In Explorer, open the reminder's row action menu and choose Duplicate. Confirm the dialog. Remindax creates a copy in the same folder with (Copy) appended to the title. Most fields carry over — document type, dates, recipients, sequence, auto-renew, attachments, custom fields. A few things reset or don't copy — see below. Duplicate is the standard way to create a renewal: mark the original Completed, duplicate it, update the new item's expiry date.

Steps — duplicate a single reminder

  1. In Explorer, find the reminder.
  2. Open the row action menu.
  3. Choose Duplicate.
  4. The confirmation dialog appears:

> Duplicate this item and place it in the same folder > [Yes, Duplicate]

  1. Click Yes, Duplicate to confirm.

The duplicate is created in the same folder, with the title copied and (Copy) appended.

What gets copied

The duplicate copies most of the item's details:

  • Title — with (Copy) appended (e.g., "Office Insurance" becomes "Office Insurance (Copy)")
  • Document type
  • Folder
  • Company / department assignment
  • Date fields — expiration date, due date, appointment date, event date
  • Notes
  • Reminder type (expiration / due date / etc.)
  • Reminder sequence
  • Reminder recipients
  • Auto-renew settings
  • Attachments — these link to the same Drive files (not new file copies)
  • Custom fields — for expiration and due-date reminder types

What does NOT get copied

  • Tags — the duplicate starts with no tags. Add them manually if needed.
  • Manual status (Completed, Pending Action) — the duplicate starts with the normal/system-calculated status, not the original's manual status.

What "linked attachments" means

When the original reminder had files attached, the duplicate links to the same Drive files rather than creating brand-new copies in Drive.

In practical terms:

  • The duplicate shows the same attachments as the original.
  • Removing an attachment from the duplicate just removes the link from that duplicate — it doesn't affect the original or delete the Drive file.
  • If you upload a new file to the duplicate, you're adding a fresh attachment to the duplicate only.

This is efficient (no file duplication), but means uploading a renewed document file to the duplicate is an explicit step in the renewal workflow.

The renewal workflow

The most common use of Duplicate is creating a renewal:

  1. Mark the original Completed (in the Status column menu). The original's notifications stop and it shows as completed.
  2. Duplicate the original (row action menu → Duplicate). The new item carries over recipients, sequence, document type, custom fields, attachments.
  3. Edit the new item (Edit icon in Item Details):
    • Update the expiration date to the new renewal date.
    • Update the title — remove (Copy), optionally add a year suffix.
    • Replace the attachment with the new renewed document file (since the old one still links to the prior period's file).
    • Add or update tags if your workflow uses them.
  4. Save.

The renewal is now tracked with a fresh lifecycle, while the original stays in your record as Completed.

See Mark a reminder Complete and Edit a reminder.

What happens next

  • The duplicate appears in Explorer in the same folder, with (Copy) in its title.
  • Its status starts as the normal system-calculated status (typically Upcoming, since the date hasn't passed).
  • Notifications follow the duplicated sequence, recipients, and channels.
  • Your tracked-item count goes up by one.

Edge cases & gotchas

  • Tags don't copy. If you rely on tags, re-apply them on the duplicate.
  • Manual status resets. If the original was Pending Action, the duplicate isn't — it starts on the normal lifecycle.
  • Attachments link, not copy. Renewal usually needs a fresh attachment upload, not the same linked file.
  • Title gets (Copy) appended. Rename the duplicate before publishing to avoid clutter (e.g., remove (Copy), add — 2027).
  • Duplicating a reminder also duplicates its position in your plan limit. If you're near the limit, archive or delete unneeded items first.
  • Notifications fire on the duplicate's schedule, not the original's. The duplicate has its own sequence application.

Related questions

  • How do I duplicate a reminder? Explorer row menu → Duplicate → confirm Yes, Duplicate.
  • What's the difference between duplicate and renew? There's no separate "Renew" action. Duplicate is how you create a renewal — duplicate the item, update the date, replace the attachment.
  • Are tags copied when I duplicate? No — re-apply them on the duplicate.
  • Are attachments copied? They link to the same Drive files. For a renewal, replace with the new period's file.
  • Does the duplicate inherit the original's Completed status? No — manual statuses reset on duplicate. The duplicate starts on the normal lifecycle.
  • Why do I see (Copy) in the title? Remindax appends this on duplicate. Rename before publishing.

Related articles

Create a reminder · Edit a reminder · Mark a reminder Complete (and Pending Action)