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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.
10matching documents
9need attention
5high attention
3expired or stale
2missing or unknown
2without a date
7waiting on someone
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Showing 1-10 of 10 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
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
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
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
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