TidyNotes.io

Templates

  • Automotive
  • Home Insurance
  • Customer Service

Select a template from the sidebar to begin.

Upload to Library

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Upload a PDF, then confirm to have it read, summarized, and saved to your library.

Library

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Sort by:

Auto (1)

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Auto Insurance Claims

General (2)

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Company Portal

Knowledge Base

Property (1)

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Property Coverage Calculator

Statements

Provinces

Select a province from the sidebar or add a new one to begin.

Settings

  • General
  • Templates
  • Bookmarks
  • Statements
  • Import/Export
  • Appearance

General Settings

Data Storage Prefix

Choose a prefix for storing your app data. This allows you to have multiple separate sets of templates, bookmarks, and statements.

Templates

Automotive
Type of Calltext
Spoke Withtext
Coverage Declinedtext
Annual / Transaction Amounttext
Other Driverstext
Cross Selltext
Commentstextarea
Home Insurance
Type of Calltext
Spoke Withtext
Property Addresstext
Coverage Amounttext
Deductibletext
Additional Coveragetext
Commentstextarea
Customer Service
Reason for Calltext
Customer Nametext
Account Numbertext
Issue Resolvedtext
Follow-up Requiredtext
Commentstextarea

Bookmark Categories

Use the controls below to manage and reorder your bookmark categories.

Category Order

The order you set here determines how categories appear in the Bookmarks tab.

Auto
General
Property

Statements

Privacy Notice
Payment Disclosure

Import/Export Data

Back up or restore your data by data type.

Templates

Export your templates to a file or import templates from a previously exported file.

Bookmarks

Export your bookmarks to a file or import bookmarks from a previously exported file.

Statements

Export your statements to a file or import statements from a previously exported file.

Library

Export your library notes to a file or import library notes from a previous export.

Short Rate Calculator

Export your Short Rate Calculator data to a file or import data from a previously exported file.

All Data

Export all your data to a single file or import all data from a previously exported file.

Appearance Settings

Customize the look and feel of the application.

Theme Selection

Choose from predefined color themes.

Dark
Light
Blue
Forest
Sepia
Purple
Red

Custom Colors

Create your own color scheme.

Live Preview

Sample Content

This is how text will appear with your chosen colors.

Font Settings

Customize text appearance.

Font Preview

The quick brown fox jumps over the lazy dog. 1234567890

This is smaller text to show how different sizes appear.

Heading Example

UI Settings

Adjust the user interface appearance.

Compact Comfortable Spacious
Privacy Policy Terms of Service Pricing
Created by: Michael Seleem
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