Merge fields are placeholders used in document templates to make automated document fill-in possible.
They work like this: you insert a merge field from the list in the template, for example the one representing the customer’s name, then this inserted piece will tell the system when you create a document using this template that you need the corresponding name at this exact place in the document from your own customer database.
Picture it like this in the template:
This Car Rental Agreement ("Agreement") is entered into on <<Custom.Today>>, by and between <<Customer.Name>> and <<OwnerCompany.Name>>.
And when you click “Create Document” in Rentgine for a specific rental, the missing data appear automatically:
This Car Rental Agreement ("Agreement") is entered into on March 22, 2026, by and between Jane Smith and WheelBeThere Car Rental.
In Settings, Document Templates, click “Create New Document Template”. The editor pops up, where you can choose to upload your own template (“Load from Word File” or folder icon).
Only Word files can be uploaded as a template, no Excel or pdf ones.
