Simplify workflows and increase productivity with a document portal

Reduce the risk of misplacing files and compromising important information by gathering all your documents in one accessible portal. Zero coding required.

softr features to build an internal tool
server-side authentication to protect your data

Safeguard your files

Airtable securely stores your documents so portal users can only access the files they need to. No need to worry about sensitive documents falling into the wrong hands.

With Softr, efficiency and security go hand in hand

Easily turn your Airtable data into a secure and user-friendly document portal. No code, no learning curve, no hassle.

Instantly sync changes

Thanks to our native Airtable integration, document updates get synced in real-time to both your portal and your database solution.

Instantly sync changes
list block for document sharing

Quickly access any document

No more scrolling through pages and pages of results. Easily add search bars and filtering capabilities to your portal and index all of your documents so they’re searchable by keywords.

Collaborate seamlessly with your team

Simplify document management for your team by easily exchanging documents, adding comments on items, and even utilizing in-app chat functions with third-party integrations. Keep everything in the same place, and collaborate from anywhere.

team collaboration

Ready-made templates to kickstart your document portal

Streamline workflows and build a secure document portal with custom branding options.

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.

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Team Wiki

Host your documents all in one place by building a central hub for your company resources, announcements, and employee directories.

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Employee Directory

Turn your Airtable data into an easily navigable shared directory of your employee and company information.

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Applicant Tracking

Store your entire hiring process in one place. Easily navigate through applicants, automate alerts, post new jobs, and add notes.

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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.

Our awesome features

Pascal Vallet

Create a secure document portal to optimize stakeholder communication and increase efficiency

“The fact that I can allow different users to access different information is brilliant. The School Psychologist and Assistant Principal can see all the students’ cases, while the counselors see only the grades they are in charge of. Homeroom teachers track their own students, and specialist teachers access all the students they're working with from all the different homerooms.”

Pascal Vallet, School Principal, United Nations International School


With Softr, efficiency and security go hand in hand

Easily turn your Airtable data into a secure and user-friendly document portal. No code, no learning curve, no hassle.

Hit the ground running with powerful pre-built features

None of the code, none of the technical work. Softr does all the heavy lifting for you.

User accounts

User accounts secure your portal by only allowing authorized users to access sensitive information.

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Roles and permissions

Make sure only the right users have access to certain information by setting roles and granular permissions.

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Member-only content

Restrict access to specific pages or sections to reduce information overload and further secure your document portal.

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Custom form builder

Allow users to upload documents and files and send them directly to Airtable or email through customizable Form blocks.

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Search, filtering, sorting

Let users easily find the right documents with powerful search, filtering, and sorting functionality based on your Airtbale fields.

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Lists, Cards, Grids, Table Views

Make your portal more accessible by allowing users to display documents in a variety of pre-built layouts and views.

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Softr integrations

Embed your favorite tools

Easily integrate your new document portal into your existing business systems by embedding your favorite tools. Track user activity with Google Analytics, identify trends with Mixpanel, and add custom forms with Typeform.

- Google Calendar

- Google Analytics

- Typeform

- Calendly

- Mixpanel

Frequently asked questions about document portals

A document portal is a 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 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 documents anytime, anywhere 5. Boosting productivity by letting multiple users collaborate on files at the same time

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