Print Settings
Agencies with more than one office can configure Print Settings to determine the information printed on agency documents, such as correspondence and ACORD forms. This article will guide you through the configuration of print settings in HawkSoft.
For single office agencies, leave the default print setting: Always print agency name and address. Your agency name and address will print on all documents.
This task is typically performed by an Owner/Administrator, Manager, or Bookkeeper.
Required Permissions
In order to complete this task, user permissions must be set to include:
Agency Setup > Agency/Office Setup
See User Permissions for more information.
How to access Print Settings
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Click the
Setup icon, and then select Agency Setup. -
Select the Settings tab.
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Select the Print Settings side-tab.
Select one of the following print settings for your agency:
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Always print agency name and address- Prints the main agency name and address entered on the Agency Information tab. See Agency Information Setup for more information about setting up your agency name, address, and offices.
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Always print the office name and address the user is logged into- Print settings correspond to the office name and address the user is logged into, regardless of the office the policy was created for.
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Always print the policy office agency name but use the address from the office the user is logged into- Print settings correspond to the office name the policy was created for and the address of the office the user is logged into.
Only one print setting can be selected and enabled. Once you have selected a print setting, HawkSoft automatically updates and enables that setting for your agency.
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