Settings

Configure NoteDrop to match your workflow.

Opening Settings

Access settings via:

  • Menu bar → NoteDrop → Settings
  • Keyboard shortcut ⌘,

Settings uses a sidebar layout with five sections.

General

Core app behavior and folder access.

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.
  • Check for updates automatically: Let Sparkle check for new versions on launch.

Defaults

  • Correspondence folder name: The subfolder name used for saving notes (e.g., "Correspondence").

Folder Access

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

Finder Extension

Shows whether the Finder extension is active. If not detected, a link to System Settings lets you enable it directly.

Finder Context Menu

  • Enable Finder context menu: Toggle the "New File" submenu in Finder's right-click menu.
  • File types: Choose which file types appear in the "New File" menu (Text, Markdown, RTF).

Documents

Configure output format and document appearance.

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 change the output format directly from the note creation panel using the format picker in the action bar.

Logo

Choose an image to display in the PDF header above your firm name. Supports PNG, JPEG, and TIFF. Recommended size: 200×60px or similar aspect ratio.

Document Details

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

Page Layout

  • Page Size: US Letter or A4.
  • Margins: Narrow, Standard, or Wide.

Date Format

  • Medium: e.g., "Jan 17, 2026"
  • Long: e.g., "January 17, 2026"
  • ISO: e.g., "2026-01-17"

Note Types

Manage the note types available in the picker.

Default Note Type

Select the note type that's pre-selected when creating a new note. Displayed as pill buttons for quick switching.

Built-in Types

Toggle visibility of built-in note types (File Note, Telephone Attendance, Conference Note, etc.). Hidden types won't appear in the note creation panel.

Custom Types

Add your own note types. Custom types can be reordered and deleted. Built-in types can only be shown or hidden.

Industry

See Industry Profiles for details.

  • Industry Profile: Select your profession to configure PDF labels and folder parsing.
  • PDF Label Preview: See how header labels will appear in your PDFs.
  • Folder Parsing Preview: See how folder names will be parsed.
  • Folder Detection: How project folders are identified (Numeric Prefix, Any Parseable, or Manual).
  • Save Location: Where notes are saved within projects, including subfolder names.

Shortcuts

Configure keyboard shortcuts for NoteDrop.

Accessibility Permission

Shows whether accessibility permission is granted. Required for the global keyboard shortcut. Includes a direct link to open System Settings if not enabled.

Global Shortcut

  • Record shortcut: Click the current shortcut to start recording a new one.
  • Reset to default: Restore ⌃⌥⌘N.

Panel Shortcuts

Quick reference for shortcuts in the note creation panel.

See Keyboard Shortcuts for the full reference.