Document execution engine.
Nine lifecycle states per document. Ten field types with drag-and-drop PDF placement. Five signer authentication methods. Three signature capture methods. Eleven waiver categories with configurable validity windows and check-in gating. Cryptographic integrity hashing pre- and post-signing. Publicly verifiable certificates of completion. Bulk send with CSV import. In-person signing for tablets and kiosks. Template library with merge fields across 70+ document types.
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document types across 12 verticals
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field types with drag-and-drop placement
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document lifecycle states
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audit event types per document
Nine states. From draft to certificate.
Every document tracks a nine-state lifecycle from initial upload through signing, completion, or expiry. Three filtered views split documents by action required: pending, awaiting others, and completed.
Draft
Document uploaded or created from template. Fields placed. Not yet sent to signers.
Sent
Signing invitations delivered to all configured signers via email.
Viewed
At least one signer has opened the signing link and viewed the document.
Partially Signed
One or more signers have completed their fields. Other signers still pending.
Signed
All signers have completed their assigned fields and applied signatures.
Completed
Document finalized. Certificate of completion generated. PDF sealed with integrity hash.
Declined
A signer has declined to sign. Reason captured in audit trail.
Voided
Sender has voided the document before completion. All signing links invalidated.
Expired
Document passed its configured expiry window without all signatures collected.
Document views
Ten field types. Drag-and-drop. Color-coded assignment.
PDF overlay engine with ten field types, per-signer color coding, drag-and-drop placement, required-field enforcement, and contact auto-population across multi-page documents.
Signature
Drawn, typed, or uploaded signature field. Required for most documents.
Initials
Abbreviated signature field for quick acknowledgment on multi-page documents.
Text
Free-form text input. Auto-populates from linked contact record when available.
Date
Date picker with current-date default. Auto-populates from contact birthday if linked.
Checkbox
Boolean acknowledgment. Grouped checkbox support for multi-option consent fields.
Radio Button
Single-choice selection from grouped options. Mutual exclusivity enforced per group.
Dropdown
Predefined option list. Auto-populates from contact data when field name matches.
Email input with format validation. Auto-populates from contact record.
Phone
Phone number with format validation. Auto-populates from contact record.
Number
Numeric input with validation. Supports SSN, ID numbers, prices, and quantities.
Placement and assignment
Single send. Bulk send. Five authentication methods.
Configure signers and signing order. Set expiry and reminders. Authenticate via email link, SMS code, email code, access code, or login required. Send individually or in bulk via CSV import.
Single send. Bulk send. Five authentication methods.
Configure signers, signing order, expiry windows, and authentication. Send individually with custom email messages, or send in bulk via CSV import with per-recipient progress tracking.
Single Document Send
Configure signers with name, email, role, and optional phone. Custom subject line and message body per document. Default email template with per-document override.
- Unlimited signers per document
- Custom email subject and body
- Configurable expiry (1 to 365 days)
- Automatic reminders (0 to 10 per document)
Signing Order
Parallel mode: all signers receive invites simultaneously and sign in any order. Sequential mode: each signer receives an invite only after the previous signer completes.
- Parallel: all at once
- Sequential: one after another
- Per-signer color-coded field overlay
- Manual reminder available at any state
Bulk Send
Send a single document or template to multiple recipients at once. Upload a CSV file of names and emails, or add recipients individually. Progress tracking per recipient.
- CSV import for recipient list
- Template selection or PDF upload
- Per-recipient progress tracking
- Batch send with status dashboard
Signer Authentication
Five methods configurable per account or per document: email link (one-time token), SMS verification code, email verification code, access code (out-of-band), and login required.
- Email link with one-time-use token
- SMS verification code
- Email verification code
- Access code (communicated separately)
Browser-native. In-person. Zero-install execution.
Shareable signing links open a browser-native PDF surface with per-signer field overlay. Three signature capture methods. In-person mode for tablets and kiosks. No downloads, no plugins, no account required for external signers.
Shareable Signing Links
Unique /s/[token] URL per signer. No account required. One-time-use token authentication. Custom email delivery with configurable subject and body.
