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Yes, provided each user has the appropriate Portfolio access rights, multiple users can add new documents, search for, and view documents in a Portfolio simultaneously. The integrity of the original document will not be altered.
eCharta uses a role- and group-based access system, allowing you to determine precisely which users can view, edit, or share documents. You have full control over assigning and modifying permissions as needed.
Yes. You can assign each user a seperate Sytem Access role—such as Regular User, Group Content Manager, Group Administrator, Company Content Manager, and Company Administrator. This flexible approach ensures that management of both document portfolios, user and group profiles, as well as overall Company settings, is only granted at the appropriate level of authority.
Absolutely. You can set a range of allowable IP addresses so that only users accessing eCharta from those specific networks can log in. This feature adds an extra layer of security and helps meet compliance or corporate policies.
Yes. With eCharta, you can tailor privileges beyond just viewing. Set permissions for printing, saving locally, emailing, attaching notes, and more. This fine-grained control ensures that documents are handled according to your organization’s rules.
Yes. By adjusting user roles and permissions, you can provide secure, time-limited access to external parties. Once their engagement ends, you can easily remove or modify their access.
Yes. eCharta maintains detailed audit trails and access logs, allowing authorized admins to review who has viewed, downloaded, or modified documents. This visibility supports both accountability and regulatory compliance.
Absolutely. All access control settings are managed centrally by your designated administrators. They can define and adjust permissions company-wide, ensuring a consistent security approach across all of your document portfolios.
No, eCharta maintains the integrity of documents by not allowing any modifications, including adding or deleting pages, to the content within a file (PDF or other format). To make changes, you need to first download the document from the eCharta system to your client machine and modify it offline. Once the changes are made, you can upload the modified document as a new file, while the original document remains intact within the eCharta system. This ensures compliance with regulatory requirements by preserving the original document unchanged.
Yes, all PDF files are compressed to save space as well as optimized for Fast Web View. Fast Web View allows a large PDF to open and be viewable after the first few pages have been transferred while the remaining pages continue to transfer. This means you don’t have to wait for the last page to be sent (securely) across the internet to your browser before the PDF is viewable.
Absolutely not! eCharta's frees an organization from using rigid folder tree structures. Businesses no longer need to think in terms such as creating cabinets, drawers and folders to store documents. Or creating Root folder, sub-folders, sub-sub-folder. Search Results are returned based on your organization's needs. For more information, click on this link to wathch the video ""Think Outside the Box"" at ________________
Although you cannot annotate direct comments within the PDF or Native file, you can use the Note function to add a textual message associated to the document that appears in a pop-up window when the Notes icon is clicked on. The content of the note will be included when performing full-text searching.
Any computer file or scanned image can be stored in eCharta, although only certain file types will have an additional PDF document created. As example, Word, Excel, and PowerPoint will generat an additional PDF file. Files which are not printable such as .WAV or .MPG format will not. Native files other than PDF stored in eCharta will be need a compatible application or reader for the file format installed on the local computer. PDF files are viewed using the built-in eCharta image viewer.
Documents are stored in a binary format within SQL database. However, the document's content remains unchanged when they are copied to the eCharta database from their original format. Computer-generated documents are stored in their native format in addition to being stored as standard PDF.
No, eCharta maintains the integrity of documents by not allowing any modifications, including adding or deleting pages, to the content within a file (PDF or other format). To make changes, you need to first download the document from the eCharta system to your client machine and modify it offline. Once the changes are made, you can upload the modified document as a new file, while the original document remains intact within the eCharta system. This ensures compliance with regulatory requirements by preserving the original document unchanged.
No, eCharta stores all files as single documents which and, by design, does not allow for editing or modification. Any editing or merging of documents can be performed by first downloading the required document, performing the desired edit, and then uploading the changed file as a new document with a different revision or version number.
