Build your free document exchange portal
Securely share files and track approvals in an AI-powered system built with AI that you customize to fit your team's unique workflow.
Tailor your document exchange to your needs
Customize your free document exchange portal with the exact file views and approval steps you require. Add features as your workflows evolve.
Secure file upload requests
Role-based folder access
Digital document approval flow
Real-time document tracking
Automatic file notifications
Centralized search and filters
Bring all your document data together in real time
Connect Google Drive, Airtable, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business files.
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
Access your document exchange on the go. Softr apps are mobile-ready by default, letting users upload and approve files from any smartphone or tablet.
Works on any device
Access your document exchange on the go. Softr apps are mobile-ready by default, letting users upload and approve files from any smartphone or tablet.
Automations
Build native Softr Workflows to handle automatic file notifications and status updates whenever a document is uploaded, updated, or approved.
User groups
Provide separate logins for different clients and team members, ensuring each user group only sees the specific folders and documents they are permitted to access.
Advanced permissions
Apply rules for each internal or external role. Customize who can view, upload, or delete files at a granular level to maintain strict document control.
Security
Protect sensitive business documents from security threats with a platform that 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 free document exchange portal in minutes with AI—no manual configuration or coding needed.
Consolidate your stack
Add features like digital signatures, folder permissions, or automated notifications as your project grows.
Flexible as you grow
Start with file sharing, then add client dashboards, intake forms, or contract trackers—all in one place.
Generate a custom free document exchange 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
Launch your free document exchange portal today
Describe your workflow and Softr's AI builds your portal in minutes. Get started for free, no dev time needed.