> For the complete documentation index, see [llms.txt](https://docs.nested-knowledge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nested-knowledge.com/review-workflow/tagging/configure-tagging/import-tag-hierarchy-templates.md). # Import Tag Hierarchy Templates Learn how to import a tag hierarchy template. **Import Tag Hierarchy Templates** brings a vetted structure into your nest instead of building a hierarchy from a blank slate. Nested Knowledge offers organizational templates your own institution has configured, and public templates Nested Knowledge maintains for common frameworks. ### Organizational Templates Before you import, confirm your organization has a template available: select the user icon, then **Organizations**, choose your institution, and check its **Tagging** section for existing templates. Your nest also needs to be owned by that organization to import its templates. If it isn't, assign the organization as owner from **Nest Settings** and return to **Configure Tagging** . ### Steps {% stepper %} {% step %} #### Open Configure Tagging Ensure **Edit** mode is on. {% endstep %} {% step %} #### From Template Select **Configure,** **Initialize From Template.**

The Configure Tagging menu with the Initialize From Template option selected. — Select Initialize From Template from the Configure Tagging menu.

{% endstep %} {% step %} #### Choose Your Organization Template

The template selection dialog showing organization templates available to import. — Choose an organization template to import into your nest.

{% endstep %} {% step %} #### Import Import the whole hierarchy, or select specific root tags to bring in only what you need. {% endstep %} {% endstepper %} See [Organizational Templates](/account-management/organization-management/organization-settings/organizational-templates.md) for how your organization builds and manages a template for its members to reuse. ### Public Templates Public templates need no organizational affiliation and are available in every nest. Follow the same instructions as above and select **Public Templates** instead of your organization. Choose a template from foundational frameworks or critical appraisal tools. Each public template lists its source, so you can cite it directly if your protocol calls for one. You can apply more than one template to the same nest. | Project type | Recommended template | Why it fits | | ----------------------------------------------------------------------- | --------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Standard systematic review or evidence synthesis | **General PICO (AI-optimized)** | Captures Population, Intervention/Comparator, and Outcome plus basic study type — the default starting point for most reviews, and by far the most-used template. | | Reproducing a trial protocol or registry record | **Review of Inclusion Criteria and Endpoints** | Structured around eligibility criteria and primary/secondary endpoints, matching how ClinicalTrials.gov records and published methods sections are organized. | | EU medical device regulatory submission | **EUMDR** | Built from EU MDR guidelines. Use as a starting point — device class and project scope can change what's actually required. | | NICE or other HTA submission | **NICE** | Structured on NICE guidelines for HEOR evidence synthesis. An approximation of required information, not a fixed checklist — expect to adjust it to your submission. | | AMCP formulary dossier | **AMCP Template - Clinical Effectiveness & Safety** | Covers the full study-to-outcomes structure a formulary dossier needs in one hierarchy: study design and population details, treatment and dosing specifics, efficacy and safety outcomes with categorized adverse events, and supporting analyses (subgroups, effect size, statistical significance, limitations). | | Real-world treatment pattern study | **Treatment Patterns** | Covers initiation, line of therapy, sequencing, switching, discontinuation, persistence, adherence, and duration. | | Economic burden of illness study | **Economic Burden** | Covers direct medical and nonmedical costs, indirect costs, healthcare resource use, productivity loss, absenteeism, presenteeism, and caregiver burden. | | Patient-reported outcomes or health state utility study | **HRQoL & Utilities** | Covers PROs, domain and summary scores, health state utilities, disutilities, and QALY inputs. | | Cost-effectiveness or economic model review | **Economic Evaluations** | Covers perspective, time horizon, model structure, cost inputs, health outcomes, incremental costs and effects, ICERs, uncertainty analyses, and conclusions. | | Broad burden-of-disease review spanning multiple domains | **Disease Burden** | Spans clinical, epidemiologic, humanistic, economic, societal, and treatment-related burden in one template — choose this when a review needs several of these dimensions together, not just incidence and prevalence. | | Incidence, prevalence, or risk-factor study | **Epidemiology** | Narrower than Disease Burden: focused on incidence, prevalence, mortality, risk factors, prognostic factors, and subgroup-specific estimates. | | Diagnostic test accuracy review | **Diagnostic Accuracy** | Covers index test, reference standard, target condition, diagnostic threshold, sensitivity, specificity, predictive values, likelihood ratios, and AUC. | | Comparative efficacy or safety review, including NMA feeder extractions | **Comparative Efficacy and Safety** | Extraction tables support either one index table across multiple outcomes or separate tables per outcome. Efficacy outcomes still need configuring to your specific research question and therapeutic area. | | Developing a conceptual model for a PRO or COA instrument | **Conceptual Model (starter)** | Includes an iterative step for identifying relevant concepts, alongside study details and evidence on signs, symptoms, and disease impacts. | | Adverse event or safety surveillance review | **Adverse Events by System Organ Class** | Organizes captured adverse events by system organ class. | #### Critical Appraisal Templates **On Critical Appraisal templates:** the Z-Critical Appraisal templates aren't in this table. **Critical Appraisal** already offers dedicated systems for most of them (GRADE, Cochrane RoB 2, ROBINS-I, QUADAS-2, and others), so that's the first place to look. Import one of these public templates as a tag hierarchy only as an alternative, when your checklist isn't yet offered directly in Critical Appraisal. ### FAQs

My Organization template list is empty. How do I create and use a template?

If you have already created organization templates, it may be a case of access. First, check your organization owns your nest in [Nest Settings.](/your-nests/nest-settings.md) If you haven't yet created organization templates, admins can do so in Organization Settings. See [Organizational Templates](/account-management/organization-management/organization-settings/organizational-templates.md) for instructions. Templates will be available to all users in the organization.

Can I import more than one template into the same nest?

Yes — there's no limit to how many templates you apply, whether organizational, public, or both.

What happens if I import a template that includes a tag with the same name as one I already have?

Nothing merges automatically — the imported tag is added as a duplicate alongside your existing one. Use the hierarchy's **Merge** tool afterward if you want to combine them.

Can I suggest a new public template?

Of course, we welcome it. Contact us at [support.](mailto:support@nested-knowledge.com)

Do I need my organization to own my nest to use public templates?

No — public templates are available in any nest; the ownership requirement applies only to organizational templates.

### Next Steps


Configure Tagging	Set up and refine your tag hierarchy.	Configure Tagging
Match Tags to your Exports	Plan a tag hierarchy that matches your export columns.	Match Tags to your Exports
AI Tools in Tagging	Choose AI tools to build tag hierarchies and extract data.	AI Tools in Tagging
Apply Tags	Capture data from your included studies.	Apply Tags

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