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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Upload Document button appears instead of Sign Document button in the WSUD document verification task

This reference topic provides troubleshooting steps to resolve a customer or contact seeing the Upload Document button instead of the Sign Document button in the Customer signature required playbook activity. This activity is for the Written Statement for Unauthorized Debit (WSUD) document verification task.

Condition

The Upload Document appears instead of Sign Document in the Customer signature required playbook activity for the consumer or contact.

Cause

The Document Templates plugin (sn_doc) is not installed.

Remedy

Procedure

  1. Confirm that the Document Templates plugin (sn_doc) is installed.

  2. Once the template is installed, refresh the playbook activity page.

Parent Topic:Written Statement for Unauthorized Debit (WSUD) Troubleshooting