Simplify workflows and increase productivity
with a HubSpot document portal
Create a single secure portal to request and upload documents for team members and clients.
Fully branded, zero coding required.
Trusted by 500,000+ teams worldwide
“Creating a customer portal with Softr allows us to give our customers that bit of extra value. They always comment on how easy it is to use, and they love the fact that it updates with data from Airtable in real-time.”
Jeremy Taylor , Owner, Defiant CNC
Safeguard your files
Softr's AWS-powered server-side authentication will protect your data and ensure maximum performance, scalability, and availability. Softr is also fully compliant with SOC2 and GDPR regulations.
Ready-made templates to kickstart your document portal
Streamline workflows and build a secure document portal with custom branding options.
Client Portal
A secure client portal allows your customers to access, view, and update necessary documents through an easy-to-use web app. Build yours with drag and drop blocks from the client portal template.
Knowledge Base
Build a self-service online library of documents that can be accessed by authorized users from anywhere, at any time. Find and share files with ease.
Team Wiki
Host your documents all in one place by building a central hub for your company resources, announcements, and employee directories.
Employee Directory
Turn your Airtable data into an easily navigable shared directory of your employee and company information.
Applicant Tracking
Store your entire hiring process in one place. Easily navigate through applicants, automate alerts, post new jobs, and add notes.
A secure client portal allows your customers to access, view, and update necessary documents through an easy-to-use web app. Build yours with drag and drop blocks from the client portal template.
Rated 4.8 in 450+ real person reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
Frequently asked questions about document portals & Softr
No. Your data is always stored in your HubSpot account. We do not store your data in our systems, but only retrieve it via HubSpot API, and map it to our frontend. Your data is always secure.
Yes. Softr Integrates with both Zapier and Make which lets you run more powerful automation in your Softr app.
Yes. Softr provides a native Stripe integration, that lets you sell any goods or services, add subscriptions to your SaaS, or offer premium membership to your community.
A document portal is a web-based platform that allows for storing and sharing documents, files, and folders with users within or outside your company.
With Softr, you can easily create a secure document portal by 1. Signing up or logging into your Softr account 2. Duplicating Softr’s ready-made custom portal template 3. Importing your Airtable or Google Sheets data 4. Customizing building blocks to match your requirements
Some of the benefits of using a secure document portal include: 1. Streamlining your workflow 2. Reducing the likelihood of losing important documents 3. Providing you with an extensive audit trail 4. Improving client experience by allowing them to access the documents they need anytime, anywhere
Yes! Try our free template to get started.
