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.
3matching documents
2need attention
0high attention
0expired or stale
0missing or unknown
0without a date
0waiting on someone
Filters
Clear

Showing 1-3 of 3 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Auto Liability CertificateBelongs to Workspace / primary company · Insurance · Manual · Monitor upcoming renewal; typical warning window is 30 days. Northline EnergyPioneer Pipeline Services 2 linked AvettaISNetworldVeriforce Sep 28, 2026 Expiring Not waiting No request needed
Pioneer Training MatrixBelongs to Workspace / primary company · Training · Manual · Training matrix is inside the normal review window, but not urgent yet. Pioneer Pipeline Services 1 linked Veriforce Oct 12, 2026 Expiring Not waiting No request needed
Safety ManualBelongs to Workspace / primary company · Safety · Manual · Accepted for routine customers; review annually. Pioneer Pipeline ServicesSagebrush Renewables 2 linked Veriforce Dec 31, 2026 Current Not waiting No request needed