Settings

Configure NoteDrop to match your workflow.

Opening Settings

Access settings via:

  • Menu bar → NoteDrop → Settings
  • Keyboard shortcut ,

General Tab

Defaults

  • Default Note Type: The note type selected by default when creating new notes.
  • Correspondence Folder: Legacy setting for subfolder name (now in Industry tab).

Folder Access

Grant NoteDrop access to your projects folder so it can save notes without prompting each time.

Behavior

  • Launch at login: Start NoteDrop automatically when you log in.
  • Parse folder names: Extract project details from folder names.
  • Show in Dock: Display NoteDrop icon in the Dock.

Document Tab

PDF Header

  • Firm Name: Your organization name (optional, appears in PDF header).
  • Author Name: Your name (appears as author in PDFs).

Output Format

Choose how notes are saved:

  • PDF: Professional PDF document with firm branding and formatted content.
  • Markdown: Plain text file with YAML frontmatter containing all metadata.
  • Both: Save PDF and Markdown simultaneously with the same filename.

You can also toggle the output format directly from the note creation panel by clicking the format badge.

Note Types

Manage which note types appear in the picker. Hide built-in types you don't use, or add custom types.

Industry Tab

See Industry Profiles for details.

  • Industry Profile: Select your profession to configure labels and parsing.
  • Folder Detection: How project folders are identified.
  • Save Location: Where notes are saved within projects.

Shortcuts Tab

Customize the global keyboard shortcut. See Keyboard Shortcuts for details.