Documents

HorseBook provides a centralized document hub for all the paperwork that comes with owning and managing horses. Upload documents, associate them with horses, and access them whenever you need them.

Supported Document Types

Horse-Specific Documents

Coggins — the EIA test required for transport and events in most states
Registration — breed registry papers
Health Certificate (CVI) — Certificate of Veterinary Inspection for interstate travel
Brand Inspection — proof of brand registration or inspection
Genetic Test — DNA or parentage verification results
Insurance — equine insurance policies

Transfer and Legal Documents

Purchase Agreement — terms of sale for a horse
Bill of Sale — proof of ownership transfer
Lease Agreement — terms for leasing a horse
Liability Waiver — liability release forms

Farm-Level Documents

Business License — farm or business operating licenses
Farm Insurance — property and liability insurance for the farm
Tax Documents — tax-related records
Boarding Contract — agreements with boarders

Uploading Documents

Navigate to the Documents section
Click Upload Document
Select a file from your device (PDF, JPEG, or PNG)
Choose the document type
Assign it to a horse (or leave it as a farm-level document)

Tip

For faster uploads, use Smart Upload to let AI automatically classify your document and extract key fields like dates, names, and expiration information.

Organizing Documents

Each document is associated with either a specific horse or your farm. You can browse documents from:

A horse's profile — shows only documents for that horse
The documents hub — shows all documents across all horses and farm-level records

Filter documents by type, horse, or date range to find what you need quickly.

Document Details

Each document record stores:

Document type — one of the supported types listed above
Horse — the associated horse (if any)
Upload date — when the document was added
Expiration date — when the document expires (for Coggins, health certificates, insurance, etc.)
Notes — any additional context
File — the uploaded file itself, viewable directly in the app

Documents with expiration dates are tracked automatically. As the expiration approaches, the document appears in your dashboard attention items and generates calendar reminders so you have time to renew.