Create a custom document management portal
Organize files, manage approvals, and track history in an AI-powered portal built with AI that you customize to fit your team's workflow.
Build exactly what your business needs
Customize your document management portal setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Secure file uploads
Role-based access control
Document approval requests
AI-powered content search
File status tracking
Automated expiry notifications
Bring all your document data together in real time
Connect your storage tools, databases, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access or upload documents from any device using Softr's PWA—no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Access or upload documents from any device using Softr's PWA—no extra design needed.
Automations
Build native automations to handle approval notifications, status updates, and file expiry alerts automatically whenever records are changed.
User groups
Provide separate logins for different departments or clients, and create personalized document dashboards for each user.
Advanced permissions
Apply rules for different user groups. Customize who can view, edit, or delete specific files at even the most granular level.
Security
Protect confidential document information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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.
Easy, fast setup
Build your document management portal in minutes with AI—no manual setup needed.
Consolidate your stack
Add features like approval flows, expiration alerts, or tagging as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a portal, then add team dashboards, client forms, or internal trackers—all in one place.
Generate a document management portal with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your document management portal in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free—no developer needed.