Sidecar Public demo · sample data
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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.
7matching documents
5need attention
2high attention
1expired or stale
1missing or unknown
2without a date
4waiting on someone
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Showing 1-7 of 7 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Badlands Training RosterBelongs to Workspace / primary company · Training · Manual · Training warning window is shorter than insurance; this row keeps the validation seed category-specific. Badlands Utility Services 1 linked AvettaISNetworld Sep 11, 2026 Expired Waiting on Employee Follow up Sep 2, 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
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
Front Range Training MatrixBelongs to Workspace / primary company · Training · Manual · Accepted training matrix on file. Front Range Construction 1 linked Avetta Dec 7, 2026 Current Not waiting No request needed
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