A file uploaded to the Documents tab of a case can be linked to a task.
This option is used if a document is relevant to a task or would be useful for reference
E.g. A task relating to an Office Action may be linked to the Office Action document for reference.
To link a document to a task:
- Click on a task name
- Click ‘Add’ to select an individual document
OR
- Click ‘Add Multiple’ to select more than one document
- Click ‘Add’/’Add to Task’
The linked documents will be displayed on the right of the task Details.