Document Management

Build your own policy and document repository

Organize policies and documents effortlessly with a customizable repository tailored to your organization's unique requirements.

A user interface displaying a policy and document repository with organized folders, search bar, and document list.
policy and document repository mobile ui
Loved by 800,000+ teams around the globe
Data Management

Centralize your policy documents in real time

Connect spreadsheets, document management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your policies.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Manage policies and documents securely for your team. Set up tailored access, permissions, and version control—no IT needed.

Advanced permissions

Give different departments or roles tailored access and dashboards, so each team sees only relevant documents.

User groups

Give different departments or roles tailored access and dashboards, so each team sees only relevant documents.

Automations

Integrate with tools like Make, Zapier, or N8N to automate document approvals, reminders, and archiving.

Works on any device

Access and update your policy repository from any device. All apps are mobile-ready out of the box.

Easy, secure logins

Use Google, email, or SSO logins to give your team fast, secure access to critical documents—no IT tickets needed.

Security

Keep sensitive policy data safe with SOC2 and GDPR compliance, plus fine-grained access controls.

AI Magic

An AI assistant for your docs

Let teams ask AI about policies or files and get instant answers, directly inside your document management portal with Softr.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building policy and document repository

Easy, fast setup

Set up your policy and document repository in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add permissions, workflows, or approval steps to your document management as your needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage policies, files, and team access—all in one place, with no extra tools or logins needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom policy and document repo 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a policy and document repository?
What are the benefits of building a policy and document repository with Softr?
What types of features can I build into my policy and document repository?
Do I need to know how to code to build a policy and document repository in Softr?
Can I manage multiple teams or departments in the same policy and document repository?
Which data sources does Softr support for a policy and document repository?
Can I customize the user experience and permissions in the policy and document repository?
Can I use Softr if I don’t already have my policy and document data in another tool?
Can I white-label my policy and document repository in Softr, including using my own branding?
Can I customize the design and layout of my policy and document repository?
How secure is my data in Softr apps?
How much does it cost to build a policy and document repository with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your document repository in minutes

Set up your first Document Management system effortlessly.
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