Build your own document management portal, no code required
Organize files, streamline access, and enhance collaboration with a customizable portal tailored to your team's document needs.
Customize your portal around your processes
Build a document management portal that fits your team’s workflow. Add only the views and features you need, and adjust as requirements change.
Document upload and categorization
Access permissions control
Version history tracking
Document search and filters
Approval workflow automation
Download and sharing controls
Unify your document workflows in real time
Connect cloud storage, email systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Give every user secure document access and control.
Set up a fully branded document management portal with secure logins, user groups, and permissions. Enable users to safely view, share, and manage documents in minutes.
Easy, secure logins
Access and manage documents from any device. Turn your portal into a downloadable app in one click with Softr’s PWA.
Works on any device
Access and manage documents from any device. Turn your portal into a downloadable app in one click with Softr’s PWA.
Automations
Integrate with existing tools to automate document approvals, sharing, and notifications, reducing manual work.
User groups
Set up separate logins for clients, staff, or partners—each with their own dashboard to manage and view documents.
Advanced permissions
Customize who can view, edit, or share documents by user group or document type, down to the most granular level.
Security
Protect sensitive documents from threats. Softr provides full SOC2 and GDPR compliance for robust security.
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Put AI to work for admins
Admins can ask AI for document status, access, or details—getting instant answers inside your secure portal with Softr.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Set up your document management portal in minutes with drag-and-drop tools and simple templates.
Consolidate your stack
Add folders, permissions, or integrations as your document workflows change—no rebuild required.
Flexible as you grow
Manage documents, approvals, and team access—all in one portal, with no extra software needed.
Build a fully custom document management portal in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your document management portal today