Open Workflows and Documents in a New Tab from the Dashboard

You can open workflows and documents in a new tab by using the hover menu on the Dashboard. To do this, hover over the workflow or record you want to open in a new tab. A menu displays on the right with the option to click Workflow and Documents. (Some records may only show the Documents option.) Click on the option you would like to open and it opens in a new tab.

Workflow Page

Documents Page (Records)

Documents Page (Workflows)