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

DocumentCustomerPlatformExpirationStatusWaiting
Chevron Revised COIBelongs to Workspace / primary company · Insurance · Manual · Customer-specific certificate after the first portal rejection. Chevron Contractors 1 linked CogniBox Sep 7, 2026 Expired Waiting on Broker Follow up Sep 3, 2026 Waiting
Site Access Orientation LogBelongs to Workspace / primary company · Training · Manual · Used to track site-access readiness without duplicating the roster document. Chevron Contractors 1 linked AvettaCogniBox No date Missing Waiting on Internal Team Follow up Sep 2, 2026 Waiting
EMR LetterBelongs to Workspace / primary company · Safety · Manual · Upload the new EMR letter when received. Chevron ContractorsHigh Plains Environmental 2 linked CogniBoxISNetworld Oct 14, 2026 Expiring Waiting on Internal Team Follow up Sep 4, 2026 Waiting