Attachments keep documents linked to records, while external identifiers connect data with external systems such as GO! Site Approved.

This guide covers:

• Uploading attachments by drag‑and‑drop or Add Icon
• Editing, deleting, or viewing attachments
• Opening the External Identifiers Tab
• Adding system names, identifiers, and URLs
• Creating new external systems if required
• Saving identifiers for cross‑system linking

Managing attachments and identifiers ensures every record is backed up with files and connected to external systems where needed.