Document Management System Template

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Use Softr's SaaS customer portal template to manage their contracts, track tasks, request assistance, and access invaluable educational resources.

Features and functionality

A centralized platform for secure collaboration, efficient document management, and insightful analytics.

Secure logins

Secure, role-specific logins to protect sensitive data.

Document Management

Request, approve, and revoke access to documents.

Analytics and Reports

Get insights into the number of access requests, categories with most documents and more.

Searching and Filtering

Search and filter documents based on name, category, and tag.

Responsive design

A fully responsive design, allowing each user to access the system from any device.

Template gallery

Overview


The Document Management Template provides a comprehensive solution for organizing and controlling access to critical documents within an organization. With an Admin role overseeing the entire document repository and Employees managing category-specific files, the template emphasizes secure collaboration, efficient document management, and insightful analytics.



How it works


To start with the template, you need to have Softr and Airtable accounts. You can use the free plan for Softr and Airtable to get started and then upgrade when needed.


Click the "Use Template" button on this page to start with the template. If you don't yet have a Softr account, you'll be prompted to create one. As soon as you're done creating your account, you'll be taken directly to your document management application. Your next step will be connecting a data source with mock data to start customizing your database. Further on, you can start playing with the application layout and adding your first users.

Build your Document management system today

Proceed with the template and have your portal ready in minutes.

Start with the template

FAQ

The Document management system provides a comprehensive solution for organizing and controlling access to critical documents within an organization. With an Admin role overseeing the entire document repository and Employees managing category-specific files, the template emphasizes secure collaboration, efficient document management, and insightful analytics.

Main features are Document Management: • Documents repository • Document categorisation. • Search and filter documents based on name, category, and tag • Upload, download, update, tag, and delete documents. • Request, approve, and revoke access to documents Analytics and Reports: • Number of access requests over time • Document uploads over time • Users owning most documents • Categories with most documents

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

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