Singularly or in bulk (Finder File or interactive keying) Paid service to help code and upload
Singularly or in bulk (Finder File or interactive keying) Paid service to help code and upload
There are no physical restrictions to the physical size or dimensions of any document or file. However, files with large number of pages or content denstity will effect the speed at which the data will load across the internet. The ability of eCharta to generate PDF files with Fast Web View aids in faster access to the pages when a document is first opened.
There are no restrictions on the file types you can upload and store on eCharta. However, only certain file types can be translated to PDF format. For a complete list of file extensions, please see the FAQ’s about Native File Types
There are three subscription plans, each with a set number of document pages ranging from a half million to 5 million pages storage. eCharta is extensible to hold an unlimtied amount of files and pages if a businesses demands exceed the limits offered in any of the three packages.
This answer is no. For security and performance, all documents are stored in the eCharta database and cannot be seen as files on a hard drive, even by internal DCPi staff. The documents are only accessable through the eCharta system. The documents are stored in a seperate datbase as binary data with a system gernerated key for identity. All information about the document is stored in a seperate independent database. When a document is searched for and requested to be opened, only then does the eChatra system reconstitutes the raw binary data back into a the document for viewing or download.
When you upload a document to eCharta, it becomes permanently set to not allow further editing within eCharta. Documents in eCharta are permenant record. Provided you have the correct security, you can download the document to your local machine and use the applicable editing software to modify the document and then upload the new version to eCharta.
Yes, all PDF files are compressed to save space as well as optimized for Fast Web View. Fast Web View allows a large PDF to open and be viewable after the first few pages have been transferred while the remaining pages continue to transfer. This means you don’t have to wait for the last page to be sent (securely) across the intenrnet to your browser before the PDF is viewable.
Yes, as long as the device has internet access, users can use all the normal document search and retrieval functions in eCharta. However, for more complex tasks such as coding and uploading large collections of documents, using a larger screen like a PC or workstation is more suitable.
Yes, eCharta automatically convert any printable document into a PDF document.
Yes, if a user has the correct system access level, all metadata in a search results set can be downloaded into an Excel or coma seperated value file format. The information for each document in the search result set can then be reordered by sorting or filtering by field. Additionally, search results list can be fields by either ascending or descending order, and group and sub-group the contents of a folder or query list by index fields.
Yes, through the use of the Notes feature, eCharta users who have the assigned privalage, can attach comments to the document. These notes can be included or excluded when utilizing the full-text search. Since eCharta doesn't allow the integrity of the original document to be altered, the attached notes are stored independent of the docuemnt they are associated with. The user name and time stamp of when the note was added is caputred and displayed in the Notes field.
eCharta supports a wide range of file formats, including PDFs, Word, Excel, PowerPoint, images, and more. This flexibility allows you to keep all your critical business documents in one secure place.
You can categorize documents using Portfolios, metadata, and custom search tags. This organized structure makes it easy to locate and manage your documents, no matter how extensive your collection becomes.
Absolutely. You can export metadata from your search results directly into Excel or CSV formats, providing greater flexibility for creating reports or performing in-depth analysis outside of eCharta.
Authorized users can share documents via links in email or as attachments. Links have a set experation date controlled by your Company Administrators. Mass offloads of selected data sets can be generated and sent securely ensuring that sensitive information remains protected.
Yes. As your organization expands, eCharta can easily accommodate more users, documents, and Portfolios without sacrificing performance, making it a scalable solution for businesses of all sizes.
eCharta maintains the integrity of original documents. To make changes, you must first download the document, edit it offline, and then re-upload it as a new version. The original stays intact, ensuring a reliable audit trail for compliance.
eCharta is a secure cloud-based solution for your business's document storage, search, and retrieval needs. It is operating system agnostic, requiring only an internet browser to function. However, for certain file types, such as CAD drawing files, you will need the appropriate application or reader installed on your client machine to view the native file after download.
Yes, provided each user has the appropriate Portfolio access rights, multiple users can add new documents, search for, and view documents in a Portfolio simultaneously. The integrity of the original document will not be altered.
eCharta is operating system agnostic. As long as you have an internet browser and a reliable connection, you can access eCharta from Windows, macOS, Linux, or mobile devices. For certain file types, you may need the appropriate application or viewer installed on your device.
