How can I change the type of a datafield?

Unfortunately, technical limitations don't allow you to change the type of a datafield after it has already been created. The best way to do this is to delete the datafield, then recreate it as the proper type. Taking a consultant's company number as an example, let's say you click the "number"...

How to change a datafield’s name and alias

To change the name (or alias) of a datafield, navigate to the concept housing that datafield, either in document assembly mode or in browse files mode. Select the datafield you want to change and click the orange "Change name & aliases" button The internal name field will now be edit...