Browser-Native PDF Rendering
Full PDF rendering in-browser with per-signer color-coded field overlay. Responsive layout across desktop, tablet, and mobile viewports. No plugins or downloads.
Three Signature Capture Methods
Draw via touch or mouse input on an HTML5 Canvas. Type with font selection. Upload an image file. Captured signatures stored for reuse across documents.
In-Person Signing
Tablet and kiosk signing sessions. Document opened on a shared device. Signer completes fields and signs in person. Suited for walk-in scenarios and front-desk operations.
Decline Flow
Signer can decline with a reason. Decline logged in the audit trail with timestamp and device. Sender notified automatically.
Completion Confirmation
Post-signing screen confirms completion. Download of the executed PDF and certificate of completion. Notification to remaining signers or sender as applicable.
Runtime specifications
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signature capture methods
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signer authentication methods
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waiver categories with check-in gating
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forensic data points per audit event
70+ document types. ESIGN/UETA compliant. Publicly verifiable.
Template library with merge fields and waiver assignment. Fourteen audit event types with forensic detail. SHA-256 integrity hashing. Certificates of completion with public verification URLs.
70+ document types. Merge fields. Waiver assignment.
Reusable document definitions with pre-placed field maps, merge field bindings, waiver category assignment, and five-language support. Clone, customize, and version-track every template.
Template Library
Browse, search, and filter templates by category, type, language, and active status. Usage count and last-used date tracked per template.
Clone and Customize
Clone any template as a starting point. Pre-placed field definitions carry over. Adjust fields, signers, and settings per variation.
Merge Fields
Template-level merge field definitions auto-fill from contact and entity data. Name, email, phone, custom profile fields, and entity attributes.
Public and Private Visibility
Public templates shared across the organization. Private templates visible only to the creator. Visibility toggled per template.
Waiver Configuration
Assign a waiver category and validity window per template. Documents created from the template inherit waiver settings automatically.
One-Click Use
Use Template opens a new document pre-configured with the template PDF, field placements, and merge field bindings.
Template categories
Fourteen event types. Seven forensic data points per entry.
Immutable audit trail with 14 event types per document. Each entry records actor name, timestamp, IP address, geolocation, browser, device, and custom metadata. Filter by action, actor, date range, or document.
Action Occurs
Any operation on a document: creation, send, view, field fill, signature, decline, void, reminder, or authentication attempt.
Event Recorded
Structured audit entry written with action type, actor, timestamp, IP address, geolocation, browser, and device metadata.
Trail Persisted
Immutable entry stored per document. Queryable by action type, actor, date range, and document via GET /api/sign/audit.
Dashboard Surfaced
The /sign/audit route renders the full log with filters, search, and pagination. Per-document view at /sign/audit/[documentId].
14 audit event types
SHA-256 hashing. Public certificates. Tamper detection.
Every completed document receives a certificate with cryptographic integrity hashing. Public verification URL resolves without authentication. Hash comparison detects any modification to the signed document.
Certificate of Completion
Auto-generated when all signers complete. Contains document name, integrity hash, all signer details with timestamps, and a public verification URL. PDF format with embedded QR code.
- Auto-generated on final signer completion
- Document name, hash, and signer details
- QR code linking to public verification URL
- PDF download from completion screen
Cryptographic Integrity Hashing
SHA-256 hash generated before signing begins and after final signer completion. Hash comparison detects any document modification. Certificate carries its own independent hash.
- SHA-256 pre-signing and post-signing hashes
- Tamper detection via hash mismatch
- Independent certificate hash
- Full audit log exportable with hash chain
Public Verification
Certificate ID resolves to a public verification URL. No authentication required. Displays all signers, timestamps, and hash verification result. Anyone with the certificate ID can verify.
- /sign/verify/[certificateId] public route
- No login required for verification
- Signer names, emails, and timestamps displayed
- Real-time hash match/mismatch result
ESIGN/UETA compliant. Eleven waiver categories. Check-in gating.
Legally binding electronic signatures under ESIGN Act and UETA frameworks. Eleven waiver categories with configurable validity windows, per-contact coverage tracking, auto-expiry alerts, and check-in entry gating via Calisto Access.
