Automate Fidelity New Account Form Request - KFG Wealth Management in Salesforce

Free

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...

Free

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...

Free

airSlate WorkFlow 101

This course walks you through the ins and outs of getting started with airSlate WorkFlow. You'll dive deeper into basic terminology, key concepts, and the role it plays in streamlining routine processes. By the end of this course, you'll be equipped...

Free

No-Code Bots: the Ultimate Guide

This course will teach you how to automate any repetitive task related to data transfers, access control, email notifications, and other document-based processes with the help of no-code bots. The course will take you through the different bot catego...

Free

Salesforce Contract Negotiation with airSlate WorkFlow

This course demonstrates how to customize and run automated contract workflows to make the most complex and time-consuming step — contract negotiation — seamless for your business and customers. It explains how to apply document generation, no-c...

Free

The Basics of Document Generation & Contract Negotiation

This course takes you through the process of streamlining contract workflows by automating document creation and simplifying contract negotiation and signing on any device. You’ll learn how to create contract templates, customize them with large am...

Free

Web Forms and Their Types

This course takes you through the process of creating and customizing different types of online forms in airSlate WorkFlow. You’ll learn how to build payment and authentication forms, surveys, approvals, and other online forms to accurately gather ...

Free

Integrating airSlate WorkFlow with MS Dynamics 365

This course acts as a guide to helping your MS Dynamics 365 organization eliminate routine and repetitive tasks within your document workflows and data-heavy operations. You’ll gain expertise in applying document workflow automation to the most com...

Free

Integrating airSlate WorkFlow with NetSuite

This course walks you through the entire process of delegating your routine and complex operations in NetSuite to document workflow automation tools. You’ll learn how to simplify and accelerate document workflows and data routing inside your NetSui...

Free

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...

Free

airSlate WorkFlow Functionality for Salesforce Teams

This course demonstrates how to transform how you manage users in Salesforce by making any actions within your organization simple, automated, and smooth. You'll learn how to simplify work in Salesforce for you and your teams by optimizing time-consu...

Free

airSlate WorkFlow Analytics

This course walks you through the basics of airSlate WorkFlow analytics. You’ll learn how to analyze key workflow metrics, visualize data with widgets and graphs, and track any changes in your organization. By the end of this course, you’ll be ...

Free

airSlate WorkFlow Automation for Salesforce Bulk Sends

This course explains how best to organize your complex processes that include large amounts of data, documents, and recipients in Salesforce. You’ll learn how to send multiple documents to any number of Salesforce recipients you need in just the cl...

Free

Automation Bots

This course acts as a comprehensive guide to automating the most typical and repetitive document-based tasks, such as sending email notifications and reminders, renaming and sorting documents, and much more. You’ll develop a familiarity with the di...

Free

Automation in Action: Industry Use Cases

This course demonstrates the benefits of switching from menial tasks to automated workflows. You’ll take a look at the most common workflows for organizations, the challenges they face, and how automation addresses these and many other issues. By ...

Free

BPM Essentials

This course goes through the essentials of business management solutions and their role in various industries. You’ll familiarize yourself with the evolution of BPM and its benefits, and discover how SMBs can get the most out of it. By the end of ...

Free

Running Salesforce Operations in airSlate WorkFlow

This course takes you through the process of transferring complex operations into simple processes in Salesforce while adjusting access limitations. You'll learn how to boost data routing and document workflows in Salesforce by ensuring multi-role pe...

Free

Business Process Automation

This course takes you through the basics of business process automation. You’ll dive deep into the topic to understand the purpose behind automation, the key pain points it addresses, and some use cases that showcase its value in different industri...

Free

Business Process Mapping

This course walks you through business process mapping, a highly useful technique for enhancing and gaining greater control over your workflows. You’ll learn what this method is all about, the benefits it delivers, and how to automate and implemen...

Free

Citizen Development: What’s It About?

This course walks you through the key benefits and principles of the citizen development trend for modern business environments. It provides insights into becoming a citizen developer, what no-code and low-code tools are and how to use them, and how ...

Free

Collecting Data for Salesforce Records

This course shows you how to work with customer data more efficiently in your Salesforce organization. It helps to eliminate manual input or extra interactions that take place when collecting, processing, and storing data in multiple systems, includi...

Free

Automating Contract Management

This course provides step-by-step instructions on how to build fully-automated workflows for managing contracts. You’ll learn how to boost contract management workflows by eliminating overextended and confusing negotiation procedures, document rout...

Free

Contract Negotiation

This course goes through the process of automating contract negotiation to make your workflow smooth and error-free. You’ll learn how to create, redline, track changes, and get a contract signed by every party in real time. By the end of this cour...

Free

Automating Course Enrollment

This course provides step-by-step instructions on how to build fully-automated student enrollment workflows. You’ll learn how to make the course enrollment process more efficient for educators and students by improving accuracy and reducing the num...

Free

Create Event in Google Calendar

This course explains how to stay in the loop on every event that takes place in your organization without having to create them manually. You’ll learn how to enhance planning and ensure proper control over the most critical events for your business...

Free

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...

Free

CRM Integrations: a Brief Outline

This course walks you through the basics of a CRM solution and its role in driving business growth. You’ll get familiar with the concept of CRM software, its value, key benefits, and how it works to improve external interactions. By the end of th...

Free

Data Movement Bots

This course goes through all the details and instructions of setting up automatic data transfers between web forms, spreadsheets, PDFs, and other documents. You’ll develop a familiarity with the different bot categories responsible for these types ...

Free

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, ...

Free

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...

Free

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...

Free

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...

