Document Management

Build your own AI document management system, no code required

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

Screenshot of a modern AI-powered document management system interface, displaying organized folders, a search bar, document previews, and navigation menus.
ai document management system mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your documents together in real time

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.

Explore all data sources
Power

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

Give each teammate secure, tailored access to documents. Set up user groups and permissions in minutes—no IT help required.

Advanced permissions

Organize team members by department or role, so each group has access to just the documents they need.

User groups

Organize team members by department or role, so each group has access to just the documents they need.

Automations

Connect to tools like Make, Zapier, or N8N to automate document routing, notifications, or archiving.

Works on any device

Access and manage documents from any device. All apps are mobile-ready by default.

Easy, secure logins

Enable secure access through Google, email, or SSO logins—no need for additional IT support.

Security

Keep internal documents safe and compliant with SOC2 and GDPR standards, plus robust access controls.

AI Magic

An AI assistant for IT admins

Admins can ask AI about files, permissions, or document status—get secure answers instantly, right inside your management portal.

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 ai document management system

Easy, fast setup

Get your AI-powered document management system live in minutes with drag-and-drop templates.

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

Consolidate your stack

Easily add automations or adjust access controls as your team's document needs change—no rebuilds.

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

Flexible as you grow

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