Pool and Water Activities
Swimming, diving, water sports, aquatic facility access.
Fitness and Gym
Gym membership, personal training, fitness classes, equipment use.
Equipment Rental
Cabana, gear checkout, rental equipment, damage liability.
Events and Classes
Event attendance, class participation, workshops, seminars.
Adventure and Recreation
Adventure activities, recreational sports, outdoor experiences.
General Liability
Standard business operations and general liability coverage.
Golf and Recreation
Golf courses, country clubs, recreational facilities.
Coworking and Business
Coworking spaces, business centers, shared office use.
Medical and Treatment
Medical services, treatment, consultation, healthcare facility access.
Construction and Development
Construction sites, development projects, renovation work.
Field Service and Home Repair
Field service work, home repair, in-home service visits.
Compliance framework
Ten products. One signing engine.
Calisto Box stores documents. Calisto Docs creates source files. Deals, Proposals, Events, Access, Contacts, Navigator, Pulse, and Connect route documents through the same execution engine.
Signatures. Reminders. Email. Branding.
Four settings tabs: manage saved signatures for reuse, configure automatic reminder intervals, customize signing email sender and message, and apply branding to the signing runtime and certificates.
Saved Signatures
Create and manage saved signatures. Three types: drawn (Canvas capture), typed (text with font selection), and uploaded (image file). Set a default signature for one-click application across documents.
- Drawn, typed, and uploaded signature types
- Default signature for quick reuse
- Preview and delete saved signatures
- Persistent storage across sessions
Default Reminders
Configure automatic reminder settings at the account level. Enable or disable automatic reminders. Set reminder interval in days. Per-document override available at send time.
- Enable/disable automatic reminders
- Configurable interval (days)
- Account-level defaults
- Per-document override at send time
Email Configuration
Customize the sender name, reply-to address, and default message body for signing invitation emails. Toggle whether to include a custom message with each send.
- Custom sender name
- Reply-to address
- Default message body
- Include/exclude message toggle
Branding
Upload a logo for signing emails and the signing runtime header. Set a primary brand color. Toggle company name display on signing pages and certificates.
- Logo upload for emails and runtime
- Primary brand color
- Company name display toggle
- Applied to certificates and signing pages
Ten products. One execution engine.
Calisto Box stores every document. Calisto Docs creates source files. Deals, Proposals, Events, Access, Contacts, Navigator, Pulse, and Connect all route documents through the same signing engine with shared audit trail and certificate system.
Calisto Box
Document storage backbone. Uploaded PDFs and executed documents stored in Box. Sign templates at /box/templates/sign. Completed envelopes written back as versioned files.
Calisto Docs
Source document creation. Documents authored in Docs can be sent for signature directly. DOCX and PDF export feeds into the Sign upload flow.
Deals
Contract generation from deal records. Multi-signer support for buyer and seller. Completion triggers deal stage advancement.
Proposals
Proposal acceptance auto-initiates a Sign document. Pre-configured templates per proposal type. Completion updates proposal status.
Events
Venue contracts and liability waivers linked to event bookings. Setup checklists verify waiver coverage. Waivers gate check-in entry.
Access
Waiver compliance checked at check-in. Entry gated if no active waiver. On-the-spot signing at kiosk for missing or expired waivers.
Contacts
Signers linked to contact records. Full signing history on contact profile. Signer autocomplete from contact database.
Navigator
Guest waiver delivery via Navigator portals. Pre-arrival completion. Signed documents indexed in portal document library.
Pulse
Waivers attached to reservation records. Auto-send waivers during booking flow. Check-in validates reservation waiver coverage.
Connect
Signing reminders and completion notifications route through Connect messaging channels. Multi-channel delivery: SMS, email, push.
Cross-entity linking
Unlimited documents. €0.50 per completed signature.
70+ document types, 10 field types, 9 document states, 11 waiver categories with check-in gating, 13 audit event types, cryptographic verification, and 6 native platform interconnects. Pay only for completed signatures.
Sign
E-signature and contract lifecycle management.
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