Free

Document Automation Hub: Workflow Automation APIs

This course walks you through the step-by-step process of creating a fully-automated document workflow and seamlessly integrating it with your app using the airSlate API. You’ll receive guidelines on how to test the airSlate API for free before sel...

Free

Document Generation

This course acts as a complete guide to setting up automatic document creation for different use cases. You’ll learn how to generate documents and get them instantly pre-filled with data from the external applications of your choice. By the end of...

Free

Introduction to Document Process Automation

This course walks you through different document process automation solutions, business process management (BPM), and the correlation between the two. You’ll learn how to automate monotonous document process workflows in different industries to foc...

Free

Electronic Signature for Small Businesses

In this course, you will embark on a journey of exploration into the transformative power of electronic signatures for small business operations. You'll discover best practices tailored to small businesses, empowering you to navigate the digital land...

Free

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 ...

Free

Email on Documents Completion

This course takes you through the most effective way to increase productivity and improve transparency within your most critical document workflows. You’ll learn how to save time and resources spent on tracking the status of documents and preventin...

Free

Email on Documents Opening

This course explains how to avoid delays and lost documents in your day-to-day operations. You’ll find out how to make your document workflows transparent, move to the document completion stage faster, and confirm if the documents you’ve sent wer...

Free

Automating Employee Onboarding

This course provides step-by-step instructions on how to build fully-automated employee onboarding workflows. You’ll learn how to automate the employee onboarding process from A to Z, reduce time spent on onboarding documents such as employment and...

Free

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...

Free

eSignature: Let’s Get Started

This course walks you through the basics of streamlining eSignature processes for your document workflows. You’ll take a look at the concept of electronic signature along with its key features, benefits, and role in various industries. By the end ...

Free

eSignature: Mastering Document Signing in Emails

This course will guide you through the intricate process of securely signing documents sent via email. You’ll gain comprehensive insights into electronic signatures, their business relevance, and real-world applications across various industries. ...

Free

Workflow Versioning

This course acts as a step-by-step guide for creating a repeatable document-based process in airSlate WorkFlow. You'll learn how to create, manage, test, and track new versions, all without disrupting your document workflow's initial setup. By the ...

Free

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...

Free

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...

Free

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...

Free

Getting started with SignNow API

This course walks you through the process of embedding eSignatures into your document workflows. You’ll familiarize yourself with SignNow API’s features and learn how to seamlessly integrate eSignature workflows with your existing product stack. ...

Free

Automating Incident Reporting

This course provides step-by-step instructions on how to build fully-automated workflows for incident reporting processes. You’ll learn how to properly react to incidents at work with fully automated paperless workflows that only take minutes to se...

Free

Integration Bots

This course provides a detailed explanation and guidelines on connecting a document workflow to various external software solutions so you can get the most out of both systems simultaneously. You’ll develop a familiarity with the different bot cate...

Free

Introduction to pdfFiller

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Free

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...

Free

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...

Free

Automating Invoice Processing

This course provides step-by-step instructions on how to build fully-automated invoice processing workflows. You’ll learn how to streamline payment operations by automating tasks ranging from invoice data extraction to data validation and document ...

Free

Automating IT Requests and Approvals

This course provides step-by-step instructions on how to build fully-automated approval workflows. You’ll learn how to transform routine paper-based processes into automated approval workflows, reduce delays, and improve visibility, all without cod...

Free

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...

Free

Automating Partnership Agreement

This course provides step-by-step instructions on how to build fully-automated partnership agreement workflows. You’ll learn how to unlock business growth by streamlining the partnership agreement lifecycle, improving collaboration between stakehol...

Free

Automating Patient Intake

This course provides step-by-step instructions on how to build fully-automated patient intake workflows. You’ll take a look at how healthcare organizations can automate the patient registration process, get rid of paper forms, and resolve the issue...

Free

pdfFiller: Beginner's Guide

In this course, we'll explore pdfFiller, a document management platform crafted to simplify your document processes. We'll delve into its purpose, features, and advantages, demonstrating how it can revolutionize your approach to paperwork. By the co...

Free

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...

Free

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...

Free

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 ...

Free

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...

Free

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...

Free

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...

Free

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...

Free

Automating Price Quoting

This course provides step-by-step instructions on how to build fully-automated price quoting workflows. You’ll learn how to automate the price quoting process from A to Z, contribute to streamlined decision-making, reduce backlogs, and enhance the...

Free

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...

Free

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...

Free

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...

Free

SignNow 101 for Subscription Administrators

This course walks you through the basics of configuring a SignNow subscription, from account settings to organization management and team collaboration. You’ll go through the key steps of configuring a subscription account, creating an organizatio...

Free

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...

Free

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...

Free

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...

Free

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...

Free

Team Management in airSlate WorkFlow

This course walks you through the key steps required for effective team management in airSlate WorkFlow. You'll learn how to organize teamwork in a single workspace, apply multiple levels of rights and permissions for your team, and get greater visib...

Free

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...

Free

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. ...

Free

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...

Free

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...

Free

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...

Free

Save to Google Drive

This course illustrates how to avoid losing documents or having to search for them by connecting your document workflows to Google Drive. You’ll be able to enhance security and compliance in your document processes by automating data storage for yo...

Free

Hide Signatures New

This course explains how to ensure a safe and seamless signing experience for your recipients by applying the necessary data security measures. You’ll learn how to protect your documents and highly sensitive information from loss or unauthorized ac...

Free

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...

Free

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...

Free

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 ...

Free

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...

Free

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...

Free

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 ...

Free

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...

Free

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...

Free

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...

Free

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...

Free

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 ...

Free

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....

Free

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...