Folder Structure

NoteDrop works best with a consistent folder structure.

Recommended Setup

Organize your projects with this structure:

Projects/
├── 013456 SMITH John – Estate of/
│   ├── Correspondence/     ← Notes save here
│   ├── Documents/
│   └── Assets/
├── PAT-2024-001 – DOE Jane/
│   ├── Notes/
│   └── Records/
└── ...

Folder Naming

NoteDrop parses folder names to extract project information. The expected format depends on your industry profile:

Legal

<MatterNumber> <ClientName> – <MatterType>

Example: 013456 SMITH John – Estate of

Medical

<PatientID> – <PatientName>

Example: PAT-2024-001 – DOE Jane

Real Estate

<PropertyID> – <Address> – <Transaction>

Example: 2024-0123 – 123 Main St – Purchase

Tip: Use an en dash (–) rather than a hyphen (-) for best results. Both work, but en dash is preferred.

Subfolder Detection

NoteDrop looks for specific subfolders to save notes. Configure these in Settings → Industry:

Legal: Correspondence
Medical: Notes
Real Estate: Correspondence, Notes
Accounting: Correspondence, File Notes

You can specify multiple subfolder names (comma-separated). The first matching folder is used.

Saving to Root

If you prefer notes in the project root folder (not a subfolder), change the Save Location setting to "Save to Root" in Settings → Industry.