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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.

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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.
2matching documents
0need attention
0high attention
0expired or stale
0missing or unknown
1without a date
0waiting on someone
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Showing 1-2 of 2 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
OSHA 300 SummaryBelongs to Workspace / primary company · Safety · Manual · Current annual summary is on file. Western Utility Partners 1 linked Customer Portal Nov 15, 2026 Current Not waiting No request needed
ACH / Banking FormBelongs to Workspace / primary company · Business · Manual · Current customer payment form on file. Western Utility Partners 1 linked Customer Portal No date Current Not waiting No request needed