Yes. DCPi offers professional services for APIs and customization, enabling eCharta to connect seamlessly with your current back-office systems. This ensures a smooth exchange of data and documents between eCharta and the tools your organization already relies on.
eCharta accommodates a wide array of file formats, including PDF, Word, Excel, PowerPoint, images, and more. In addition, specialized file types, such as CAD drawings, can be stored in eCharta, although you’ll need the appropriate software on your device to view them after download.
No special software is needed beyond a standard web browser. However, if you need to view native file formats (like CAD), you’ll require the corresponding application on your device to open those files after downloading from eCharta.
Yes. As long as your mobile device has an internet connection and a browser, you can use eCharta’s core functionalities—searching, viewing, and retrieving documents—on the go. For more complex tasks, a desktop or laptop may be more convenient.
When exporting metadata or search results, eCharta provides easy-to-use formats like Excel (XLSX) or CSV. These widely compatible formats allow you to integrate your document information into other applications or perform additional analysis as needed.
Yes, as long as the device has internet access, users can use all the normal document search and retrieval functions in eCharta. However, for more complex tasks such as coding and uploading large collections of documents, using a larger screen like a PC or workstation is more suitable.
Yes, as long as you have an internet connection and a modern web browser, you can securely access your documents from virtually any location. However, if your Company Administrator has placed an IP address restriction on your account, you may be able to reach the login page but will be prevented from fully accessing eCharta unless you’re connecting from an approved network. This feature helps ensure that users adhere to established security policies, such as only accessing documents from the office or a designated remote location.
Absolutely. eCharta’s interface is accessible through mobile browsers, allowing you to search, view, and retrieve documents from your phone or tablet. This provides flexibility for users who need quick access to files while away from their desks.
While you can perform core functions such as searching and viewing documents, more complex tasks—like configuring large document portfolios or performing bulk uploads—are generally more convenient on a desktop or laptop with a larger screen.
No. eCharta’s security measures, including encryption and controlled access permissions, apply to all connections, regardless of where you log in from. You can count on consistent, secure document access at all times.
Yes. eCharta’s access control settings, including user roles and IP-based restrictions, work the same way for remote or mobile users. Administrators can maintain strict permissions to ensure that only authorized personnel can view or modify documents.
Routine download via FTP or Physical Media (chargeable) Final dispensation of documents on physical media We keep the documents and metadata for 90 days after discontinuation of service and then purge.
The time when you step up from manual process to eCharta for your documents, you yourself feel the ROI in terms of time, management, revenue etc.
The time when you step up from manual process to eCharta for your documents, you yourself feel the ROI in terms of time, management, revenue etc.
Unlike many competitors who charge for each named user, eCharta licenses are based on concurrent usage. This means you only pay for the number of users logged in at the same time, rather than for every single user who might ever need access.
A concurrent model can reduce costs by eliminating the need to purchase a license for every potential user. Instead, you’re investing in a more flexible arrangement where only active sessions matter, helping you scale as your needs evolve without unnecessary expenses.
With eCharta, each user has their own unique login credentials. Unlike shared seat licenses, where multiple people use the same account, concurrent licensing ensures that every action is tied to a specific user. This clear audit trail supports compliance and internal accountability.
Yes, eCharta offers a range of packages to fit varying business sizes and requirements. You can choose the option that best meets your current needs, with the flexibility to adjust as your organization grows.
Absolutely. As your usage changes, you can seamlessly modify your package to add more concurrent users or adjust your overall plan. This ensures that you’re never stuck paying for more than you actually need.
By focusing on concurrent usage and flexible plans, eCharta lets you pay only for the capacity you require. Combined with robust features, top-tier security, and ongoing support, this model provides a cost-effective way to manage your organization’s documents without compromising on quality or compliance.
eCharta provides a variety of reports, including user activity logs, document access summaries, and system usage metrics. These reports can help you understand who is viewing, modifying, or sharing documents, as well as give insights into overall system performance.
