What information syncs between HawkSoft and WeSignature?

The WeSignature–HawkSoft integration is designed to pass only the information needed to correctly route and return signed documents.

When you send a document from HawkSoft to WeSignature, the following client details are copied into WeSignature to allow the process to work:

• Client name

• Client email address

• Client ID

This information is used to:

• Identify who should sign the document

• Ensure the completed document is returned to the correct client record in HawkSoft

No additional client data is synchronized between systems.

The integration does not sync:

• Policy data

• Notes

• Activities

• Contact updates

• Account changes

Its sole purpose is to support document routing and return.