Adding Text Templates in HawkSoft

Hawksoft Set-Up Guide

How to Update Text Templates 

Click on the Cog in the upper right hand screen, then select “Correspondence Templates” 

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A new screen will open. You will need to Click on “Text”, then “Add” 

Capture-158The “Edit Text Message Template” window will open

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Enter the New Template Name, then enter the Message.

By clicking on “Insert Merge Field” the list of available merge fields will open.

Select the Field you would like added to the message then click “Insert” one time. 

Click “Close” and the Merged Field will now be in the letter. 

*By adding the appropriate fields to the Text the information will pull directly from the client file into the letter.

Click the “Save” to save your template to the library.

 

Create a new Text Template for each item listed in the Retention Guide.

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