Organize files, streamline collaboration, and ensure accessibility with a no-code solution tailored to your team's document workflows.


Set up a document management workflow that fits your team. Add only the views and features you need, and adapt as your processes evolve.
Connect spreadsheets, cloud storage, and other systems with real-time sync—or manage everything in Softr Databases. Centralize all your document workflows.
Manage documents efficiently with secure, role-based access. Set up logins, user groups, and permissions in minutes—no IT support needed.
Give different teams or departments tailored access and document dashboards, so everyone sees just what they need.
Give different teams or departments tailored access and document dashboards, so everyone sees just what they need.
Integrate with tools like Make, Zapier, or N8N to automate document workflows and reduce manual work.
Access, upload, or review documents from any device. All apps are mobile-ready by default.
Let your team access document management with Google, email, or SSO logins—simple and secure.
Protect sensitive documents with SOC2 and GDPR compliance, plus detailed access controls at every level.
Let teams ask AI about files, versions, or access—answers appear instantly, right inside your document management system.
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.
Quickly set up your monday document management system with simple drag-and-drop building blocks.
Easily add workflows like approvals or file sharing as your document needs change—no rebuilds required.
Manage docs, permissions, and team access in one place—instead of juggling multiple document tools.
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 monday document management system is a centralized, secure hub built on monday.com where your team can organize, store, and collaborate on important documents. It streamlines how you manage files, share resources, and track document status, all within your monday.com workspace. This setup helps reduce clutter, avoids scattered documents, and makes it easy for everyone to find and access the information they need.
Softr makes it simple to build a monday document management system tailored to your workflow. You can connect directly to your monday.com boards and data, then set up a system where your team can upload, review, and organize documents in one place. You don’t need any coding skills. Start with a template or build your own structure, customize permissions, and brand the platform to fit your organization. It’s quick to launch, easy to maintain, and flexible enough to handle different types of documents as your needs grow.
You can include a range of features in your monday document management system, depending on your team’s workflow. Some common options are:
\- User logins – so team members can securely access the system
\- Custom dashboards – to track document status, approvals, or deadlines
\- Forms – for submitting new document requests or updates
\- File sharing – to upload, download, and manage files securely
\- Search and filters – to quickly locate specific documents or resources
\- Tables, lists, and detail views – to display files, document history, or related tasks
\- Comments or status updates – to keep collaboration and feedback organized
\- Calendar view – for tracking document review cycles or expiration dates
\- Permissions and roles – so users only see or edit what they’re supposed to
All these features are built using Softr’s drag-and-drop interface, so you can create and modify your document management system without writing code. If your process changes, it’s easy to update the system as needed.
No coding is needed. You can build your monday document management system entirely through Softr’s visual editor. Everything from organizing files to setting user permissions can be handled without writing any code.
Yes, you can manage multiple clients or teams within a single monday document management system. Each user only has access to the documents, folders, and workflows that are assigned to them, based on their login and role. This is especially helpful for organizations that need to coordinate documents across departments, clients, or different teams—all within one secure system.
Softr supports a broad range of data sources for your monday document management system. 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 import or sync data using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into your document management system and display them together—so you can, for example, pull in project files from monday.com and reference sheets from Google Sheets in the same workspace. Most sources support real-time sync, ensuring your document data stays up to date across platforms.
Yes, Softr gives you full flexibility to tailor the user experience and permissions within your monday document management system. You can adjust the layout, navigation, and document views to fit your organization’s needs and branding. Each folder or document can be shown or hidden based on who’s logged in, so users only access what’s relevant to their role.
You can set up distinct user roles—such as admin, team member, or external collaborator—and define exactly what each group can view or edit. For example, team members might only see their department’s documents, while admins can access and manage all files. You can also create personalized dashboards or filtered views to keep the system organized and user-friendly for everyone.
Yes, you can. You don’t need to migrate documents or data from another tool to start using Softr for your monday document management system. If you’re starting fresh, you can utilize Softr Databases, which are built right into the platform and integrate seamlessly with your document management workflows.
If you already have files or data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in documents from other sources. Either way, you have full control over how your documents and folders are structured and shared within the system.
Yes, you can fully white-label your monday document management system in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the document management experience feel like a natural extension of your organization. All Softr branding can be removed, so users interacting with your document system only see your company’s identity throughout the workflow.
Absolutely. Softr gives you a lot of flexibility to control the design and layout of your monday document management system. You can adjust colors, fonts, spacing, and page structures to align with your organizational standards. You decide how each page is arranged, choose which content blocks go where, and specify what different users see when they log in.
To present and manage your documentation, you can add a variety of blocks based on your needs:
\- Table blocks – for structured document lists, access logs, or workflow stages
\- List or Card blocks – to highlight specific documents, categories, or user folders
\- Detail View – to show a single document’s metadata and status
\- Forms – for document submissions or approvals
\- Charts – for reporting on usage and access
\- Calendar blocks – to display document deadlines, review cycles, or publication dates
If your document workflows evolve, it’s easy to update layouts and content directly in the visual builder.
Softr is built with security as a top priority. All data for your monday document management system is encrypted in transit (TLS) and at rest, and your application is hosted on secure, reliable infrastructure. You have full control over who can access and interact with your documents using role-based permissions, user management, and visibility rules. Global restrictions help protect sensitive files across your entire document management system.
If your system connects to external sources like Airtable, Notion, or SQL, Softr does not store your documents; it displays them securely in real time according to your permissions. You always retain control over your documents and who can access or edit them.
Softr also follows industry best practices for authentication, access control, and comprehensive platform monitoring to keep your documentation safe.
You can get started free. Softr’s Free plan lets you publish one app—like your monday document management system—with up to 10 app users and 2 user groups, and supports all major data sources, including Softr Databases, Airtable, and Google Sheets.
If your document management system needs more users or advanced features, you can explore Softr’s paid plans: <https://softr.io/pricing>
Softr is designed to make it easy to build full-featured, user-facing tools—like a monday document management system—without any coding or reliance on developers. Its key advantage is how quickly you can move from idea to a working document management platform, and how seamlessly it integrates with your existing data.
Compared to other no-code tools that focus on mobile apps or are more developer-focused, Softr empowers non-technical teams to control layout, user experience, and permissions. You can build directly on live data from platforms like Airtable, Google Sheets, Softr Databases, or SQL, and deliver secure, branded systems that your team or clients can access.
You can visually customize every aspect of your document management system, from workflows and design to access control. With built-in roles, forms, conditional logic, and API support, there’s no need to stitch together multiple tools to create a robust solution.
Yes. Softr supports a wide range of integrations so you can connect your monday document management system to the rest of your tech stack. You can automate document-related processes via Zapier, Make, and N8N, or connect to tools like Slack for notifications. Softr also supports REST API and webhooks, making it possible to trigger automations or sync data with other platforms as part of your document management workflows.
Whether you want to send document updates to another system, automate approvals based on actions, or display information from other tools, you can easily build it into your document management system—no coding required.