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

DocumentCustomerPlatformExpirationStatusWaiting
Subcontractor ListBelongs to Workspace / primary company · Business · Manual · Waiting for format clarification before chasing the internal owner. Clearwater Midstream 1 linked Contractor ComplianceVeriforce No date Missing Waiting on Customer Follow up Sep 6, 2026 Waiting
W-9Belongs to Miller Concrete LLC (Subcontractor) · Business · Manual · Current signed copy on hand. Clearwater MidstreamNorthline EnergyRocky Mountain FabricationSagebrush Renewables 4 linked AvettaContractor ComplianceCustomer PortalVeriforce No date Current Not waiting No request needed