<p>Simplify patient recovery tracking with this ready-to-use memory form template.</p> 
 
<h3><strong>Who is this template for?</strong></h3> 
 
<p>Designed for healthcare providers, clinics, and wellness centers that want to simplify patient follow-ups. It works best for doctors, nurses, and coordinators who need consistent updates without asking patients to repeat their details. By using reusable profiles, you can focus more on care and less on admin tasks.</p> 
 
<p><strong>What&rsquo;s included?</strong></p> 
 
<p>This package combines smart memory forms with ready-to-use patient workflows. Patients fill their profile once, and every follow-up submission auto-fills their details to save time. Linked tables and customizable templates keep all records secure and organized.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Patient Profile form</strong>&nbsp;where demographics, medical history, and contact info are entered once and reused across all forms (<a href="https://help.formaloo.com/en/articles/12058826-what-are-memory-forms" rel="noopener" target="_new">learn more about Memory Forms</a>)</li> 
 <li>A&nbsp; <strong>Follow-up &amp; Recovery Check form</strong>&nbsp;that auto-fills patient details and collects dynamic updates like pain levels, healing status, and mobility progress (<a href="https://help.formaloo.com/en/articles/12042676-how-to-create-a-memory-form-that-auto-fills-user-details" rel="noopener" target="_new">see how to auto-fill with Memory Forms</a>)</li> 
 <li>An&nbsp; <strong>All Patients Info</strong>&nbsp;table (User Directory) storing all patient profiles in one secure place (<a href="https://help.formaloo.com/en/articles/11098876-how-to-add-and-edit-fields-in-the-user-directory-form-of-your-portal" rel="noopener" target="_new">how to add and edit fields in your User Directory</a>)</li> 
 <li>A&nbsp; <strong>My Submissions</strong>&nbsp;table so each patient can view or update their own records securely (<a href="https://help.formaloo.com/en/articles/11008748-how-to-let-users-view-and-edit-their-own-data-in-your-portal" rel="noopener" target="_new">learn how to let users view and edit their own data</a>)</li> 
 <li>Instructions for customizing email and PDF templates to send automated follow-up reminders and branded recovery summaries</li> 
</ul> 
 
<h3><strong>Key benefits:</strong></h3> 
 
<p>This setup helps you deliver faster, more reliable care with less manual work. Patient data stays consistent across forms, while your team gets actionable insights at every stage. Recovery trends become easy to track with clear reports and statuses.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; patient profiles are filled once and reused everywhere</li> 
 <li>Track recovery trends with built-in charts and admin-only status fields</li> 
 <li>Automate follow-up notifications and care team alerts</li> 
 <li>Keep all patient records centralized, organized, and linked to their profile</li> 
</ul> 
 
<h3><strong>Customization options:</strong></h3> 
 
<p>You&rsquo;re free to tailor the template to fit the exact needs of your clinic. From adjusting form questions to branding emails and PDFs, everything can be aligned with your process. Logic settings can also be tweaked to trigger reminders or actions automatically.</p> 
 
<ul> 
 <li>Fully customize the patient profile and recovery check questions to fit your practice</li> 
 <li>Edit admin-only fields to match your clinic&rsquo;s workflow (e.g., &ldquo;Follow-up Status&rdquo;)</li> 
 <li>Adjust logic to trigger reminders when conditions are met (e.g., high pain score, follow-up needed = Yes)</li> 
 <li>Brand the design, emails, and PDFs with your clinic&rsquo;s identity</li> 
</ul> 
 
<h3><strong>Why use this template?</strong></h3> 
 
<p>This template makes patient recovery follow-ups simple, consistent, and reliable. Patients provide their information once, and every check-in is focused on their healing progress. Clinics save time, reduce errors, and build stronger patient relationships with clear communication and automated workflows.</p>

Post-treatment follow-up & recovery check with memory form

<h3>Streamline student enrolment with memory forms that auto-fill profiles every semester.</h3> 
 
<p><strong>Who is this template for?&nbsp;</strong></p> 
 
<p>Simplify student enrolment and keep your academic records consistent with this powerful memory form. Instead of asking students to re-enter their details every semester, each student creates a&nbsp;<strong>Profile once</strong>&nbsp;(with information like name, student ID, contact details, and address). Every future enrolment form then auto-fills these details automatically, saving time and reducing errors.</p> 
 
<h3><strong>Why use this template?</strong></h3> 
 
<p>Tired of chasing incomplete forms or duplicate student records? This template makes course registration smooth and reliable for both students and academic staff.</p> 
 
<ul> 
 <li><strong>Students only fill their personal details once</strong>&nbsp;&mdash; no more repeating ID and contact info.</li> 
 <li><strong>Registrars see all enrolments linked</strong>&nbsp;to each student profile in one place.</li> 
 <li><strong>Built-in admin fields</strong>&nbsp;help staff track application status with ease.</li> 
 <li><strong>Clean, ready-made PDF overviews</strong>&nbsp;make course assignments effortless to review and archive.</li> 
</ul> 
 
