Does the integration create or update clients in HawkSoft?

No. The integration does not create, modify, or update client records in HawkSoft.

The HawkSoft integration is strictly used for:

• Sending documents for e-signature
• Returning completed documents to the existing client profile

WeSignature does not:

• Add new clients to HawkSoft
• Change client information
• Edit policies or account data
• Write notes or activities

All client records must already exist in HawkSoft before sending documents for signature.

This ensures:

• No risk of overwriting client data
• No duplicate client creation
• No unintended changes to your agency management system