Note Types

NoteDrop includes common note types and lets you create your own.

Built-in Types

NoteDrop includes these note types by default:

Type Use Case
File Note General notes, observations, internal memos
Telephone Attendance Phone calls with clients or other parties
Conference Note In-person meetings, video conferences
Advice Note Professional advice provided to client
Capacity Note Capacity observations (common in legal/medical)
Settlement Note Settlement details (property, legal)

Custom Note Types

Add your own note types for situations not covered by the defaults.

  1. Open Settings

    Click NoteDrop in the menu bar → Settings.

  2. Go to Document tab

    Select the Document tab.

  3. Find Note Types section

    Scroll to the "Note Types" section.

  4. Click "Add Custom Type"

    Enter your custom type name and press Enter or click the checkmark.

Examples: Patient Record, Site Visit, Inspection Note, Client Meeting, Review Note

Hiding Built-in Types

If you don't use certain built-in types, you can hide them from the picker:

  1. Go to Settings → Document → Note Types
  2. Click the eye icon next to any built-in type to hide it
  3. Hidden types won't appear in the note type dropdown

Click the eye icon again to show a hidden type.

Deleting Custom Types

To remove a custom type you no longer need:

  1. Go to Settings → Document → Note Types
  2. Click the trash icon next to the custom type
Note: You cannot delete built-in types, only hide them. Custom types can be deleted permanently.