Industry Profiles

A profile sets the labels in your notes, how folder names are read, where notes are saved and which note types are shown.

Overview

When you first launch NoteDrop, you'll be asked to select your industry. This configures:

PDF labels — The field names in your PDF header (e.g., "Matter No." vs "Patient ID")
Folder parsing — How NoteDrop extracts information from folder names
Subfolder names — Where notes are saved within project folders
Note types — Which built-in types the panel shows (see Note Types)

You can change your industry profile anytime in Settings › Filing › Industry Profile.

Available Profiles

Legal (Default)

Reference Label	Matter No.
Name Label	Client
Category Label	Matter Type
Folder Pattern	`013456 – SMITH John – Estate of`
Subfolder	Correspondence

Medical

Reference Label	Patient ID
Name Label	Patient
Category Label	Diagnosis
Folder Pattern	`PAT-2024-001 – DOE Jane`
Subfolder	Records, Notes, Correspondence

Real Estate

Reference Label	Property ID
Name Label	Property
Category Label	Transaction
Folder Pattern	`2024-0123 – 123 Main St – Purchase`
Subfolder	Documents, Correspondence, Notes

Accounting

Reference Label	Client No.
Name Label	Client
Category Label	Engagement Type
Folder Pattern	`C-2024-456 – Acme Corp – Tax Return`
Subfolder	Working Papers, Correspondence, Notes

Generic

Reference Label	Reference
Name Label	Name
Category Label	Type
Folder Pattern	`REF-001 – Project Alpha – Planning`
Subfolder	Notes, Documents, Correspondence

Simple

Notes without folder metadata. Works with any folder.

PDF Fields	Date, Author, Note Type, Content only
Folder Parsing	None — works with any folder
Metadata	No reference number, name, or type extraction

Folder Detection Methods

NoteDrop can identify project folders in three ways, chosen under Recognise a matter folder by in Settings › Filing › Matter Folders (the section is named after your profile, e.g. Patient Folders). An example under the picker shows what the current choice matches, and Test a Folder… shows what NoteDrop reads from one of your folders.

Name starts with a number (Default)

Folders whose names start with a number, such as 013456, are recognized as project folders. This is the traditional legal matter numbering approach. Starting a note inside such a folder, or in one of its subfolders, finds it.

✓ 013456 – SMITH John – Estate of
✗ SMITH John – Estate of

Name matches my profile's pattern

Any folder named in your profile's pattern is recognized, whatever the reference looks like. Works with alphanumeric IDs like patient numbers or property codes.

✓ PAT-2024-001 – DOE Jane
✓ 2024-0123 – 123 Main St

Use the folder I start from

Notes are filed in the folder you start from; parent folders aren't searched.

Separately, Read details from folder names (in the same section) controls whether the reference number and name are filled in from the folder's name. When it's off, notes are named after the folder.

Save Location

Configure where notes are saved within project folders in Settings › Filing › Save Location, under Where notes go:

Save into a subfolder (e.g. Correspondence)

NoteDrop looks for specific subfolders within your project folder. List them in Subfolders to look for, separated by commas; the first one that exists is used, and if none does, the note goes in the project folder. If you clear the list, a single Subfolder when the list is empty field appears (Correspondence by default) and is used instead.

Correspondence, Notes, File Notes

Save directly in the matter folder

Save notes directly in the project folder without searching for subfolders (the label follows your profile, e.g. "Save directly in the patient folder").

Changing Your Profile

Open Settings

Click the NoteDrop menu bar icon → Settings, or press ⌘,
Go to Filing

Select Filing in the sidebar of the Settings window.
Select your profile

Choose from Industry profile in the Industry Profile section. NoteDrop asks first, because switching replaces your folder detection, save location and subfolder settings with the new profile's defaults.
Customize detection (optional)

Adjust the Matter Folders and Save Location sections as needed.

Preview: Settings › Filing › Industry Profile shows an example folder name in your profile's pattern, and Settings › Document › Header Preview shows how your PDF labels will appear.