> ## Documentation Index
> Fetch the complete documentation index at: https://breederbuddy.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Manager

> Print and download documents for your breeding program in one place: puppy go-home packets, health record summaries, pedigree certificates, pre-filled AKC litter and dog registration forms and the UKC litter registration, invoices, contracts, your own uploaded form templates, and CSV exports.

# Document Manager

> **Video walkthrough:** [Watch on Loom](#) *(link coming soon)*

***

Document Manager is the one place to export any document from your breeding program. Instead of digging into a dog's profile or a litter page to find an export button, come here: pick the document, pick the record, and the PDF downloads — pre-filled with your data.

***

## What You Can Do Here

* Export a **Health Record Summary** or complete **Go-Home Packet** for any dog
* Generate a styled, multi-generation **Pedigree Certificate**
* Generate pre-filled **AKC Ownership Records**, **AKC Litter Records**, and the **UKC Litter Registration**
* Download litter documents — **Litter Overview** and **Litter Weight Report**
* Export **invoices**, **waitlists**, **blank application forms**, and **printable contracts**
* Run one-click program reports and forecast PDFs
* Download your **contacts, expenses, and other income** as CSV files

***

## How It Works

1. Go to [**Document Manager**](https://app.breederbuddy.com/printables) in the left menu (under **Breeding Program**, print icon).
2. Find the document you want — they're grouped by category (Health & Care, Genetics & Pedigree, Sales & Money, and more).
3. Click **Generate PDF** (or **Download CSV**).
4. If the document is about a specific record, pick it — a dog, litter, invoice, waitlist, application, or contract. Some documents offer quick options first, like which health sections to include or which pedigree theme to use.
5. The file downloads right away, named after the record you picked.

Looking for files you've uploaded (health certificates, photos, signed contracts)? Click **Your Uploaded Files & Attachments** at the top of Document Manager. See [Attachments](https://breederbuddy.com/docs/features/care-operations/attachments.md).

### Health Reports

* **Health Record Summary** — pick a dog, check the sections you want (vaccinations, deworming, vet appointments, tests, breedings, weights), and download.
* **Go-Home Packet** — pick a puppy and get their complete health history in one PDF, ready to hand to the new family.

### Pedigree Certificates

Pick a dog, choose a theme (Classic Parchment, Botanical Ivory, Midnight Heirloom, or Blank Page), how many generations to show, and a layout — full certificate or a compact names-only chart.

### AKC & Registration Forms

The registration forms (the AKC **Ownership Record**, the AKC **Litter Record**, and the **UKC Litter Registration**, which pre-fills the breed, litter counts, breeding and birth dates, and the sire's and dam's registration and contact details) open in an interactive editor before downloading:

* **Click any blue field** to edit the value
* **Click an empty area** to add a custom text field (shown in orange)
* **Drag a field** by the grip handle to nudge it into place
* **Zoom** with the controls at the top (50%–200%) for precise edits

When it looks right, click **Download** and print, ready to send to the registry.

### My Templates (your own forms)

Have a form you fill out by hand for every litter or dog — a state litter record, a kennel-club sheet, a go-home card? Upload it once and it works like any other document here.

1. In **My Templates**, click **Upload your own form** and pick the PDF (or a photo/scan as PNG or JPG).
2. Give it a name and, under **This form is about**, choose **A whole litter** or **One dog**.
3. Click **Upload & map fields**. BreederBuddy reads the form and works out where each value goes. This takes about a minute; the card shows **Mapping fields…** while it runs.
4. Click **Set up fields** to check the result. Blue fields prefill from your records, orange ones are left for you to type. Click a field to change what fills it, drag it to nudge it, click empty space to add one, then **Save template**.
5. From then on, click **Generate PDF**, pick the litter or dog, and the form opens prefilled in the same editor as the AKC forms.

Puppy rows fill in the order you set on the litter's **Puppies** tab (Pup 1, Pup 2, …), weight grids pull from each puppy's weigh-ins by day or week, and vaccine or deworming rows pull dates from health records, filtered by product name where the form names one (for example "Safeguard" or "DHPP"). Anything the form already has printed on it, like your name or license number, is left alone.

### Reports & Data Exports

Report cards download instantly with sensible defaults. Want different filters or date ranges? Use the **Adjust filters on the full report** link under the button. CSV exports (contacts, expenses, other income) download your raw data for spreadsheets or backups.

***

## Key Terms

| Term | What It Means |
| - | - |
| Go-Home Packet | A puppy's complete health history in one PDF for their new family |
| Pedigree Certificate | A styled, printable family tree going back 3–5 generations |
| AKC Ownership Record | The AKC form used to register a single dog (JBDOG1) |
| AKC Litter Record | The AKC form used to register a litter with multiple puppies |
| UKC Litter Registration | The UKC's litter registration application, pre-filled from the litter |
| CSV | A spreadsheet file you can open in Excel or Google Sheets |

***

## Tips & Common Questions

> **Do these exports live anywhere else in the app?**
>
> Yes — most also exist where you'd expect them (a dog's Health tab, a litter's page, the **Pedigree Viewer**). Document Manager just puts them all in one place so you don't have to remember where each one lives.

> **Why can't I open the Income & Tax Report?**
>
> That report is available to the account owner only. If you're a team member, ask the account owner to run it.

> **The auto-mapping put a field in the wrong spot. What now?**
>
> Open **Set up fields**, drag the field where it belongs, or click it and pick a different data field in the panel on the right. Save, and every future copy uses your fix. You can also click **Re-map** to run the automatic mapping again (a few times per template).

> **My form has a blank that BreederBuddy doesn't track (a vet's name, a signature line).**
>
> Leave it set to **Type later**. It shows up as an orange field when you generate the document so you can fill it in before downloading.

> **Can other breeders see my templates?**
>
> No. Templates are private to your account.

***

## Still Have Questions?

We're here to help. If something isn't working the way you expect, or you'd like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen.

Thank you.


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