 etc.) and want to avoid storing them locally. Setup: Enable external file uploads in Enhancements settings Run test upload to verify connection Upload files to invoice in editor Files are sent to cloud storage; locals are deleted Customers download via temporary signed links Result: Secure, space-efficient file management with limited-time access. Scenario: You send recurring invoices to clients with the same structure (retainers, subscriptions). Setup: Build the first invoice with all desired settings Click "Save as Template" to save configuration Next month, use the template from the Portal client list Template auto-populates settings; just change dates and amounts Result: Faster invoice generation; consistent client experience.