Add Forms to a Case
In the Case Info page, scroll to Document Assembly in the sub-menu.
Click Add Forms
A pop-up will appear.
Select the Group of forms to choose from.
If necessary, filter using the Form Description field.
Place a check in the box adjacent to the form(s) you want to add.
Click Add Forms to Client.
Scroll down to the bottom and place a check in the box next to the client name.