Create a Template
The two-step creation flow
Section titled “The two-step creation flow”Creating a Template has two required workspace steps:
- Add details to describe and classify the Template.
- 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
Section titled “Step 1: Add Template details”- Sign in to Memside Library.
- Open the account menu and select Create Template.
- Complete Step 1 of 2: Add details.
- 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.
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 GuideSimple Document Review
Avoid names that imply an official relationship, guaranteed result, or capability that the files do not provide.
Description
Section titled “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:
A small set of instructions and examples for turning weekly priorities into a clear plan with tasks, owners, and target dates.Category
Section titled “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 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 planningmeeting notesdocument review
Tags are case-insensitive, so equivalent capitalization does not create a new tag. Avoid repeating the category or adding unrelated popular terms.
License
Section titled “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
Section titled “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
Visibility after Step 2
Section titled “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
Section titled “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.