This article will walk you through how to open workflows and documents in a new tab from the Dashboard.
ENABLE/ACCESS
This feature is in Early Access. If you interested in learning more about this feature and applying for the early access program, please reach out to your Ironclad representative or Support.
The following functionality will be live on July 10th. To learn more about the features included in our July release, refer to What's New in Ironclad: July 2025.
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)