Organize files, streamline access, and enhance collaboration with a customizable document system tailored to your team's needs.


Set up the exact views and workflows your team needs for AI-powered document handling. Add features as your processes evolve—no code needed.
Connect spreadsheets, cloud storage, and other systems with real-time sync—or manage everything in Softr Databases. Centralize document and workflow data for your team.
Give each teammate secure, tailored access to documents. Set up user groups and permissions in minutes—no IT help required.
Organize team members by department or role, so each group has access to just the documents they need.
Organize team members by department or role, so each group has access to just the documents they need.
Connect to tools like Make, Zapier, or N8N to automate document routing, notifications, or archiving.
Access and manage documents from any device. All apps are mobile-ready by default.
Enable secure access through Google, email, or SSO logins—no need for additional IT support.
Keep internal documents safe and compliant with SOC2 and GDPR standards, plus robust access controls.
Admins can ask AI about files, permissions, or document status—get secure answers instantly, right inside your management portal.
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.
Get your AI-powered document management system live in minutes with drag-and-drop templates.
Easily add automations or adjust access controls as your team's document needs change—no rebuilds.
Manage documents, approvals, and sharing—all in one platform, without switching between tools.
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.












An AI document management system is a secure platform where your team or users can upload, organize, and access documents with the help of artificial intelligence. It streamlines document handling by automating tasks like sorting, tagging, and searching, so you don’t have to manage folders and files manually. This makes it easier to stay organized and ensures everyone can find the documents they need, whenever they need them.
Softr makes it easy to create an AI document management system that matches the way your organization works. You can connect your existing databases—like Airtable, Notion, or SQL—and set up a system where users can log in, upload documents, search with AI-powered tools, and manage files, all in one place.
You don’t need any coding experience. Start with a template or build from scratch, customize layouts, set document access permissions, and brand the interface for your team. It’s quick to launch, simple to adjust as your needs change, and flexible enough to support everything from daily document workflows to complex project archives.
You can add a variety of features to your AI document management system, depending on your organization’s needs. Common features include:
\- User logins – so each team member or user can securely access their documents
\- AI-powered search – to quickly find documents based on keywords, tags, or content
\- Custom dashboards – to show document stats, recent uploads, or workflow updates
\- File uploading and sharing – for users to add, view, and share files securely
\- Automated tagging and categorization – using AI to organize documents efficiently
\- Tables, lists, and detail views – to display document metadata or status
\- Permissions and roles – so users only see or edit documents they’re authorized for
\- Comments or version history – to track document changes and discussions
\- Forms – for document submission, requests, or approvals
\- Notifications – to alert users about new uploads or document updates
All these features are created using Softr’s drag-and-drop interface, so you can easily build or update your system as your document management needs evolve.
No coding is required. You can build your AI document management system entirely with Softr’s visual editor. All aspects, from layout to user permissions and AI-powered features, can be set up without writing any code.
Yes. You can manage document collections for multiple clients or teams within the same ai document management system. Each user only sees the files, folders, and data assigned to them based on their login and role. This setup is ideal for organizations or departments that handle sensitive documents for different stakeholders, ensuring that access is always secure and organized.
Softr supports a wide range of data sources for your ai 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 bring in files and document metadata from other systems using the REST API.
You’re not limited to just one source. You can integrate documents from multiple systems and display them together in your ai document management interface. Most sources support real-time, two-way sync, so any updates to your documents or data are always current.
Yes, Softr gives you comprehensive control over how users interact with your ai document management system. You can customize the layout, navigation, and document views to match your organization’s branding and processes. You can also decide which folders, files, or metadata are visible depending on who’s logged in, ensuring each user sees only what’s relevant to them.
You can define custom roles, such as document viewer, editor, or admin, and set precise permissions for each. For example, external partners might only see specific documents, while your internal team can manage all files. You can further tailor the experience with personalized dashboards and filtered document lists based on each user's access rights. This level of customization keeps your document management both secure and efficient.
Yes, you can. You don’t need existing documents or data in another platform to start using the ai document management system with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates smoothly with your document management workflows.
If you already have files in other tools like Airtable, Google Sheets, Notion, or similar, you can connect those as well. There’s also a REST API connector for bringing in documents from other sources. Whichever method you choose, you have complete control over how your documents and related data are organized and presented.
Yes, you can fully white-label your ai document management system in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the system feel like a seamless part of your organization. You can also remove all Softr branding, so your users only see your company’s identity throughout the entire document management experience.
Absolutely! Softr gives you extensive flexibility to control both the design and layout of your ai document management system. You can adjust colors, fonts, spacing, and page structure to match your brand’s look and feel. You can also decide how each page is organized, which blocks are displayed, and what different user roles see when they log in.
To display your documents and related data, you can add various blocks depending on your needs:
\- Table blocks – to show structured lists of documents, file statuses, or user activity
\- List or Card blocks – to highlight document categories, user folders, or recent uploads
\- Detail View – to display individual document details or metadata
\- Forms – for document uploads or user submissions
\- Charts – to visualize usage trends or storage analytics
\- Calendar blocks – to track document deadlines or review cycles
If you want to change your system’s content or layout later, it’s easy to make updates directly in the visual builder.
Softr puts security first. All data in your ai document management system is encrypted in transit (TLS) and at rest, and your system is hosted on secure, reliable infrastructure. Softr apps give you full control over who can access and manage documents, with role-based permissions, user management in your data source, and granular visibility rules to protect sensitive files across your system.
If your system connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data itself—it simply displays it in real time based on your access settings. You always control your documents and who can view or edit them.
Softr also follows best practices for authentication, access management, and ongoing platform monitoring to keep your document data safe.
You can get started for free. With Softr’s Free plan, you can publish one ai document management system with up to 10 users and 2 user groups, and it includes support for popular data sources like Softr Databases, Airtable, Google Sheets, and more.
If your document management system needs to support more users or advanced features, you can explore Softr’s paid plans for additional capacity and options.
Softr is designed to make building fully functional, user-facing applications—like ai document management systems—simple and fast, without requiring coding skills or developer resources. It stands out for how quickly you can go from concept to live system, and how easily it connects with your existing data.
Unlike no-code platforms focused on mobile apps or developer-heavy tools, Softr is made for non-technical teams who want full control over layout, user roles, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded document management system that your users can access with ease.
With visual customization options, built-in user roles, forms, conditional logic, and API support, you don’t need multiple tools to launch a polished solution.
Yes! Softr offers a wide range of integrations so you can connect your ai document management system to your existing toolset. You can automate tasks using platforms like Zapier, Make, or N8N, and create seamless workflows between your document management system and other applications. Softr also supports REST API and webhooks for advanced automation.
Whether you need to sync document data to other platforms, trigger automations when new files are uploaded, or pull in information from external sources, you can build it all—no coding required.