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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 Reimbursem*nt This course provides step-by-step instructions on how to build fully-automated travel reimbursem*nt 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...