Note Types
NoteDrop includes common note types and lets you create your own.
Built-in Types
NoteDrop includes these note types. Every type can record a duration.
| Type | Use Case |
|---|---|
| File Note | General notes, observations, internal memos |
| Telephone Attendance | Phone calls — adds phone number, "With" and Incoming / Outgoing |
| Conference Note | In-person meetings, video conferences — adds Attendees |
| Advice Note | Professional advice provided to client |
| Capacity Note | Capacity observations (common in legal/medical) |
| Settlement Note | Settlement details (property, legal) |
| Consultation Note | Clinical consultations — adds Attendees |
| Clinical Note | Clinical observations and records |
| Phone Call | Phone calls outside legal practice — adds phone number, "With" and Incoming / Outgoing |
| Meeting Note | Meetings — adds Attendees |
| Client Meeting | Meetings with a client — adds Attendees |
| Site Inspection | Site visits |
| Property Inspection | Property inspections |
| Email Summary | Summary of an email exchange |
| Review Note | Reviews of work or files |
Types for Each Industry Profile
Each industry profile shows its own set of built-in types, in this order (⌘1–⌘9 in the panel follow it):
| Profile | Types shown |
|---|---|
| Legal | File Note, Telephone Attendance, Conference Note, Advice Note, Capacity Note, Settlement Note |
| Medical | Consultation Note, Clinical Note, Phone Call, Meeting Note, File Note |
| Real Estate | File Note, Phone Call, Property Inspection, Client Meeting, Email Summary |
| Accounting | File Note, Phone Call, Client Meeting, Review Note, Email Summary |
| Generic | File Note, Phone Call, Meeting Note, Email Summary |
| Simple | File Note, Phone Call, Meeting Note |
Switching profile only changes the types if you haven't chosen them yourself. Use <profile> Defaults in Settings › Note Panel › Note Types puts them back.
Custom Note Types
Add your own note types for situations not covered by the defaults.
-
Open Settings
Click NoteDrop in the menu bar → Settings.
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Go to Note Panel
Select Note Panel in the sidebar and find the Custom Types section, below Note Types.
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Click "Add Custom Type…"
Enter your custom type name and press Return or click Add.
Templates and Snippets
Give any type a template and new notes of that type open pre-filled with it. Snippets are reusable text for the panel's Insert Snippet menu. Both can use the tokens {client}, {matter}, {matterType}, {date}, {time}, {author} and {noteType} — see Creating Notes.
Hiding Built-in Types
If you don't use certain built-in types, you can hide them from the picker:
- Go to Settings › Note Panel › Note Types
- Click the eye icon next to any built-in type to hide it
- 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:
- Go to Settings › Note Panel › Custom Types
- Click the trash icon next to the custom type