Enable HawkSoft export in summary email

Written By David Watson

Last updated About 1 month ago

What you'll accomplish

After following this guide, RiskAdvisor will automatically attach a HawkSoft CMSMTF file to your submission summary emails, eliminating the need to manually download and forward client data to your agency management system.

Before you start

Make sure you have:

  • Team owner or admin permissions to access integration settings

  • Summary emails enabled in your agency settings

  • Complete client data in your Risk Profiles (client name, email, and phone are required for the export to attach)

This feature automatically attaches HawkSoft documents to emails sent from Risk Profiles. For manual downloads, see HawkSoft Integration - Quick Download.

Enable the HawkSoft attachment

Step 1: Navigate to HawkSoft settings

  1. Click Settings in the sidebar

  2. Select your team

  3. Go to Integrations

  4. Click Hawksoft

  5. Open the Settings tab

Step 2: Enable the attachment toggle

  1. Locate the Attach to Summary Email toggle

  2. Turn the toggle ON

  3. Select a Default Status from the dropdown (required when attachment is enabled):

    • Prospect

    • Quoted

    • Submitted

    • Other available statuses in your HawkSoft system

  4. Click Save