Create a custom document management workflow system
Organize files, streamline approvals, and enhance collaboration with a no-code system tailored to your team's document processes.
Customize your document management system
Add only the views and workflows your team needs to manage documents. Adjust your setup anytime as your processes change—no code needed.
Document upload and storage
Access permissions control
Document approval workflow
Version history tracking
Search and filter documents
Automated expiration reminders
Unify your document data in real time
Connect spreadsheets, cloud storage, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Custom access for every team. Built-in security, no dev time.
Empower your team to organize, share, and manage documents securely. Set up user groups, permissions, and logins—no IT help needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role manages only the documents relevant to them.
User groups
Give different team members tailored access and dashboards, so each role manages only the documents relevant to them.
Automations
Connect with tools like Make, Zapier, or N8N to automate document workflows and reduce manual uploads or updates.
Works on any device
Access and manage documents on the go. All apps are mobile-ready for seamless document retrieval.
Easy, secure logins
Use Google, email, or SSO logins for fast, secure document access—no IT requests required.
Security
Keep sensitive documents safe with SOC2 and GDPR compliance, plus detailed permission controls at every level.
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An AI teammate for IT admins
Admins can ask AI about document status, access, or security—AI answers instantly, built right into your management system.
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
Set up your document management workflow system in minutes—no coding or design skills needed.
Consolidate your stack
Easily add approvals, sharing, or automations as your document workflows expand—no rebuild required.
Flexible as you grow
Manage documents, requests, and internal processes in one place—no extra tools or logins needed.
Build a fully custom 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.
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Frequently asked questions
Build your document management workflow system