keeping your document workflows in order. You’ll learn how to provide better access to your documents, make it easier to sort them, and reduce the overall time spent on paperwork. By the end of...

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Rename Workflow Instances on Completion

This course takes you through the process of taking the data a recipient fills in a document and automatically assigning it as the name for one or several documents. You’ll learn how to select the necessary data type to be added as the document na...

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The Ultimate Guide to Electronic Signature Generation

This course will guide you into the world of electronic signatures and their growing importance in today's digital world. You will explore the benefits of e-signatures for businesses and learn how to generate and implement them effectively using key ...

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Update Salesforce Records

This course takes you through the process of streamlining Salesforce workflows by automatically updating existing records with relevant information from other documents. You’ll learn how to connect your document workflows with Salesforce records to...

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Automating Travel Reimbursement

This course provides step-by-step instructions on how to build fully-automated travel reimbursement workflows. You’ll learn how to make your expense management more transparent, simplify budget controls and travel planning, and improve collaborati...

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Understanding Document Management

This course goes through the key concepts of document management and its role in improving day-to-day processes. You’ll learn how to simplify every step of processing paper-based workflows by managing, editing, routing, and storing documents online...

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Automating Vendor Contract Management

This course provides step-by-step instructions on how to build fully-automated vendor contract management workflows. You’ll learn how to build automated workflows from A to Z to streamline vendor onboarding, manage contract approvals in no time, an...

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Web Forms

This course guides you through the process of building a dynamic, no-code web form in airSlate WorkFlow. You’ll learn how to create, set up, and automate web forms, as well as seamlessly transfer data to various systems of records. By the end of ...

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Workflow Builder: From Beginner to Pro

This course walks you through the ins and outs of visualizing document processes in airSlate WorkFlow. You'll learn how to create a visual layout for your document processes and decide how each step should be completed, by whom, and in what sequence....

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Your First pdfFiller Document

This course walks you through the key steps of creating document workflows. You’ll learn how to create, edit, manage, distribute, and collaborate on pdfFiller documents with others. By the end of this course, you’ll be equipped with the necessar...