I am looking to automate the sending of PDFs to customer to retrieve a signature from them, trying to lock down the meat of the automation before adding in better triggers & other actions which will help us customize the emails & write back to our CRM.
This is the start, when a new PDF is added to a specific OneDrive folder, Upload that PDF to DocuSign & send out for signature.
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/855370e2-d9b0-41b3-8bca-d9591c04bc61.png)
From here, I use the file found in step one and upload to DocuSign. There are very few fields so I am not sure why I am getting an error
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/e9cee77c-b821-4027-a958-d81e198a12b2.png)
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/80dc4f40-2ee1-45fa-9172-ab33b64d7f87.png)
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/f5da8808-31c7-4ad1-ab08-413048d32e8e.png)
Failed to create an envelope using document in DocuSign
Could not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field.
I am not sure where to set the ‘name’ field as I don’t see it anywhere as an option. Could it be something with our DocuSign account? Like we dont have a level that pays for Webhooks?