Yes. eCharta maintains detailed audit trails that capture every action taken on a document—such as viewing, downloading, and editing—along with the date, time, and the user responsible. This level of detail supports compliance, internal audits, and accountability.
Absolutely. eCharta lets you export metadata and search results to Excel or CSV files, making it easy to perform additional data analysis, create custom reports, or integrate the information into other business intelligence tools.
Administrators control which users have the permission to generate reports. This ensures that sensitive insights and audit trail information remain accessible only to those with the appropriate level of authority.
Yes. By reviewing user activity, document access patterns, and resource utilization, you can identify areas for improvement, streamline workflows, and ensure that your document management practices are as effective and compliant as possible.
No. eCharta uses advanced database indexing and search algorithms designed to maintain quick retrieval times, even as your document collection becomes larger and more diverse.
Yes. eCharta can handle bulk uploads and large data imports, ensuring that newly added documents are efficiently indexed for fast and accurate searches.
eCharta is designed to handle large document libraries and numerous Portfolios without strict upper limits. For extremely large documents, it may be practical to split them into multiple volumes to ensure smooth browser performance. Additionally, documents are stored as PDFs optimized for Fast Web View, allowing the first pages to display while the remaining content continues to load. This approach maintains a responsive and efficient user experience, even with very large files.
As a cloud-based solution, eCharta leverages a national infrastructure to provide reliable and responsive access, regardless of where your users are located in North America. This ensures that everyone enjoys a smooth experience, no matter their distance from the data center.
eCharta’s cloud-based architecture is built to scale seamlessly. As your organization grows, you can add more users, portfolios, and documents without compromising system performance or reliability.
Yes, during the OCR (Optical Character Recognition) process, eCharta uses state-of-the-art industry compression techniques. The resulting compression allows for faster streaming of documents and less space occupied in storage. Additionally, during the OCR processing step, PDF documents are optimized for "Fast Web View." This step allows the first page of a document to display and be visable, while any remaining pages contiune to load to the user's machine in the background. Fast Web View means that the user doesn't have to wait for the last page of the document to transfer before the first page is visable.
Yes, depending upon the application in most cases we can work with your Information Technology Department to develop secure web services customized to your business's requirements
Yes, eCharta keeps a comprehensive audit trail and tracks every action taken on a document. This includes: Changes to document metadata, including what the change was and a record of all prior conditions. The time, date, and user making the change. Events such as viewing, downloading, uploading, or emailing a document, whether individually or as part of a document set. The ability for users to generate audit trail reports is set by the Company or Group Administrators.
Yes, eCharta allows authorized users to generate user activity and system usage reports. Additionally, metadata from document search query result lists can be exported to Microsoft Excel and CSV for additional reporting flexibility.
Yes, eCharta allows the Company Administrator to set a range of acceptable IP addresses, restricting select users to log in only from computers within the specified network. This restriction can be assigned on a user-by-user basis.
eCharta utilizes a powerful security methodology for users and groups that allows an administrator to set user permissions based on the user login for nearly every function of the program. Automatic log-off after a defined period of inactivity further assures the confidentiality of your stored documents.
Yes, eCharta allows authorized users to generate user activity and system usage reports. Additionally, metadata from document search query result lists can be exported to Microsoft Excel, CSV, and PDF for additional reporting flexibility.
Yes, eCharta allows the Company Administrator to set a range of acceptable IP addresses, restricting select users to log in only from computers within the specified network. This restriction can be assigned on a user-by-user basis.
Yes, eCharta keeps a comprehensive audit trail and tracks every action taken on a document. This includes:
Yes. eCharta complies with all US government regulations for document and record security, and retention. In fact, our compliance with electronic document management makes us a very popular solution for clients in the FINANCIAL SERVICES, HEALTHCARE and LEGAL industries.
eCharta employs multiple layers of security, including advanced encryption, role-based access controls, and strict authentication measures. Our platform is designed to keep your information confidential and accessible only to authorized users, ensuring that sensitive documents remain private at all times.
