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Idea Submitted

Workflow initiator (sender) information

Categories:Maestro
  • November 12, 2025
  • 0 replies
  • 4 views

Currently, in Docusign Maestro, there is no way to directly access or use the workflow initiator (sender) details — such as name, email address, or user ID — within the workflow logic or subsequent steps.

This enhancement would allow workflows to dynamically reference the initiator’s information without requiring an API start or additional manual input.

Example use cases:

  • Display or store the sender’s name and email in downstream workflow steps.

  • Use the initiator’s details in conditions, notifications, or audit logs.

  • Simplify workflow design when the workflow is started manually by a user (not via API).

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