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.
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.
Instantly sync changes
Thanks to our native Airtable integration, document updates get synced in real-time to both your portal and your database solution.
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.
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.
Team Wiki
Host your documents all in one place by building a central hub for your company resources, announcements, and employee directories.
Employee Directory
Turn your Airtable data into an easily navigable shared directory of your employee and company information.
Applicant Tracking
Store your entire hiring process in one place. Easily navigate through applicants, automate alerts, post new jobs, and add notes.
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.
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
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.
Roles and permissions
Make sure only the right users have access to certain information by setting roles and granular permissions.
Member-only content
Restrict access to specific pages or sections to reduce information overload and further secure your document portal.
Custom form builder
Allow users to upload documents and files and send them directly to Airtable or email through customizable Form blocks.
Search, filtering, sorting
Let users easily find the right documents with powerful search, filtering, and sorting functionality based on your Airtbale fields.
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.
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
