---
title: "Start follow-up when a document is completed in Infinity3"
description: "Use a document-status workflow to notify your team or create an onboarding task after an agreement is completed. #### Before you start You’ll need a tested document template and permission to edit workflows. Decide which agreement should start the process…"
url: "https://www.infinity3.co.uk/help/start-follow-up-when-a-document-is-completed-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Documents & Contracts"
---

# Start follow-up when a document is completed in Infinity3

Use a document-status workflow to notify your team or create an onboarding task after an agreement is completed.

#### Before you start

You’ll need a tested document template and permission to edit workflows. Decide which agreement should start the process and who owns the next step.

#### Configure the trigger

1. Open **Automation** → **Workflows**.
2. Create a workflow with a clear name.
3. Select **Add New Trigger** → **Documents & Contracts**.
4. Set the **Status** filter to **Completed**.
5. Select the intended **Template** filter.
6. Review **Recipient Type** and other available filters for your process.
7. Save the trigger.

Use Completed when the next step requires the whole document process to finish, rather than relying on one recipient’s signature event.

#### Add the next actions

Add the required internal notification, task or supported record update. Specify the responsible user and useful context.

For example, create a task for your onboarding colleague to review the completed service agreement.

#### Test the full process

Save in Draft and review the actions. Publish for a controlled test, then complete a sample document with test recipients.

Check **Enrollment History**, **Execution Logs** and the actual task or notification.

#### Things to know

- Document completion does not confirm payment; check payment separately if onboarding depends on it.
- Review re-entry if the same customer may complete several agreements.
- Check existing workflows for overlapping actions.

Contact Infinity3 with the document, workflow and completion time if follow-up does not run.