New Users: Setup - Training Videos

The following videos are intended for all new users of HawkSoft, and cover how to install and set up HawkSoft, how to configure your HawkSoft user profile and integrations (such as email, text messaging, e-signature, etc.), as well as options for customizing your HawkSoft program.

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.

Accessing HawkSoft

Logging Into the HawkSoft Desktop App

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Setting Up Your HawkSoft Account

My Account Settings

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Agent Signature

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User Preferences and Integration

Email Setup

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Phone Integration

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Customizing HawkSoft

External Tools

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