Document Management

Build a secure upload portal in minutes

Transfer files, ensure data security, and streamline workflows with a no-code portal tailored to your organization's needs.

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A user interface displaying a secure upload portal with fields for file selection, upload progress bar, and security icons indicating data protection.

Loved by 800,000+ teams around the globe

Flexibility

Add only the features you need

Choose the upload workflows and permissions your team needs. Start simple and add more controls or views as your sharing requirements evolve.

UI screenshot of access-controlled folders

UI screenshot of document review tracking

UI screenshot of automated notifications

UI screenshot of custom metadata capture

UI screenshot of download and export files

Data Management

Centralize your file uploads in real time

Connect cloud storage, email systems, and other tools with real-time sync—or manage everything in Softr Databases. Ensure secure access to your files.

Explore all data sources

Power

Give every user a secure document upload experience.

Let users upload and manage documents in a fully branded portal. Set up secure logins, user groups, and permissions for easy and safe document handling.

Easy, secure logins

The upload portal is mobile-ready by default. Users can upload and access documents from any device, anywhere.

Works on any device

The upload portal is mobile-ready by default. Users can upload and access documents from any device, anywhere.

Automations

Connect with your document tools to automate notifications, file routing, or approval workflows—saving time on manual uploads.

User groups

Provide separate logins for different user groups, each with custom document access and personalized dashboards.

Advanced permissions

Apply rules for who can upload, view, or manage documents. Permissions control access at a detailed level.

Security

Protect sensitive files from security threats. Softr is fully compliant with SOC2 and GDPR regulations for document management.

AI Magic

TBD

Details coming soon.

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 secure upload portal

Easy, fast setup

Spin up a secure upload portal for document management in minutes—no dev or design skills needed.

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

Consolidate your stack

Add permissions, notifications, or e-signature steps as your document workflows change—no rebuilds needed.

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

Flexible as you grow

Start with secure uploads, then add approvals, archives, or portals—all in one place, no extra tools.

“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 secure upload 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.

“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.”