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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.
6matching documents
4need attention
2high attention
0expired or stale
2missing or unknown
3without a date
2waiting on someone
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Showing 1-6 of 6 documents matching the current view.

DocumentCustomerPlatformExpirationStatusWaiting
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
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
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
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
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
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