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


Choose only the steps and views your document approval process requires. Make changes as your team’s workflow evolves—no code needed.
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.
Enable teams to manage, review, and approve documents securely. Set up user groups and permissions for a streamlined document approval workflow.
Give different team members tailored access and dashboards based on their document approval roles.
Give different team members tailored access and dashboards based on their document approval roles.
Connect with tools like Make, Zapier, or N8N to automate notifications and approval steps within your workflow.
Access and manage your document workflow anywhere. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team secure access to document management tools.
Keep all documents and approval data safe with SOC2 and GDPR compliance, plus precise access controls.
Let teams ask AI about document status, next steps, or owners—answers appear instantly, right inside your approval workflow.
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.
Set up your document approval workflow in minutes with drag-and-drop blocks and templates.
Add steps, permissions, or notifications as your document management needs change—no rebuild needed.
Manage approvals, document storage, and user access—everything in one place, no extra tools required.
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.












A document approval workflow is a secure platform where team members and stakeholders can log in to review, approve, and track the status of documents. Rather than relying on email chains or manual tracking, all document submissions, comments, and approvals happen in one centralized location. This streamlines the process, keeps everyone aligned, and makes it easy to manage document reviews from start to finish.
Softr makes it simple to set up a document approval workflow tailored to your organization’s needs. You can connect your existing data sources, such as Airtable, Notion, or Google Sheets, and create a workflow where users can upload documents, assign reviewers, and monitor approval status—all in one place.
No coding is required. You can start from a template or build your workflow from scratch, customize layouts, set permissions for reviewers and submitters, and brand the workflow to match your organization. It’s fast to deploy, easy to maintain, and flexible enough to adapt as your approval process evolves.
You can incorporate a variety of features into your document approval workflow, depending on your process. Common options include:
\- User logins – so each team member or stakeholder can access their assigned documents
\- Custom dashboards – to track document status, pending approvals, or deadlines
\- Upload and download options – for submitting and accessing documents securely
\- Forms – for submitting documents, adding comments, or providing feedback
\- Search and filters – to quickly find specific documents or approval stages
\- Tables, lists, and detail views – to display documents, approval history, or user roles
\- Commenting or status updates – to centralize feedback and track progress
\- Notifications – to alert users of documents needing review or approval
\- Permissions and roles – to ensure only the right people see or approve each document
All of these features are built using Softr’s no-code, drag-and-drop editor, making it easy to update your workflow as your process changes.
No coding is needed. You can build your document approval workflow using Softr’s visual editor. Everything can be customized—from the approval steps to user access—without writing a single line of code.
Yes. You can manage multiple users or departments within a single document approval workflow. Each participant only sees the documents and approval tasks assigned to them, based on their login and role. This is especially helpful if your organization handles approvals for different teams or projects in one centralized workflow.
Softr supports a wide range of data sources for your document approval workflow. 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 integrate other sources using the REST API.
You aren’t limited to just one source. You can combine multiple data sources in the same workflow—for instance, bringing together approval requests from Airtable and document metadata from Google Sheets. Most data sources offer real-time, two-way sync, so document statuses and approvals stay up to date automatically.
Yes, Softr gives you full control over how users interact with your document approval workflow. You can tailor the layout, navigation, and content to fit your organization’s approval process. Each page or approval step can be shown or hidden depending on who’s logged in, ensuring users only see the documents and actions relevant to them.
You can set up different roles—such as submitter, approver, or admin—and define exactly what each role can view or approve. For example, approvers might only see pending approvals, while admins have access to all documents and workflows. You can also personalize views by filtering documents based on the logged-in user.
This level of customization is ideal when overseeing multiple document types, departments, or approval chains in the same workflow. It ensures everything stays organized, secure, and tailored to each participant.
Yes, you can. You don’t need to import existing data from another application to start building a document approval workflow with Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your workflow.
If you do have documents or approval tracking data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Softr also offers a REST API connector to bring in data from other sources. Either way, you stay in control of how your documents and approval steps are structured and presented.
Yes, you can fully white-label your document approval workflow in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the workflow feel like a seamless part of your organization. You can also remove all Softr branding, so your users and reviewers will only see your organization’s identity throughout the entire approval process.
Yes, you can. Softr gives you a lot of flexibility to control the design and layout of your document approval workflow. You can adjust colors, fonts, spacing, and how each page is structured to match your team's branding. You can decide how each section of the workflow is organized, choose which blocks to use and where to place them, and set what each user or approver sees when they log in.
To display your data, you can add different types of blocks depending on your workflow needs:
\- Table blocks – to show lists of documents awaiting approval or their statuses
\- List or Card blocks – to highlight things like pending requests, user assignments, or document owners
\- Detail View – to show detailed information for each document or approval stage
\- Forms – to collect input or feedback during the approval steps
\- Charts – to visualize approval metrics or bottlenecks
\- Calendar blocks – to display review deadlines or scheduled meetings
If your requirements or design change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your document approval workflows are hosted on secure and reliable infrastructure. Softr apps give you full control over who can see and do what within your workflow. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive documents and approval data.
For workflows connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your information and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your document approval process safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your document approval workflow needs more users or advanced features, you can explore the paid plans to see which option fits your workflow requirements best: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing workflows—like document approval systems, internal tools, and portals—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to working workflow, and how seamlessly it connects with your existing data.
Unlike some no-code tools that focus on mobile apps or are more developer-centric, Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded approval workflows that your team or external reviewers can log into.
You can visually customize everything—from the content and design to user permissions. And since Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to combine multiple tools to launch a polished document approval workflow.
Yes. Softr supports a wide range of integrations so you can connect your document approval workflow to the rest of your stack. You can sync with tools like Slack for notifications, automate tasks using Zapier, Make, and N8N, and even use REST API and webhooks for more advanced workflow automation.
Whether you need to send updates to another system, trigger automations based on approval actions, or display information from other tools, you can build it into your workflow—all without writing code.