<h3><strong>What&rsquo;s included?</strong></h3> 
 
<ul> 
 <li><strong>Student Profile Form (Memory Form):</strong>&nbsp;Stores reusable student info across all forms.</li> 
 <li><strong>Course Enrolment Form:</strong>&nbsp;Captures semester, course selections, schedule, and advisor details.</li> 
 <li><strong>Data Blocks:</strong>&nbsp;Centralized dashboards for application status and enrolment tracking.</li> 
 <li><strong>Email Templates:</strong>&nbsp;Auto-notify students of successful enrolments and alert advisors/teachers.</li> 
 <li><strong>PDF Template:</strong>&nbsp;Professional student overviews generated from each enrolment.</li> 
</ul> 
 
<h3><strong>Who is this for?</strong></h3> 
 
<p>This template is perfect for:</p> 
 
<ul> 
 <li><strong>Universities and Colleges</strong>&nbsp;that need reliable enrolment data.</li> 
 <li><strong>Registrars and Academic Staff</strong>&nbsp;who want to reduce manual errors.</li> 
 <li><strong>Schools and Training Centers</strong>&nbsp;aiming to streamline the registration process.</li> 
</ul> 
 
<h3><strong>Learn more</strong></h3> 
 
<p>Need to send automatic emails? 👉&nbsp;<a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates" rel="noopener" target="_new">How to send custom email templates</a><br> 
Need smooth profile-based workflows? 👉&nbsp;<a href="https://help.formaloo.com/en/articles/12058826-what-are-memory-forms#h_6109a0fcec" rel="noopener" target="_new">What are Memory Forms?</a><br> 
Want to turn enrolments into ready reports? 👉&nbsp;<a href="https://help.formaloo.com/en/articles/12035445-how-to-create-pdf-templates-to-turn-responses-into-documents" rel="noopener" target="_new">How to create PDF templates to turn responses into documents</a></p> 
 
<p>🎨 Discover our&nbsp;<a href="https://dashboard.formaloo.com/templates/employee-satisfaction-performance-review-with-memory-form" rel="noopener" target="_new">Employee Satisfaction &amp; Performance Review &ndash; Memory Form</a>&nbsp;and see how effortless it is to track feedback and performance. Open the template, explore the workflow, and customize it in minutes to fit your team.</p>

Course enrolment with memory form

<p>Track employee satisfaction and performance with auto-filled profiles and ready-made reports.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Keep your employees engaged and your HR records consistent with this powerful memory form. Instead of asking staff to re-enter their details every time, employees create a&nbsp;<strong>Profile once</strong>&nbsp;(with information like name, email, department, and manager). Every future review or survey form then&nbsp;<strong>auto-fills these details automatically</strong>, saving time and reducing errors.</p> 
 
<h3>Why use this template?</h3> 
 
<p>Are you tired of messy spreadsheets or inconsistent employee feedback? This template makes it easy to run regular reviews, track employee wellbeing, and spot trends across your organization.</p> 
 
<ul> 
 <li>Employees only fill their personal details once &mdash; no more duplicate data.</li> 
 <li>HR and managers see all reviews in one place, with clear tables and kanbans.</li> 
 <li>Automatic alerts and summaries help you act fast when satisfaction is low.</li> 
 <li>Clean, ready-made PDF reports make sharing insights effortless.</li> 
</ul> 
 
<h3>What&rsquo;s included?</h3> 
 
<ul> 
 <li><strong>Employee Profile Form (Memory Form):</strong>&nbsp;One profile, reusable across all HR processes.</li> 
 <li><strong>Satisfaction &amp; Review Form:</strong>&nbsp;Tracks role satisfaction, challenges, skill growth, and feedback.</li> 
 <li><strong>Data Blocks:</strong>&nbsp;Easy dashboards for Review Status, Follow-up Status, High Satisfaction (&ge;4), and Low Satisfaction (&le;3).</li> 
 <li><strong>Email Templates:</strong>&nbsp;Auto-notify employees, HR, and managers based on results.</li> 
 <li><strong>PDF Template:</strong>&nbsp;Professional summaries of each review, ready to share or archive.</li> 
</ul> 
 
<h3>Who is this for?</h3> 
 
<p>This template is perfect for:</p> 
 
<ul> 
 <li><strong>HR Teams</strong>&nbsp;who need consistent records and easy-to-analyze data.</li> 
 <li><strong>Managers</strong>&nbsp;who want clear insights into their team&rsquo;s satisfaction.</li> 
 <li><strong>Organizations</strong>&nbsp;aiming to build a culture of feedback and continuous improvement.</li> 
</ul> 
 