Yes. eCharta is built with compliance in mind and adheres to key industry regulations and standards. We continuously monitor and update our security protocols to meet stringent compliance requirements, giving you peace of mind that your data is protected under the latest guidelines.
eCharta maintains comprehensive audit trails that record every action taken on a document—from viewing and editing to downloading and sharing. These detailed logs include time stamps, user identities, and the nature of the activity, helping you meet regulatory requirements and conduct internal audits with ease.
Absolutely. eCharta’s customizable access controls let you define who can view, edit, or share documents based on user roles, groups, and even specific IP address ranges. This flexibility ensures that each user’s access aligns perfectly with your organization’s policies and compliance obligations.
eCharta uses industry-standard SSL/TLS encryption to secure data in transit and 256-bit encryption for data at rest. This dual-layered approach ensures that your documents are safeguarded from unauthorized access, whether they’re being transmitted or stored in our secure data centers.
Yes. eCharta provides secure remote access and controlled file sharing capabilities. Employees can work from anywhere while still adhering to strict security protocols. Our advanced authentication and encryption measures ensure that remote work doesn’t compromise your data security.
eCharta supports customizable retention policies, allowing you to define how long documents are stored and when they are archived or disposed of. This helps ensure that your organization meets both internal and regulatory data management requirements.
Current and previous two major releases of:
eCharta is a secure cloud-based solution for your business's document storage, search, and retrieval needs. It is operating system agnostic, requiring only an internet browser to function. However, for certain file types, such as CAD drawing files, you will need the appropriate application or reader installed on your client machine to view the native file after download.
Getting started with eCharta is straightforward. After signing up, you’ll receive a link to set up your personalized site. Our team can guide you through the initial configuration to ensure that your document categories, search tags, and user groups are aligned with your business processes.
Yes. eCharta offers flexible categorization options, customizable metadata fields, and tailored search tags. This means you can structure your document portfolios in a way that makes the most sense for your organization, streamlining both search and retrieval.
During the setup process, we’ll work with you to understand your current workflows and map them onto eCharta’s features. Our professional services team can assist in aligning the platform with your internal processes, ensuring a smooth transition and minimal disruption.
Yes. We provide onboarding resources, documentation, and training sessions to help your team become comfortable with eCharta. Our goal is to ensure that everyone, from administrators to end-users, can quickly navigate and utilize the system’s full capabilities.
Absolutely. As your needs evolve, you can adjust portfolios, user roles, search tags, and other settings to reflect new requirements. eCharta’s configuration is flexible, allowing you to adapt the platform as your business grows and changes.
Not necessarily. While advanced IT expertise isn't required, involving a business administrator who understands your documents, workflows, and operational needs can be highly beneficial. This ensures that eCharta is configured and maintained in a way that closely aligns with how your organization uses its documents, resulting in a more efficient and effective solution.
eCharta provides multiple support channels, including email, chat, and online resources. Whether you’re experiencing technical issues or just have a question, our dedicated support team is here to help.
Yes. We provide onboarding sessions, detailed documentation, and video tutorials to ensure that your team quickly gains confidence in using eCharta. Our goal is to make sure everyone gets the most out of the platform from day one.
Absolutely. If your organization has unique processes or specific use cases, we can provide professional consulting services to understand your documents, workflows, and operational needs. Based on these insights, we’ll configure eCharta to closely align with how your team works. This tailored approach ensures that your training sessions and system setup lead to a more efficient, effective document management solution.
While you maintain full administrative control over your eCharta site, we are here to support you as your needs evolve. Our team can assist with best practice recommendations, configuration guidance, and addressing any system-related issues that arise. Our goal is to help you succeed as your business grows and changes.
Yes. We maintain a comprehensive knowledge base and FAQs for quick reference. Users can find step-by-step guides and best practice tips at any time, reducing downtime and increasing overall productivity.