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Calisto Docs

Document editor engine.

Rich-text editing with DOCX and PDF export, merge-field templates, per-save versioning, and inline comments. Content stored as JSON snapshots in Calisto Box with view/edit sharing and approval workflows.

DOCX + PDF Export · Merge Fields · Per-Save Versioning · View/Edit Permissions · Ethos Brand Check

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export formats (DOCX, PDF)

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heading levels (H1-H6)

version snapshots per document

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permission levels (view, edit)

The Document Engine

6 heading levels. JSON snapshots. Rich-text editing.

Dedicated document engine with full formatting, tables, inline images, and undo/redo. Content persists as JSON snapshots in Calisto Box. No proprietary format lock-in.

Dedicated Document Engine
Full rich-text editing with undo/redo stack, clipboard support, and keyboard shortcuts. Document state stored as JSON snapshots.
Rich-Text Formatting
Headings H1-H6, ordered and unordered lists, blockquotes, inline code. Bold, italic, underline, strikethrough, text color, highlight.
Tables and Inline Images
Insert tables with row/column management. Inline images from the Media Library. Print support via the print API.
Snapshot Storage (Box)
Every save serializes the editor snapshot to JSON and uploads to Calisto Box. HEAD pointer per document. No local storage dependency.

Q2 Property Maintenance Report

Period: April 1 - June 30, 2026

Preventive maintenance completion rate reached 94.2% across all managed properties. Three critical HVAC replacements completed under budget.

  • 142 work orders closed (avg. resolution: 2.3 days)
  • 12 vendor contracts renewed
  • 3 capital expenditure approvals pending
Architecture

Editor renders. Box stores. Snapshots persist.

Client-side document engine serializes state to JSON snapshots in Calisto Box on every save. The editorFiles table tracks HEAD; editorFileVersions tracks history.

Templates, Merge Fields and Generation

4 creation paths. Unlimited merge fields. DOCX and PDF export.

Account-level template library with merge-field placeholders. Generate documents from a prompt. DOCX import and export with PDF rendering server-side.

Templates

Account-level template library. Create templates from existing documents or start blank. The isTemplate flag on editorFiles marks reusable templates.

  • Account-level template library
  • Create from existing document or blank
  • isTemplate flag in editorFiles schema
  • "New from template" selector in /docs/new
Lease Agreement14 merge fields
Offer Letter8 merge fields
Maintenance Report6 merge fields
Vendor Contract11 merge fields
Safety Audit Summary9 merge fields

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generation endpoint

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import formats (DOCX, blank)

merge field variables per template

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template library per account

History & Collaboration

Per-save versioning. Inline comments. Approval workflows.

Every save creates an immutable snapshot with a version record. Share with view/edit permissions, comment per-document, route drafts through approvals.

Version History

Every save is a snapshot. Every snapshot is retrievable.

Each save creates a new immutable snapshot in Box with a version record. Monotonically increasing version numbers. Changelog text per save. Past versions never overwritten.

Per-Save Snapshots
Every save creates a new JSON snapshot in Box and a corresponding editorFileVersions record. Monotonically increasing versionNumber. HEAD always points to the latest.
Changelog per Version
Each version record stores an optional changelog text field describing what changed. Paired with sizeBytes and formatVersion for audit traceability.
Box-Backed Immutability
Past versions are never overwritten. Each is a separate object in Calisto Box. Retrieve any historical snapshot by its boxFileId.
Soft Delete and Trash
Documents support soft-delete via the isTrashed flag on editorFiles. Trashed documents remain recoverable until permanent deletion.
v12HEAD
Final review comments addressed
2 min ago
v11
Added vendor payment schedule table
1h ago
v10
Inserted maintenance cost breakdown
3h ago
v9
Updated Q2 completion metrics
Yesterday
v8
Initial draft from template
2 days ago
Q2 Maintenance Report
MR
JK
AL
MR
Maria R.14 min ago
Updated the cost breakdown in section 3. Please review.
JK
James K.8 min ago
Approved. Vendor terms look correct.
AL
Ana L.2 min ago
Added signature block. Ready for Sign.
Sharing, Comments and Approvals

2 permission levels. Per-document threads. Approval routing.

Share documents via email with view or edit permissions. Add comments per document. Route completed drafts through the shared approvals system for sign-off.

Document Sharing
Share documents with email recipients. Granular permissions: view or edit. Sharing metadata stored in editorFiles JSONB. Notifications sent on share.
Inline Comments
Add and retrieve comments per document via the comments API. Per-document discussion threads stored in metadata JSONB.
Approval Workflows
Route documents through the shared approvals system. Review workflow before finalization. Account-level approval chains with status tracking.
Platform

Brand Check. Sign. Media Library. One document surface.

Four platform integrations from a single document surface. Ethos for compliance, Sign for signatures, Media Library for assets, Box for storage.

Platform Integrations

4 native integrations. One document surface.

Docs connects to Ethos Integrity for brand compliance, Sign for e-signatures, Media Library for image assets, and Box for centralized document storage.

Brand Check (Ethos Integrity)

Scans document text against account brand guidelines. Flags off-brand language, tone violations, and terminology mismatches before publication.

Document Text → Ethos Scan → Compliance Report
Send for Signature (Sign)

Route completed documents directly to Calisto Sign for e-signature workflow. Documents flow from Docs to Sign without manual download.

Final Draft → Approval → Sign Request → Signed Copy
Media Library

Insert images from the shared Media Library directly into document body. Assets managed centrally, referenced inline.

Media Library → Image Select → Inline Insert
Box Storage and Folders

Documents organized via parentFolderId in a folder tree. Content stored in Calisto Box. Shared storage layer with Sheets and Slides.

Editor Snapshot → JSON Serialize → Box Upload
Pricing

High-Performance Ops. Zero Monthly Overhead.

Get all 15 Core modules at no monthly cost. You only pay 2% of processed revenue.

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Calisto Core
$0/month
+ 2% of revenue
CommitmentNone
UsersUnlimited
Products15 included
Best for: Businesses of any size. Revenue is auto-calculated from POS orders, reservations, folios, and event tickets.
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Docs

Document editing with version history and collaboration.

$1/mo

Part of Work Suite

Wallet-debit

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