Create a secure document portal with AI
Stop misplacing files and compromising important information. Share and organize documents in a secure portal—no coquired




Bring scattered documents together in real-time
Softr's AI Co-Builder generates a database when it builds your app, or you can connect to 17+ data sources with live, 2-way sync. Whether you have data or are building from scratch, you're covered.
Customize everything—from navigation to access
Describe what you need, get a full document portal back. Then switch between AI and visual editing to add content, adjust logic, and iterate as your workflows evolve.





Secure, branded, and always up to date
Softr gives you security, built-in branding tools, and full user access control—so your document portal looks professional and works exactly how your team or clients need it to.
User management
Create custom user groups and separate logins to provide different views and access levels for your team or external users.
Branding
Deliver a professional document portal that reflects the look and feel of your brand (and impresses your team and clients).
Workflow automation
Use Softr Workflows to automate processes across your app — or connect to Make, Zapier, n8n and more.
Works on any device
Turn your portal into a downloadable app in one click with Softr’s PWA feature, no extra design work needed.
Advanced permissions
Customize who sees what documents, and which actions they can take, even at the most granular level.
Security
Protect sensitive information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Extend beyond a document portal
Need more than document storage? Turn your app into a full client portal, onboarding hub, or approval workflow system—no devs or added tools needed.
Go from zero to app, incredibly fast
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.














Frequently asked questions
A document portal is a central, secure space where users can upload, manage, and access important files. It’s often used for sharing client files and deliverables, internal policies, onboarding materials, and other key resources.
Instead of emailing PDFs or managing messy folder systems, a document portal gives users a professional, self-serve way to find what they need. You control access, maintain version consistency, and deliver a smoother experience for clients, partners, or internal teams.
You can launch quickly (by building on top of your existing data) and fully tailor the portal to your needs. Softr lets you build document collections, request forms, and more—without writing code. Everything can be styled to match your brand and configured to show the right content to the right users.
You can build what you need: document collections, upload/download functionality, custom tags and filters, search, user-specific folders, document request forms, and more.
Building a custom document portal doesn't require coding from scratch or buying vertical software. Today, you can create a fully functional document portal with Softr's AI Co-Builder — no coding required.
Here's how it works:
- Generate your app from a prompt: Describe what you need and the AI Co-Builder generates a fully functional app — database, business logic, and utility pages (like login, password reset, and account settings) already included.
- Refine to your needs: Switch between prompting and visual editing to customize logic, control who sees and edits what, add features, and scale as your business evolves — all on your own, no developers needed.
- Customize branding: Add your logo, colors, and domain so the document portal reflects your brand.
- Add workflow automation: Use Softr Workflows to automate tasks like sending reminders, issuing certificates, or notifying instructors. You can also add Softr Forms to collect info and trigger workflows.
- Launch and iterate: Publish in minutes, then update or expand your document portal as your needs and workflows expand.
Softr's AI Co-Builder generates a Softr database schema when it builds your document portal app, so if you're starting from scratch, your data structure is ready to go. You can add or import data directly, no migration needed.
If you already have data elsewhere, Softr connects to 17+ sources including Airtable, Google Sheets, HubSpot, Notion, MySQL, PostgreSQL, monday.com, ClickUp, and more — or connect any system through the REST API connector.
Either way, your document portal stays in sync with your data in real time.
Yes, you can set up custom user groups and conditional filters to ensure secure, role-based access—ideal for client folders, internal resources, or team-specific views.
Absolutely. You can style every page to match your brand identity and even use a custom domain to make your portal feel like a part of your company website.
Yes. Softr keeps data encrypted, uses secure authentication, and applies the visibility rules you set to protect records. Softr also follows GDPR-aligned practices for data protection and privacy.
Yes. With Softr's AI Co-Builder, you can describe what you need and get a custom document portal back — database, logic, and UI included — without writing a single line of code.
Softr creates a data schema for you where you can easily add or import your own data or connect to existing tools. After the AI Co-Builder generates your app, you can customize pages (through prompting or visual editing), refine users and permissions, tweak styling, and automate with Softr Workflows — all without a developer.
Most document portal tools are either too rigid, too expensive, or fall apart the moment real users and real data are involved. Softr is different because it's built for actual business use from day one.
Describe what you need, and the AI Co-Builder generates a fully functional app — database, logic, and UI already connected. No generated code to debug, no developer needed to make it production-ready.
From there, you stay in control: customize through prompting or visual editing, manage data in Softr Databases or connect to existing tools, set up role-based permissions, and automate processes with Softr Workflows. As your company grows, your app grows with it — without starting over or calling in a developer.




















