This page defines every term used across Remindax and the help center. When an article uses a term, it links here instead of re-explaining it. New to Remindax? Skim this once. Stuck on a single word? Search this page.
Terms
Account — Your top-level Remindax registration, tied to your login email and your subscription. An account can contain one or more Companies.
Company (Workspace) — A standalone workspace inside your account. Each company is fully self-contained: reminders, contacts, document types, users, and templates are not shared between companies. Only the account owner (master admin) can create additional companies and add users to each. The selector in the top-right of the app (showing General by default) switches between companies. See Companies & Workspaces explained.
Reminder (Item) — The core entity in Remindax: a deadline-based record that runs a notification sequence. There are five types — Expiration, Due Date, Appointment, Event, and Document Upload. The words "item" and "reminder" are used interchangeably. See Reminder types explained.
Expiration Reminder — Tracks a date something expires (a license, insurance, certificate, or contract).
Due Date Reminder — Tracks a date something is due (a payment or filing). Structurally identical to an Expiration Reminder.
Appointment Reminder — A scheduled meeting or session at a specific date and time.
Event Reminder — A scheduled activity at a specific date and time, notifying participants beforehand.
Document Upload Reminder — A reminder that asks a recipient to upload a document. The recipient receives an email, clicks the reply link, and a Remindax window opens where they attach the file. The uploaded file appears in the item's reply section, shows in the Dashboard's reply section, and triggers an Inbox notification. See Document Upload reminders.
Reminder Sequence — The schedule defining when and how a reminder's notifications are sent. Made up of one or more steps. You can save multiple named sequences and choose one per item. A default sequence set in Settings applies automatically so you don't have to reconfigure it each time. See How notifications & sequences fit together.
Sequence Step — One scheduled notification within a sequence. Each step has a number of days, a "before" or "after" expiration/due-date direction, a send time (24-hour format, e.g. 1000 HRS = 10:00 AM), an email template, and an SMS template (and WhatsApp where enabled). A single step can fire multiple channels at once.
Default Sequence — The sequence applied to new reminders unless another is chosen. Set under Settings → Reminder Sequence. Once configured, you don't need to set the timing again for each reminder.
Contact — A person who receives reminder notifications (Email, SMS, WhatsApp). Contacts don't log in. See Contacts vs Users.
Contact Group — A named collection of contacts for easier assignment. The built-in group is the Default Group.
Default Group — The contact group new contacts join unless assigned elsewhere; also the default pool shown when picking recipients.
Owner — The person who purchased the subscription (the account owner / master admin). Distinct from a recipient. Ownership can be transferred to another user.
Recipient — A contact selected to receive a specific reminder's notifications.
CC — A secondary contact copied on a reminder's notifications (shown as CC: email under a contact).
User — A team member with login access, governed by a Role. The same person can be both a User and a Contact. See Contacts vs Users.
Role — A user's permission level. The built-in roles are Administrator (Owner), Administrator (Privileged), and Editor (Limited Access). See Users, Roles & Permissions.
2SV (Two-Step Verification) — An extra login security step, shown per user in the Users list with an enabled or disabled icon.
Department — An internal team or function (HR, Finance, Legal, and so on) used to organize reminders and report by team.
Folder — A storage location in a hierarchy. Folders can be nested (folders within folders). A reminder lives in one folder. Deleting a folder soft-deletes everything inside it. Used in Explorer and Drive.
Tag — A flexible label attached to reminders for cross-cutting categorization and filtering. A reminder can have many tags.
Document Type — The category of a document (License, Contract, Insurance, Audit, and so on). It is mandatory on every reminder, drives template selection, and underpins compliance reporting. Managed under Manage → Document Types. A document type can't be deleted while any item still uses it.
Custom Field — An extra key/value field on a reminder (for example, Bank = Mashreq, Limit = 12000).
Merge Tag (Variable) — A placeholder in a template (for example, {{contact.first_name}}) replaced with real data when the notification is sent.
Template — A reusable message format. There are three kinds: Email, SMS, and WhatsApp.
System Email Template — Built-in templates for system messages (verification, password reset), configured under Settings → System Email Templates.
Reply Status — User-defined categories a recipient can choose when replying to a reminder (for example, Renewed or In Progress). You create, edit, and delete these under Settings → Reply Status.
Explorer — The flat, filterable, file-manager-style view of all reminders and folders.
Drive — Remindax's file storage for attachments and documents, with optional Google Drive integration.
Dashboard — The overview screen showing counts, compliance, the calendar, recent activity, and replies.
Calendar — A visual timeline of reminders by date.
Tasks — Internal work items for team members, separate from reminders. Statuses are Open, To Do, In Progress, Review, Completed, and Cancelled. Tasks can be linked to items.
Inbox — The in-app feed of unread items, organized into Alerts, Expired Reminders, Replies, and Notices. The Inbox count is the number of unread items across these categories.
AI SmartDoc — Scans an uploaded document, extracts key fields (dates, numbers, type), and pre-fills a reminder.
Compliance % — A dashboard metric summarizing how much of your tracked data is in good standing. See How compliance % is calculated.
Status — A reminder's lifecycle state: Upcoming, In Process, Completed, Expired, Archived, or Inactive, plus an Active flag. See How reminder statuses work.
Auto-renew (recurring) — Automatically advances the expiry to the next cycle when it is reached.
Renew on reply — Advances the expiry date when a recipient replies confirming a renewal.
Add-on — Extra capacity (more contacts, users, or companies) you can purchase on top of your plan's base limits.
Related articles
Reminder types · Contacts vs Users · Folders, Tags, Departments & Document Types · How statuses work · Compliance % · Notifications & sequences