<h3>Learn more</h3> 
 
<ul> 
 <li>Want to build your own surveys? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8821965-how-to-create-an-employee-engagement-survey" rel="noopener" target="_new">How to create an employee engagement survey</a></li> 
 <li>Need structured performance reviews? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8855862-how-to-create-an-employee-performance-evaluation-survey" rel="noopener" target="_new">How to create an employee performance evaluation survey</a></li> 
 <li>Want to turn submissions into reports? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/12035445-how-to-create-pdf-templates-to-turn-responses-into-documents" rel="noopener" target="_new">How to create PDF templates to turn responses into documents</a></li> 
</ul> 
 
<p>&nbsp;</p>

Employee satisfaction & performance review with memory form

<p>Capture client requests once and auto-fill every new project with accurate, ready-to-use details.</p> 
 
<h3>Who is this template for?&nbsp;</h3> 
 
<p>Streamline how you capture client requests and keep project records consistent with this agency-ready memory form. Instead of retyping client information for every new request, clients create a Profile once (with details like name, company, email, industry, and billing address). Every future project request form then auto-fills these details automatically, saving time and ensuring accuracy.</p> 
 
<h3>Why use this template?</h3> 
 
<p>Do you struggle with incomplete briefs or repetitive back-and-forth emails? This template helps agencies collect structured requests, qualify leads, and keep all client data in one place.</p> 
 
<ul> 
 <li>Clients fill out their profile once &mdash; no more duplicate or missing details.</li> 
 <li>Agencies see all project requests in one place, linked back to each client profile.</li> 
 <li>Status fields (Project Status, Review Status, Follow-up Status) keep your pipeline organized.</li> 
 <li>Smart dashboards and kanbans let your team track work from request to completion.</li> 
 <li>Clean, ready-made PDF summaries make client handoffs and proposals effortless.</li> 
</ul> 
 
<h3>What&rsquo;s included?</h3> 
 
<ul> 
 <li><strong>Client Profile Form (Memory Form):</strong>&nbsp;Stores reusable client info across all projects.</li> 
 <li><strong>Project Request Form:</strong>&nbsp;Structured scoping with goals, audience, channels, budget, and success metrics.</li> 
 <li><strong>Data Blocks:</strong>&nbsp;Centralized dashboards for Project Status, Review Status, and Follow-up Status.</li> 
 <li><strong>Email Templates:</strong>&nbsp;Auto-confirm submissions, update clients on status, and notify managers for review.</li> 
 <li><strong>PDF Template:</strong>&nbsp;Professional summaries of each request, ready to share internally or with clients.</li> 
</ul> 
 
<h3>Who is this for?</h3> 
 
<p>This template is perfect for:</p> 
 
<ul> 
 <li><strong>Marketing Agencies</strong>&nbsp;who need to capture campaign briefs and client goals quickly.</li> 
 <li><strong>Startup Support Teams</strong>&nbsp;who want structured project intake without missing critical details.</li> 
 <li><strong>HR &amp; Employer Branding Agencies</strong>&nbsp;who run internal comms projects, recruitment campaigns, or engagement programs.</li> 
</ul> 
 
<h3>Learn more</h3> 
 
<ul> 
 <li>Want to build your own surveys? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8821965-how-to-create-an-employee-engagement-survey" rel="noopener" target="_new">How to create an employee engagement survey</a></li> 
 <li>Need structured performance reviews? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8855862-how-to-create-an-employee-performance-evaluation-survey" rel="noopener" target="_new">How to create an employee performance evaluation survey</a></li> 
 <li>Want to turn submissions into reports? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/12035445-how-to-create-pdf-templates-to-turn-responses-into-documents" rel="noopener" target="_new">How to create PDF templates to turn responses into documents</a></li> 
</ul>

