Configure your Account and Tools Overview
Before getting started using HawkSoft, it is important to get your Account Information and Signature, User Preferences, and Workstation Settings configured to ensure success using HawkSoft. The following topics will cover how to install HawkSoft, configure your workstation settings, configure your account and preferences, as well as a few options for customizing your desktop application.
Check out the Getting Started course, intended to help each individual user get started using HawkSoft, regardless of your role in the agency. You will learn everything from how to install HawkSoft on your workstation to configuring all the settings for your own individual needs.
Installing HawkSoft on a New Device
This article is intended for new and existing users who wish to install HawkSoft on a Windows device.
Logging In and Out of HawkSoft
This article provides instructions for logging in to and logging out of your HawkSoft desktop, HawkSoft in a web browser, and Agent Portal. Once you have logged in, you can access the Help System from the 
Help menu. This article also provides instructions on how to reset your password.
Microsoft Office Integration
This article describes the benefits to using Microsoft Office along with HawkSoft. If your administrator provides a Microsoft Office subscription, you can use this integration for sending emails (Outlook), writing form letters (Word), performing advanced data review (Excel), and more.
My Account Information and Signature
HawkSoft enables you to update your own HawkSoft Account information, such as your name, HawkSoft password, Account Email, contact information, and signature through the My Account window.
This article explains how to update your HawkSoft profile and account information and upload your agent signature from the My Account window.
My Account Settings
Agent Signature
My Workstation Settings and External Tools
Workstation Settings apply to the Windows user profile logged in. These settings include options for several HawkSoft features, such as what programs to use when viewing images and PDFs, printer and Virtual Printer settings, and setting up External Tools. This article explains how to access and change Workstation Settings, and how to create External Tools.
My Workstation Settings - Coming soon
External Tools
User Preferences
Once you have installed HawkSoft on your workstation, and you have logged into HawkSoft, you are ready to complete your User Preferences. It is important for you to configure your user preference settings to ensure your success using HawkSoft.
In User Preferences, you will see a series of tabs available to set your general preferences, and configure your calendar, email, text messaging, e-signature, and phone dial-out integration.
This article describes the types of User Preferences you can set in HawkSoft.
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Customize Your HawkSoft View