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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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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.
4matching documents
3need attention
0high attention
0expired or stale
0missing or unknown
0without a date
2waiting on someone
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Showing 1-4 of 4 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Annual Safety Statistics ReportBelongs to Workspace / primary company · Safety · Manual · Annual safety statistics requested for the ISNetworld review cycle. High Plains Environmental 1 linked ISNetworld Oct 4, 2026 Expiring Waiting on Internal Team Follow up Sep 1, 2026 Waiting
Insurance Renewal NoticeBelongs to Workspace / primary company · Insurance · Manual · Renewal is on the radar but outside the immediate scramble window. High Plains Environmental 1 linked ISNetworld Oct 11, 2026 Expiring Not waiting No request needed
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
High Plains Drug and Alcohol PolicyBelongs to Workspace / primary company · Safety · Manual · Policy accepted during the last ISNetworld review. High Plains Environmental 1 linked ISNetworld Dec 29, 2026 Current Not waiting No request needed