Completing company attainments ensures every compliance record is backed by supporting documentation and connected to external systems where required. Organising your attachments and external identifiers this way creates a fully verified, cross-platform record for every company-level certification.

This guide covers:

• Uploading attachments via drag-and-drop or the Add icon.
• Editing, deleting, or viewing existing attachments on a record.
• Opening the External Identifiers tab for cross-system linking.
• Adding system names, identifiers, and URLs to connect external platforms.
• Creating new external system references if required.
• Saving identifiers to maintain accurate cross-system data integrity.

Your company attainments are now fully documented and connected across your broader platform ecosystem.

💡 Power User Insight: Use External Identifiers to link your company insurance policies directly to your broker’s portal or an external compliance registry. This allows you to jump straight to the source document from within GO! Site Ready, saving time during annual reviews or when providing proof of currency to new clients.