How to Edit a Reminder

Open the reminder from Explorer to reach its detail page, then click the Edit icon in the Item Details section. From there you can change the title, expiration date, document type, custom fields, recipients, sequence, notes, attachments — almost everything. Save your changes. To edit you need either Admin access or the Explorer Update permission.

Before you start

You need Administrator access or the Explorer Update permission (granted on a user's Permissions screen).
You do NOT need to be the reminder's original creator. Editing is controlled by your permissions and the company/department access you have.
Inactive items don't show the normal edit control. Activate the item first, then edit.

Steps

Find the reminder in Explorer.
Open the reminder by clicking into it — the row menu doesn't have an Edit option for reminder items, so you'll go to the detail page.
On the reminder detail page, locate the Item Details section.
Click the Edit icon in that section.
Adjust the fields you need to change:
- Title — the document name shown in lists.
- Expiration / Due / Appointment / Event date — see the warning below about status reset.
- Document Type — see the warning below about custom fields.
- Custom fields — values specific to the document type.
- Notes — free-text additional context.
- Recipients — who receives the notifications (and on which channels).
- Reminder Sequence — when notifications fire.
- Auto-renew settings — recurrence/extension behaviour.
- Attachments — files attached to the reminder.
Save.

What's special about changing the document type

When you change the Document Type on an existing reminder, Remindax updates the item's custom fields to match the new document type. Different document types can have different custom field schemas; changing the type reshapes the custom field structure on the item.

This means custom field values may be lost if the new document type doesn't have the same fields. Note any important custom field data before changing document type.

What's special about changing dates

If you change the expiration date, due date, appointment date, or event date, Remindax may reset the reminder's status back to the system-calculated status. So if you'd manually set the item to Completed or Pending Action, changing the date undoes that — the item returns to the normal lifecycle (Upcoming / In Process / Expired, based on the new date).

This is intentional: a date change typically means the item has a new lifecycle to follow. If you wanted to keep the manual status, you'll need to re-apply it after saving the date change.

What's special about Inactive items

If the reminder is currently Inactive, you won't see the normal edit control on the detail page. Activate the item first (via the row action menu or bulk Activate/Deactivate), then edit.

What you can't edit

Workspace-level fields (date format, timezone) — edit these in Settings → General, not on individual reminders.
The item's history — past activity is read-only.

What happens next

The reminder updates immediately on save.
The status may shift if you changed a date (see above).
Future notifications follow the new configuration — Remindax recomputes step send times against the new date.
A step whose computed send time falls in the past shows the "may not be sent because the date is in the past" warning on that reminder. See Why a step won't send.

Edge cases & gotchas

Inactive items hide the edit control. Activate first if you need to edit.
Changing document type can lose custom field values if the new type has a different field schema. Note them down first.
Changing dates resets manual statuses like Completed or Pending Action.
Future notifications are recomputed, but already-sent ones aren't retracted.
The Edit icon is in the Item Details section of the detail page, not in the Explorer row menu.