Project request form with memory form

<p>Generate contracts in minutes with auto-filled client profiles and ready-to-sign PDFs.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>This template is for agencies, consultancies, law firms, and service providers that need to&nbsp;<strong>generate contracts quickly and consistently</strong>. It&rsquo;s designed for project managers, client success teams, and operations leads who prepare multiple agreements and want to avoid manual data entry. By storing client profiles once, you can create contracts in minutes with details auto-filled, ready for review and signature.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines&nbsp;<strong>Memory Forms</strong>&nbsp;with a contract workflow tailored for client-facing projects. Client information is stored once in their profile and reused in every contract. Project-specific fields let you finalize the scope, payment, and terms without repeating admin work.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Client Profile form</strong>&nbsp;where client details such as&nbsp;<strong>Full name, Company name, Work email, Phone number, Billing address, and Authorized signatory</strong>&nbsp;are entered once and stored in the User Directory</li> 
 <li>A&nbsp; <strong>Contract Generator form</strong>&nbsp;that auto-fills client details and captures project-specific inputs: 
 <ul> 
 <li>Contract name</li> 
 <li>Contract scope</li> 
 <li>Contract amount</li> 
 <li>Payment schedule</li> 
 <li>Contract start date</li> 
 <li>Contract end date</li> 
 <li>Special terms</li> 
 <li>Client signature</li> 
 </ul> 
 </li> 
 <li>An&nbsp; <strong>All Contracts table</strong>&nbsp;that organizes every submission and tracks the&nbsp;<strong>Review status</strong>&nbsp;(Draft, Reviewed, Approved, Sent, Signed)</li> 
 <li>Prebuilt&nbsp; <strong>email templates</strong>&nbsp;to confirm submission and update clients on review progress</li> 
 <li>A ready-to-use&nbsp; <strong>PDF contract template</strong>&nbsp;with structured clauses, auto-filled details, and space for e-signatures</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<ul> 
 <li>Eliminate repetitive entry: Client data is stored once and reused in every contract</li> 
 <li>Speed up turnaround: Contracts can be generated from a single form submission</li> 
 <li>Track review and approval easily with admin-only status fields</li> 
 <li>Automate client updates with confirmation and status-change emails</li> 
 <li>Export professional, branded PDF contracts ready for signature</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<ul> 
 <li>Edit the contract text in the&nbsp; <strong>Contract info</strong>&nbsp;content field to match your legal terms</li> 
 <li>Adjust admin-only fields to match your workflow (e.g., Draft, Under Review, Finalized, Signed)</li> 
 <li>Add logic to send reminders when contracts are pending signature</li> 
 <li>Apply your own branding to the forms, emails, and PDFs</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes contract generation&nbsp;<strong>faster, more consistent, and more professional</strong>. Instead of manually drafting agreements, your team simply selects the client profile, fills in the project terms, and the system generates a legally valid contract &mdash; complete with clauses, fees, and e-signatures.</p> 
 
<p>Agencies save time, reduce legal risks, and deliver a seamless contracting experience for every client.</p>

Contract generation with memory forms

<p>Submit daily field reports faster with auto-filled agent profiles and organized records.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for field service teams, safety inspectors, and maintenance crews who need to submit daily reports without retyping their details every time. It works best for organizations that rely on recurring inspections, compliance checks, or site reports. By using reusable profiles, your agents spend less time on admin and more time on the actual work in the field.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with structured reporting workflows. Agents fill their profile once, and every daily inspection or incident report auto-fills their details to save time. Linked tables and customizable templates keep all records consistent, searchable, and organized.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Field Agent Profile form</strong>&nbsp;where each agent enters name, ID, role, department, and contact info once and reuses it across all reports (learn more about Memory Forms)</li> 
 <li>A&nbsp; <strong>Daily Field Report form</strong>&nbsp;that auto-fills agent details and collects inspection data, safety issues, incident notes, and corrective actions (see how to auto-fill with Memory Forms)</li> 
 <li>An&nbsp; <strong>All Agents Directory table (User Directory)</strong>&nbsp;storing all agent profiles in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>An&nbsp; <strong>All Reports table</strong>&nbsp;where managers can filter, review, and manage every submitted report (learn how to sort and filter your submissions data)</li> 
 <li>Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to send automated report confirmations, review status updates, and branded inspection summaries</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps you streamline compliance reporting, reduce repetitive data entry, and keep inspection workflows on track. Agent data stays consistent across forms, while managers gain actionable insights through linked records and status fields. Trends become easy to spot with built-in filters and reports.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; agent profiles are filled once and reused everywhere</li> 
 <li>Track inspection trends with built-in charts and admin-only workflow fields</li> 
 <li>Automate report review notifications and team assignments</li> 
 <li>Keep all records centralized, organized, and linked to each agent&rsquo;s profile</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to match your team&rsquo;s workflow. From adjusting form questions to branding emails and PDFs, everything can align with your reporting process. Logic rules can also be tweaked to trigger alerts automatically when conditions are met.</p> 
 
<ul> 
 <li>Fully customize the agent profile and reporting form questions to fit your fieldwork needs</li> 
 <li>Edit admin-only fields to match your workflow (e.g., &ldquo;Review Status&rdquo; or &ldquo;Team Assignment&rdquo;)</li> 
 <li>Adjust logic to trigger alerts when thresholds are met (e.g., severity = Critical, safety issue = Yes)</li> 
 <li>Brand the design, emails, and PDFs with your company&rsquo;s identity</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes recurring field reports simple, consistent, and reliable. Agents provide their information once, and every report focuses on actual findings, not admin work. Teams save time, reduce errors, and build stronger compliance records with clear documentation and automated workflows.</p>

