Document Management

Build your own document approval workflow, no code required

Streamline approvals, track document statuses, and ensure compliance with a customizable workflow tailored to your organization's needs

User interface displaying a document approval workflow, featuring steps for submission, review, and approval with progress indicators and action buttons.
document approval workflow mobile ui
Loved by 800,000+ teams around the globe
Data Management

Streamline your document approvals in real time

Connect spreadsheets, project management tools, and email systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for approvals.

Explore all data sources
Power

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

Enable teams to manage, review, and approve documents securely. Set up user groups and permissions for a streamlined document approval workflow.

Advanced permissions

Give different team members tailored access and dashboards based on their document approval roles.

User groups

Give different team members tailored access and dashboards based on their document approval roles.

Automations

Connect with tools like Make, Zapier, or N8N to automate notifications and approval steps within your workflow.

Works on any device

Access and manage your document workflow anywhere. All apps are mobile-ready out of the box.

Easy, secure logins

Use Google, email, or SSO logins to give your team secure access to document management tools.

Security

Keep all documents and approval data safe with SOC2 and GDPR compliance, plus precise access controls.

AI Magic

An AI assistant for approvals

Let teams ask AI about document status, next steps, or owners—answers appear instantly, right inside your approval workflow.

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 document approval workflow

Easy, fast setup

Set up your document approval workflow in minutes with drag-and-drop blocks and templates.

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

Consolidate your stack

Add steps, permissions, or notifications as your document management needs change—no rebuild needed.

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

Flexible as you grow

Manage approvals, document storage, and user access—everything in one place, no extra tools required.

“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
Read customer story
“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 approval workflow 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
Read Case Study

Frequently asked questions

What is a document approval workflow?
What are the benefits of building a document approval workflow with Softr?
What types of features can I build into my document approval workflow?
Do I need to know how to code to build a document approval workflow in Softr?
Can I manage multiple users or departments in the same document approval workflow?
Which data sources does Softr support for document approval workflows?
Can I customize the user experience and permissions in my document approval workflow?
Can I use Softr for my document approval workflow if I don’t already have my data in another tool?
Can I white-label my document approval workflow in Softr, including using my own branding?
Can I customize the design and layout of my document approval workflow?
How secure is my data in Softr apps?
How much does it cost to build a document approval workflow with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your document approval workflow in minutes

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