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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
3need attention
3high attention
1expired or stale
2missing or unknown
4without a date
3waiting on someone
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Showing 1-6 of 6 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
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
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
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