Daily field report with memory form

<p>Collect client satisfaction scores and testimonials with auto-filled profiles and ready-to-use workflows.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for agencies, customer success teams, and service providers who want to measure client satisfaction and collect testimonials without extra hassle. It works best for account managers, marketers, and project leads who need recurring NPS surveys and client feedback that stays linked to each customer profile. By using reusable profiles, you can focus more on insights and less on manual data entry.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use NPS and testimonial workflows. Clients fill their profile once, and every feedback submission auto-fills their details to save time. Linked tables and customizable templates keep all records structured and ready for reporting.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Client Profile form</strong>&nbsp;where contact details, company info, and role are entered once and reused across all surveys (learn more about Memory Forms)</li> 
 <li>An&nbsp; <strong>NPS &amp; Testimonial form</strong>&nbsp;that auto-fills client details and collects recurring satisfaction scores, reasons, and testimonials (see how to auto-fill with Memory Forms)</li> 
 <li>A&nbsp; <strong>Client Directory table (User Directory)</strong>&nbsp;storing all client profiles in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>A&nbsp; <strong>Feedback &amp; Testimonials table</strong>&nbsp;linking every submission back to the client profile for a 360&deg; view (learn how to manage linked submissions)</li> 
 <li>Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to send automated thank-you notes, follow-up alerts, and branded testimonial reports</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps you track client satisfaction trends and testimonials with less manual work. Client data stays consistent across surveys, while your team gets actionable insights at every stage. Testimonials can easily be reviewed, approved, and published with admin-only fields.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; client profiles are filled once and reused everywhere</li> 
 <li>Track NPS trends over time with built-in charts and admin-only status fields</li> 
 <li>Automate thank-you emails, alerts for low scores, and testimonial publishing workflows</li> 
 <li>Keep all client records centralized, organized, and linked to their profile</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to fit the exact needs of your agency. From adjusting survey questions to branding emails and PDFs, everything can be aligned with your process. Logic settings can also be tweaked to trigger reminders or internal alerts automatically.</p> 
 
<ul> 
 <li>Fully customize client profile fields to match your workflow (e.g., add industry, account manager)</li> 
 <li>Edit admin-only fields to manage review and publish status of testimonials</li> 
 <li>Adjust logic to trigger follow-ups when conditions are met (e.g., NPS score &le; 6 = support follow-up)</li> 
 <li>Brand the design, emails, and PDFs with your agency&rsquo;s identity</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes NPS tracking and testimonial collection simple, consistent, and reliable. Clients provide their information once, and every survey focuses only on their current satisfaction and feedback. Agencies save time, reduce errors, and build stronger client relationships with automated workflows, clear insights, and publish-ready testimonials.</p>

Nps & testimonial survey with memory form

<p>Gather course feedback and instructor ratings quickly with auto-filled student profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for schools, universities, and training providers that want to streamline course evaluations. It works best for academic coordinators, teachers, and administrators who need structured student feedback without chasing details. By using reusable student profiles, evaluations stay consistent and reliable across all courses.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use evaluation workflows. Students fill their profile once, and every course feedback form auto-fills their details to save time. Linked records and customizable templates keep evaluations consistent and easy to manage.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Student Profile form</strong>&nbsp;where name, ID, class/program, and contact info are entered once and reused across all course evaluations (learn more about Memory Forms)</li> 
 <li>A&nbsp; <strong>Course Feedback &amp; Instructor Rating form</strong>&nbsp;that auto-fills student details and collects structured evaluations on clarity, engagement, and usefulness (see how to auto-fill with Memory Forms)</li> 
 <li>An&nbsp; <strong>All Students Directory</strong>&nbsp;storing all student profiles in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>A&nbsp; <strong>Feedback Records table</strong>&nbsp;linking each evaluation to the student&rsquo;s profile, making trends easy to analyze (learn how to track responses with linked rows)</li> 
 <li>Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to notify instructors instantly and generate professional feedback summaries</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps schools collect and act on feedback faster while ensuring data consistency. Student evaluations are structured, comparable, and directly tied to each student&rsquo;s profile, giving administrators clear insights at scale.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; student profiles are filled once and reused everywhere</li> 
 <li>Track teaching effectiveness with built-in charts and admin-only review status fields</li> 
 <li>Automate teacher notifications and student confirmation emails</li> 
 <li>Keep all feedback centralized, organized, and linked to each student&rsquo;s record</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to fit your academic needs. From adjusting rating questions to branding emails and PDFs, everything can be aligned with your process. Logic settings can also be tweaked to trigger alerts or summaries automatically.</p> 
 
<ul> 
 <li>Fully customize student profile fields (e.g., add Grade Level, Campus, or Department)</li> 
 <li>Edit admin-only fields to match your workflow (e.g., &ldquo;Review Status&rdquo;)</li> 
 <li>Adjust logic to trigger reminders when conditions are met (e.g., low satisfaction score, specific course flagged)</li> 
 <li>Brand the design, emails, and PDFs with your institution&rsquo;s identity</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes student evaluations simple, structured, and insightful. Students provide their details once, and every course evaluation is focused purely on their learning experience. Schools save time, reduce admin work, and build stronger teaching quality with consistent data and automated workflows.</p>

