XSL templates and Microsoft Word templates can be associated with certain information. This is used to filter the list of templates available when creating pro forma and Microsoft Word communications.
All Microsoft Word templates are associated with participants or cases. When a user creates an Microsoft Word communication for a participant or a case, the list of templates available is filtered so that only those templates associated with participants or cases will appear on the list.
There are more options available for filtering XSL templates. For example, XSL templates can be associated with specific participant and product types, e.g., the person participant type. An XSL template associated with the person participant will not be available to any other participant types. In order to use this template, a user must be creating a pro forma communication for a person.