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

DocumentCustomerPlatformExpirationStatusWaiting
Badlands Revised COIBelongs to Workspace / primary company · Insurance · Manual · Renewal is overdue and customer-specific wording still needs broker revision. Badlands Utility Services 1 linked ISNetworld Aug 31, 2026 Expired Waiting on Broker Follow up Aug 31, 2026 Waiting
Badlands Training RosterBelongs to Workspace / primary company · Training · Manual · Training warning window is shorter than insurance; this row keeps the validation seed category-specific. Badlands Utility Services 1 linked AvettaISNetworld Sep 11, 2026 Expired Waiting on Employee Follow up Sep 2, 2026 Waiting