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


Set up your project documentation exactly as your team needs. Add only the views and features you use now, and adapt as your projects evolve.
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.
Give each team member secure access to project documents. Set up logins, user groups, and permissions for document management—no IT help needed.
Provide different teams or departments with tailored access and dashboards to see only the project documents relevant to them.
Provide different teams or departments with tailored access and dashboards to see only the project documents relevant to them.
Connect with tools like Make, Zapier, or N8N to automate document approvals, sharing, and status updates.
Access and manage project documents from any device. All apps are mobile-ready for easy on-the-go use.
Enable secure logins via Google, email, or SSO so your team can quickly access project documents.
Keep all project files secure with SOC2 and GDPR compliance, plus robust access control for document safety.
Let teams ask AI about files, versions, or access—answers appear instantly, right inside your document management system.
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.
Set up your project document management system in minutes using drag-and-drop and templates.
Easily add workflows for approvals, sharing, or versioning as your document needs change.
Manage documents, track versions, and add team workspaces—all in one place, no extra tools needed.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A project document management system is a secure space where your team and stakeholders can log in to access, organize, and share project-related documents. It centralizes all files, updates, and communications—so you no longer have to keep track of scattered emails or local folders. This ensures everyone stays on the same page and project documentation is always up to date and easy to find.
Softr makes it simple to build a project document management system tailored to your team’s workflow. You can connect your existing data—like files in Airtable, project notes in Notion, or deadlines in monday.com—and set up a centralized portal where users can upload, view, and manage documents in one place.
There’s no coding required. You can start with a template or create your own from scratch, customize the layout, control who can access or edit which files, and brand the system to match your organization. It’s fast to set up, easy to update, and flexible enough to adapt as your project needs grow.
You can include a variety of features in your project document management system to fit your workflow. Some common options include:
\- User logins – so each team member or stakeholder can access relevant documents
\- Custom dashboards – to display recent uploads, document status, or important notices
\- File upload and download – for securely sharing project files, drawings, or reports
\- Search and filters – to help users quickly find specific documents
\- Tables, lists, and detail views – to organize records like meeting notes, contracts, or change orders
\- Comments or status updates – to keep discussions and clarifications attached to documents
\- Version control – to keep track of document revisions
\- Permissions and roles – so users only see or edit what they’re authorized to
All these features can be created using Softr’s drag-and-drop interface, making it easy to update your system as project requirements evolve.
No coding experience is necessary. You can build your entire project document management system using Softr’s visual editor. Everything from document organization to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single project document management system. Each user will only see the documents and project information assigned to them, based on their login and role permissions. This approach is ideal for organizations handling several projects or collaborating with various stakeholders at once.
Softr supports a wide range of data sources for your project document management system. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other sources using the REST API.
You’re not limited to just one data source. You can bring together documents and information from multiple systems into the same app and display them side by side. Most sources support real-time, two-way sync, so updates in your management system or data source stay up to date automatically.
Yes, Softr gives you full control over how users interact with your project document management system. You can customize the layout, navigation, and features to fit your team’s workflow and your organization’s branding. Each page or section can be shown or hidden depending on who’s logged in, so users only see the documents and projects relevant to them.
You can also define user roles such as project manager, team member, or external collaborator, with specific permissions for viewing or editing documents. For example, clients might only access documents related to their projects, while internal teams can manage all project records. You can even create personalized dashboards by filtering project data based on the logged-in user.
This flexibility ensures your document management system remains organized, secure, and tailored to your project needs.
Yes, you can. You don’t need to bring your data from another system to start building your project document management system with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work perfectly with project documentation and records.
If you already have project files or data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. Softr also offers a REST API connector for integrating other data sources. Either way, you have complete control over how your project documentation is structured and accessed.
Yes, you can fully white-label your project document management system in Softr. You can use your own logo, brand colors, fonts, and a custom domain to ensure the system aligns with your organization’s identity. You can also remove all Softr branding, so users only see your company’s look and feel throughout their experience.
Absolutely! Softr gives you a lot of flexibility to control both the design and layout of your project document management system. You can adjust colors, fonts, spacing, and page structure to match your organization’s branding. You can organize pages in a way that makes it easy for users to find and manage documents, set up dashboards, and configure navigation so users see exactly what they need.
To work with your data, you can use different types of blocks:
\- Table blocks for document libraries, file lists, or project records
\- List or Card blocks to highlight folders, document categories, or project owners
\- Detail View for viewing or editing individual documents or project details
\- Forms for document uploads or sharing feedback
\- Calendar blocks to display deadlines or project milestones
If you need to update the design or add new sections later, it’s easy to make changes in the visual builder.
Softr is designed with security as a top priority. All data in your project document management system is encrypted both in transit (TLS) and at rest, and your app is hosted on secure infrastructure. You have full control over user access, with role-based permissions and visibility rules that let you specify exactly who can view, upload, or modify documents.
For integrations with external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access settings, so you retain full control. Softr also follows industry best practices for authentication, access control, and continuous monitoring to keep your system and documents safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your project document management system needs to support more users, custom permissions, or advanced features, you can explore Softr’s paid plans for more options. You can find more details on pricing here: <https://www.softr.io/pricing>.
Softr is designed to make it easy to build practical, user-friendly apps—such as project document management systems—without writing any code. What stands out is how quickly you can move from an idea to a fully functioning system, and how well it connects with your existing data sources.
Unlike some no-code tools focused on mobile apps or designed mainly for developers, Softr gives non-technical teams full control over layout, user experience, and permissions. You can build on top of data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded systems for your team or stakeholders.
You can customize everything visually, from document structure to user permissions. Softr also includes user roles, forms, conditional logic, and API support, so you don’t need to piece together multiple tools to launch a robust document management solution.
Yes, you can automate workflows and integrate your project document management system with other tools. Softr supports integrations with services like Zapier, Make, and N8N, so you can connect to apps like Slack, Google Drive, or Dropbox to move files, send notifications, or trigger actions automatically. You can also use REST API and webhooks for more advanced automations.
Whether you want to automate document approvals, notify team members about updates, or sync data with other platforms, you can do it all without writing code.