Document Management

Build your own white label document management system, no code required

Organize, share, and secure documents with a customizable system tailored to your business needs, all without requiring coding expertise.

User interface of a white label document management system displaying organized folders, document previews, and navigation menus on a clean, modern dashboard.
white label document management system mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your document data in real time

Connect files, storage systems, and collaboration tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.

Explore all data sources
Power

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

Give each team secure access to documents and workflows. Set up user groups, permissions, and branded logins—no IT support required.

Advanced permissions

Provide each department or team custom access and dashboards, so everyone sees just the documents they need.

User groups

Provide each department or team custom access and dashboards, so everyone sees just the documents they need.

Automations

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

Works on any device

Access and manage documents on any device. Apps are mobile-ready to support your team wherever they are.

Easy, secure logins

Enable secure team logins with Google, email, or SSO—no need for extra IT tickets or setup.

Security

Protect confidential documents with SOC2 and GDPR compliance, plus robust access controls for every user group.

AI Magic

An AI assistant for IT admins

IT and admin teams can ask AI for document status or access details—answers appear instantly inside your 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 white label document management system

Easy, fast setup

Launch your white label document management system in minutes with drag-and-drop templates.

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

Consolidate your stack

Add permissions, e-signatures, or workflows as your document needs change—no rebuild required.

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

Flexible as you grow

Manage documents, approvals, and team access—all in one branded platform, without 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 document 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 white label document management system?
What are the benefits of building a white label document management system with Softr?
What types of features can I build into my white label document management system?
Do I need to know how to code to build a white label document management system in Softr?
Can I manage multiple clients or teams in the same white label 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 white label document management system in Softr, including using my own branding?
Can I customize the design and layout of my white label document management system?
How secure is my data in Softr apps?
How much does it cost to build a white label 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

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