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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
7need attention
6high attention
1expired or stale
5missing or unknown
6without a date
7waiting on someone
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Showing 1-8 of 8 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
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
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
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
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
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