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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.
8matching documents
8need attention
0high attention
0expired or stale
0missing or unknown
0without a date
5waiting on someone
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Showing 1-8 of 8 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Metro Quarry COI EndorsementBelongs to Workspace / primary company · Insurance · Manual · Certificate is inside the warning window and blocked on customer-specific wording. Metro Quarry Operations 1 linked CogniBoxContractor Compliance Sep 13, 2026 Expiring Waiting on Broker Follow up Sep 1, 2026 Waiting
Background Check RosterBelongs to Workspace / primary company · Training · Manual · Normal reminder window; not a crisis. Front Range Construction 1 linked Avetta Sep 16, 2026 Expiring Waiting on Internal Team Follow up Sep 5, 2026 Waiting
Certificate of InsuranceBelongs to Apex Trenching LLC (Subcontractor) · Insurance · Imported · OCR demo sample: Sidecar extracted policy dates, title, and category from a slightly tilted COI image. Northline Energy 1 linked Avetta Sep 20, 2026 Expiring Waiting on Broker Follow up Sep 3, 2026 Waiting
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
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
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
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