# Create a Template

## The two-step creation flow

Creating a Template has two required workspace steps:

1. **Add details** to describe and classify the Template.
2. **Add files** to build the reusable content.

The first step creates the private Template record. The second step prepares
the files and folders that can later be submitted for review. Neither step
makes the Template public.

## Step 1: Add Template details

1. Sign in to Memside Library.
2. Open the account menu and select **Create Template**.
3. Complete **Step 1 of 2: Add details**.
4. Select **Next** to create the private draft and open the file workspace.

The Template is not public at this stage. Draft details and files remain in the
owned Template area until publication succeeds.

## Name

Enter a clear name of up to **120 characters**. The name should identify the
task or setup without relying on unexplained abbreviations.

Examples:

- `Weekly Planning Guide`
- `Simple Document Review`

Avoid names that imply an official relationship, guaranteed result, or
capability that the files do not provide.

## Description

Enter a description of up to **350 characters**. A useful description states:

- the intended task;
- the main contents;
- the expected result or audience.

Example:

```text
A small set of instructions and examples for turning weekly priorities into a clear plan with tasks, owners, and target dates.
```

## Category

Select the category that most closely matches the primary purpose. Categories
cover common areas such as writing, productivity, research, software
development, design, learning, business, and other general uses.

Choose one category based on the main outcome. Tags can describe secondary
topics. A correct category improves browsing and keeps search results relevant.

## Tags

Tags are optional search and identification terms. Add up to **5 tags**, with a
maximum of **30 characters per tag**.

Use short, specific terms such as:

- `weekly planning`
- `meeting notes`
- `document review`

Tags are case-insensitive, so equivalent capitalization does not create a new
tag. Avoid repeating the category or adding unrelated popular terms.

## License

The selected license tells visitors how the published files may be reused.
Three choices are available:

| License | Practical meaning |
| --- | --- |
| **No license** | No specific reuse permission is attached. Copyright rules still apply. |
| **CC BY 4.0** | Copying, adapting, and commercial use are allowed when appropriate credit is provided. |
| **CC0 1.0** | Copying, adapting, and commercial use are allowed without required permission or credit. |

Select only a license that the creator has authority to grant. The displayed
summary is general information and is not legal advice.

## Step 2: Add files and folders

Memside creates a private draft and opens **Step 2 of 2**. A root `README.md`
is provided as the standard introduction. Files and folders can then be added
before review.

Step 2 supports the following actions:

- **New file** or **Add text** creates a file manually in the selected folder.
- **New folder** creates a folder for related content.
- **Upload files** adds one or more supported files to the selected folder.
- **Upload folder** adds all supported files and subfolders from a selected
  local folder at once.
- **Edit** and **Preview** switch between source editing and rendered content.
- **Upload content** replaces the selected file from a supported upload.
- **Save** keeps the latest private draft changes.
- **Review** saves the draft and opens the publication review flow.

Supported uploads are Markdown (`.md`), plain text (`.txt`), and Microsoft Word
(`.docx`). Word files are converted into editable content and should be checked
before addition. The detailed file guide covers upload behavior, content limits,
folder handling, replacement confirmation, and visibility.

[Manage Template files and folders](/library/manage-template-files/)

## Visibility after Step 2

The draft remains visible only in the owned Template area. Files do not appear
in public Library search or on a public creator page until automated review
succeeds and **Publish** is selected.

Saving is not publication. Selecting **Review** also does not publish the
Template; it begins the required review process.

## Correct a detail later

Open **My Templates**, select the Template, choose **Edit**, and open the
**Details** tab. Metadata can be changed before publication. After publication,
eligible metadata-only changes can be published without creating a new file
version.

## Next step after files are ready

[Review and publish a Template](/library/review-and-publish/)