Course feedback & instructor rating with memory form

<p>Gather job applications quickly with auto-filled candidate profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for HR teams, recruiters, and hiring managers who want to streamline their hiring process. It works best for organizations that handle multiple applicants across different roles and need consistent candidate records without asking for the same details every time. By using reusable candidate profiles, applications stay structured, professional, and easy to manage.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use hiring workflows. Candidates fill their profile once, and every job application form auto-fills their details to save time. Linked records and customizable templates keep all applications centralized and organized.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Candidate Profile form</strong>&nbsp;where applicants provide their contact info, education, CV, seniority level, and a short work history once (learn more about Memory Forms)</li> 
 <li>A&nbsp; <strong>Job Application form</strong>&nbsp;that auto-fills candidate details and collects role-specific information like motivation, experience, skills, salary expectation, and start date (see how to auto-fill with Memory Forms)</li> 
 <li>An&nbsp; <strong>All Candidates Directory</strong>&nbsp;storing every profile in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>An&nbsp; <strong>Application Records table</strong>&nbsp;linking each job application to the candidate&rsquo;s profile, making it easy to track applicants across multiple openings (learn how to track responses with linked rows)</li> 
 <li>Admin-only fields to record hiring outcomes, reviewer notes, and status updates without exposing them to candidates</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps HR teams handle hiring faster while ensuring accuracy and fairness. Applications are consistent, connected to a candidate profile, and easy to review at scale.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; candidates create one profile used across all roles</li> 
 <li>Save time reviewing applications with structured, comparable data</li> 
 <li>Track hiring decisions with admin-only fields for status and reviewer notes</li> 
 <li>Keep all applications centralized, searchable, and linked to candidate records</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to match your hiring process. From adjusting application questions to branding notifications and reports, everything can be customized to fit your recruitment needs.</p> 
 
<ul> 
 <li>Fully customize candidate profile fields (e.g., add LinkedIn link, portfolio website, or certifications)</li> 
 <li>Edit admin-only fields to fit your workflow (e.g., &ldquo;Interview Stage&rdquo; or &ldquo;Decision Made By&rdquo;)</li> 
 <li>Add role-specific application questions depending on the job opening</li> 
 <li>Customize the look, notifications, and PDF exports with your company&rsquo;s branding</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes job applications seamless for candidates and efficient for recruiters. Candidates provide their details once, and every application is focused on role-specific insights. HR saves time, reduces admin work, and makes better hiring decisions with consistent data and automated workflows.</p>

Job application & interview feedback with memory forms

<p>Gather membership applications and renewals quickly with auto-filled member profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for associations, clubs, and organizations that want to simplify membership management. It works best for membership coordinators, community managers, and admins who need consistent records without asking members to re-enter the same details every year. By using reusable member profiles, renewals stay fast, accurate, and effortless.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use membership workflows. Members create their profile once, and every renewal form auto-fills their details to save time. Linked records and customizable templates keep membership data organized and easy to manage.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Member Profile form</strong>&nbsp;where name, ID, contact info, and preferences are entered once and reused across all membership renewals (learn more about Memory Forms)</li> 
 <li>A&nbsp; <strong>Membership Renewal form</strong>&nbsp;that auto-fills member details and collects updated renewal preferences, payment methods, and notes (see how to auto-fill with Memory Forms)</li> 
 <li>An&nbsp; <strong>All Members Directory</strong>&nbsp;storing all member profiles in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>A&nbsp; <strong>Renewal Records table</strong>&nbsp;linking each renewal submission to the member&rsquo;s profile, making tracking simple and efficient (learn how to track responses with linked rows)</li> 
 <li>Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to notify members instantly and generate professional renewal confirmations</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps organizations onboard and retain members without repetitive paperwork. Profiles are consistent, renewals are faster, and administrators gain a complete overview of member history in one place.</p> 
 
<ul> 
 <li>Eliminate duplicate data entry &mdash; member profiles are created once and reused for every renewal</li> 
 <li>Track membership status with admin-only fields like Renewal Status and Renewal Notes</li> 
 <li>Automate renewal confirmations and admin notifications with customizable emails and PDFs</li> 
 <li>Keep all member records centralized, structured, and linked across renewals</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You can tailor the template to fit your membership process. From adjusting profile fields to setting up custom admin statuses, everything can be aligned with your organization&rsquo;s workflow.</p> 
 
<ul> 
 <li>Fully customize member profile fields (e.g., add Occupation, Emergency Contact, or Referral Source)</li> 
 <li>Edit admin-only fields to match your review process (e.g., &ldquo;Renewal Status,&rdquo; &ldquo;Membership Tier&rdquo;)</li> 
 <li>Adjust logic to trigger reminders when conditions are met (e.g., expired membership, overdue renewal)</li> 
 <li>Brand the design, emails, and PDFs with your organization&rsquo;s identity</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes membership management effortless. Members provide their details once, renewals focus only on updates and confirmations, and your team gains a structured, automated system for tracking membership lifecycles. Organizations save time, reduce admin effort, and strengthen community engagement with consistent, centralized data.</p>

