Document Sync

Automatically import documents from vTiger CRM for e-signature

Sync Controls

Configure sync options and trigger a manual sync

Time Range

Auto-send for signing

Notifications enabled

Imported documents will be automatically emailed to the debtor's contact email for signing.

Search by Case Number

Find imported documents by debtor case number

Imported Documents

Documents pulled from vTiger, ready for e-signature

Sync History

Recent Activity

Automatic sync runs every 15 minutes

The system automatically checks vTiger for new documents created in the last 2 hours. When new documents are found, they are imported into Settlio and automatically sent to the debtor for signing. You will receive a notification when documents are imported or if a sync fails.