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

  • Release version: Zurich
  • Updated August 11, 2022
  • 1 minute to read

    • 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.