Membership registration & renewal with memory forms

<p>Submit assignments quickly with auto-filled student profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for schools, universities, and training providers that want to simplify assignment management. It works best for teachers, course coordinators, and academic admins who need consistent student records without asking learners to re-enter the same details every time they submit work. By using reusable student profiles, submissions stay organized, grading is faster, and feedback is always linked to the right student.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use academic workflows. Students create their profile once, and every assignment form auto-fills their details to save time. Linked records and customizable templates keep submissions structured and grading efficient.</p> 
 
<ul> 
 <li> 
 A&nbsp; <strong>Student Profile form</strong>&nbsp;where name, student ID, contact info, and course details are entered once and reused across all submissions (learn more about Memory Forms) 
 </li> 
 <li> 
 An&nbsp; <strong>Assignment Submission form</strong>&nbsp;that auto-fills student details and collects assignment title, file uploads, and notes (see how to auto-fill with Memory Forms) 
 </li> 
 <li> 
 An&nbsp; <strong>All Students Directory</strong>&nbsp;storing all student profiles in one secure place (how to add and edit fields in your User Directory) 
 </li> 
 <li> 
 A&nbsp; <strong>Submission Records table</strong>&nbsp;linking each assignment to the student&rsquo;s profile, making tracking and grading simple (learn how to track responses with linked rows) 
 </li> 
 <li> 
 Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to notify students instantly and generate professional submission overviews for instructors 
 </li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps educators track assignments without messy paperwork or duplicate data. Profiles stay consistent, submissions are easier to grade, and students always know their progress.</p> 
 
<ul> 
 <li> 
 Eliminate duplicate data entry &mdash; student profiles are created once and reused for every submission 
 </li> 
 <li> 
 Track grading workflow with admin-only fields like Assignment Status, Grade, and Reviewer Notes 
 </li> 
 <li> 
 Automate student confirmations and instructor notifications with customizable emails and PDFs 
 </li> 
 <li> 
 Keep all student records centralized, structured, and linked across every submission 
 </li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You can tailor the template to fit your academic process. From adjusting profile fields to setting up grading statuses, everything can align with your school&rsquo;s workflow.</p> 
 
<ul> 
 <li> 
 Fully customize student profile fields (e.g., add Year, Program, or Specialization) 
 </li> 
 <li> 
 Edit admin-only fields to match your grading process (e.g., &ldquo;Assignment Status,&rdquo; &ldquo;Late Submission Flag&rdquo;) 
 </li> 
 <li> 
 Adjust logic to trigger reminders when conditions are met (e.g., overdue assignment, resubmission required) 
 </li> 
 <li> 
 Brand the design, emails, and PDFs with your institution&rsquo;s identity 
 </li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes assignment management effortless. Students provide their details once, submissions focus only on the work itself, and your team gains a structured, automated system for grading and progress tracking. Schools save time, reduce admin effort, and ensure transparent, consistent communication with every learner.</p>

Assignment submission with memory forms

<p>Submit leave requests quickly with auto-filled employee profiles.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for companies, HR teams, and managers who want to simplify leave and vacation tracking. It works best for HR coordinators, people managers, and team leads who need consistent employee records without asking staff to re-enter the same details every time they request time off. By using reusable employee profiles, leave requests stay organized, approvals are faster, and every request is always linked to the right employee.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use HR workflows. Employees create their profile once, and every leave request form auto-fills their details to save time. Linked records and customizable templates keep requests structured and approval workflows efficient.</p> 
 
<ul> 
 <li> 
 An&nbsp; <strong>Employee Profile form</strong>&nbsp;where name, employee ID, department, manager, and contact info are entered once and reused across all requests (learn more about Memory Forms) 
 </li> 
 <li> 
 A&nbsp; <strong>Leave Request form</strong>&nbsp;that auto-fills employee details and collects leave type, dates, reason, and supporting documents (see how to auto-fill with Memory Forms) 
 </li> 
 <li> 
 An&nbsp; <strong>All Employees Directory</strong>&nbsp;storing all employee profiles in one secure place (how to add and edit fields in your User Directory) 
 </li> 
 <li> 
 A&nbsp; <strong>Leave Records table</strong>&nbsp;linking each request to the employee&rsquo;s profile, making approvals and tracking simple (learn how to track responses with linked rows) 
 </li> 
 <li> 
 Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to notify employees instantly and generate professional leave summaries for managers and HR 
 </li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps HR teams manage leave requests without messy spreadsheets or duplicate data. Profiles stay consistent, requests are easier to approve, and employees always know their request status.</p> 
 
