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.
2matching documents
2need attention
2high attention
1expired or stale
1missing or unknown
1without a date
2waiting on someone
Filters
Clear

Showing 1-2 of 2 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Employee Training RosterBelongs to Summit Field Services Field Crew (Internal Company) · Training · Imported · Administrative record only; confirm the requested roster with the customer. Red Mesa Utilities 1 linked ISNetworld Aug 29, 2026 Expired Waiting on Employee Follow up Sep 1, 2026 Waiting
Customer Safety QuestionnaireBelongs to Workspace / primary company · Safety · Manual · Customer requested this item, but no due date was provided. Red Mesa UtilitiesSummit Industrial Maintenance 2 linked Contractor ComplianceCustomer PortalISNetworld No date Missing Waiting on Customer Follow up Sep 4, 2026 Waiting