Workflow initiator (sender) information

Categories:Workflow Builder

Forum|Forum|9 months ago
November 12, 2025
2 replies
26 views

Currently, in Docusign Workflow Builder (formerly 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).

niani.byrd

Docusign Employee

Thanks for sharing this idea with us, @daniel.krcmar. We’ve reviewed it and appreciate the thought that went into it.

At this time, we’re not planning to pursue this request, so we’ve marked it as parked. While it’s not on our current roadmap, ideas like yours help inform future direction if priorities change.

Thanks again for contributing your input.

niani.byrd

Docusign Employee

Updated idea statusIdea Submitted→Parked

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