<ul> 
 <li> 
 Eliminate duplicate data entry &mdash; employee profiles are created once and reused for every request 
 </li> 
 <li> 
 Track approval workflow with admin-only fields like Request Status and HR Notes 
 </li> 
 <li> 
 Automate employee confirmations and manager notifications with customizable emails and PDFs 
 </li> 
 <li> 
 Keep all employee records centralized, structured, and linked across every submission 
 </li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You can tailor the template to fit your company&rsquo;s HR process. From adjusting profile fields to setting up approval statuses, everything can align with your workflow.</p> 
 
<ul> 
 <li> 
 Fully customize employee profile fields (e.g., add Job Title, Location, or Employment Type) 
 </li> 
 <li> 
 Edit admin-only fields to match your approval process (e.g., &ldquo;Pending,&rdquo; &ldquo;Approved,&rdquo; &ldquo;Rejected&rdquo;) 
 </li> 
 <li> 
 Adjust logic to trigger reminders when conditions are met (e.g., overdue request, missing documents) 
 </li> 
 <li> 
 Brand the design, emails, and PDFs with your company&rsquo;s identity 
 </li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes leave management effortless. Employees provide their details once, requests focus only on leave specifics, and your HR team gains a structured, automated system for approvals and record-keeping. Companies save time, reduce admin effort, and ensure transparent, consistent communication with every employee.</p>

Leave & vacation requests with memory forms

<p>A complete, ready-to-use voting workflow designed to help teams, organizations, and communities manage decisions efficiently and transparently. With this template, you can easily create resolutions, share them for voting, and track results in one organized space,&nbsp;no coding or manual setup required.</p> 
 
<h3>How It Works</h3> 
 
<p>This template includes two connected forms that automate the entire voting process from start to finish:</p> 
 
<ul> 
 <li><strong>Form 1: Create a Resolution</strong><br> 
 Used by admins or organizers to submit new resolutions. Each submission includes a title, short explanation, file upload, and a resolution status (default set to&nbsp;<em>Open for Voting</em>). Once submitted, the resolution automatically appears in the public voting form, allowing participants to view and vote on it instantly.</li> 
 <li><strong>Form 2: Vote on a Resolution</strong><br> 
 Used by members or participants to browse all open resolutions and cast their vote (<em>Yes</em>,&nbsp;<em>No</em>, or&nbsp;<em>Maybe</em>). Each vote is linked directly to the related resolution, making it easy to review results, calculate response rates, and identify overall agreement or disagreement.</li> 
</ul> 
 
<p>All data is synced in a shared database that can be viewed as a&nbsp;<strong>table</strong>,&nbsp;<strong>kanban board</strong>, or&nbsp;<strong>chart</strong>&nbsp;&mdash; helping you visualize progress, monitor participation, and analyze results without leaving your workspace.</p> 
 
<h3>Who Should Use This Template</h3> 
 
<p>This template is ideal for:</p> 
 
<ul> 
 <li><strong>Agencies or internal teams</strong>&nbsp;that make strategic, operational, or policy decisions together.</li> 
 <li><strong>Nonprofits, clubs, and associations</strong>&nbsp;that hold member votes on proposals, budgets, or rule changes.</li> 
 <li><strong>Boards, committees, and councils</strong>&nbsp;that need a transparent and organized way to collect and review votes.</li> 
 <li><strong>Educational institutions</strong>&nbsp;that want to gather votes from students, staff, or parent groups on important topics.</li> 
</ul> 
 
<p>Whether you&rsquo;re running a formal board vote or a quick internal decision poll, this system helps you keep everything structured and auditable.</p> 
 
<h3>Benefits</h3> 
 
<ul> 
 <li><strong>Full transparency:</strong>&nbsp;Everyone can see which resolutions are open, closed, or under review.</li> 
 <li><strong>Centralized data:</strong>&nbsp;All resolutions and votes are stored in one workspace for easy tracking and reporting.</li> 
 <li><strong>Automation-ready:</strong>&nbsp;As soon as a resolution&rsquo;s status changes, the linked voting form updates automatically.</li> 
 <li><strong>No confusion or duplicates:</strong>&nbsp;Each voter&rsquo;s submission is linked to a single resolution, ensuring clarity and fairness.</li> 
 <li><strong>Flexible visual views:</strong>&nbsp;Switch between table, kanban, or chart views to monitor voting activity and trends.</li> 
</ul> 
 
<h3>Why It Matters</h3> 
 
<p>Decision-making can easily become chaotic when managed through emails or spreadsheets. This template turns that process into a structured, interactive system. It ensures every vote is recorded, every resolution is clear, and every decision is backed by data &mdash; giving teams confidence and accountability in how outcomes are reached.</p> 
 
<p>You can customize this template to fit your organization&rsquo;s workflow, add custom statuses (like&nbsp;<em>In Review</em>&nbsp;or&nbsp;<em>Approved</em>), or connect it with dashboards for live vote tracking.</p>

Memory forms