You may wish to add documents to a task type so that they are created by default when the task is created. The form options available include a form letter or USPTO form. Note that a prerequisite for this process is to create the form letter if this is the type of document you wish to have generated. To create a form letter, follow the instructions here. 

You may complete this process from the Task Types page, as well as from the Notifications page. 

From the Task Types page:

1. Hover over the Tasks module and select Manage Task Types.

2. Select the Task Type you wish to work with. For this example, we will select the Receive Final Office Action task type.  

3. Scroll down to click the Add button next to Files.

4. The Add Task Type Files window appears. Click the radio button next to the Form Letter or USPTO Form options to select the form in the corresponding field. 
5. Select the Destination Folder Path, noting the instructions next to the field.
6. Select the Destination File Name, noting the instructions next to the field.
7. Click the Ok button when finished. 

7. Confirm the form was added successfully. You may continue to use the steps above to add multiple forms if desired. 

8. Click the Save button. 

From the Notifications page:

You may also add forms for existing notifications.

1. Hover over the Tasks module and select Notifications.

2. Select the Notification you wish to work with.

Scroll down to click the Add button next to Files.

4. The Add Task Type Files window appears. Click the radio button next to the Form Letter or USPTO Form options to select the form in the corresponding field. 
5. Select the Destination Folder Path, noting the instructions next to the field.
6. Select the Destination File Name, noting the instructions next to the field.
7. Click the Ok button when finished. 

7. Confirm the form was added successfully. You may continue to use the steps above to add multiple forms if desired. 

8. Click the Save button.