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.
28matching documents
22need attention
14high attention
6expired or stale
8missing or unknown
10without a date
19waiting on someone
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Showing 1-28 of 28 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
Drug and Alcohol PolicyBelongs to Workspace / primary company · Safety · Manual · Expired copy was found in the imported tracker. Rocky Mountain Fabrication 1 linked Customer Portal Aug 21, 2026 Expired Waiting on Internal Team Follow up Sep 3, 2026 Waiting
Employee Training RosterBelongs to Summit Field Services Field Crew (Internal Company) · Training · Imported · Administrative record only; confirm the requested roster with the customer. Red Mesa Utilities 1 linked ISNetworld Aug 29, 2026 Expired Waiting on Employee Follow up Sep 1, 2026 Waiting
Badlands Revised COIBelongs to Workspace / primary company · Insurance · Manual · Renewal is overdue and customer-specific wording still needs broker revision. Badlands Utility Services 1 linked ISNetworld Aug 31, 2026 Expired Waiting on Broker Follow up Aug 31, 2026 Waiting
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 Badge ListBelongs to Workspace / primary company · Training · Manual · One item due today; useful Today example without making the whole demo burn down. Summit Industrial Maintenance 1 linked Contractor Compliance Sep 9, 2026 Expired Waiting on Internal Team Follow up Sep 2, 2026 Waiting
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
Badlands Portal RecertificationBelongs to Workspace / primary company · Safety · Manual · Annual portal recertification came from the customer portal reminder. Badlands Utility Services 1 linked Customer PortalISNetworld No date Missing Waiting on Internal Team Follow up Sep 1, 2026 Waiting
Customer Safety QuestionnaireBelongs to Workspace / primary company · Safety · Manual · Customer requested this item, but no due date was provided. Red Mesa UtilitiesSummit Industrial Maintenance 2 linked Contractor ComplianceCustomer PortalISNetworld No date Missing Waiting on Customer Follow up Sep 4, 2026 Waiting
Metro Quarry Safety Program SummaryBelongs to Workspace / primary company · Safety · Manual · Customer-specific program summary requested after portal review. Metro Quarry Operations 1 linked Contractor Compliance No date Missing Waiting on Internal Team Follow up Sep 2, 2026 Waiting
Metro Quarry Subcontractor RosterBelongs to Workspace / primary company · Business · Manual · Format question is a normal but annoying customer-specific requirement issue. Metro Quarry Operations 1 linked Contractor Compliance No date Missing Waiting on Customer Follow up Sep 4, 2026 Waiting
Sagebrush Lift Plan RosterBelongs to Workspace / primary company · Training · Manual · Recently added requested item for an otherwise clean account. Sagebrush Renewables 1 linked Veriforce No date Missing Waiting on Employee Follow up Sep 4, 2026 Waiting
Signed MSABelongs to Workspace / primary company · Contract · Manual · Needed before profile can be marked complete. Summit Industrial Maintenance 1 linked Contractor Compliance No date Missing Waiting on Customer 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
Subcontractor ListBelongs to Workspace / primary company · Business · Manual · Waiting for format clarification before chasing the internal owner. Clearwater Midstream 1 linked Contractor ComplianceVeriforce No date Missing Waiting on Customer Follow up Sep 6, 2026 Waiting
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
OSHA 300 SummaryBelongs to Workspace / primary company · Safety · Manual · Current annual summary is on file. Western Utility Partners 1 linked Customer Portal Nov 15, 2026 Current 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
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
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
ACH / Banking FormBelongs to Workspace / primary company · Business · Manual · Current customer payment form on file. Western Utility Partners 1 linked Customer Portal No date 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