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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.
3matching documents
3need attention
2high attention
0expired or stale
2missing or unknown
2without a date
3waiting on someone
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Showing 1-3 of 3 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Metro Quarry Safety Program SummaryBelongs to Workspace / primary company · Safety · Manual · Customer-specific program summary requested after portal review. Metro Quarry Operations 1 linked Contractor Compliance No date Missing Waiting on Internal Team Follow up Sep 2, 2026 Waiting
Metro Quarry Subcontractor RosterBelongs to Workspace / primary company · Business · Manual · Format question is a normal but annoying customer-specific requirement issue. Metro Quarry Operations 1 linked Contractor Compliance No date Missing Waiting on Customer Follow up Sep 4, 2026 Waiting
Metro Quarry COI EndorsementBelongs to Workspace / primary company · Insurance · Manual · Certificate is inside the warning window and blocked on customer-specific wording. Metro Quarry Operations 1 linked CogniBoxContractor Compliance Sep 13, 2026 Expiring Waiting on Broker Follow up Sep 1, 2026 Waiting