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Manage Template files and folders

The content workspace opens after Step 1 of 2 or from **My Templates > Edit

Content**. The file tree appears beside the editor. New Templates contain a root README.md that cannot be deleted or moved.

Use the README to explain the Template purpose, included files, setup steps, and any important limitations.

  1. Select the root or destination folder in the file tree.
  2. Select New file in the file tree, or Add text in an empty folder.
  3. Enter a file name.
  4. Add the content in the editor.
  5. Select Save.

When a manually created file name has no extension, .md is added. Markdown is recommended for headings, lists, examples, and other structured instructions.

Example:

instructions.md

could contain:

# Weekly plan
1. List the three main outcomes.
2. Break each outcome into small tasks.
3. Add an owner and target date to every task.
  1. Select the root or an existing folder.
  2. Select New folder.
  3. Enter the folder name.
  4. Add files inside the new folder.

Folders are useful for separating examples, reference material, Profiles, Operating Rules, or Skills. Deep structures are rarely necessary for small Templates.

  1. Select the destination folder.
  2. Select Upload files.
  3. Choose one or more supported files.
  4. Review converted Word content when applicable.
  5. Confirm the files and save the draft.

Multiple selected files are added to the chosen destination. Existing file names should be reviewed carefully to prevent an unintended replacement.

  1. Select Upload folder.
  2. Choose the local folder in the system picker.
  3. Review the detected files and nested folders.
  4. Confirm the upload and save the draft.

The contents and useful subfolders are preserved. The selected outer wrapper folder is not added as an unnecessary extra level.

This option is suitable for adding all folders and supported files at once. Unsupported files are not accepted as Template content.

Type Extension Behavior
Markdown .md Added as editable Markdown.
Plain text .txt Added as editable text.
Microsoft Word .docx Converted into editable content for review before addition.

Word conversion can change tables, spacing, or complex formatting. Inspect the converted text and file name before selecting Add file.

A Template can contain up to 100 files. Each text or converted file can be up to 250 KB, and the complete Template can be up to 2 MB. A Word upload can be up to 5 MB before conversion, while the converted result must remain within the text-file limit.

Large source material is usually clearer when reduced to the parts needed for the Template.

Select a file in the tree, then use:

  • Edit to change the source content;
  • Preview to inspect rendered Markdown;
  • Upload content to replace the selected file from a supported upload;
  • Save to preserve the current change.

When replacement content has a different file name, the workspace presents the available naming choice. Replacing existing content requires confirmation.

New drafts are private. For an already published Template, later draft changes also remain private until review and publication. The currently published version remains available while the next version is prepared.

Before review, confirm that:

  • the README explains the purpose and use;
  • every file supports the stated purpose;
  • examples are generic and understandable;
  • no secrets, credentials, private data, or confidential text are present;
  • external links use trusted HTTPS destinations;
  • redistribution rights are clear;
  • the Template stays within the file and size limits.

Review and publish a Template