Sidecar Public demo · sample data
Resources Documentation Common setup patterns Learn More Settings Log in
Demo workspace — changes may be reset and should not be used for real customer data.

Shared records

Documents

Track files and records, including expiration dates and waiting state. Documents may satisfy customer requested items, but they are not the same thing.

Export
Excel CSV

Document intake

Drag and drop a PDF, PNG, or JPG here, or click Add Document.

Submitting the intake form creates a draft document record. Sidecar then scans the file and suggests title, category, and dates; those extracted values are not applied until you review them.

Add document

Bring a document into Sidecar

Submitting creates the document record from your filename or manual entries, then runs OCR. Suggested title, category, effective date, and expiration date remain pending until you apply them.

Use this when the document belongs to a subcontractor, employee, or other tracked party.

Prefer manual entry? Fill in the fields and leave the upload blank.

OCR intake

Review before Sidecar scans

Submitting creates the document record from your filename or manual entries, then runs OCR. Suggested title, category, effective date, and expiration date remain pending until you apply them.
5matching documents
0need attention
0high attention
0expired or stale
0missing or unknown
2without a date
0waiting on someone
Filters
Clear

Showing 1-5 of 5 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
OSHA 10 Training CardsBelongs to Summit Field Services Field Crew (Internal Company) · Training · Manual · Crew cards were reviewed during the annual check. Canyon Ridge Builders 1 linked Avetta Dec 25, 2026 Current Not waiting No request needed
First Aid/CPR CertificationBelongs to Cole Ramirez (Employee) · Training · Manual · Named employee card is kept on hand for customer review. Canyon Ridge Builders 1 linked Avetta Feb 3, 2027 Current Not waiting No request needed
Certificate of InsuranceBelongs to Workspace / primary company · Insurance · Manual · Current certificate is filed for the annual package. Canyon Ridge Builders 1 linked Avetta Feb 23, 2027 Current Not waiting No request needed
Safety QuestionnaireBelongs to Workspace / primary company · Safety · Manual · Current questionnaire is filed with the renewal packet. Canyon Ridge Builders 1 linked Avetta No date Current Not waiting No request needed
W-9Belongs to Workspace / primary company · Business · Manual · Signed copy is filed with the customer package. Canyon Ridge Builders 1 linked Avetta No date Current Not waiting No request needed