E-Signature Overview
HawkSoft enables you to easily send documents directly from HawkSoft to your customers for an electronic signature. You can create templates to send with your client/policy attachments, ACORD forms, Change Request forms, as well as additional documents saved to your computer. Your customers can then "sign" the document(s) electronically and return them via the electronic signature application you have configured in HawkSoft.
Providing your customers with the ability to electronically sign documents can help improve the quality of their service experience and speed up the time necessary to get documents signed.
You can purchase HawkSoft E-Signature (Powered by Formstack Sign) as an add on product, or you can use DocuSign, an e-Signature provider that HawkSoft integrates with.
HawkSoft E-Signature (Powered by Formstack Sign)
To purchase HawkSoft E-Signature (Powered by Formstack Sign)
HawkSoft E-Signature (Powered by Formstack Sign) is available to your agency as an add on service through Marketplace. Once purchased, you can begin sending documents for an electronic signature without any setup.
To purchase HawkSoft E-Signature and assign licensing to specific users, you must be an agency administrator. If your agency contact information needs to be updated, please have your agency owner contact billing@hawksoft.com to request a change.
No additional configuration is needed with HawkSoft E-Signature.
See Purchasing HawkSoft E-Signature for instructions.
HawkSoft E-Signature (Powered by Formstack Sign) Account Settings
Once you have purchased HawkSoft E-Signature (powered by Formstack Sign), you can configure Account settings for yourself and for your agency.
HawkSoft E-Signature Account Settings
Sending Documents for HawkSoft E-Signature
HawkSoft integrates with Formstack Sign, so you can send documents straight from HawkSoft for electronic signature. Customers can then sign and return them electronically using the HawkSoft E-Signature application.
DocuSign Integration (Third party)
In addition to HawkSoft E-Signature (Powered by Formstack Sign), HawkSoft has direct integration available with the third-party e-Signature provider DocuSign™.
Contact: 800-379-9973
If HawkSoft doesn't have direct integration with your e-Signature provider, you can easily drag and drop documents from a client/policy into your e-Signature program.
Configure DocuSign for E-Signature
Before the e-Signature feature can be used with another provider, integration must be configured in your User profile.
Configure DocuSign for E-Signature
Using DocuSign for E-Signature
HawkSoft integrates with Formstack Sign, so you can send documents straight from HawkSoft for electronic signature. Customers can then sign and return them electronically using the HawkSoft E-Signature application.
HawkSoft E-Signature Templates
HawkSoft enables you to create templates for composing standardized e-Signature messages to send to clients with documents to be signed. These templates can be used with any e-Signature provider. You can also attach documents to templates, such as agency, company, or state disclosures or acknowledgments. These documents will be included in your e-Signature package when the template is selected. Templates can be selected, and modified, if needed, when sending documents for electronic signature.