Saved tag files have evolved significantly, offering a more efficient and flexible way to organise records and manage day-to-day workflows. If you’ve used traditional tag files in the past, you’ll find that saved tag files now deliver everything you need - plus much more - through a simpler, more powerful experience.
A Simpler Way to Build Your Lists
Previously, creating a tag file involved multiple steps: searching for records, tagging them, and then transferring them into a saved tag file.
Today, that process has been streamlined. You can now add records directly to a saved tag file from:
Individual records (such as applicants, contacts, jobs, or placements).
Search results.
Selected table views.
This means less time managing admin tasks and more time focusing on what matters - taking action on your data.
Search and Refine Within Your Saved Tag Files
Saved tag files are no longer just static lists - they’re dynamic working sets.
You can now:
Search within a saved tag file.
Apply filters (for example, narrowing results by role type or other criteria).
Create refined subsets of data.
Move selected records into new or existing saved tag files.
This makes it easy to break down large lists into targeted groups and organise your workflow more effectively.
Take Action with Powerful Bulk Tools
One of the biggest advantages of saved tag files is the wide range of actions you can perform in bulk (depending on your permissions and configuration). Instead of working record by record, you can manage multiple items in just a few clicks.
Available actions include:
Adding records to review lists.
Sending video interview requests.
Sending emails or SMS messages.
Exporting data (subject to permissions).
Running AI-powered processes.
Triggering widget-based batch workflows.
Use them for Mailshots.
These capabilities help you move quickly and consistently, especially when managing high volumes of candidates or contacts.
⚠️ Important: Export options are only available where your permissions allow. Widget-driven batch actions are only available if your organisation has purchased and enabled the relevant widget package.
Streamline Your CV Workflows
Saved tag files also support flexible, bulk CV sending - making them especially useful for speculative outreach and job matching.
You can send CVs to:
Jobs.
Client contacts.
Other saved tag files.
This functionality was introduced in response to customer demand for faster, scalable CV distribution and is ideal for recruitment teams managing multiple opportunities at once.
Extend Your Workflow with Widgets and Scheduling Tools
Saved tag files integrate with other parts of the system to support end-to-end workflows.
For example:
Batch widgets allow actions like bulk reassignment (where applicable).
Scheduling and Placement Manager can use saved tag files to organise and manage activity.
These integrations make saved tag files a central hub for coordinating larger processes.
Do You Still Need Traditional Tag Files?
In most cases, no.
Saved tag files now match - and in many areas exceed - the functionality previously offered by traditional tagging. They provide:
Easier record management.
More advanced filtering and searching.
A broader range of actions.
Stronger integration with other tools.
There are no significant remaining advantages to using traditional tag files for everyday tasks, making saved tag files the recommended approach going forward.
Key Benefits at a Glance
✅ Add records directly - no tagging step required.
✅ Search, filter, and organise within your lists.
✅ Perform bulk actions quickly and efficiently.
✅ Support large-scale communication and CV workflows.
✅ Integrate with widgets and scheduling tools.
✅ Replace traditional tag files with a more powerful solution.
In Summary
Saved tag files have evolved from a simple storage feature into a complete workflow tool. Whether you're organising data, communicating with contacts, or managing bulk processes, they provide a faster, more flexible way to get the job done.
If you’re still using traditional tag files, now is the perfect time to switch - saved tag files offer everything you need in one place.
💡 Best Practices
Use clear saved tag file names so users can understand the purpose of each list.
Search within saved tag files before completing bulk actions to make sure the correct records are selected.
Check permissions before exporting records or running bulk communication workflows.
Use saved tag files for repeatable workflows such as reviews, CV sending, scheduling, and batch updates.
🤔 FAQs
Q1: Do I need to tag records before adding them to a saved tag file?
Answer: No. You can add records directly to a saved tag file from the record, from search results, and from some table views.
Q2: Can I search inside a saved tag file?
Answer: Yes. You can search or filter records within a saved tag file, then take action on the filtered results.
Q3: Can I add records from one saved tag file to another saved tag file?
Answer: Yes. Search or filter the saved tag file, select the records you need, and add them to another saved tag file.
Q4: Why can’t I see the export option?
Answer: Export options only appear if your permissions allow you to export records.
Q5: Why can’t I see widget actions from a saved tag file?
Answer: Widget actions only appear if the relevant widget package has been purchased and enabled for your organisation.