Document Management

Build your own project document management system, no code required

Organize files, streamline collaboration, and ensure compliance with a custom document system tailored to your project's workflow.

Screenshot of a project document management system user interface displaying folders, document lists, and navigation menus for organizing and accessing project files.
project document management system mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your project documents in real time

Connect spreadsheets, task managers, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your projects.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Give each team member secure access to project documents. Set up logins, user groups, and permissions for document management—no IT help needed.

Advanced permissions

Provide different teams or departments with tailored access and dashboards to see only the project documents relevant to them.

User groups

Provide different teams or departments with tailored access and dashboards to see only the project documents relevant to them.

Automations

Connect with tools like Make, Zapier, or N8N to automate document approvals, sharing, and status updates.

Works on any device

Access and manage project documents from any device. All apps are mobile-ready for easy on-the-go use.

Easy, secure logins

Enable secure logins via Google, email, or SSO so your team can quickly access project documents.

Security

Keep all project files secure with SOC2 and GDPR compliance, plus robust access control for document safety.

AI Magic

An AI assistant for your docs

Let teams ask AI about files, versions, or access—answers appear instantly, right inside your document management system.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building project document management system

Easy, fast setup

Set up your project document management system in minutes using drag-and-drop and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add workflows for approvals, sharing, or versioning as your document needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage documents, track versions, and add team workspaces—all in one place, no extra tools needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom project management system 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a project document management system?
What are the benefits of building a project document management system with Softr?
What types of features can I build into my project document management system?
Do I need to know how to code to build a project document management system in Softr?
Can I manage multiple clients or teams in the same project document management system?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my project document management system in Softr, including using my own branding?
Can I customize the design and layout of my project document management system?
How secure is my data in Softr apps?
How much does it cost to build a project document management system with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your project document management system today

Set up your first Document Management system in minutes
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