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Upload internal sale documents and reports to horses

See how to upload internal sales documents and reports

This can be done via the ThoroughWorks online portal or via the app.

Upload documents from your computer

  1. Select sales.
    Sales

  2. Select all sales.
    Screenshot 2024-06-25 at 5.33.23 pm

  3. Select a sale.
    Screenshot 2024-06-25 at 5.40.09 pm


  4. Make sure Horses is selected from the drop down menu
    Screenshot 2024-06-27 at 1.12.35 pm

  5. Select sale reports.
    PORTAL - SALE REPORTS


  6. You will then see a list of all the pdf's a consignor can upload for a horse.
    Screenshot 2024-06-27 at 1.15.23 pm

  7. To upload a document click on one of the red X's.
    Screenshot 2024-06-27 at 1.17.37 pm

  8. Click on upload document and you will be able to upload a document from your hard drive.
  9. All documents must be in PDF format.
  10. Once the upload is complete you will see a tick symbol appear.
    Screenshot 2024-06-27 at 1.22.08 pm

  11. Click on the tick to;
    - Download the document.
    - Remove the document. 
    - Share to the catalogue will make it public for buyers in our catalogue app.
    - Share to sales company to allow the sales company for that particular sale to view the document.
    Screenshot 2024-06-27 at 1.23.46 pm

Upload documents from the mobile app
  1. Select sales from the bottom menu.
    IMG_EB3D519E6ACA-1


  2. Select a Sale (select the catalog cover image).
    LIM - APP sale catalogue image


  3. Select my horses.
    IMG_A47376DCD3D2-1

  4. Select a horse.
    IMG_A8EA45D9E2DD-1

  5. Click on the documents tab at the top of the screen.
    IMG_6AE5989C32E0-1

  6. Any existing documents will be visible.
    IMG_AE76CB2B25DF-1

  7. To upload new documents select the plus icon at the bottom right of the screen.
    IMG_F01C3C2FF9BD-1

  8. Select upload next to the document type you wish to upload.
    IMG_C6B2F478F464-1

  9. Select pick to upload documents from your phone or tablet. 
    IMG_9EA9EF1DBFF6-1

  10. Select scan to access you camera and take photos of pdf documents. The documents will then be scanned and uploaded.
    IMG_9EA9EF1DBFF6-1 copy

  11. Select upload to save files.
    IMG_84369950D509-1